Turn Salesforce from a system of record into a system that actually runs your business.

Configuration without a strategy behind it produces an org that technically works but never quite fits how the business operates. We start with how your teams actually sell, serve, and report across Sales Cloud, Service Cloud, and Experience Cloud — then build the architecture, process redesign, automation, and governance model around that.

Talk to a Salesforce architect

What this covers

Org strategy and roadmap across Sales Cloud, Service Cloud, and Data 360

Process redesign around real workflows, not out-of-the-box defaults

Automation architecture — Flow, Apex, and where Agentforce actually fits

Governance and change management as the org grows

Technology in this practice area

Sales CloudService CloudData 360Experience Cloud

Proof, not promises

Related work

Field Service Operations

Visualizing Field Service Capacity with a Zero-Cost Mapping Layer

Challenge

Dispatchers had no way to visually compare technician supply against appointment demand across service territories — just manual report cross-referencing, with no proactive way to catch understaffed regions before service levels suffered.

Approach

Built a custom Apex service layer aggregating technician counts and appointment volume per territory, rendered through a Lightning Web Component using Leaflet.js and OpenStreetMap — an open-source mapping stack that validated the concept with zero licensing cost.

Zero licensing or API costManual reporting replaced with a live mapModular design, ready to scale to a paid mapping provider later

Energy & Utilities

Automating Commission Import & Split Calculation

Challenge

An energy management firm processed monthly commission payments from multiple suppliers, each in a different CSV format, splitting them by hand across the client, up to three agents, and their own margin — slow, error-prone, with no audit trail or duplicate protection.

Approach

Delivered a custom Lightning Web Component with an Apex service layer that parses any supplier CSV format automatically, matches records to Salesforce via MPAN/MPRN, calculates every commission split server-side, and enforces a two-phase review-then-approve flow with duplicate protection at both the application and database level.

~4 hours saved per supplier per monthFull batch import in under 2 minutes100% duplicate-free since go-live

See all case studies

Salesforce practice

See the rest of our Salesforce practice.

View full practice