How Pavan Palleti Designed A Scalable Salesforce Onboarding-To-Billing Framework Using Event-Driven Architecture

As enterprises increasingly rely on Salesforce to manage complex customer lifecycles, the role of technical architects has become central to ensuring secure, scalable, and efficient digital experiences. Pavan Palleti, a Salesforce Technical Architect with several years of experience in enterprise CRM implementations, has worked extensively across Sales Cloud, Service Cloud, Experience Cloud, CPQ, and Salesforce Billing, focusing on designing systems that balance user experience, security, and platform governance.

Currently working with large-scale cloud and commerce-driven environments, Palleti has led multiple initiatives involving customer onboarding automation, identity management, and subscription billing. One such recent implementation involved building a seamless onboarding-to-billing framework for a global cloud-based commerce organization, where system reliability and transaction precision were critical business requirements.

The journey begins when a customer selects a product on the public website and is redirected to a Salesforce Experience Cloud site as a guest user. While the front-end interaction appears simple, Palleti architected a multi-layered backend process to ensure data accuracy and platform compliance. A custom Lightning Web Component captures essential registration information, including name, contact, and address details, which are then used to create an Account record through Apex.

Given Salesforce’s transaction sequencing constraints—specifically the “Uncommitted Work Pending” limitation—Palletti intentionally decoupled record creation from external service validation. By using JavaScript promises within the LWC, the system invokes one Apex method for Account creation and, upon successful completion, triggers a second Apex method to perform an HTTP callout to a third-party address verification service. This approach preserved transactional integrity while maintaining a responsive user experience.

Following successful address verification, the solution required creation of Contact and User records under guest user context—without exposing sensitive data or elevating permissions unnecessarily. To achieve this, Palleti implemented a controlled, temporary access mechanism that allowed only the minimum visibility required to complete registration, which was later revoked to maintain security compliance.

Because Salesforce guest users are restricted from performing update or delete operations on standard objects, Platform Events were introduced to handle privileged actions asynchronously. Events published during the process triggered backend Apex listeners with elevated permissions to either finalize user access or delete incomplete Account records in case of verification failure. This ensured that failed registrations did not result in duplicate data while keeping the system auditable and scalable.

Once onboarding was completed, the architecture extended into automated subscription billing. Payment details were captured using a custom Lightning Web Component, and instead of building custom integrations, Palleti leveraged CyberSource’s managed Salesforce package. Secure tokenization and Payment Method creation were handled through prebuilt APIs, reducing compliance risk and development overhead.

Using Salesforce CPQ and Billing, the system then automatically generated invoices, applied predefined billing schedules, and executed revenue recognition rules without manual intervention. This design enabled a fully automated, enterprise-ready billing workflow aligned with financial governance standards.

This implementation reflects Palleti’s broader architectural approach—combining platform-native capabilities, event-driven design, and security-first thinking. By structuring modular, policy-compliant flows across onboarding, identity management, and billing, he delivered a solution that supports scale, auditability, and long-term operational efficiency within Salesforce ecosystems.