Salesforce Development Services

What we build on Salesforce

Clicks before code

Salesforce is strongest when you use its declarative tools — Flows, validation rules, page layouts — wherever they fit, and custom code only where they do not. This keeps your org easier for admins to maintain. We follow Salesforce best practices: bulk-safe Apex, test coverage above the required minimum, governor-limit awareness and deployments through source control.

Salesforce org health check

Many orgs grow messy over the years. A health check reviews:

• Unused fields, objects and automation that slow users down
• Overlapping Process Builders, workflow rules and Flows (and migration of legacy automation to Flow)
• Apex code quality and test coverage
• Security: profiles, permission sets and sharing rules
• Data quality: duplicates, missing fields and validation gaps

You receive a prioritised report and an optional clean-up plan.

Deploying changes safely in Salesforce

Many Salesforce orgs are changed directly in production, which makes it hard to know what changed, when and why — and easy to break something important. We use a source-driven approach: every customisation, from fields to Apex classes and Flows, is stored in Git; work happens in developer sandboxes or scratch orgs; changes are reviewed and tested in a staging sandbox; and deployments to production run through a pipeline with automated tests.

This gives you a full history of your org, makes rollbacks possible and lets admins and developers work in parallel without overwriting each other. For smaller teams we keep the process lightweight using Salesforce DevOps Center or simple CLI-based pipelines, rather than introducing heavy tooling.

Salesforce integration patterns

Salesforce offers several ways to connect with other systems, and the right one depends on volume and timing. REST and SOAP APIs suit on-demand lookups and updates; the Bulk API handles large data loads; Platform Events and Change Data Capture publish changes in near real time to subscribing systems; and outbound calls from Apex or Flow can notify external services. We design integrations that respect Salesforce governor limits and API allocations, with monitoring and retries for reliability.

Configuration, Flow or Apex — choosing the right tool

Salesforce offers several ways to implement the same requirement. Choosing well keeps the org maintainable by admins as well as developers.

Signs your Salesforce org needs attention

• Users keep data in spreadsheets because Salesforce is slow or confusing
• Nobody is sure which automation updates a field
• Deployments are done by hand in production
• Reports disagree with finance or operations numbers
• Legacy Workflow Rules and Process Builders still run critical processes
• Permissions have grown through profiles rather than permission sets

How a Salesforce engagement runs

1. Discovery and org review1–2 weeks

   Understand processes, users and the current state of the org.

2. Solution design1 week

   Agree data model changes, automation approach and integrations.

3. Build in sandboxes2–8 weeks

   Develop and test in developer and full or partial sandboxes with source control.

4. User acceptance testing1–2 weeks

   Key users test real scenarios; we fix and refine.

5. Release and training

   Deploy through a pipeline, train users and monitor adoption.

Making Salesforce adoption stick

Technology is rarely why CRM projects disappoint; adoption is. Users adopt Salesforce when it saves them time: fewer clicks, fields pre-filled, useful dashboards on their home page and mobile access for people in the field. We involve a handful of real users from the start, remove fields nobody uses, automate data entry where possible and measure adoption through login frequency, record updates and report usage after launch.

• Simplify page layouts to the fields each role actually needs
• Use Dynamic Forms and record pages tailored by profile
• Build list views and dashboards for daily work, not just management
• Train with real records and short videos rather than long manuals

Considering a different CRM? Compare options in CRM development or read CRM vs ERP.

Salesforce development standards we follow

• All metadata in source control, deployed through a CI/CD pipeline
• One record-triggered flow per object and context where practical, with clear naming
• Apex written to be bulk-safe, with meaningful tests rather than coverage padding
• Permission sets and permission set groups instead of cloned profiles
• Named credentials for all external callouts
• Release notes and a rollback plan for every deployment

Questions to ask a Salesforce development partner

• How do you decide between Flow and Apex for a requirement?
• How will you deploy changes — change sets, Salesforce CLI or a DevOps tool?
• How do you keep our org within governor and storage limits as data grows?
• What documentation will our admins receive?
• How do you handle Salesforce’s three major releases each year?
• Who on your team holds hands-on experience with the clouds we use?

Clear answers to these questions say more about a partner than a list of logos.

Salesforce licences and cost control

Licences are often the largest Salesforce cost. Before adding features we check whether users have the right licence types, whether some users could use lower-cost platform or Experience Cloud licences, and whether paid add-ons duplicate standard functionality. Removing inactive users and archiving old records can also reduce data storage costs. We share these findings so you can make informed decisions at renewal time.

Handing over to your admins

Every engagement ends with your team able to run the org confidently. We document new objects, flows and integrations in plain language, record short walkthrough videos for admins, and hold a handover session covering how to make common changes safely, how deployments work and where to look when something goes wrong. Ongoing support is available, but never required.

We also leave a short backlog of recommended next improvements, prioritised by value, so your admins know where to focus.

Need extra capacity? Hire Salesforce developers to work inside your team.

Timeline and budget

Typical ranges to help you plan. Your written estimate comes after a free discovery call.

Not sure Salesforce is the right CRM for you? Compare options on our CRM development page, or see CRM integration for connecting other systems.

This page is part of CRM Development Services — see the full overview for related services, approach and pricing.