Practice 01 / Salesforce delivery

The Salesforce team that stays.

Development, administration and quality assurance under one accountable team. We have held a regulated government platform in production since 2021, through five years of releases.

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The brief we usually get

The problems we get called on.

Most of our Salesforce work starts with an org someone else built. The first job is to understand it honestly, including the parts that are working.

  1. 01

    The org has outgrown its build

    Years of incremental change leave overlapping automation, unclear ownership and a release that nobody wants to sign off. We audit what is there, then stabilise it before adding to it.

  2. 02

    Configuration has hit its ceiling

    Clicks took the process a long way and then stopped. The next step needs Apex, Lightning Web Components, a proper data model and an integration contract that holds.

  3. 03

    Quoting rules are the bottleneck

    Product catalogues, price rules and approvals drift away from how the business actually sells. CPQ work is as much modelling the commercial rules as configuring the tool.

  4. 04

    External users need their own slice

    Customers, contractors and regulators all need part of the same record set and none can see the rest. That is a sharing and portal design problem before it is a build.

  5. 05

    Support and delivery compete

    One team cannot answer cases and ship a programme without a structure that separates them. We run both streams deliberately, with a hotfix path that does not derail the release train.

Scope

What the engagement
actually covers.

One team across the full platform surface. You do not brief a developer, an admin and a tester separately.

Development

Platform engineering where configuration runs out. Built to a trigger framework and reviewed, not written once and left.

ApexLightning Web ComponentsFlowsTrigger frameworksData modellingBulk-safe design

Administration

Day-to-day ownership of the org: users, permissions, sharing, sandboxes and the seasonal release cycle.

Permission setsSharing rulesSandbox strategyRelease assessmentData qualityBulk loads

Quality assurance

Testers inside the delivery team. Functional passes, portal regression and structured UAT verification before anything reaches production.

Test planningRegression suitesUAT supportDefect triageAccessibility checks

CPQ and commercial process

Quoting modelled to the way the business prices and approves. Product catalogue, rules and approvals treated as one design.

Product cataloguePrice and product rulesQuote templatesApprovalsOrder and renewal flow

Integrations

Salesforce inside the wider estate. ERP, logistics, mapping and registry services, with error handling and retry designed in.

REST and SOAPMiddlewareERP and logisticsConnected AppsOAuthEvent-driven sync

Communities and portals

Experience Cloud sites for customers, partners and regulated third parties, with visibility that follows the organisation hierarchy.

Experience CloudPortal design systemsSelf-registrationMulti-tier hierarchiesWCAG 2.1 AA

Einstein and Agentforce

Platform intelligence applied where it removes real effort, with the same testing and rollback discipline as any other release.

AgentforceEinstein featuresPrompt and action designGuardrailsAdoption support

Mobile and offline field work

Where the work happens away from a desk. Native and cross-platform apps syncing against the org, built for no connection at all.

Salesforce Mobile SDKReact NativeOffline syncConflict handlingField telemetry

Data and migration

Getting records in, keeping them clean and moving them between systems without losing the audit trail.

Migration planningBulk load templatesDeduplicationReference dataArchiving
How it runs

Built for environments that get audited.

Our longest running Salesforce client is an Australian state government agency whose records have to be defensible to auditors and to the public. The method comes from that.

  1. 01

    Audit before estimate

    We read the org and the code before we price the work. You get an architecture position and an effort model you can challenge, not a number with nothing behind it.

  2. 02

    Two streams, one team

    A support stream takes cases, defects and small changes. A project stream delivers the larger capability. Both are staffed by named people who know the platform.

  3. 03

    A release train with an exit

    Versioned, scheduled releases through development, SIT and UAT sandboxes into production, with a separate hotfix path for work that cannot wait.

  4. 04

    Security as a standing workstream

    Access and least-privilege review, multi-factor enforcement and vendor advisory monitoring run continuously, not as an annual project.

  5. 05

    Ahead of every seasonal upgrade

    We assess each Salesforce release against your org before the upgrade window and report the impact while there is still time to act on it.

Deliverables

What you get,
and what you keep.

Every engagement is written so that leaving us would be inconvenient rather than impossible.

What lands in your org

Working software, documented and handed over properly.

  • Code reviewed against a shared standard and deployed through pipeline CI
  • Solution designs written per epic, so the reasoning outlives staff changes
  • Test evidence: functional passes, regression runs and UAT verification
  • Environment and release ownership, including sandbox refresh planning

What you keep

No dependency traps. The platform stays yours.

  • Source control and pipelines in your accounts, not ours
  • Configuration and deployment documentation maintained as part of delivery
  • A named technical lead who can brief your auditors directly
  • A backlog and roadmap you can hand to another supplier if you ever choose to
Technology

What we work in.

The platform surface we hold day to day, alongside the delivery tooling around it.

ApexLightning Web ComponentsFlowSOQLSalesforce CPQExperience CloudSales CloudService CloudAgentforceEinsteinSalesforce Mobile SDKSmartStoreConnected Apps & OAuthPlatform EventsTableau CRMBitbucket PipelinesSandboxes & SITData Loader

Send us the org,
not just the requirement.

We will look at what is there and tell you what we would change first. That conversation costs nothing.