Salesforce administration and implementation
Practical training in system implementation, automation, reports and business processes.
Salesforce, Agentforce & AI for Enterprises
Salesforce built around the organization.
Not the other way around.
HPI Pro designs and implements intelligent Salesforce systems that connect people, processes and data in your organization — and integrates Agentforce and AI capabilities tailored to the organization's needs, data and systems.
A focused call to understand the need, the current system and the business goals.
- Salesforce Architecture
- Agentforce & AI
- Data & Integrations
40+
professionals across a multidisciplinary Delivery team
15
Salesforce certifications held by the lead architect
30+
years of high-tech experience of the lead architect
Enterprise Experience
professional experience on projects at organizations with thousands of employees
Experience and certification figures refer to the lead architect of HPI Pro. Project experience described on the site includes his prior professional experience.
Who we are
Not just a Salesforce implementer.
Rethinking the way your organization works.
HPI Pro is a Salesforce consulting and implementation firm that specializes in organizations where processes, information and systems are no longer simple. We start by understanding the work as it actually happens — who the users are, what slows them down, where the information lives, and which business decision depends on it.
From there we design the architecture, implement, connect systems, and integrate Agentforce and AI capabilities inside controlled processes. The goal isn't a feature-rich system — it's a system people actually work with, and one that can expand as the organization grows.
Three layers, one on top of the other
One system that manages the work - and performs some of it too.
01
Salesforce Architecture
Designing processes, data model, permissions, Clouds, user experience and the ability to grow over time.
Learn more about Salesforce Architecture ←02Agentforce & AI
Agents and AI capabilities connected to the organization's data, policy and business actions.
Learn more about Agentforce & AI ←03Data & Integrations
Connecting Salesforce to ERP, legacy systems and additional data sources, while preserving reliability and security.
Learn more about Data & Integrations ←Agentforce & AI
AI that does the work. Not AI that talks about it.
Agentforce creates value when it's connected to the right data, operates inside a defined process, and is subject to permissions and oversight. We first assess the readiness of the data, the processes and security — and only then build agents and actions.
Sales
Preparing sales reps for calls, summarizing interactions, surfacing opportunities and recommending the next best action.
Service
Assisting agents, summarizing cases, retrieving information and delivering consistent, faster responses.
Operations
Creating tasks, triggering Flows and automating repetitive processes.
Organizational knowledge
Searching and answering questions from approved organizational information, in line with permissions and policy.
The scope of capabilities and availability depend on the organization's Salesforce licensing, edition and configuration.
Go to the Agentforce & AI pageWhat actually changes
From everyone getting by somehow - to a system that manages the work.
Before
- Information scattered across several places
- Manual processes
- Leads with no follow-up
- Reports that don't agree
- Employees working around the system
- Decisions made too late
After
- A single source of information
- Automated processes
- Full visibility over customers and opportunities
- Dashboards and a management view
- A user experience built around the work
- AI that performs actions inside a controlled process
Delivery model
Full-scope coverage - from the first consultation to continuous improvement.
- 01
Discovery & Consulting
Understanding the goals, problems, users, systems and constraints.
- 02
Design & Architecture
Planning processes, data model, permissions, integrations and the roadmap.
- 03
Implementation & Development
Configuring Salesforce, building capabilities, Flows, dashboards and the user experience.
- 04
Data & Integrations
Migration, data cleansing and connecting to ERP and organizational systems.
- 05
Testing, Training & Implementation
Testing, preparing users, training and go-live support.
- 06
Improvement & Support
Managed Services, measurement, optimization and expanding the system.
- 07
Agentforce & AI
Integrating agents and AI capabilities inside controlled, measurable processes.
Capabilities
From strategy to the deep technical layer.
- •Salesforce Advisory
- •Discovery
- •Business process mapping
- •CRM architecture
- •Roadmap
- •Information Security
- •Sales Cloud
- •Service Cloud
- •Experience Cloud
- •Marketing Cloud
- •Salesforce Platform
- •Custom development
- •Flows & automation
- •Data Cloud / Data 360
- •Agentforce
- •Salesforce AI
- •Data Migration
- •ERP integrations
- •Legacy systems
- •Dashboards & Analytics
- •User training
- •Change management
- •Managed Services
- •Ongoing support
- •Improving an existing system
- •Rescuing stalled projects
- •Salesforce experts for projects
- •Administrators & system managers
- •Developers & solution architects
- •Professional guidance inside the team
- •Skill-to-role matching
- •Flexible scope and duration
Why HPI Pro
The ability to lead a large organization through systemic change.
01
Senior architectural leadership
Critical decisions are made alongside professionals with deep, hands-on experience.
02
A multidisciplinary team
System analysts, implementers, developers and Solution Architects work as one Delivery unit.
03
Business and technology in the same room
We translate a business goal into a process, an architecture and a system that can actually be built.
04
Data, Integrations & AI
We handle the complex layers between systems as well — not just configuration.
05
Support through adoption
The project doesn't end when the system goes live. Success requires usage, measurement and improvement.
The team
40+ professionals in a single Delivery unit.
The team composition on each project is set according to the scope, complexity and stage the organization is at.
System analysts
Translate business needs into processes, requirements and deliverables.
Salesforce implementers
Configure the system, automations, reports and working experience.
Salesforce developers
Build custom capabilities and handle complex requirements.
Solution Architects
Design the connections between Clouds, Data, Security and organizational systems.
The lead architect
Drives the critical decisions and keeps sight of the full picture.
Methodology
Eight stages, without skipping the stage where you understand what's really needed.
- 01
Discovery & process understanding
Understand what has to change in daily work, and who is affected.
- 02
Architecture & data model
Lock down the layers that are expensive to change later.
- 03
Solution design & scope
Translate discovery into an agreed backlog with acceptance criteria.
- 04
Build in cycles
Build and show working software, not slides.
- 05
Data & migration
Move data people can rely on.
- 06
Acceptance testing
Verify the process works in the hands of the people who will run it.
- 07
Training & readiness
Bring the organization to a state where it can work on day one.
- 08
Go-live & hypercare
Stabilize and hand over to ongoing operations.
Where you are today
Four entry tracks. The same professional standard.
Starting out with Salesforce
Planning and implementing a new system built around the organization's processes and goals.
Plan a new implementationYou have a system — but it isn't delivering results
Assessing the current state, identifying gaps, improving architecture and optimizing.
Check an existing systemThe project is stuck
Stepping into an existing project, stabilizing it, prioritizing, and building a practical path forward.
Book a project rescue callYou want to bring in Agentforce and AI
Assessing the readiness of processes, data, permissions and infrastructure.
Check AI readinessIndustries
Same method. Different business context.
The solution is built around the processes, regulation and information specific to each sector.
- Financial services
- Healthcare
- Retail
- Manufacturing
- High-tech
- Public sector & nonprofits
HPI School
Want to build your team's Salesforce capabilities too?
Alongside HPI Pro's consulting and implementation services, HPI School offers practical Salesforce training for people building a profession and organizations developing in-house capabilities.
Salesforce development
Build deeper platform development skills with Apex, Lightning Web Components and a practical project.
Salesforce Agentforce
Practical training in designing and building AI agents in Salesforce for suitably experienced professionals and organizational teams.
Looking for a program for your team?Tailored Salesforce training for organizations
Links lead to the HPI School website.
Frequently asked questions
What executives ask before starting a Salesforce project.
How long does a Salesforce project take?
Duration depends on the scope of the processes, the number of systems to connect, the state of the data and the number of users. At the start of the engagement we define scope, dependencies, phases and a roadmap, and only then can we commit to a realistic timeline.
What affects the cost of the project?
Cost is driven by the scope of discovery, the number of Clouds, development complexity, integrations, data migration, security requirements and the training and adoption process. The goal is to define a solution that fits the organization's value and needs — not to add complexity that isn't required.
How do you reduce budget and timeline overruns?
We define scope, dependencies and success criteria before development, work in stages, and hold checkpoints throughout. Transparency in decisions and changes lets the organization understand the impact of every requirement on time, cost and risk.
How do you make sure employees actually adopt the system?
Adoption starts at the discovery stage. We examine how users actually work, remove unnecessary steps, involve people from the field, and run testing, training and support after go-live.
Can an existing system be improved without rebuilding everything?
In many cases, yes. We first review the architecture, processes, automations, data, permissions and technical debt. Only then can we decide which components to keep, which to improve, and what truly needs to be rebuilt.
Can you join a project that has already started or has stalled?
Yes. HPI Pro can step into an existing project, map the current state, identify blockers, stabilize the work and build a practical roadmap forward. Our final recommendation is set after a professional review of the system and the project.
Can Salesforce be connected to ERP and legacy systems?
Yes, subject to each system's interfaces and capabilities. Proper planning examines the source of truth for each piece of data, sync frequency, error handling, security, permissions and long-term monitoring.
How does Agentforce fit into existing processes?
Agentforce needs to be embedded inside a defined business process. We first define the task, the data sources, the permissions, the allowed actions, the exception paths and the metrics. Only then do we build and connect the agent to the system.
Is every organization ready for AI?
Not necessarily. Reliable AI requires suitable data, clear processes, permissions, oversight and business ownership. A readiness check helps identify the scenarios where value can be created and the gaps that need to be closed before implementation.
What is the level of involvement of the lead architect?
The lead architect is personally involved in every large project, especially during Discovery, architecture, data, security, integrations and critical decisions.
What happens after go-live?
Depending on the need, we can continue with training, support, Managed Services, optimization and additional capability development. The goal is for the system to keep pace with the organization's activity and growth.
Next step
Before deciding what to build - it's worth understanding what needs to change.
In the consultation call we'll map the current state, the goals and the blockers, and define the right next step: Discovery, a review of an existing system, an implementation project, integrations, or an Agentforce and AI readiness check.
- A professional conversation, not a sales pitch
- An initial mapping of the need and the gaps
- A recommendation on the right starting point