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