Scoping call
Half an hour on what the org is meant to do and where it stopped doing it. No deck. If the problem is not one we should take, we say so on the call.
Salesforce Consulting
Architecture, build and Agentforce — done so the next team can maintain it
Most Salesforce problems are not bugs. They are decisions made early, under time pressure, that the org has now grown past. That is the work we take.
Where this usually starts
If any of these sound familiar
- A data model built for the company you were three years ago, and every new requirement fights it.
- Sharing rules nobody fully understands, so access requests get approved by guesswork.
- Automation split across Flow, Process Builder and Apex, with no rule about which does what.
- Deployments that require a person watching, and a rollback plan that is really just hope.
- An Agentforce pilot that demos well and cannot be grounded in the data it needs.
- An admin who left, and an org that only they understood.
How it runs
Three steps, and you can stop after any of them
Review
We go through the org itself — data model, sharing, automation, technical debt — and come back with what is worth changing, in what order, and what it will cost to leave alone.
Build or advise
Either we do the work, or we hand the review to your team and stay available. Both are real outcomes; only one of them is a project.
Capabilities
What we actually do
Architecture and data model
The decisions that get expensive to reverse: how the data is shaped, and who is allowed to see it.
- Object and relationship design that survives the next three requirements you have not heard yet.
- Sharing and visibility: role hierarchy, sharing rules, and territory models that hold up under audit.
- Large data volume planning — skew, indexing, and archival before they become an incident.
- Reviewing an existing org and saying plainly which parts to keep, refactor, or retire.
Build and integration
Apex, Lightning Web Components and Flow, written to be handed over — with the tests and the deployment path included.
- Apex and Lightning Web Components with real test coverage, not coverage padding.
- Flow where Flow is right, and code where it is not — the distinction matters more than the preference.
- Integrations: REST and platform events, with the retry and error handling designed in rather than added after the first outage.
- CI/CD pipelines, delta deployments, and static analysis wired into the branch, not run by hand.
Agentforce and AI
Grounding agents in your actual data, and being straight about where an agent is the wrong tool.
- Agent design grounded in real org data, with the retrieval and permissions worked out first.
- Guardrails and evaluation, so you can tell whether the agent is getting better or just louder.
- An honest read on which processes are worth automating and which are not ready.
Platform operations
Keeping the org healthy after go-live: release management, monitoring, and the underlying infrastructure and security work.
- Release management: environment strategy, sandbox seeding, and deployments that are boring on purpose.
- Org health monitoring — metadata drift, dependency analysis, and limits you are quietly approaching.
- Administration and user lifecycle, run as an ongoing engagement rather than a scramble.
- Supporting infrastructure, identity and security — the managed-services capability the practice was built on.
Credentials
8 Salesforce certifications
We cannot show you client work — none of it is publishable. This is the next best thing: what Salesforce itself has verified.
Application Architect
Salesforce awards this only after all four architect-track prerequisites below are held. It covers data modelling, the role hierarchy, and sharing and visibility at scale.
Architecture
The four credentials that compose Application Architect. Design decisions that are expensive to reverse — the data model, and who can see what.
- Platform App Builder Declarative application design: objects, automation, and the limits of building without code.
- Platform Developer Apex, triggers, Lightning Web Components, and the governor limits that shape all of it.
- Platform Data Architect Large data volumes, skew, migration, and the model that stops being cheap to change once it is live.
- Platform Sharing and Visibility Architect Record access at scale: role hierarchy, sharing rules, and territory design that survives an audit.
Platform operations
Running the org day to day, not just designing it. The half of the work that decides whether a build stays healthy.
- Platform Administrator Configuration, users, security, and the operational core of a working org.
- Platform Administrator II Advanced automation, complex sharing, and process design across multiple business units.
Agentforce and AI
The newest layer of the platform, and the one most orgs are being sold before they are ready for it.
- Agentforce Specialist Designing, grounding, and deploying agents on Salesforce data — including deciding when an agent is the wrong answer.
Start with the call.
Thirty minutes, no obligation, and an honest answer about whether this is work we should take.