Salesforce Consulting
CRM customization, communities, Force.com development, MuleSoft integrations, and Heroku solutions.
Salesforce Consulting & Implementation
We build Salesforce orgs that work the way your business works — not the other way around. Every engagement starts with understanding your actual workflows before we touch a single field or flow.
CRM Customization
Configure Sales Cloud, Service Cloud, and Experience Cloud for your specific processes:
- Objects & fields — Custom objects, field-level security, picklist standardization, and layout optimization per profile
- Validation rules & formulas — Business rule enforcement that prevents bad data at the point of entry
- Lightning App Builder — Custom page layouts and dynamic forms that surface the right information for each user
- Process automation — Record-triggered flows, screen flows, and scheduled automation that replace manual steps
Salesforce Integrations
Connect Salesforce to the rest of your stack using the right tool for each job:
- REST & SOAP callouts — Named credentials, connected apps, and OAuth 2.0 authentication
- Platform Events & Change Data Capture — Event-driven patterns for real-time downstream system updates
- External Services — Declarative integration with OpenAPI-spec external endpoints, callable from Flow
- Heroku Connect — Bi-directional PostgreSQL ↔ Salesforce sync with field mapping best practices
Lightning Web Components (LWC)
When declarative tools hit their limits, we build custom LWC:
- Complex data tables with inline editing and bulk actions
- Third-party library integrations (Stripe, maps, charts) via static resources
- Experience Cloud components with community-aware data access
- Security-review-ready patterns for AppExchange submissions
AppExchange Development
End-to-end managed package delivery for the Salesforce marketplace:
- 1GP packages — Namespace management, patch releases, push upgrades
- 2GP packages — Unlocked package architecture and scratch org CI/CD
- Security Review — PMD static analysis, manual code audit, and submission support
- Subscriber management — LMA integration, trial management, upgrade handling
Data Migration & Rollouts
Moving data into or within Salesforce without losing sleep:
- Bulk insert/update/upsert with full audit trail and rollback capability
- External ID strategy for idempotent, re-runnable migrations
- Pre-migration deduplication and post-migration duplicate rules
- Change set reviews, deployment runbooks, and post-deploy smoke tests