Sean Foster
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10 · Real estate

A public rules site that publishes itself

Agents, brokers and the public needed one place to read and search the rules. Compliance staff write and approve each rule as a knowledge article, and publishing puts it live on a public site and rebuilds its PDF and the full rulebook automatically.

Client
Sets and enforces the rules agents and brokers work under
Built with
  • Experience Cloud
  • Salesforce Knowledge
  • Lightning Web Components
  • Apex
  • Visualforce PDF
  • Flow

Screens

Rendered from the real code with made-up data.

The public rules site: every rule section down the left, a keyword search, and a download of the full rulebook as a PDF.

The public rules site: every rule section down the left, a keyword search, and a download of the full rulebook as a PDF.

What it changed

  1. 01

    170 rules in 22 sections, each with its own PDF, plus a full rulebook PDF rebuilt on every publish.

  2. 02

    Search tries an exact full-text match, then a fuzzy retry, and ranks results by where the words appear.

  3. 03

    Only approvers can validate a rule, a rejection notifies the writer, and every old help-center link still lands on the right rule.

How it fits together

  • Built by me
  • Platform or outside system
  • People
Compliance staffWrite and approveSalesforce KnowledgeRules as articlesPublish flowNow or scheduledPublish pipelineQueued ApexPDF rendererRule and full rulebookPublic filesDownload linksAgents and publicNo loginRules siteCustom componentsSearch and redirectsGuest ApexDraft,approvePublishRenderSave, shareBrowse,searchFull-textsearchDownload PDFCompliancestaffSalesforceKnowledgePublish flowNow or scheduledPublishpipelinePDF rendererRule and fullrulebookPublic filesDownload linksAgents andpublicRules siteCustom componentsSearch andredirectsDraft, approvePublishBrowse, search

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12 · Home improvementLead SimulatorFires realistic test leads in the front door and follows each one through every system.Salesforce Lightning Web Components Apex
13 · ManufacturingLive finance and operations dashboardsLive finance dashboards that replaced hand-built workbooks and tie to the ledger.NetSuite SuiteQL Node-RED

Contact

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