Discovery through adoption — not just configuration and a handover email.
A Salesforce implementation succeeds or fails on the steps most vendors rush: discovery that surfaces the real requirements, architecture that survives year two, and an adoption plan so the org gets used, not worked around. We’ve implemented Sales Cloud, Service Cloud, Field Service, and Health Cloud, each with its own adoption traps.
What this covers
Discovery and requirements across the specific cloud(s) you’re implementing
Solution architecture — object model, sharing rules, automation strategy
Configuration and development (Apex, LWC, Flow) where declarative isn’t enough
Data migration and testing before a single record goes live
Deployment and user adoption — the step most implementations skip
Technology in this practice area
Proof, not promises
Related work
Field Service Operations
Visualizing Field Service Capacity with a Zero-Cost Mapping Layer
Challenge
Dispatchers had no way to visually compare technician supply against appointment demand across service territories — just manual report cross-referencing, with no proactive way to catch understaffed regions before service levels suffered.
Approach
Built a custom Apex service layer aggregating technician counts and appointment volume per territory, rendered through a Lightning Web Component using Leaflet.js and OpenStreetMap — an open-source mapping stack that validated the concept with zero licensing cost.
Energy & Utilities
Automating Commission Import & Split Calculation
Challenge
An energy management firm processed monthly commission payments from multiple suppliers, each in a different CSV format, splitting them by hand across the client, up to three agents, and their own margin — slow, error-prone, with no audit trail or duplicate protection.
Approach
Delivered a custom Lightning Web Component with an Apex service layer that parses any supplier CSV format automatically, matches records to Salesforce via MPAN/MPRN, calculates every commission split server-side, and enforces a two-phase review-then-approve flow with duplicate protection at both the application and database level.
Salesforce practice
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