0d43e0d0b9
- Introduced a new "Portal Guides" section in the README and docs/README.md to provide high-level overviews and detailed explanations of various portal functionalities, including accounts, catalog, orders, billing, subscriptions, and support cases. - Updated the main README to link to the new portal guides for better navigation and user guidance.
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Support Cases
How the portal surfaces and creates support cases for customers.
Data Source & Scope
- Cases are read and written directly in Salesforce. Origin is set to “Portal Website.”
- The portal only shows cases for the customer’s mapped Salesforce Account to avoid leakage across customers.
Creating a Case
- Required inputs: subject and description. Optional: category/type and priority.
- The portal creates the case in Salesforce with Status = New and Priority mapped to Salesforce values.
- If a Contact ID is available it is used; otherwise the Account ID is set on the case.
Viewing Cases
- We read live from Salesforce (no caching) to ensure status, priority, and comments are up to date.
- The portal summarizes open vs. resolved counts and highlights high-priority cases based on Salesforce status/priority values.
If something goes wrong
- Salesforce unavailable: we show “support system unavailable, please try again later.”
- Case not found or belongs to another account: we respond with “case not found” to avoid leaking information.