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Integrations / Salesforce
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Salesforce work, without the enterprise overhead.

Salesforce can model almost anything, which is also the problem: most mid-sized businesses end up with an org that has grown past what anyone can explain. We work in it carefully and change as little as we can.

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What we build

What people ask us to do with Salesforce.

Integration with the rest of the businessSalesforce joined to accounting, delivery and operational systems so it stops being an island.
Automating the manual stepsThe spreadsheet exports and re-imports somebody runs every week, replaced with something that just happens.
Reporting that answers the real questionData drawn out and combined with other systems where the native reports cannot reach.
Tidying what has grownUnused fields, overlapping automations and rules nobody can explain, assessed before anything new is added.
Usually joined to

What Salesforce normally ends up talking to.

Accounting systemsInternal tools and dashboardsDocument workflowsWebsites and formsAI models via API
Before you start

What is awkward about Salesforce.

Every system has edges. Knowing them before the work starts is cheaper than finding them halfway through.

Platform limits are not suggestions

Salesforce enforces governor limits on how much can run at once. A design that ignores them works in testing and fails in production.

Changes go through a sandbox

We do not develop against your live org. That is slower, and it is the only responsible way to work in a system the sales team depends on.

Sometimes the answer is less Salesforce

If a process is being forced into it at great cost, we will say so. Moving one workflow out is occasionally the cheapest fix available.

Services

How this work is usually scoped.

Industries

Who tends to run Salesforce.

What is being retyped into Salesforce?

Tell us where the information comes from and what somebody does with it by hand. That is usually enough for us to say whether this is a small job or a real one.

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Salesforce is a product of its own vendor and we are not affiliated with, endorsed by or reselling it. We build and integrate against it on behalf of our clients.