Implementation & Modernization
Plan, build and modernize Salesforce, then release it under control
From assessment and roadmap to configuration, integration, data migration and Lightning modernization, we deliver Salesforce in tested releases with a clear cutover and a stabilization period.
Buyer challenges
What slows Salesforce programs down
No shared roadmap
Requests compete without an agreed target state or order.
Customization debt
Years of code and automation make every change slower and riskier.
Legacy experiences
Classic pages and Aura components hold back users and new features.
Data that does not fit
Duplicated and inconsistent records undermine reports and automation.
Point-to-point integrations
Connections fail without warning and are hard to change.
Risky releases
Changes go live without regression testing or a rollback plan.
What we deliver
Six parts of one delivery service
Advisory and architecture
Capability assessment, business-process discovery, target architecture, org design and a prioritized roadmap with a business case for each step.
Outcome areaLearn moreAn agreed target state and an order of work.
Implementation and customization
New implementations and extensions: configuration, Flow automation, OmniStudio where licensed, and Apex and Lightning Web Components where configuration is not enough.
Outcome areaLearn moreWorking processes built on supported Salesforce features.
Integration and automation
Integration architecture and secure connections to the systems around Salesforce, with automation that replaces manual steps.
Outcome areaIntegration and automationConnections that stay owned, monitored and changeable.
Data migration and quality
Data mapping, cleansing, de-duplication, migration rehearsals and reconciliation before go-live.
Outcome areaLearn moreRecords users and automation can trust.
Modernization and reimplementation
Classic-to-Lightning moves, Aura-to-LWC migration, legacy org consolidation and reimplementation of processes that no longer fit.
Outcome areaLearn moreA current platform that is easier to change.
Testing, release and cutover
Test planning, regression and user acceptance testing, source control and CI/CD pipelines, release governance, cutover and rollback plans, and stabilization.
Outcome areaLearn moreReleases that go live as planned.
Salesforce capabilities
Platform skills behind the delivery
Automation
- Flow
- Approvals
- Validation rules
Development
- Apex
- Lightning Web Components
- Aura-to-LWC migration
Guided journeys
- OmniScripts
- FlexCards
- Integration Procedures
Clouds
- Service Cloud
- Financial Services Cloud
- Sales Cloud
- Experience Cloud
Security and access
- Profiles and permission sets
- Sharing model
- Single sign-on
Release
- Source control
- CI/CD pipelines
- Sandbox strategy
Built into every engagement
Integration and automation
Connect Salesforce to the systems around it
We design integrations with ownership, security and failure handling agreed up front, so they keep working as both sides change.
- REST and SOAP APIs, named credentials and secure backend connectivity.
- Middleware-aware and event-driven patterns.
- Error handling, retries, monitoring and alerting.
- Identity and single sign-on.
- Integration governance: which system owns which data.
- Flow automation that replaces manual handoffs.
Agentforce opportunities
Building a foundation Agentforce can use
Clean data, current Knowledge and defined Flow actions are what an agent needs. Modernization work often prepares them.
Data readiness
Records complete and consistent enough for an agent to use.
Reusable actions
Flows with fixed inputs and outputs that people and agents can both call.
Access model
Permissions narrow enough to give an agent only what it needs.
Business use cases
Implementation and modernization use cases
Lightning modernization
Problem
Classic pages and older components slow users and block new features.
Approach
Lightning pages, LWC rebuilds and automation review in phased releases.
Value drivers
Faster screens, current features, simpler change.
Org consolidation
Problem
Several orgs or a legacy org duplicate data and processes.
Approach
Target design, data migration rehearsals, reconciliation and a staged cutover.
Value drivers
One record, one process, lower upkeep.
Release governance
Problem
Changes reach production without testing or a rollback plan.
Approach
Source control, CI/CD, regression tests and a release calendar.
Value drivers
Predictable releases and fewer production issues.
Implementation questions
Yes. We start with an assessment of the org, the backlog and open risks, then agree a plan to stabilize and continue.
Configuration and Flow first. Apex and Lightning Web Components are used where configuration cannot meet the requirement, and are documented and tested.
With migration rehearsals, regression and user acceptance testing, a written cutover and rollback plan, and a stabilization period after release.
It depends on scope. Timing is agreed during the assessment, once processes, data and integrations are understood.