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Salesforce implementation
A new Salesforce org is easiest to get right at the start. We set up the data model, security, automation and integrations around how your teams work, load your data, and stay with you through launch.
User stories, process flows and a solution design covering objects, fields, record types and automation.
Profiles, permission sets, roles and sharing rules that match who should see what.
Flows and approval processes that remove manual steps, with code only where configuration is not enough.
Cleansing, de-duplication and test loads before the final migration into production.
Connections to email, ERP, marketing, booking or telephony systems, planned from day one.
Go-live checklist, cutover plan and a support window after launch to fix issues quickly.
An in-house admin is valuable for day-to-day changes. A first implementation, a second cloud or a large redesign usually needs architects, developers and a migration specialist at the same time. We provide that team for the project and then hand over to your admin with documentation and training.
We give a written estimate after discovery, broken down by these factors, so you can see where the effort goes.
Step 1
Workshops, current-state review and agreed scope.
Step 2
Configuration and development with a demo at the end of every sprint.
Step 3
User acceptance testing, data test loads and the final migration rehearsal.
Step 4
Cutover, training sessions and a hypercare period after launch.
It depends on scope. A single team on one cloud is a much smaller project than several business units with integrations. We confirm a timeline after discovery.
Yes. Data migration is planned as part of the implementation, with test loads and reconciliation before go-live.
Yes. We run role-based training sessions and leave written guides that reflect your own processes and screens.
Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.
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