Salesforce engineering services

Salesforce Engineering

What We Build

Every Salesforce org is set up a little differently, so we start from how your team sells, serves customers, and reports, and build from there. Our Salesforce engineering services include:

Salesforce Setup and Configuration

We set up Salesforce from scratch or rework an existing org, with custom objects, fields, and page layouts that match how your team works.

Apex Development

We write Apex triggers, classes, and Lightning components for the things Salesforce can’t do out of the box.

Process Automation

We build Flow automations that take the manual steps out of your sales and service processes.

System Integration

We connect Salesforce to your ERP, marketing platforms, and third-party APIs so data moves between them without manual exports.

Experience Cloud

We build customer and partner portals on Salesforce Experience Cloud.

Reporting and Analytics

We build reports, dashboards, and CRM Analytics views that show how the business is performing.

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SALESFORCE

Custom Salesforce Development

We built out Salesforce for a nonprofit: custom objects, no-code workflow automation, and DevOps Center so every change is tracked in Git.

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DATA ENGINEERING SALESFORCE WEB DEV

Business Health Assessment

We built an assessment that uses Qualtrics surveys to gauge a small business’s health and give the owner guidance based on their answers. Each completed assessment is recorded in Salesforce, the client’s system of record.

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WEB DEV

Okta SSO

We set up Okta single sign-on (SSO) for a client across WordPress, Qualtrics, Salesforce, and Salesforce Experience Cloud, so one login works everywhere.

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