Salesforce

Make Salesforce work the way your team does. Clean data, real integration, AI that earns its place.

When the CRM does not match how your team sells, reps live in spreadsheets, data goes stale, and forecasts drift. We configure Salesforce to your real process, connect it to the systems around it, and add AI only where it saves real time.

Analytics dashboard showing revenue and usage

The senior engineers behind this have delivered inside real enterprise environments

Our platform work is delivered by senior engineers with production experience across complex, regulated enterprises. Explore the engagements behind these numbers.

AI-augmented, not AI-washed

AI on Salesforce, where it earns its place

We are an AI-native engineering team. Senior engineers, AI-augmented, not AI-washed: Einstein and Agentforce configured only where your data supports them, and custom AI on your CRM data where the native features stop.

See AI we have shipped in production

AI-augmented delivery

Our engineers use AI for configuration, Apex, Lightning Web Components, and test coverage, and review every line themselves. Faster delivery, without handing judgment to a model.

Einstein and Agentforce, only where earned

Einstein scoring and forecasting need real history and volume to be reliable, so we check first and tell you honestly. Agentforce agents are scoped to defined tasks with guardrails and human review, not left to run open-ended.

Custom AI on your CRM data

Where native features stop, we build retrieval and agents grounded in your Salesforce data, with citations and human review. That is the same discipline behind our production AI work for EY, Hindustan Unilever, and Booking.com.

Capabilities

Salesforce clouds and capabilities we work across

Configured to your operating model, and connected to the systems around them.

01

Sales Cloud

The core CRM for pipeline, forecasting, and revenue teams. We configure it to your real opportunity flow rather than a stock template.

  • Model your stages, opportunity types, and record types with validation rules and required-field logic that reflect how deals actually move
  • Build forecast categories, quota and territory setup, and pipeline and funnel reports that leadership can trust
  • Configure lead and account scoring, assignment rules, path guidance, and duplicate management so reps get clean records and clear next steps
02

Service Cloud

Salesforce for support, cases, and post-sale operations. We set up the case lifecycle, routing, and knowledge base so agents resolve faster.

  • Configure case objects, queues, omni-channel routing, and escalation and milestone rules against your SLAs
  • Set up email-to-case, web-to-case, and knowledge articles, plus macros and quick actions that cut repetitive handling
  • Wire in telephony and CTI, chat, and messaging so agents work every channel from one console
03

Experience Cloud

Customer, partner, and self-service portals built on your Salesforce data. We stand up communities that expose the right records to the right people.

  • Build partner, customer, and self-service sites with sharing rules and permission sets that scope access correctly
  • Customize pages with Lightning Web Components, brand the theme, and expose cases, orders, and knowledge to authenticated users
  • Set up self-registration, single sign-on, and guest-user access with the security review each surface needs
04

Platform: Apex, LWC, and Flows

The developer layer for logic and UI that configuration alone cannot cover. We build clean, testable extensions your admins can maintain.

  • Write Apex triggers, classes, and batch and scheduled jobs with test coverage, governor-limit awareness, and bulk-safe design
  • Build Lightning Web Components and Screen Flows for custom UI and guided processes that feel native to your team
  • Automate with Flow and Platform Events, retire legacy Process Builder and Workflow Rules, and manage releases through sandboxes and version control
05

Einstein and Agentforce

Salesforce native AI for scoring, generation, and agents. We turn it on where your data supports it and leave it off where it would mislead.

  • Configure Einstein lead and opportunity scoring, forecasting, and Einstein Activity Capture where data volume and history make the models reliable
  • Set up Einstein generative features such as email drafting and call and case summaries, grounded in your CRM records
  • Build Agentforce agents and prompt templates on the Atlas reasoning engine, scoped to defined tasks with guardrails and human review
06

Integration and Data: MuleSoft and APIs

The connective layer between Salesforce and the rest of your stack. We move data through maintained, monitored pipelines rather than brittle one-off scripts.

  • Integrate through REST and Bulk APIs, Platform Events, Salesforce Connect and external objects, and MuleSoft where an integration platform is warranted
  • Design the account, contact, and product data model, enforce field-level security and sharing, and set up duplicate and matching rules
  • Build reports, dashboards, and CRM Analytics views, and feed a data warehouse for downstream reporting

What we do with Salesforce

Where senior engineers and AI-augmented delivery add the most value

01

Configured to your sales process, not a template.

We map your opportunity flow, build the objects and fields you actually need, and set up pipeline views and forecasts that match how your team really works.

Custom objectsPipeline logicYour process
Business KPI dashboard on a screen
01

02

Data stays clean because reps want to use it.

Lightning Web Components and flows make Salesforce feel native to your process, so reps invest in it. We add Einstein scoring where the data supports it.

Lightning Web ComponentsCustom flowsEinstein where it fits
Modern enterprise office workspace
02

03

Connected to billing, product, and support.

Your billing, product usage, and support systems feed Salesforce through maintained integrations, so reps see revenue, usage, and tickets on the account without leaving the CRM.

Billing syncUsage visibilityOne account view
Network fiber patch panel and cabling
03

Use cases

What we solve

Common Salesforce scenarios we take on, and what we build for each.

01

Forecast leadership can trust

We align stages, close-date hygiene, and forecast categories to your real deal motion, then build roll-up reports so pipeline reviews run on Salesforce instead of a side spreadsheet.

02

Lead routing without leaks

Inbound leads are scored, matched against existing accounts, and assigned by territory or round-robin in seconds, so nothing sits unworked in a queue nobody owns.

03

One account view for reps

Billing, product usage, and open support cases surface on the account and opportunity, so reps see revenue, adoption, and risk without leaving the CRM.

04

Quote to cash that connects

We connect opportunities, CPQ or quoting, and your billing system so approved quotes flow to invoicing and renewal and churn signals come back to the account team.

05

Faster case resolution

Omni-channel routing, knowledge articles, and macros cut handling time, while case and channel dashboards show supervisors where volume and backlog are building.

Connects to your stack

Maintained, event-driven integrations, not one-off scripts

ERP: SAP, Microsoft Dynamics, NetSuiteBilling and payments (Stripe, Zuora, Chargebee)Product usage and analyticsData warehouse (Snowflake, BigQuery, Redshift)Marketing (HubSpot, Marketo, Pardot)Support and telephony (Zendesk, Twilio, contact-center CTI)Slack and Microsoft 365Custom APIs and webhooks via MuleSoft or middleware

What you get

Concrete deliverables, and full ownership of your IP

  • Org audit and clean data model
  • Configured objects, fields, flows, and page layouts
  • Apex classes and Lightning Web Components with test coverage
  • Integrations and middleware with monitoring
  • Migrated, de-duplicated, validated data
  • Dashboards, reports, and CRM Analytics views
  • Admin handover, runbooks, and documentation

How we deliver

Four phases, from scoping to handover

01

Audit and design

We audit your current org, understand your team and process, and design a clean data model and architecture.

  • Org and data-quality audit with a documented findings list
  • Target data model: objects, fields, and relationships mapped to your process
  • Solution design and phased build plan with a defined first success measure
02

Configure and build

We configure Sales or Service Cloud, build the custom objects, flows, Apex, and Lightning Web Components you need, and wire up integrations.

  • Configured objects, record types, validation rules, flows, and page layouts
  • Apex and Lightning Web Components with unit tests, deployed through sandboxes
  • Integrations to billing, product, and support, with error handling and monitoring
03

Migrate and de-duplicate

We migrate historical data, de-duplicate accounts and leads, and validate quality against your source systems before go-live.

  • Migration mapping and repeatable load scripts from your source systems
  • De-duplicated accounts, contacts, and leads with matching and merge rules in place
  • Reconciliation report validating record counts and totals against source
04

Enable and hand over

Reps trained, dashboards live, admin handover documented. You own the org from day one.

  • Live dashboards and reports for reps, managers, and leadership
  • Admin runbook, data dictionary, and build documentation
  • Enablement sessions for admins and end users, with a defined post-launch support window

Ways to engage

Start small and scoped, or run a full engagement. Priced up front.

Scoped pilot

Scoped, fixed fee

Typically 2 to 4 weeks

One integration or one AI use case delivered end to end so you can see the approach work before committing to more.

Configuration and build project

$40k to $150k

Typically 6 to 16 weeks, scoped before you commit

A full audit, configure, build, integrate, migrate, and handover engagement across the clouds in scope.

Ongoing admin and development

Scoped monthly

Rolling, cancel with notice

Continued admin, integration maintenance, and incremental build once the org is live, working alongside your in-house team.

Where this fits

SaaSFinancial ServicesTechnologyProfessional Services

Design partner program

Be an early client, on your terms

We build the AI, integration, and reporting layer on top of enterprise platforms, backed by senior engineers who have delivered inside environments like EY, Hindustan Unilever, and Booking.com. For a small number of early clients on each platform, we run a scoped, fixed-fee pilot: we prove the one integration or AI use case that matters most to you, you keep full code and IP ownership, and you get direct founder involvement throughout.

  • Scoped, fixed-fee pilot with one clear success measure
  • Senior engineers, AI-augmented, full code and IP ownership
  • Direct founder involvement, start to finish
  • Early-client pricing in exchange for a reference once you see results

Built for procurement

The IP, security, and legal basics enterprise teams check for, in writing.

Trust and security standards
  • Full IP transfer, code is yours from day one
  • Mutual NDA before the first technical call, client NDAs executed within 24 hours
  • SOC2 Type I in progress, security review on production deployments
  • GDPR-ready for teams with EU operations or customers

Frequently asked

Questions about working with us on Salesforce

Ready to talk it through?

Tell us what you want Salesforce to do, and we will scope an honest first engagement.

Ready to build
something real?

Every week without the right software is a week your team works harder than they need to. Tell us what you're building. We'll tell you how fast we can ship it.

  • 01

    Response within 4 hours, not days

    We read every message personally.

  • 02

    Free 30-min scoping call, zero sales pitch

    We will tell you if we are the right fit, and if not, who is.

  • 03

    Clear scope and timeline before any commitment

    No surprises. You know exactly what you are getting.

The Thinkscoop engineering team

The team behind your next build

Tell us about your project

We reply within 24 hours with a straight perspective on scope and approach.

No spam. No cold calls. We reply within 24 hours (weekdays).

EYBooking.comAccentureDeloitteKPMGHindustan UnileverPixis
SOC2 Type I In Progress
Code ownership, IP transfer, NDAs and security review standard on every engagement