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Salesforce practice

Ongoing enhancement, support, and governance once you’re live.

Post-launch is where most Salesforce value gets left on the table — the org stops evolving with the business. Managed services keeps enhancement, monitoring, and release management running continuously across Sales Cloud, Service Cloud, and whatever else is in your org, instead of waiting for the next big project.

What this covers

Ongoing enhancement backlog, prioritized against business impact

Monitoring and proactive support across your active clouds

Release management aligned to Salesforce’s seasonal releases

Quarterly optimization reviews, including automation and license audits

Technology in this practice area

Sales CloudService CloudMarketing CloudData 360

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.

Zero licensing or API costManual reporting replaced with a live mapModular design, ready to scale to a paid mapping provider later

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.

~4 hours saved per supplier per monthFull batch import in under 2 minutes100% duplicate-free since go-live

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