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Services

Four engagement shapes. One way of working.

Each engagement starts with a written plan: what we're delivering, what success looks like, what it costs, and when it ends. No open scopes.

01

Implementation

Build Salesforce correctly from the start — from initial architecture to go-live — without interrupting day-to-day operations.

What you get

  • Discovery, success criteria, and a written engagement plan
  • Org design: objects, fields, record types, profiles, permission sets
  • Data migration and de-duplication
  • Integrations with your stack (email, finance, marketing, support)
  • AgentForce setup and rollout — hands-on experience on the team
  • CPQ implementations — an uncommon Salesforce skillset, in-house here
  • User training and a documented go-live plan
02

Optimization

Untangle an org that's grown messy. Audit, simplify, automate, and ship the workflow your team actually needs.

What you get

  • Org Health Audit — a structured, written review across architecture, automation, security, and adoption; delivered as a formal artifact, not a verbal walkthrough
  • Prioritized backlog with effort/impact scoring
  • Architecture refactor and technical debt remediation
  • Documentation of the resulting system
03

Managed Services

An on-call senior team without the headcount. Predictable monthly support that scales with the business.

What you get

  • Backlog triage, prioritization, and weekly releases
  • Ongoing Salesforce and AgentForce maintenance and enhancements
  • User support, training, and onboarding
  • Per-ticket documentation: technical write-up of what was changed and why, every component touched, plus the QA/testing record
  • System map kept current as the org evolves
  • CI/CD pipelines — real version control, automated deployments, audited rollback
  • Proactive monitoring of org health and security
  • Quarterly roadmap review with business stakeholders
04

System Mapping

An end-to-end visual map of your business process with the underlying Salesforce automation overlaid. One artifact, kept current as the org evolves.

What you get

  • Process map covering the end-to-end business flow
  • Automation overlay (Flows, Apex, integrations) on the same diagram
  • Mermaid source committed to your repo or shared workspace
  • Versioning as the system evolves
  • Integration into the Managed Services workflow
Engineering practice

We ship via CI/CD, not change sets.

Most Salesforce shops still deploy through change sets. We don't. Every engagement runs on real version control, automated deployments, and audit-grade rollback — so releases land predictably and you can see who changed what.

Gearset

Broad applicability. Default for orgs without specialty deployment needs.

Copado

Enterprise-graded CI/CD. For larger orgs with formal release governance.

Prodly

Specialized for CPQ deployments — pairs with our CPQ implementation work.

Salesforce DX + GitHub Actions

Engineering-depth path. Custom CI workflows when off-the-shelf tools don't fit.

Take a higher view.

Tell us about the org you're running, the goals you're chasing, and the friction in the way. We'll come back with a candid read.