Services

Salesforce work, done carefully.

From first-time setup to advanced automation and ongoing support. Certified, practical, and documented.

Core Salesforce delivery

The hands-on Salesforce work, done carefully and documented. No bloated packages and no cookie-cutter setups.

01

Salesforce Implementation & Setup

Starting with Salesforce shouldn't feel overwhelming. We handle the full setup, beginning with a discovery session that maps your workflows and bottlenecks, then configure the org to match how you actually operate. You get a production-ready environment without the headaches.

  • Discovery and requirements gathering
  • Custom object and field configuration
  • User roles, profiles, and permission sets
  • Page layout and Lightning app design
  • Validation rules and record types
  • User training and documentation
02

Workflow & Process Automation

Manual steps quietly eat your team's time every day. We design and test Salesforce automation that removes repetitive work and reduces errors, then document it so you are never stuck waiting on us to make a change.

  • Lead assignment and routing rules
  • Opportunity stage automation and alerts
  • Approval workflows for quotes, discounts, and contracts
  • Automated email sequences and task creation
  • Scheduled flows for data cleanup and reporting
  • Multi-object automation with Flow Builder
03

Data Migration & Integration

Moving to Salesforce means your existing data has to come along cleanly. We manage the full migration from legacy CRMs, spreadsheets, or databases, so your records land accurate, deduplicated, and mapped. We also connect Salesforce to the tools you already use, so data flows across your stack without manual entry.

  • Source data audit and quality assessment
  • Field mapping and transformation planning
  • Test migrations with validation checkpoints
  • Duplicate detection and merge strategy
  • Production migration with a rollback plan
  • Post-migration verification and cleanup

Development & release management

Apex, Lightning Web Components, and production cutovers done carefully, with a clear record of every change. A good fit for teams that need real development capacity and dependable releases without a full agency.

When you're ready

Bringing AI into your org, on your terms.

If your team is starting to explore AI, we help you connect it to Salesforce without losing control of your data. We lead with a permissions and data-access review, set it up for a small group, train them on real use cases, and leave you with clear governance. Security first, and your data stays yours. Entirely optional, and never a prerequisite for the work above.

Not sure which one you need?

Tell us what's going on and we'll point you to the right starting place.

Get in touch