Salesforce, architected once — so you are not rebuilding it in eighteen months.
What you get
- A documented org architecture your team can extend without a consultant
- Automation consolidated into Flow with a clear order of execution
- Data migrated with validated mappings, dedupe rules and rollback plans
- Admins and end users trained on the org they actually have
What usually brings people to us
Automation nobody can untangle
Workflow rules, process builders, triggers and flows all firing on the same object, in an order nobody has documented. Every change becomes a gamble.
A data model that fights the business
Objects added reactively over the years, custom fields duplicating standard ones, and reporting that needs a spreadsheet to make sense.
Licences paid for, value not realised
Teams working around Salesforce in email and spreadsheets because the platform was configured for a process that no longer exists.
What we deliver
- 01
Discovery & org assessment
Stakeholder interviews, process mapping and a technical audit of your existing org — automation inventory, field usage, permission model and technical debt register.
- 02
Solution architecture
Object model, sharing and visibility design, automation strategy, integration boundaries and an environment/release plan documented before a single field is built.
- 03
Build & configuration
Declarative-first configuration, Apex and Lightning Web Components only where the platform genuinely needs code, all delivered in reviewable increments.
- 04
Data migration
Field mapping, cleansing, deduplication, staged loads into a full sandbox, reconciliation reports and a tested rollback path before production cutover.
- 05
Enablement & handover
Role-based training, admin runbooks, and architecture documentation so your team owns the org after we hand over the keys.
Typical stack
- Sales Cloud
- Service Cloud
- Flow
- Apex
- Lightning Web Components
- Data Loader
- Salesforce DX
- Scratch orgs
Salesforce Consulting — common questions
Both. Roughly half of our work is rescuing orgs that have accumulated years of unmanaged change. We start with an assessment so you know exactly what you are paying to fix before committing to a build.
We run a paid discovery, then quote a fixed scope with a fixed price and a defined change process. You approve the architecture and the number before build starts — no open-ended hourly drift.
Yes, and we prefer it. Your admin sits in design reviews and inherits the documentation, which is the difference between a solution you own and one you rent.
Related services
Have a salesforce consulting problem worth solving?
Send us the specifics — current state, what has been tried, and what success looks like. You will get a considered technical response, not a brochure.
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