We design, build, fix, and connect Salesforce orgs for teams that need them to work. Every engagement is led by a senior, certified architect, and every org we touch comes out cleaner and better prepared for Agentforce.

Optimization

Years of quick fixes leave technical debt, unused features, and automation nobody fully understands. We audit the org and fix what slows your team down.

  • Org health check covering automation, security, data quality, and limits
  • Workflow Rules and Process Builder consolidated into Flow
  • Unused fields, objects, and code removed
  • Readiness review for Agentforce and Data Cloud

Architecture & Design

A data model and security design that hold up as you grow, and that AI agents can work with later.

  • Data model, sharing, and security design
  • Multi-org and multi-cloud strategy
  • Integration and automation patterns your team can support
  • Agent-ready architecture: clean objects, clear processes, and well-defined actions

Integration

Salesforce rarely works alone. We connect it to ERPs, marketing platforms, data warehouses, and custom systems with patterns that are secure and easy to support.

  • REST and SOAP APIs, Platform Events, and Change Data Capture
  • Middleware such as MuleSoft, or direct Apex callouts with Named Credentials
  • Connected apps and OAuth flows (read our guide)

Salesforce + Microsoft

  • Salesforce file archival to Azure Blob Storage
  • SharePoint Online inside Salesforce through Files Connect
  • Microsoft Entra ID for OAuth and single sign-on
More on our Azure work

Customization & Development

When configuration isn’t enough, we build. Clean, tested code that your admins and future developers can maintain.

  • Apex triggers, services, and batch and queueable jobs, with real test coverage
  • Record-triggered, screen, and scheduled Flows
  • Lightning Web Components for custom interfaces
  • Experience Cloud sites and portals

Data Management & Migration

Reports and agents are only as good as your data. We clean it, model it, and move it without losing history.

  • Deduplication, cleansing, and standardization
  • Migrations from other CRMs or between Salesforce orgs, including files and Chatter history (how we do it)
  • Big Objects and archival for high-volume data (read more)
  • AI-ready data: consistent fields and clean case and knowledge history

Training & Adoption

A system people don’t use doesn’t pay off. We train each audience on the work they actually do.

  • Role-based training for users, admins, and leaders
  • Documentation and in-app guidance
  • Change management for new rollouts
  • Center of Excellence setup: governance, release process, and roadmap

CPQ & B2B Commerce

Quote-to-cash and online ordering, configured to match how you actually sell.

  • Product and price rules, discounting, and approvals
  • Quote templates and document generation
  • ERP integration for orders and invoicing
  • B2B Commerce storefronts, catalogs, and pricing

Health Cloud

Patient management for providers and healthcare organizations, from first contact through ongoing care. (Read our Health Cloud overview)

  • Patient intake and verification of benefits
  • Care plans and care coordination across locations
  • EHR integration
  • Access controls designed for sensitive health data

Engagements

Every engagement is scoped to the work. Tell us what you need and we will propose the right fit.

Projects

A defined scope, timeline, and deliverables, from a single integration to a full implementation.

Ongoing support

A monthly block of senior Salesforce time for enhancements, fixes, and admin work.

Advisory

Architecture reviews, Agentforce readiness assessments, and a second opinion before big decisions.

Tell us what you’re working on