Salesforce Implementation
From Architecture to Go Live.
Without losing sight of the process along the way.
We accompany the implementation from the analysis and planning phase, through system and integration development, to testing, training, go-live, and user support.
Who is the service for?
Typical Starting Points for Salesforce Implementation
- Organizations acquiring Salesforce for the first time and wanting a strong foundation from day one.
- Companies replacing an old CRM that no longer supports their business process.
- Sales, service, and operations teams that need to work in the same system with a single customer view.
- Organizations expanding into a new phase: an additional department, market, or new product line.
- CEOs and COOs seeking full end-to-end project accountability.
Problems the service solves
Why CRM Projects Fail — And How to Prevent It
System Not Aligned with Process
Users fill fields to 'please the system' instead of gaining value from it. The solution begins with defining a true process, not copying a template.
Project Stuck Mid-Way
Undefined scope, unmade decisions, and a growing backlog. We work with a signed scope document, change approvals, and a regular demonstration cadence.
Unreliable Data at Go Live
Duplications, missing fields, and old records entered as is. We conduct Data Profiling, cleansing, and trial loads before going live.
Integrations Breaking Silently
Lack of Monitoring, no Retry, and no Ownership. We design every connection with logs, error handling, and defined responsibilities.
Low Adoption Post-Launch
Users revert to Excel. The solution is early user involvement, true UAT, focused training, and a Hypercare period.
Implementation Stages
Fifteen familiar, agreed-upon, and documented stages
- 01Discovery and Characterization
- 02Solution Design
- 03Data Model
- 04Security Model
- 05Configuration
- 06Flow and Automations
- 07Custom Development
- 08Integrations
- 09Data Migration
- 10System Testing
- 11UAT
- 12Training
- 13Go Live
- 14Hypercare
- 15Continuous Improvement
What We Implement
Components and Modules
- Sales Cloud
- Service Cloud
- Experience Cloud
- Salesforce Platform
- Reports & Dashboards
- Flow
- Approval Processes
- Apex
- Lightning Web Components
- APIs
- Agentforce, where relevant
Service deliverables
What is actually present at the end of the project
Specification and requirements document
Description of processes, users, scenarios, and success metrics — the foundation for decisions and estimation.
Solution Design
Functional planning of the system: which modules, which objects, which workflows, and which screens.
Data model and permissions
Objects, relationships, profiles, Permission Sets, and a sharing model that fits the organizational structure.
Salesforce environment configured
Configuration, Flows, Validation Rules, Approvals, Reports and Dashboards in Sandbox and then in Production.
Integrations and migration
Connections to core systems, controlled data loading from Legacy, and full mapping documentation.
Training and support materials
Short guides for key roles and training of internal Champions.
Go Live and Hypercare
Go-live plan with Rollback, close support in the first weeks, and maintenance documentation.
Decision Point
Before ordering an estimate — we will define the scope of the first phase together
A brief conversation helps to understand whether it's better to start with a full implementation, an MVP phase, or a Health Check on an existing system.
Key decisions
Five decisions that determine project success
Scope of the first phase
A defined MVP that succeeds is better than a broad scope that loses momentum. We help identify what must be in Day 1 and what can be postponed.
Configuration vs. Development
Rule of thumb: always start with Configuration. Apex development is only introduced when the need is real, documented, and maintained.
Permissions model
Simple and clear, even at the cost of some flexibility. Complex models fall apart within a year and become a security risk.
Migration strategy
Not all history must be included. Define in advance what goes live, at what quality, and what is kept for archive only.
Internal ownership
Define one Product Owner on the client side who is authorized to make decisions — this is the most influential variable on project pace.
Controls
How we prevent surprises
Pre-development planning
Structured architectural decisions before writing any field or code.
Ongoing demonstrations
Interim deliverables that are reviewed and approved, avoiding 'surprises at the end'.
Documented backlog
All requests and changes are managed in one place with clear prioritization and accountability.
Change approvals
A formal mechanism for managing scope and timeline changes.
Testing environment
Separate Sandbox for development, testing, and UAT.
Migration and Rollback Plan
Backup scenarios and a structured plan for Go Live.
Common Mistakes
What to avoid in a Salesforce implementation project
- Skipping the discovery phase to 'save time'—the cost of fixing issues later is exponentially higher.
- Allowing each department to request its own fields without a central data model.
- Building three parallel automations for the same event, leading to unpredictable behavior.
- Loading old data without cleansing—the problem transfers to the new system.
- Foregoing real UAT and relying on 'it looks fine in the demo'.
- Launching without a Hypercare plan—the first days determine user adoption of the system.
Frequently Asked Questions