Our Services

Full-Spectrum Salesforce Expertise

From initial implementation to complex integrations and AI readiness, we deliver architectural excellence across the entire Salesforce ecosystem.

Core Services

Implementation & Cloud Expertise

Our primary service offerings covering Salesforce implementation and cloud-specific solutions.

Salesforce Implementation

End-to-end deployment of new Salesforce orgs with proper architecture, data models, automation, and user enablement from day one.

  • Requirements gathering and process mapping
  • Data model and object architecture design
  • Security model and sharing configuration
  • Automation and workflow implementation
  • Data migration and validation
  • User training and change management

Sales Cloud

Pipeline management, forecasting, territory planning, and sales process automation that drives predictable revenue.

  • Lead and opportunity management
  • Pipeline stages and sales process design
  • Forecasting and quota management
  • Territory and team structure
  • Sales analytics and dashboards
  • Einstein Lead Scoring integration

Service Cloud

Case management, knowledge bases, omni-channel routing, and service metrics that improve customer outcomes and team efficiency.

  • Case management and escalation
  • Omni-channel routing configuration
  • Knowledge base architecture
  • Service console customization
  • SLA tracking and entitlements
  • Customer satisfaction measurement

Revenue Cloud / CPQ

Configure-price-quote automation, subscription management, and revenue recognition workflows that accelerate deals.

  • Product catalog and pricing rules
  • Quote template design
  • Approval workflows
  • Subscription and renewal management
  • Revenue recognition integration
  • Contract lifecycle management

Experience Cloud

Customer portals, partner communities, and digital experiences that extend Salesforce capabilities to external stakeholders.

  • Community design and branding
  • Self-service portals
  • Partner relationship management
  • Case deflection strategies
  • Knowledge article publishing
  • Community analytics

Apex & LWC Development

Custom Apex classes, triggers, Lightning Web Components, and platform development for complex business requirements.

  • Apex class and trigger development
  • Lightning Web Component creation
  • Batch and scheduled job development
  • Platform event implementation
  • Test coverage and code quality
  • Technical debt remediation

Salesforce Integrations

REST/SOAP APIs, MuleSoft, middleware solutions, and seamless data flows between Salesforce and external systems.

  • API design and development
  • MuleSoft implementation
  • Middleware and iPaaS solutions
  • Real-time and batch integration patterns
  • External object configuration
  • Error handling and monitoring

Agentforce AI Readiness

Data Cloud implementation, AI agent configuration, and organizational readiness for Salesforce AI capabilities.

  • Data Cloud implementation
  • Customer data unification
  • AI agent configuration
  • Prompt and topic design
  • Trust and governance setup
  • AI readiness assessment

Technical Services

Architecture & Platform Expertise

Deep technical capabilities for organizations with complex requirements or existing technical debt.

Data Architecture

Object model design, data migration strategy, duplicate management, and data quality governance.

  • Custom object model design
  • Data migration planning
  • Duplicate management rules
  • Data quality governance
  • Large data volume strategies
  • External data integration

Security Architecture

Sharing rules, permission sets, field-level security, and compliant access control models.

  • Role hierarchy design
  • Permission set strategy
  • Sharing rule configuration
  • Field-level security audit
  • Compliance alignment
  • Security health assessment

Flow Automation

Record-triggered flows, screen flows, scheduled automation, and process optimization without code.

  • Flow architecture design
  • Record-triggered automation
  • Screen flow development
  • Scheduled flow implementation
  • Process Builder migration
  • Automation performance optimization

Org Health & Optimization

Technical debt reduction, performance tuning, governor limit management, and best practice alignment.

  • Org health assessment
  • Technical debt inventory
  • Performance optimization
  • Governor limit analysis
  • Best practice alignment
  • Upgrade readiness review

Ongoing Support

Managed Support Services

Ongoing Salesforce administration, enhancement development, and strategic advisory for organizations that need consistent expert support without full-time overhead.

  • Dedicated support hours
  • Admin and configuration support
  • Enhancement development
  • Release management
  • User support and training
  • Strategic advisory sessions

Ready to Build Your Salesforce the Right Way?

Whether you're starting fresh, rescuing a troubled implementation, or preparing for AI—let's discuss how architecture-first consulting can help you succeed.

No pressure, no obligations. Just a conversation about your Salesforce goals.