01 — The problem
Why this usually goes wrong.
Salesforce orgs accumulate fields, flows and triggers that conflict, and licence costs keep rising whether features are used or not.
Migrations off the platform fail when automation is left behind.
Apps
Salesforce apps we implement
Scope
What the engagement covers
Data model & objects
Standard and custom objects, relationships, record types and page layouts designed so reporting works on day one.
Flow & Apex
Declarative automation in Flow first. Apex triggers and classes, with test coverage, only where Flow can’t do it.
Security & sharing
Profiles, permission sets, roles and sharing rules designed for multi-region teams and audit requirements.
Service Cloud
Cases, entitlements, omni-channel routing and knowledge for support teams.
Migration onto Salesforce
Legacy CRM and spreadsheet data mapped to objects, loaded with external IDs so related records stay linked.
Migration off Salesforce
Full export of objects, custom fields, files and history, mapped to Zoho, HubSpot or Dynamics, with automation rebuilt rather than left behind.
Method
How we deliver it
01
Assess
Org health check or requirements workshop, plus licence and edition review.
02
Design
Object model, automation and security documented before build.
03
Build & test
Sandbox development, Apex test classes, UAT with your team.
04
Deploy
Change sets or CI deployment, data load, training and hypercare.
Straight answer
Should you be on Salesforce?
If you use Salesforce mainly as a contact list and pipeline, you are paying enterprise prices for features a lighter CRM provides. We’ll show you the comparison.
If you run complex territories, CPQ, partner channels or heavy integration with enterprise systems, Salesforce earns its cost, and we’ll help you get the value from it.
Migrating off Salesforce is mostly about rebuilding automation and keeping history intact. The data export is the easy part.
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- Org and metadata in source control
- Apex with test classes
- Data model document
- Migration archive
FAQ
Questions we get about Salesforce
Can you migrate us off Salesforce without losing history?
Yes. We export every object including activities, files and field history where available, map them to the target CRM, and rebuild Flows and Apex logic as native automation on the new platform.
Do you write Apex?
Yes, when Flow can’t do the job. Apex code ships with test classes meeting Salesforce’s coverage requirements and is documented for your admins.
Can you fix an existing Salesforce org?
Yes. We run a health check covering unused fields, conflicting automation, security gaps and governor-limit risks, then fix them in priority order.
How do you handle Salesforce data volumes?
For large loads we use Bulk API and external IDs, run in batches outside working hours, and reconcile counts per object before sign-off.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Where we work
Salesforce by market
Tax treatment, e-invoicing and working weeks differ by country. These cover what changes in each.
Enquire
Talk to us about Salesforce implementation & migration.
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