We architect and build robust Salesforce integrations using REST APIs, platform events, and middleware tools like Workato and MuleSoft. Whether syncing CPQ quote objects to NetSuite, triggering Ironclad workflows post-opportunity close, or pushing customer data into Snowflake, we enable real-time, bi-directional flows that keep sales, legal, and finance systems tightly aligned—no CSVs, no data drift.

We configure Salesforce using both declarative tools and custom development—flows, Lightning App Builder, validation rules, and Apex code—depending on the complexity of your use case. We handle record types, custom objects, Lightning pages, dynamic forms, and screen flows to match your sales process and optimize UX. For advanced CPQ requirements, we implement product rules, pricing logic, approval chains, custom quote templates, and even custom Apex-based extensions where the declarative model hits its limits.

Inherited a bloated org? We conduct full metadata audits—unused fields, legacy workflows, Apex triggers, managed packages—and re-architect where needed. We refactor automation from Process Builder into Flow, optimize page load performance in Lightning, standardize custom metadata types, and reduce technical debt. The result: a lean, scalable org that performs under pressure and passes every audit.

We produce technical documentation for admins, architects, and stakeholders—covering object models, trigger logic, integration flows, and CPQ configuration. We support DevOps practices with version-controlled metadata (via Gearset, Copado, or GitHub), sandbox strategy, deployment plans, and automated testing. Your team walks away with clarity, maintainability, and control.

We manage complex Salesforce rollouts—CPQ implementations, Sales Cloud deployments, and multi-cloud org consolidations. From business process mapping to UAT and deployment orchestration, we run Agile-aligned programs that bring together IT, revenue ops, and business stakeholders. We keep velocity high and friction low—no missed handoffs, no broken workflows.

We design scalable CPQ frameworks—advanced product bundling, multi-currency price books, discount schedules, approval matrices, and dynamic quote generation using Conga or native Doc Gen tools. We align quote object models with downstream contract, billing, and revenue systems—so you can automate renewals, feed accurate ARR into finance, and drive predictable revenue operations.