Salesforce expertise.
AI put to work.

Three services. Clear starting points.

What would you like to improve?

01 / Salesforce

Make Salesforce easier to change.

Assess technical debt and risks. Get a prioritized plan, then choose whether to engage us for implementation.

Org→Findings→Plan
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02 / Support operations

Move support work forward.

Automate intake, triage, routing, and follow-up. Keep exceptions and sensitive decisions with your team.

Request→Triage→Action
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03 / Professional services

Turn discovery into delivery-ready work.

Convert scattered project inputs into reviewed functional designs, technical designs, and actionable stories.

Notes→Design→Stories
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Three services. See what changes.

Understand the work.
Choose your starting point.

01 / Salesforce assessment & remediation

Salesforce, understood.

See the risks in your org, validate the findings, and get a prioritized remediation plan. Implementation is a separate choice.

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ASSESS / VERIFY / PRIORITIZE
Org Health ScorecardIllustrative example
01 / INPUT

Flow health · Review required

Flow healthReview
Apex code qualityReview
PermissionsVerify

9 review domains

Evidence captured
Evidence reviewIllustrative example
02 / REVIEW

Record update found on loop path

Each_Record↳ Update_Record↳ Next iterationDatabase write on loop path

Validate volume and transaction context

Review checkpoint
Remediation planIllustrative example
03 / OUTPUT

Collect changes. Save after the loop.

01 · Validate record volume02 · Stage changes in a collection03 · Save after iteration04 · Test fault handling

Implementation separately scoped

Ready for next step

02 / Support workflow automation

Support, moving forward.

Turn incoming requests into classified, accountable work. Automate routine steps and keep sensitive decisions with your team.

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INTAKE / TRIAGE / RESOLVE
New support requestIllustrative example
01 / INPUT

“I cannot access my account.”

INCOMING / SERVICE PORTAL

I can sign in, but I cannot open our account workspace. Can you help?

Email or service portal

Evidence captured
Context and routingIllustrative example
02 / REVIEW

Access request · Account support

CategoryAccess
RouteAccount team
ControlApproval

Classification with an audit trail

Review checkpoint
Resolution or escalationIllustrative example
03 / OUTPUT

Identity verification required

✓ Request context attached✓ Assigned to access owner◇ Await identity verificationNo permissions changed

Human review before access changes

Ready for next step

03 / Discovery-to-delivery automation

Discovery, ready for delivery.

Connect scope and discovery evidence to approved designs and implementation-ready stories.

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EVIDENCE / DESIGN / DELIVERY
Approved project scopeIllustrative example
01 / INPUT

Customer account synchronization

SOW / §2.1

Synchronize approved account changes from Salesforce to Oracle.

D-04: prevent duplicate processing.

SOW §2.1 + Discovery D-04

Evidence captured
Functional + technical designIllustrative example
02 / REVIEW

Salesforce ↔ Integration service ↔ Oracle

Salesforce↓Integration service↓Oracle ERP

Customer approval at each design gate

Review checkpoint
Epic and user storiesIllustrative example
03 / OUTPUT

ACCT-01 · Reliable account updates

ACCT-02 / USER STORY

Repeated event delivery produces one customer update.

Acceptance: same key, no duplicate.

Acceptance criteria linked to requirements

Ready for next step

See the work, not just the promise

See the evidence.
Understand the next move.

Explore an illustrative Salesforce finding—from the observation to a testable change. Our reports make evidence and coverage visible.

ASSESSMENT EXPLORERIllustrative scenario · synthetic data
SF–001 / FLOWEvidence → action

One case. Two follow-up tasks.

In this test scenario, repeated updates to an eligible case create duplicate tasks. The Flow does not check for an existing task.

Why it matters

Redundant work enters the support queue. Confirm frequency and operational impact in the customer’s environment.

Recommended next step

Agree the task-creation rule, inspect other automation paths, and add a duplicate-prevention check.

✓

Acceptance: one eligible case creates one task; repeated updates create no additional task.

Proposed behavior / example
Case updatedEligible for follow-up
↓
Follow-up FlowCheck for an existing task
↙ Existing task
Keep taskNo duplicate created
No task ↘
Create taskOne valid follow-up
Review other task-creation paths before release.
AI-assisted analysis → technical verification → prioritized recommendation Read the sample ↗

How engagements work

A defined outcome.
A clear agreement.

Start with the problem. We agree the inputs, deliverables, responsibilities, and acceptance criteria before work begins.

01

Understand

Discuss your process, constraints, and desired outcome.

02

Scope

Agree access, outputs, review points, and a quote.

03

Deliver & validate

Review evidence and working outputs against agreed criteria.

04

Hand over

Provide documentation and operating guidance. Maintenance is optional.

Our experience. Your advantage.

Enterprise experience.
Practical delivery.

Bring experienced Salesforce architecture, integration, and engineering judgment to your next improvement.

We connect technical findings to clear recommendations, tested changes, and useful handover.

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Start with a conversation

One problem. A practical next step.

A free 30-minute introductory call to understand your priorities, discuss fit, and agree a sensible starting point.

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