Services
Salesforce, built and modernized, end to end
We work across the whole Salesforce platform, whether you're new to it or already running it, from integrations and AI to custom development where it counts. Handled directly by a small, senior team, not a junior bench.
The work we take on
Agentforce, Data Cloud & AI
The clearest version of the next phase, and exactly where Salesforce is heading. Agents that take action on the org you already have: a curated library of tested, governed actions with a natural-language front door. The AI routes and phrases. Validated logic does the computing. We'll tell you when Agentforce fits, when a direct LLM like Claude or OpenAI is the better call, and how to get the Data Cloud foundation right underneath it. And we hand you a documented data posture you own.
Org buildouts & migrations
Data model design, deployment in correct dependency order, migration with reconciliation so records land where they should, and a realistic project plan you can build a business case around. We map your current data to Salesforce objects before anyone touches production.
Custom development & integrations
When the standard platform needs more, we build it: Apex, Lightning Web Components, and Flows for your data model, custom interfaces and dashboards for the moments standard screens won't cut it, and API integrations to billing, ERP, marketing, and other systems with the error handling and monitoring so they don't silently break at 2am. All of it reviewed, tested, and warranted, not generated and hoped for.
Managed support
Think of it like a phone plan. A monthly amount that covers normal operational support and incremental development, with defined response times. Big things are a separate, scoped conversation, so you never get a surprise bill. You get accountability, and someone who already knows your org.
How we build agents
How we build AI agents
The Salesforce AI platform is moving fast, and a lot of what's shipping is still new. Here's how we build agents so they're reliable and safe today, not a bet on next quarter's roadmap.
Agents that do one thing well
A tightly-scoped agent that does one job reliably beats one sprawling agent that does ten things badly. We keep each one narrow so it behaves the same way every time, and add capability deliberately, not all at once.
It only does what you could do
Our agents run in the user's own security context. They can't see or change anything the person couldn't already, so "let the agent handle it" never quietly turns into a data leak.
Built to do, not just answer
We design agents to take a clear request and do the work, with defined inputs and a clear success-or-error result. Predictable actions, not a chatbot guessing its way through your records.
We match the design to where the platform actually is
We pick the architecture that fits the platform today and test how it behaves before committing your org to it. When a capability is still new or unproven, we say so plainly and don't bet your build on it.
The honest version
When an agent beats a form, and when it doesn't
For years, getting anything into Salesforce meant opening the right screen, finding the right fields, and typing everything in. Agents change that. You describe what you want, and the system figures out how to get it done.
That doesn't mean agents replace every form. For one routine task, a power user working straight on the record is still faster.
The real shift isn't replacing forms. It's making processes accessible without requiring people to understand the application first.
Where the agent actually wins
Entry from anywhere, in plain words
Salesforce's new Agentforce Coworker (Beta) gives people one front door to every agent. Someone just says "Acme needs a tech out next week" from the utility bar, Slack, or their phone, and the agent creates the work order. No navigating to a record, hunting for a button, or even knowing Salesforce calls it a work order.
One surface for many jobs
Today it's work orders. Tomorrow it's quotes, orders, scheduling, whatever comes next. With forms, every new job means another screen to build and another thing to train people on. With the agent it's just one more thing it knows how to do. Same place, same plain words.
It sorts out the details
Which account? Which of their jobs? Does the contact already exist, or do we create one? A form makes the person figure all that out. The agent works through it for them.
Fewer wrong entries
The agent fills the record in correctly, so you stop getting the half-finished, mistyped entries a rushed person leaves behind.
The honest tradeoffs
The guessing is in the intent
The one part that isn't predictable is reading what someone meant. The work underneath runs on tested, locked-down logic that does the same thing every time. Set the agent up poorly, though, and it can misread you or skip a step. Good instructions are what keep it reliable.
Slower for the heads-down expert
For a power user, typing out a record's name can be slower than just picking it from a list on a form.
It costs a little to run
A form is free to run. The agent uses AI on every request, so there's a small usage cost that scales with how much you lean on it.
It's not plug-and-play
An agent isn't instant. It takes real setup and testing before it's dependable, more than just wiring up a form.
The bottom line
The payoff shows up once you're doing more than a single routine task. The best outcome is usually both. Keep the form for the heads-down experts, and the agent for everyone else, everywhere else, with both running on the same underlying logic.
The hard part isn't building either one. It's deciding which interface earns the right to exist.
Questions
Common questions
Can't AI just build this itself?+
AI is incredible at writing code when someone who knows what they're doing is directing it. Think of it like a GPS. Powerful, but it still needs a driver who knows where they're going. Without someone who understands Salesforce's architecture, your data model, and how your external systems talk to it, AI will confidently generate code that looks perfect and breaks in production.
I've seen AI build apps in minutes on YouTube.+
Those demos show simple, self-contained things. A Salesforce integration involves your specific object model, authentication between two live systems, error handling for when data doesn't match, the governor limits Salesforce imposes, and making sure nothing corrupts your existing CRM data. That's not a YouTube demo. That's an engineering project.
Could I just use AI to build it myself?+
You could absolutely try, and AI would get you surprisingly far. Where you'd likely hit walls is knowing which questions to ask it, interpreting the errors Salesforce throws back, and understanding why something works in a sandbox but fails in production. We're happy to do a scoping call and show you exactly what's involved, and then you can make an informed call.
Do you use AI in your work?+
Yes, deliberately. We build with the leading AI tooling, Claude (Anthropic) and OpenAI Codex, and we'll work with whatever your team is already standardized on. Every AI-generated output is reviewed, validated, and warranted by us. AI accelerates code generation, documentation, and testing. It doesn't replace the judgment that keeps your org safe. We'll also hand you a documented data posture so you understand exactly how any AI integration handles your data.
How long will it take?+
We'll commit to a date for when you can start testing the system. That part is in our hands, building it and getting you in there to try it. What we won't promise is a firm go-live date, because what comes after testing is on your side: training the team, migrating data from your other systems, and deciding when to actually cut over. You get a detailed, realistic plan and a real date to begin testing, not a go-live guarantee we can't control.
Can't AI just figure out what features I need?+
AI will build whatever you point it at, and it'll suggest plenty. What it can't do is know which few features actually matter for your business, or solve the real problem instead of the obvious one. That judgment, and the creativity behind it, comes from understanding how your business actually works, not from the model. That's the part we bring.
What makes you different from other Salesforce partners?+
Most Salesforce partners sit on one side of a line. Either they understand business but can't really build, or they can build but don't understand how your company actually runs. The rare part is having both, and that's what people have always pointed to with us. We get how a business actually works, and we can build the technology to match. You end up with a system built around your business, not one your team has to fight. We've been on Salesforce since 2013, a partner since 2019, and the person who builds your org is the one who supports it.
Not sure what you need? That's the call.
Tell us what's slow, broken, or missing, and we'll tell you what it actually takes.