Salesforce consulting
Every stage of your Salesforce journey, covered.
From roadmap and implementation to data, integration, AI and ongoing support, our practices work together so nothing falls between the cracks.
Our practices
Eight practices, one delivery method.
Salesforce Implementation
Greenfield builds and re-implementations of Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud and industry clouds, launched with adoption built in.
- Discovery workshops and requirements traceability
- Solution architecture and data model design
- Configuration, Flow automation and Lightning Web Components
Salesforce Managed Services
A dedicated pod of admins, developers and an architect that keeps your org healthy, your agents tuned and your backlog moving.
- Day-to-day administration and user support
- Production support with agreed response targets
- Seasonal release readiness and regression testing
Advisory & Org Health
Vision workshops, org health checks, AI readiness reviews and Center of Excellence design that keep Salesforce strategic and governed.
- Vision and roadmap workshops
- Org health check and technical debt assessment
- AI and data readiness review
Headless 360 & Custom Development
Build on Salesforce Headless 360 with APIs, MCP tools and custom interfaces, plus Lightning Web Components, Apex and Agentforce Vibes.
- Headless 360 APIs, MCP tools and CLI automation
- Custom front ends with React and Lightning Web Components
- Apex services and Experience Cloud portals
Data 360 & Analytics
Unify and govern customer data with Data 360 (formerly Data Cloud) and Informatica, and turn it into insight with Tableau.
- Data strategy and readiness assessment
- Data 360 ingestion, identity resolution and segmentation
- Zero Copy access to Snowflake, Databricks and other lakes
MuleSoft & Integration
API-led integration that connects Salesforce with ERP, EHR, finance and legacy systems, and governs AI agents with MuleSoft Agent Fabric.
- Integration architecture and API-led design
- MuleSoft Anypoint Platform implementation
- Platform Events and Change Data Capture
Agentforce & AI Agents
Practical AI on Salesforce: agents built in Agentforce Builder, controlled with Agent Script and grounded in your data.
- AI use-case discovery and prioritization
- Agent design in Agentforce Builder
- Agent Script for deterministic, auditable flows
DevOps & Quality Engineering
Source-driven development, CI/CD pipelines, automated testing and release management that make Salesforce releases routine.
- Git branching strategy and source-driven development
- CI/CD with Salesforce CLI and DevOps Center
- Sandbox and scratch org strategy
Platforms
Clouds, platforms and the latest releases.
From Sales Cloud and Service Cloud to Headless 360, Data 360, MuleSoft and Agentforce, we use the right product for each job.
Sales Cloud
Pipeline, forecasting and account management
Service Cloud
Case management, contact center and field service
Experience Cloud
Portals for customers, partners and constituents
Revenue Cloud
Quote-to-cash and revenue lifecycle
Headless 360
Salesforce as APIs, MCP tools and CLI for any interface or coding agent
Data 360
Unified, real-time customer data (formerly Data Cloud)
MuleSoft
API-led integration and Agent Fabric governance
Agentforce
AI agents built with Agentforce Builder and Agent Script
Tableau
Analytics and executive dashboards
Slack
Collaboration for people and agents
Industry Clouds
Health, Public Sector, Manufacturing and Nonprofit
Heroku
Custom applications and services
What's new in Salesforce
Ready for the latest releases.
Headless 360, Agentforce Vibes 2.0, Data 360 with Informatica, MuleSoft Agent Fabric and more.
Salesforce Headless 360
Platform data, workflows and business logic exposed as APIs, 60+ MCP tools and CLI commands, so Salesforce can power any interface or coding agent.
How we help TDX 2026Agentforce Vibes 2.0
AI-assisted development inside Salesforce with multi-model support, natural-language DevOps and DevOps Center access via MCP.
How we help Now with InformaticaData 360
Formerly Data Cloud. Unified, real-time data strengthened by Informatica data quality, catalog and governance.
How we help 2026 updatesMuleSoft Agent Fabric
Agent registry, scanners, AI gateway, MCP Bridge and trusted agent identity to govern agents from any vendor.
How we help Summer '26Agentforce Builder & Agent Script
One workspace to build, test and debug agents, with Agent Script for predictable, auditable business logic.
How we help GA March 2026Agentforce Contact Center
A native contact center combining voice, digital channels, CRM data and AI agents on Salesforce.
How we helpAccelerators
Launch faster with proven starting points.
Contact Center Launch
Service Cloud console, omni-channel routing, knowledge and an optional AI service agent, configured for a fast contact center go-live.
Case Management
Configurable intake, assignment, SLAs and audit history for service, investigation and program cases.
Patient Access
Scheduling, referral and benefits workflows for care teams, with an optional patient access agent grounded in Data 360.
Org Health Check
A scored review of security, automation, data, code and AI readiness, with a prioritized 90-day remediation plan.
Engagement models
Choose the level of partnership that fits.
Advisory
For leaders planning a new investment, an org health check or an AI readiness review.
- Vision workshops
- Org & AI readiness review
- Costed roadmap
Project Delivery
For implementations, integrations, migrations and AI initiatives with defined outcomes.
- Fixed or phased scope
- Weekly demos
- Launch & hypercare
Managed Services
For organizations that want a long-term Salesforce team without hiring one.
- Admin & support
- Enhancement backlog
- Release management
Let’s talk
Let’s build what’s next, together.
Whether you need a Salesforce project delivered or a skilled professional on your team, a 30-minute conversation is the fastest way to find the right next step.