We map every object, field, flow and approval to how your teams actually work — not a generic template. You get an org that feels native from day one.
Every object, field, picklist and relationship named cleanly — built for growth, not just today's requirement.
Multi-step flows, approval chains and assignment rules that remove manual chasing from every pipeline.
Each user sees exactly what they need — compliance-ready and designed to scale without breaking.
Leadership, ops and reps each see their live KPIs — no exports, no stale data, no waiting.
We interview every key stakeholder, document your existing workflows in detail and map pain points before a single field is created. Every requirement is captured and confirmed in writing — decisions are driven by your actual business processes, not assumptions or generic templates.
A complete design document covering the full data model, security architecture, automation logic, page layouts and dashboard plan — reviewed in detail and signed off by your team before any build begins. You know exactly what you're getting before we write a single line of configuration.
Sprint-based delivery with structured bi-weekly demos so you see real, working progress at every checkpoint. Issues are caught and addressed early, priorities can shift as the business evolves, and there's no surprise reveal on go-live day — you've already seen and approved every piece.
Full user acceptance testing with real scenarios, structured training sessions for every role, dedicated go-live support and complete documentation handed over at the end. Your team owns the org confidently from day one — and knows exactly who to call if they ever have a question.
We don't just turn on Salesforce. We engineer every layer — data, process, security and visibility — to match the way your business actually operates, so adoption is high and re-work is near zero.
We design your entire data model from scratch — clean naming conventions, logical object relationships, and field types that make reporting effortless and future migrations painless. Every schema decision is reviewed and signed off before a single field is created in your org.
Multi-step flows, before-save optimisations and complex approval chains that eliminate manual chasing. Work routes itself to the right person at the right time — so your team stops managing process and starts closing deals and serving customers.
Role hierarchies, OWD settings, sharing rules and permission sets built to be audit-ready from day one. Every user sees precisely what they need — nothing more — and the entire security architecture scales cleanly as your team grows without breaking existing access controls.
Leadership, ops managers and frontline reps each see their live KPIs in one click. No spreadsheet exports, no waiting on someone to pull data, no stale numbers in Monday morning meetings. Every dashboard is designed around a specific decision its audience needs to make.
Real examples of configured environments — built for teams that actually use them.
Point-and-click has limits. When your business needs logic, UIs and components that no Flow can build — we write the code. Precise, tested, documented and release-safe.
Every solution tested, documented and handover-ready
Complex server-side logic that Flow simply cannot handle — multi-object operations, bulk-safe batch processing, async callouts to external systems and business rules that execute at precisely the right moment in the transaction lifecycle. Every class follows a clean service-layer architecture so future developers can read, extend and maintain it without confusion.
Reactive, high-performance UI components built with modern JavaScript and LWC — custom data tables with inline editing, multi-step guided wizards, interactive maps, branded forms and embedded third-party content far beyond what standard page layouts can deliver. Each component is wired to Apex and designed to perform flawlessly on both desktop and mobile.
Branded, pixel-perfect PDF outputs generated on demand from live Salesforce data — quotes, invoices, contracts, onboarding packs and compliance documents. Custom portals and external-facing pages built to your exact UX specification, with full control over layout, fonts and styling that reflect your brand identity rather than generic Salesforce defaults.
Trigger frameworks, service layers, selector classes and test factories built to the FFLIB enterprise pattern — every codebase we deliver is immediately readable, safely upgradeable and completely free of technical debt. Future developers on your team or ours can extend any part of the solution without unravelling what came before, through every Salesforce release cycle.
Not just coverage numbers for their own sake — meaningful, scenario-driven tests that verify real business logic, catch regressions before they reach production, and give your team complete confidence that every deployment is safe to push through a release.
Every class, trigger and component is documented with clear inline comments and method-level descriptions. Your future admins, developers and even new contractors can understand, extend and modify the code on day one without hunting for context or reverse-engineering logic.
Architectural choices that prevent Salesforce's twice-yearly major releases from silently breaking your customisations — so platform upgrades become non-events rather than emergency rollback situations. We follow FFLIB patterns and avoid any deprecated APIs that Salesforce flags for removal.
Real LWCs, Visualforce pages and custom UIs built for our clients.
We scope, build and hand over clean code with full tests, complete documentation and a technical handover session.
Siloed data means duplicate work, delayed decisions and frustrated teams. We build secure, observable bridges between Salesforce and every system your business runs on — so your teams always work from one trusted source of truth.
From direct API connections to enterprise middleware — every integration we build is secured, documented and monitored from day one.
We design and build authenticated, well-documented connections between Salesforce and any system that exposes an API — modern REST or legacy SOAP. Every endpoint is secured with OAuth2 or JWT, every payload validated against a defined schema, and every integration fully documented so your team always knows how data flows, who triggered it, and what happens when something goes wrong.
In complex, multi-system environments data rarely travels in a straight line — it needs transforming, enriching and routing across multiple platforms simultaneously. We design and implement enterprise-grade middleware using MuleSoft and Dell Boomi that handles high volumes, multiple protocols and sophisticated error-recovery. The result: Salesforce always receives clean, validated, context-rich records regardless of where the source data originated.
We architect sync strategies around your data's actual urgency — real-time where speed is critical, batch where volume is the priority. Salesforce Platform Events and Change Data Capture push instant updates the moment a record changes. Scheduled batch pipelines handle high-volume nightly reconciliation without overloading your infrastructure — so every system stays in agreement and your ops team stops burning hours on manual reconciliation every morning.
We don't hand over an integration and disappear. Every pipeline we deliver ships with a live health dashboard, automated alerting, intelligent retry mechanisms and fully documented runbooks. Your ops team gets a single-glance view of every integration's status, receives instant alerts on failures, and has clear step-by-step guidance to resolve issues without calling a developer at midnight. Full audit logs ensure every data movement is traceable and compliant.
A 30-minute call maps your current systems, identifies the highest-value connections to build first, and gives you a clear integration architecture — no commitment required.
Most Salesforce orgs have data. Few have insight. Reports get exported, dashboards go stale and leaders decide on yesterday's numbers. We build analytics that are live, role-specific and tied directly to decisions — so every person sees what they need, when they need it.
Each person sees the metrics that drive their decisions — nothing more, nothing less.
Revenue vs target, pipeline health, team performance and forecast accuracy — all in a single executive view that's live and always current. No spreadsheet to prepare, no assistant to chase. Leaders walk into every board meeting with data that's as fresh as the moment they open it.
Conversion rates by stage, pipeline velocity, rep activity coverage and quota attainment — automatically tracked and surfaced in real time. Ops can coach with actual data rather than chasing reps for updates or building weekly spreadsheets that are out of date before they're finished.
Case volumes by queue, SLA compliance rates, escalation trends and individual agent workload — live and instantly actionable. Team leads can identify which cases are about to breach their SLA clock and intervene before the customer is affected, not after an angry email arrives.
Their own pipeline value, today's follow-up tasks, recent activity log and personal quota progress — nothing org-wide they don't need, nothing that creates noise. A focused, personal view that gives each rep complete clarity on exactly where to spend their day to hit their number.
We design each dashboard around a specific decision its audience needs to make — starting with "what action should this trigger?" and working backwards through the data. Every view is live with no manual refresh required, built to be useful on day one and still relevant as your business evolves. No exports, no static screenshots, no waiting for someone to pull a report.
Predictive deal scoring, churn risk flagging, forecast modelling and guided discovery built directly on your own historical Salesforce data — not a generic industry model. Leaders stop seeing what happened last month and start seeing what's likely to happen next, with enough time to act on the prediction before it becomes a problem.
Scheduled reports delivered to the right inbox at exactly the right time — weekly sales summaries for the ops team, daily service snapshots for team leads, monthly board packs for the executive. Data finds the people who need it automatically, so nobody has to pull a report, no important update gets missed, and no leader makes a decision on last month's numbers.
Consistent metric definitions, controlled access levels and complete audit trails ensure every number means exactly the same thing across your entire organisation — so sales and finance are never arguing about different revenue figures from different reports. Sensitive data reaches only the eyes it's authorised to reach, and every access is logged.
Designed for clarity and action at every level of your organisation.
One call. We'll walk through a dashboard strategy for your org — no preparation needed from you.
Lead scoring, case routing, approval chasing, follow-up emails, report generation — your team spends hours on tasks Salesforce can handle automatically. We use Einstein AI, Flow and Salesforce's native intelligence layer to reclaim that time and put it toward work that actually drives revenue.
Lead created · Case opened · Score threshold crossed · Scheduled interval reached
Score · Predict conversion · Classify urgency · Identify next best action
Assign to rep · Escalate · Send notification · Update record · Close task
Each capability is scoped to deliver a measurable outcome — hours saved, response times cut, conversion rates improved.
Lead conversion scores, opportunity health ratings, case priority predictions and next-best-action recommendations — calculated on your own data and surfaced directly in your reps' daily views. No guessing which leads to call first.
Train custom machine learning models on any Salesforce object — without writing a line of code. Predict churn probability, deal close likelihood, case escalation risk or any custom business outcome, trained on your own historical records and refined over time.
Conversational bots that handle FAQs, case creation, order status checks, lead qualification and escalation to live agents — 24/7, without a human in the loop. Cutting first-response time from hours to seconds and freeing your service team for complex work.
Multi-step, AI-informed flows triggered by records, schedules or external events — handling assignments, multi-level approvals, cross-system notifications and record updates automatically. The right work goes to the right place without anyone orchestrating it manually.
Einstein scores every inbound lead by conversion probability based on your own historical win patterns, then routes them instantly to the most appropriate rep — eliminating the triage queue entirely and ensuring your highest-potential leads never wait in a shared inbox.
Cases assigned automatically by skill, product area, priority level and SLA clock — with intelligent escalation that fires before a breach, not after. Your service team acts on data rather than reacting to complaints, and no case falls through the cracks during handovers or busy periods.
Einstein continuously monitors account health signals — engagement drops, renewal proximity, support ticket trends, usage data — and flags at-risk customers with enough notice for your team to intervene. Retaining an existing customer costs a fraction of replacing one.
Multi-level approvals triggered, chased and escalated automatically based on record values, thresholds and time elapsed. No deal stalls because an approver missed an email, and no manager needs to manually track which requests are still pending across their team.
Einstein Bots handle FAQs, new case creation, order status checks and appointment booking 24/7 — escalating seamlessly to a live agent only when genuinely needed. First-response time drops from hours to seconds, and your service team is freed for the complex work that actually needs a human.
AI-generated deal health scores and revenue predictions give sales leaders the confidence to commit to a forecast with solid data behind every number. Opportunities likely to slip are flagged early enough to act on — not discovered in a post-quarter review after the miss has already happened.
In a single 30-minute call, we'll identify your top three automation wins inside your existing Salesforce org — with zero commitment from you.
