What we do,
and how deeply.

Three focused practices - Salesforce Implementation, Quote-to-Cash, and Agentforce & AI - delivered by the same senior architect from scoping through go-live. No handoffs. No surprises.

Implementation Quote-to-Cash Agentforce & AI

Bespoke implementations,
built for how you operate.

We design and deliver Salesforce implementations built around how your business actually operates - not how the default configuration assumes it does. That means a data model that fits your processes, automations that reduce friction instead of adding it, and integrations designed before the first line of code is written.

We work across Sales Cloud, Service Cloud, and Experience Cloud, connecting Salesforce to ERP, finance, and operational systems using REST APIs, platform events, and MuleSoft. Integration architecture is scoped up front - not as an afterthought at the end of a sprint.

Every implementation follows the same standard: production-grade Apex and LWC, CI/CD pipelines your team can own, and handover documentation that actually explains the decisions. The goal is a Salesforce org your next consultant won't have to reverse-engineer.

Sales Cloud Service Cloud Experience Cloud Apex Lightning Web Components Lightning Flow REST APIs CI/CD SSO / OAuth 2.0 Data Migration MuleSoft Multi-org
Diagram How I OperateFIG.01
// HOW.I.OPERATE FIG.01 // DISCOVERY 01 PROCESS MAPS USER STORIES CONSTRAINTS STAKEHOLDERS SCOPE REQUIREMENTS SIGN-OFF scope.locked = false // ARCHITECTURE 02 ACCOUNT 1:M OPPORTUNITY M:M PRODUCT__C PRICEBOOK ENTITLEMENT EXT.ERP SYNC // BUILD ACTIVE 03 APEX APEX LWC FLOW CI/CD COMPONENT TREE OpportunityView HeaderBar ProductTable PriceRow EditModal // INTEGRATION 04 SALESFORCE PLATFORM > API GATEWAY ERP FINANCE MARKETING CLOUD REST PLATFORM EVENTS OAUTH 2.0 // VALIDATE & DEPLOY 05 APEX TESTS 124/124 PASS 96% INTEGRATION 48/48 PASS UAT SIGNOFF IN REVIEW // GEARSET.PIPELINE DEV STAGING UAT PROD STATUS ENGAGED v.2 · 2026

Where configuration
complexity lives.

We design and build the full revenue lifecycle on Salesforce - from quoting and contract management through order execution, asset tracking, and renewal. Whether you're on Salesforce CPQ or Revenue Cloud Advanced, we understand both platforms in depth, including where each one breaks down and how to work around it.

On the CPQ side, we've built custom Apex pricing engines that resolve "lowest price" logic across complex contract inheritance and multi-level account hierarchies - for pricing models the standard CPQ methods can't handle. On the RCA side, we've delivered full end-to-end implementations including fully customized pricing procedure frameworks and expression set evaluators for edge cases the platform doesn't support natively.

We've also built internal migration tooling - RapidRCA - that automates the conversion of CPQ product bundles into RCA products and catalogs, reducing what used to take weeks to a process that runs in minutes. If you're on CPQ and evaluating a move to Revenue Cloud Advanced, we can tell you honestly what translates cleanly and what needs to be rethought.

Salesforce CPQ Revenue Cloud Advanced Pricing Procedures Expression Sets Custom Pricing Engines Contract Hierarchies Approval Workflows CPQ-to-RCA Migration Asset & Renewal Subscription Pricing Bundle Conversion Quote Documents
Diagram Quote-to-Cash LifecycleFIG.02
// PRICING.CONFIG FIG.02 FINAL PRODUCT CATALOG PRICEBOOK CONTRACT OVERRIDE LIST $4,200 BOOK $3,780 CONT $3,150 OVRD $2,835 list_price() book.apply() contract.min() lowest(hier) ── EXPRESSION SETS ── // RULE.MATRIX 14 ACTIVE STD PTNR ENT BNDL OVRD PROD-A 1,200 1,020 960 816 -20% PROD-B 3,400 2,890 2,380 1,904 hier PROD-C 590 502 413 354 lock BUNDLE 4,200 3,780 3,360 2,730 -35% RENEW ── ASSET BASED ── auto expr.lowest_price() · hier.traverse_up() ← 2 ACTIVE // SFDC CPQ product bundles quote templates price rules approval flows RAPID RCA wks→min // RCA pricing procs expression sets order lifecycle asset tracking // ACCT.HIERARCHY GLOBAL ACCT REGION.NA REGION.EU parent inherit lowest RULES 14 ACTIVE v.2 · 2026

AI scoped to what
your data supports.

We design and build custom Agentforce solutions scoped to what your data and processes can actually support - not what the marketing deck promises. That means understanding your org's data quality, your users' workflows, and where automation creates value versus where it creates new problems to maintain.

We've delivered Agentforce solutions for system administration tasks - user provisioning, deactivation, mass ownership transfers, and object and field creation - reducing manual admin effort by 80% on a live production org. We've also designed agents for pipeline hygiene, activity capture, and rep-facing sales copilots.

If you're evaluating Agentforce, we'll give you an honest read on readiness: what your data supports, what needs to be cleaned up first, and which use cases are worth prioritizing. We won't scope work that isn't ready to deliver value.

Agentforce Custom Agents AI Copilots Admin Automation Pipeline Hygiene Activity Capture Self-Service Agents Topics & Actions Agent Readiness Assessment
Diagram Agentforce ArchitectureFIG.03
// AGENT.REASONING FIG.03 // DATA.READINESS DATA.QUALITY 44% NEEDS CLEANUP WORKFLOW.COV 82% PRODUCTION READY TOPICS.ACTIONS 67% IN PROGRESS ORG.CONFIG 29% EVALUATE FIRST // SCOPE.ANALYSIS user.provisioning deactivation.flow mass.transfer() field.creation pipeline.hygiene activity.capture rep-facing copilot 80% REDUCTION admin effort w=0.94 INGEST REASON REFINE ACT ADMIN.BOT ◆ user.provision() ◆ deactivate.user() ◆ transfer.records() ◆ create.field() -80% effort COPILOT pipeline hygiene activity capture SELF-SERVICE topics & actions agent readiness custom agents scoped to data // READINESS.ASSESSMENT READY admin · copilot NEEDS PREP data · workflows EVALUATE FIRST org.config · integrations honest read · no scope bloat · value-first scoping AGENT ONLINE v.2 · 2026