We implement around the process.

• Name the process

  Who does the work today, which object it should live on, and what must stay outside Salesforce.

• Solution design

  The clouds and objects the process needs. Not a catalog tour.

• Configuration and integrations

  Flows, sharing, and the systems that must write back. MuleSoft when it earns the seat.

• Data migration

  What comes over, what is archived, and who owns the duplicates after go-live.

• Training and hypercare

  The people who will run the org, not a one-day webinar.

• Brief

  You send the process. We come back with a stack, a sequence, or an honest no.

• Design

  Process map, object model, and the integrations that would break the week if they fail.

• Build

  Configure first. Custom code only when configuration cannot carry the rule.

• Migrate and train

  A cutover the team can actually run, then hypercare until the first real week is quiet.

Questions we get

Do you implement every Salesforce cloud?

We implement the clouds the process needs: Sales, Service, Marketing, Experience, and the rest of the catalog when they earn the seat. We will tell you when a cloud is a license, not a project.

What if we already bought licenses?

Then the job is still the process. We map seats to work and leave the ones that exist because nobody reviewed last year’s renewal. See license optimization if the renewal is the emergency.

Where does an AI agent fit?

After the org can hold the record. If a person is already doing the job like a robot, we set up an agent on that named process. Agentforce when the work lives in Salesforce. Custom when it does not.