Salesforce that your team will actually open every morning
We configure and extend Sales Cloud, Service Cloud, Health Cloud and Experience Cloud. Flows cover most automation. Apex and Lightning Web Components cover the rest.
Is this for you?
- You are choosing Salesforce and want it set up right the first time
- Your org carries years of unused fields, flows and reports
- Approvals, quotes or case routing still run on email
- Salesforce and your other systems disagree with each other
What you get
- A requirement document and solution design that you sign off
- A tested build, moved from sandbox to production in planned steps
- Documented Apex, Flows and LWC components. You own the code
- Role-based training and an admin guide
- Hypercare after go-live
What we do
Where we can help
Cloud setup
Sales, Service, Health and Experience Cloud configured around your teams and processes.
Flows
Declarative automation that your own admins can read and change.
Apex and LWC
Custom logic and custom screens for the cases Flows cannot handle.
CPQ setup
Products, pricing rules and quote templates configured and tested.
Integrations
Salesforce connected to your website, finance and operations systems.
Reports and dashboards
Pipeline, service and activity views that managers use in meetings.
A look inside
Technical work, explained simply
A tiny example of the kind of logic we write. Your real build is documented and handed over with comments.
// Set the owner of a new lead by city
trigger LeadOwnerByCity on Lead (before insert) {
for (Lead l : Trigger.new) {
Id ownerId = OwnerRules.forCity(l.City); // lookup kept in one class
if (ownerId != null) l.OwnerId = ownerId;
}
}Questions
Good questions on this topic
Flows or Apex?
We use Flows wherever they can do the job, because your admins can read and change them. We write Apex or LWC when Flows cannot handle the logic or the screen.
Do you work with Health Cloud?
Yes. Health Cloud is one of the clouds we work in, along with Sales, Service and Experience Cloud.
Can you support us after go-live?
Yes. We offer hypercare right after launch and monthly managed administration if you want a steady hand.
Related
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Automate lead handover, follow-ups, approvals and status updates.
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Connect your CRM to forms, telephony, accounting, ERP and the rest of your tools.
Learn more →Reporting and dashboards
Reports and dashboards your managers can read without asking for an export.
Learn more →Let's make your CRM work better
Tell us where your current processes are slowing you down. We will discuss your requirements and identify practical improvements for your business. The first call is free, and you speak directly with the person who builds it.