Salesforce Platform Support & Engineering

Salesforce engineering for the platform you already run.

Support and change delivery across Revenue Cloud, Service Cloud, Sales Cloud and the core Salesforce platform. Your business teams own process and policy decisions; we handle the technical execution — configuration, engineering, integrations, data, releases and production support — within your existing delivery process.

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Platform coverageRevenue CloudService CloudSales CloudApexFlowLWCOmniStudio / VlocityAPIsSalesforce DXCI/CD

01 / Revenue Cloud

Revenue Cloud configuration and engineering, from catalog through billing.

Technical delivery around the revenue lifecycle: product catalog, pricing, quotes, contracts, orders, assets, subscriptions, usage and downstream billing processes.

Product catalog configuration & extensions

Maintain and extend the structures that drive how products are sold and changed.

Product Catalog Management, categories and attributes
Bundles, options, compatibility and constraint rules
Product model changes for new offers and packaging
OmniStudio / Vlocity patterns where they are part of the estate

Pricing & quoting configuration

Support the logic behind price calculation, seller configuration and deal approval.

Salesforce Pricing, price books and pricing procedures
Discounts, adjustments, ramps and usage models
Quote configuration and approval flows
Legacy CPQ change support where it remains in production

Contract, order & asset engineering

Keep the commercial record consistent as a deal moves from quote into an active customer relationship.

Contracts, amendments, renewals and co-termination
Quote-to-order conversion and order capture
Asset lifecycle changes and subscription events
Order orchestration and exception handling

Billing & usage integration support

Engineering around the data that moves from commercial events into invoicing and usage-based charging.

Billing schedules, invoicing and adjustments
Usage ingestion, rating and consumption models
Payment and tax service integrations
Reconciliation, error visibility and retry handling

02 / Service Cloud

Service Cloud configuration and engineering for customer operations.

Technical support and change delivery across cases, routing, entitlements, channels, knowledge, automation and the agent experience.

Case management & routing configuration

Changes and support around intake, ownership and agent workflow.

Cases, record types, queues and assignment
Omni-Channel routing, skills and capacity
Escalations, macros, quick actions and console changes
Regional and product-specific routing rules

Entitlement & milestone configuration

Keep milestones, business hours and escalation logic consistent with the service model.

Entitlement processes and milestones
SLA clocks and business-hour logic
Asset and contract context used by service teams
Operational reporting and breach analysis

Channel, knowledge & self-service engineering

Support the entry points customers and agents use to get work into the system.

Email, web, messaging and telephony integrations
Knowledge workflows and search experience
Experience Cloud portals and self-service
Lightning Web Components for service workflows

Service automation & enhancements

Incremental platform changes that reduce manual work without making the org harder to operate.

Flow and Apex automation
Validation, assignment and notification logic
Agent productivity enhancements
Troubleshooting and production issue resolution

03 / Sales Cloud

Sales Cloud configuration and engineering for pipeline and account workflows.

Technical change, automation, reporting and support around leads, accounts, opportunities, territories, forecasting and access.

Sales process configuration

Leads, accounts, contacts and opportunities
Record types, layouts, validation and approval rules
Territories, ownership and account hierarchies
Business process changes as products and regions evolve

Forecasting & pipeline configuration

Forecast categories, roll-ups and quota structures
Pipeline reporting and dashboard support
Data quality behind revenue and conversion metrics
Troubleshooting inconsistencies across reports

Sales automation & productivity engineering

Flow-based process automation
Apex extensions where configuration is not enough
Lightning components and internal user experience
Notifications, approvals and operational controls

Sales data quality & access support

Duplicate prevention and matching rules
Ownership and hierarchy cleanup after reorganizations
Bulk updates, imports and controlled data loads
Access, sharing and permission reviews

04 / Core Platform Engineering

The engineering underneath the clouds.

For work that crosses product boundaries or sits below the configuration layer, we support the Salesforce platform as an engineering system.

Apex, Flow & Lightning

Apex services, triggers, batch and queueable processing
Flow design, debugging and performance cleanup
Lightning Web Components and UI extensions
SOQL / SOSL, governor limits and large-data-volume patterns

Security & access model

Profiles, permission sets and permission-set groups
Roles, sharing rules and record access
Field-level security and integration-user access
Least-privilege reviews as the org changes

Salesforce DX & release engineering

Source control, branching and deployment workflows
Sandbox strategy and environment coordination
CI/CD pipelines and deployment automation
Regression coverage and release documentation

Performance & maintainability

Governor-limit and query-performance analysis
Async processing and integration throughput
Legacy automation and technical-debt cleanup
Root-cause analysis for recurring production issues

05 / Integrations & Data

Interfaces that fail visibly, not silently.

Build, change and support for the data moving into and out of Salesforce — with monitoring, error handling and reconciliation designed into the work.

API & event-driven integrations

REST and SOAP APIs
Platform Events and asynchronous processing
Middleware-based integrations and orchestration
Authentication, integration users and access controls

Operational resilience

Error handling, retry and dead-letter patterns
Interface monitoring and support visibility
Reconciliation for high-value transactions
Diagnosis across application and integration boundaries

Data migration & controlled loads

Data mapping, transformation and validation
Bulk API and governed load processes
Acquisition, consolidation and org-change data work
Post-load reconciliation and exception cleanup

Data quality

Duplicate and matching strategy
Reference-data consistency
Orphaned and incomplete record cleanup
Reporting definitions tied back to source fields

06 / Release & Production Support

Keep change moving without treating production as a test environment.

Support around releases, incidents and recurring platform changes — aligned to the controls and delivery process already in place.

Seasonal Salesforce releases

Preview-window impact assessment
Regression testing against critical workflows
API-version and deprecated-component review
Planned adoption of relevant new capabilities

Production issue support

Incident triage and root-cause analysis
Fixes across configuration, code and integrations
Rollback and recovery support
Problem follow-through until the underlying cause is addressed

Backlog & enhancement delivery

Defined work packages from an existing backlog
Analysis, build, test and release within your process
Technical design where multiple platform areas are affected
Documentation attached to the change, not created later

Environment & release coordination

Sandbox refresh and dependency management
Release sequencing across parallel workstreams
Deployment validation and post-release checks
Change records, approvals and traceability

How We Work

Defined ownership. Your engineering process.

We work against a defined area of technical responsibility and deliver through the engineering controls already used by your organization.

Clear ownership

We agree the workstream, backlog area or platform responsibility we are taking on and stay accountable for it.

Your controls

Your change process, environments, approvals, security controls and definition of done remain the operating model.

Production discipline

Changes are tested before release, dependencies are understood, and rollback or recovery is considered before production.

Knowledge stays

Technical decisions, configuration behavior and integration logic are documented as part of delivery.

Start Here

Bring the Salesforce work that is sitting on your backlog.

A technical conversation about the platform, the workstream and the engineering or support work you need to move forward.

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