Services
Seven ways we help Salesforce teams. Most clients start with an Access Review or a single fix, then keep us on for the next one.
Salesforce Security & Access Reviews
Find out who can see and change what in your org, then fix it. We map profiles, permission sets, sharing rules and field-level security, flag risky access like "Modify All Data", and move you to least privilege without breaking anyone's day.
- Permission and sharing audit with a prioritised risk list
- Permission set and permission set group redesign
- Clean-up of admin-level and integration-user access
- Repeatable review process for audits and GDPR
Agentforce & AI on Salesforce
Put AI agents to work on real customer and sales tasks. We design topics and actions, ground answers in your own knowledge and data, test against real conversations, and roll out safely.
- Agent design: topics, actions, guardrails
- Knowledge and data grounding (retrieval)
- Prompt templates and Einstein features
- Test plans, monitoring and tuning after launch
DevOps & Release Management
Ship changes without the Friday-night fear. We set up and fix pipelines, branching and release governance, and we verify that what was "deployed" really landed.
- Gearset and SFDX pipeline setup and repair
- Branching strategy and release process
- Deployment verification and rollback plans
- Sandbox strategy and refresh support
Apex & Flow Engineering
Code and automation built to written standards: bulk-safe, tested, documented and easy for your team to own.
- Apex triggers, classes and Lightning Web Components
- Record-triggered and screen Flows, refactors of legacy automation
- Error logging and monitoring frameworks
- Technical debt clean-up and API version upgrades
Integrations & Data
Connect Salesforce to finance, sales and data tools, and keep the data trustworthy.
- REST and SOAP integrations, platform events
- Finance, call-recording and data-provider integrations
- Billing and usage automation
- Data migration, backup and sandbox data seeding
Org Health & Ongoing Support
A senior pair of hands on call, without a full-time hire.
- Health checks: limits, storage, automation conflicts
- Release readiness for Salesforce's three releases a year
- Rollout planning for features like Einstein Activity Capture
- Monthly support retainer
AppExchange & Managed Packages
Building a product on Salesforce? We help ISVs build 2GP managed packages and get through the security review.
- 2GP managed package architecture
- Security review preparation and code scanning
- Namespace, versioning and upgrade strategy
- Release pipelines for packaged products
Salesforce Access Review
Fixed scope. Clear findings. Price on request.
In two weeks we audit who can see and change what in your org and hand you a prioritised fix list. If you want, we then fix it for you.
How we work
Free call
30 minutes on your goals and what's getting in the way.
Clear proposal
Scope, timeline and fixed price where possible. No surprises.
AI-powered build
Our agents build and test to written standards. You see progress every few days.
Proven handover
We verify in your org, document it, and show your team how it works.
Recent work
Anonymised examples from real engagements.
Silent failed releases stopped.
A release pipeline was reporting "success" on deployments that shipped nothing. We added component-level checks so every release is proven in the target org.
Errors made visible.
We rolled out a central error-logging framework across dozens of Apex classes, so production failures are caught and traced instead of disappearing.
Monthly billing automated.
We replaced a manual month-end process with a scheduled job that turns usage into billing transactions, and flags anything unpriced instead of guessing.