Salesforce implementation, built secure from day one.
We implement Service Cloud, Sales Cloud, Experience Cloud, Health Cloud, Financial Services Cloud, and Agentforce, and migrate from other CRMs. Work ships in releases, and access and security are designed in from the first sprint, not reviewed at the end.
This fits if you are here.
- You are putting Salesforce in for the first time, or adding a cloud to an org you already run.
- You are moving off another CRM, such as Oracle or SAP, and the data model has to be right before year two.
- You need a senior architect on the program, not a team that learns your business on your budget.
What you get.
A first release planned for 4 to 8 weeks
Real users and real data as early as the scope allows, so feedback starts early.
A data model and sharing model you can explain
Designed for how your teams actually work, and written down.
Integrations built to be maintained
Each connection has a named owner, a known credential, and a documented failure path.
Access designed before go-live
Permission sets, sharing and integration users reviewed against least privilege.
Architecture decision records
For the choices that are hard to reverse, so the reasoning outlives the project.
A clean handover
Your admins and developers can run and extend what we built.
Service Cloud, Sales Cloud, Experience Cloud, Health Cloud, Financial Services Cloud, and Agentforce. Connected to the rest of your systems.
How a program runs.
- Scope call and requirements1 to 2 weeks
We map your processes, systems and data, and agree what the first release must do.
- Architecture1 to 2 weeks
Data model, sharing model, integration patterns and access design, decided and written down.
- First releasePlanned for 4 to 8 weeks from kickoff
Built, tested and live with real users.
- Further releasesTypically 3 to 6 months in total
Each release adds scope in priority order, with the same review before it ships.
- Handover
Documentation, decision records and training so your team owns the org.
Fixed milestones where the requirements support it.
Where scope is still moving, we work time and materials against a written plan. Either way, you see the price before you commit. Scoped after a short scoping call.
Led by a certified Salesforce architect. Trevaun is a Salesforce Consulting Select Partner.
Architected the AOL and Yahoo Salesforce org merger, including the data migration.
Moved the Yahoo help site to Salesforce Knowledge: more than 30,000 articles in 14 languages. Built and owned the integrations that serve that content to help.yahoo.com and help.aol.com.
More than 15 years of Salesforce delivery across Service Cloud, custom platform work and complex integrations.
We work with nonprofits and associations, healthcare and HealthTech, financial services, federal, and other industries.
Questions people ask.
How soon will something be live?
We plan the first working release for 4 to 8 weeks after kickoff, and confirm the date once scope is signed. Most programs run 3 to 6 months in total.
Can you migrate us from another CRM?
Yes. We migrate from Oracle, SAP and other CRMs. The data model decision comes first, because it decides whether year two is easy or a rebuild.
Do you implement Health Cloud and Financial Services Cloud?
Yes. They follow the same release approach, with the industry data model and access to sensitive data decided first. See Health Cloud and Financial Services Cloud.
Do you work alongside our team or another partner?
Yes. We can lead the program, or own the architecture while your team or another partner builds.
Do you implement Agentforce?
Yes. We build agents with Agentforce, and we design the identity and access each agent runs with before it goes live. See AI Agent Governance.
Planning a build or a migration?
We reply within one to two business days.