Skip to content

Salesforce Consulting & Implementation

Make Salesforce fit how your business works. CRM360 designs, implements and optimizes Salesforce around your processes, data, automation and operational needs — from a first implementation to a complex existing org.

Engagement modelSalesforce at the center
Business processHow the work should move
Salesforce
  1. 01Understand — process, people, data, exceptions
  2. 02Design — architecture, data model, security
  3. 03Implement — configuration, Flow, integration, migration
  4. 04Improve — assessment, cleanup, governance
Delivery & governanceTesting · Deployment · Change control

Engagement Types

What kind of Salesforce help do you need?

Two Starting Points

A new implementation, or an org you already run?

The work is different depending on where you start. Review the existing org before adding another Flow; map the data model before configuring anything new.

Path A

New Salesforce Implementation

Designing Salesforce for the first time, or replacing an implementation that never fit.

  1. Discovery
  2. Architecture
  3. Data model
  4. Configuration
  5. Automation
  6. Migration
  7. Testing
  8. Launch
Salesforce Implementation

Path B

Existing Salesforce Org

Already running Salesforce, but changes are slow, risky, or work happens around it.

  1. Org assessment
  2. Technical debt
  3. Automation review
  4. Data quality
  5. Process improvement
  6. Flow optimization
  7. Integration review
  8. Roadmap
Salesforce Optimization

Salesforce Strategy & Architecture

Decisions made early in a Salesforce org are the hardest to undo. We define the structure first — how objects relate, who sees what, what gets automated, and what order to build in — so implementation follows a plan.

The right starting point when you’re planning a new implementation, adding a major process, or consolidating orgs.

Salesforce roadmap
A phased plan tied to business priorities.
Org architecture
Org strategy, features, environments.
Data model
Objects, relationships, record types.
Solution design
How each process maps to Salesforce.
Governance
Ownership, standards, change control.
Technical planning
Dependencies, sequencing, risks.
Scalability
Room for new teams, volumes and processes.
Maintainability
A design the next admin can understand.

Salesforce Implementation

We build Salesforce the way it was designed: configured, automated, loaded with clean data, tested against real scenarios, and deployed with the people who will use it.

The right starting point when you’re moving to Salesforce, or replacing an implementation that never fit the business.

  1. 01DiscoveryCurrent process, stakeholders, constraints.
  2. 02RequirementsUser stories with clear acceptance criteria.
  3. 03ConfigurationObjects, fields, relationships, page layouts, Lightning pages.
  4. 04Security & permissionsProfiles, permission sets, sharing.
  5. 05Validation & automationValidation rules, Flow, approvals, notifications.
  6. 06Data migrationMapping, cleansing, loading, reconciliation.
  7. 07TestingUAT against real scenarios, with real users.
  8. 08DeploymentRelease, user onboarding, early support.

Salesforce Automation & Flow

Salesforce Flow can remove most of the manual steps in a process. It can also become the hardest part of an org to maintain. We design automation to be readable, testable, and easy to change.

The right starting point when work is still routed by email, approvals happen outside Salesforce, or existing automation is fragile.

Anatomy of a record-triggered process

  1. Business rulesEntry criteria and validation decide when it runs.
  2. Salesforce FlowRecord-triggered, screen, and scheduled Flows.
  3. Record automationCreating and updating related records.
  4. ApprovalsMulti-step and conditional approval paths.
  5. RoutingAssignment rules, queues, ownership.
  6. NotificationsEmail and in-app alerts to the next owner.

Salesforce Data Migration

Moving data is often the riskiest part of a Salesforce project. We run it as its own workstream — mapped, cleansed, rehearsed in a sandbox, and reconciled before anyone depends on it.

The right starting point when you’re moving from another CRM, spreadsheets, or a legacy org, or consolidating Salesforce orgs.

  1. 01Data assessmentSources, objects, volumes, quality and owners.
  2. 02Mapping & transformationSource to target, with transformation rules.
  3. 03Cleansing & deduplicationFixed before loading, not after.
  4. 04Load sequencingParents before children; external IDs preserved.
  5. 05Migration plan & trial loadsRehearsed in a sandbox at real volumes.
  6. 06Validation & reconciliationRecord counts and spot checks signed off.
  7. 07CutoverFinal load, change freeze, and validation.

Salesforce Integration

Salesforce rarely works alone. We design every integration around three answers: which system owns the data, which direction it moves, and what happens when something fails.

The right starting point when data is re-keyed between systems, or teams work in tools that aren’t connected to Salesforce.

System integration

  • APIs — REST, SOAP, Bulk, platform events
  • External systems — finance, ERP, operations, marketing
  • Data sync — ownership, direction, error handling

Integration architecture

  • Patterns — real-time, scheduled, event-driven
  • Ownership — system boundaries and an owner for every field
  • Monitoring — logging, retries, alerts

Salesforce Optimization

Orgs accumulate: legacy workflow rules next to newer Flows, fields no one uses, permissions granted one exception at a time. We find what is slowing the org down and fix it in an order that doesn’t disrupt the business.

The right starting point when Salesforce works, but changes are slow or risky, and no one is sure what a change will affect.

Existing-org assessment
A structured review before changes are made.
Technical debt
Unused fields, dead automation, hard-coded values.
Automation review
Overlap, order of execution, legacy tools.
Data quality
Duplicates, completeness, ownership.
Performance
Page load, heavy automation, limits.
Maintainability
Naming, documentation, simpler design.
Governance
Who can change what, and how.
User experience
Layouts and click paths that match the work.
Architecture review
Whether the design still fits the business.
Roadmap
Prioritized changes, in a safe order.

Salesforce Security & Governance

Access granted one exception at a time is hard to unwind. We design the access model deliberately — who owns records, who can see them, who can change them — and put governance in place so the org stays maintainable.

The right starting point when permissions have grown by exception, or no one is sure who can see what.

Profiles
Baseline access by type of user.
Permission sets & groups
Access granted by job function, not by exception.
Sharing model
Org-wide defaults, role hierarchy, sharing rules.
Field-level security
Sensitive fields visible only where needed.
Change control
Sandboxes, release process, documentation.
Admin practices
Naming, ownership, and a regular review cadence.

CRM360 Methodology

Six stages. Each one answers a question.

  1. 01

    Understand

    Business requirements, users, current systems and process friction — through interviews and walkthroughs.

    How does the work actually happen?

  2. 02

    Design

    Architecture, data model, security, automation, and integration design.

    What should Salesforce look like to support it?

  3. 03

    Implement

    Configure and build the Salesforce environment in a sandbox, reviewed in increments.

    Does it work as designed?

  4. 04

    Validate

    Testing, review and UAT with the people who do the work; issues resolved before launch.

    Does it work for the people using it?

  5. 05

    Launch

    Deployment, data migration, user onboarding, and early support.

    Is the business ready to run on it?

  6. 06

    Improve

    Review adoption, gather feedback, and refine as the business changes.

    What should change next?

Salesforce Org Assessment

Not sure what is slowing your Salesforce org down?

Start with an assessment.

Before changing anything, we look at how the org is built and how it’s used. The scope and depth are agreed with you up front, based on the decisions you need to make.

Ask about an assessment

  • Architecture

    Org structure, design decisions, fit with the business.

  • Data

    Completeness, duplicates, ownership, model fit.

  • Automation

    Flows and legacy automation, overlap, order of execution.

  • Security

    Profiles, permission sets, sharing model.

  • Integrations

    Connected systems, error handling, data ownership.

  • User Experience

    Page layouts, Lightning pages, click paths.

  • Reporting

    Report accuracy and whether dashboards are trusted.

  • Technical Debt

    Unused components, workarounds, hard-coded logic.

Technical Architecture

Salesforce, designed in layers.

Every change touches more than one layer. We design them together, so a new form or Flow doesn’t quietly break security or reporting.

Business processDefines what every layer below must support
Salesforce org
L1 · ExperienceLightning pagesLayoutsReports & dashboardsScreen Flows
L2 · AutomationFlowApprovalsAssignment & routingValidation rules
L3 · DataObjectsRelationshipsRecord typesFiles
L4 · SecurityProfilesPermission setsSharing rulesField-level security
L5 · IntegrationAPIsPlatform eventsExternal systemsMiddleware
Delivery & governanceSandboxes · Testing · Deployment · Change control · Documentation

Before / After

From workarounds to a Salesforce process people trust.

What changes when Salesforce is designed around the process. Illustrative — not a client result.

  1. Before: Manual data entryAfter: Defined Salesforce data model
  2. Before: Spreadsheet workaroundsAfter: Standardized processes
  3. Before: Repetitive approvalsAfter: Structured approvals
  4. Before: Disconnected processesAfter: Salesforce Flow automation
  5. Before: Inconsistent dataAfter: Cleaner reporting
  6. Before: Unclear ownershipAfter: Clear ownership
  7. Before: Limited visibilityAfter: Better visibility
  8. Before: Automation that is difficult to maintainAfter: More maintainable architecture

Workflow Examples

Salesforce processes we design.

Representative Salesforce workflow patterns — shown to explain how records, automation, and people connect. Not documented client projects.

Lead → Opportunity

Illustrative workflow — not a client project

Inbound interest becomes a qualified opportunity without leaving Salesforce, so pipeline reporting reflects what is really happening.

  1. People Inquiry Web form, event, or import
  2. Salesforce Lead Captured with source
  3. Automation Assignment Routed by territory rules
  4. People Qualification Rep works the lead
  5. Salesforce Conversion Account, contact, opportunity
  6. Automation Stage rules Required fields per stage
  7. Salesforce Forecast Dashboards update

Where CRM360 focusesLead capture and duplicate rules, assignment rules, stage definitions with required fields, and pipeline dashboards.

  • Salesforce
  • Automation
  • People

FAQ

Salesforce consulting questions.

What does a Salesforce consultant do?

A Salesforce consultant works out how Salesforce should support a business process — the data model, automation, security and integrations — and then guides or delivers the build. At CRM360 that starts with how the work actually happens today.

What does Salesforce implementation include?

Discovery and requirements; configuration of objects, fields and page layouts; security and permissions; automation with Flow; data migration; testing with real users; and deployment. The exact scope follows from the processes Salesforce needs to support.

Can you work with an existing Salesforce org?

Yes. We review the architecture, automation, data and integrations already in place, then recommend what to fix, simplify or extend — without rebuilding what already works.

What is Salesforce Flow?

Flow is Salesforce’s tool for automating business processes — creating and updating records, routing work, running approvals and sending notifications. We design Flows to be readable and testable, with clear entry criteria and fault handling.

When does a Salesforce org need optimization?

Usually when changes become slow or risky: overlapping automation, fields no one uses, permissions granted by exception, or reports people don’t trust. An assessment identifies what to fix first.

How does Salesforce data migration work?

We assess the source data, map and transform it to the Salesforce data model, cleanse and deduplicate it, rehearse loads in a sandbox, then validate and reconcile before cutover.

What is the difference between Salesforce consulting and implementation?

Consulting decides what should be built and why. Implementation builds it. CRM360 does both, and most engagements include some of each.

Can Salesforce work with our other systems?

Yes. We design integrations with finance, ERP, operations and marketing systems — deciding which system owns each piece of data, how often it syncs, and how errors are handled.

Looking for Titan integration?

CRM360 also provides specialized Titan integration services.

Explore Titan Integration

Request a Salesforce consultation

Tell us where Salesforce isn’t keeping up.

Share what is happening today — the process, the org, and what you want to change. We’ll start there.

Request a Salesforce Consultation See the Salesforce Org Assessment