Salesforce Implementation
From architecture to Go Live.
Without losing the process along the way.
We guide the implementation from discovery and planning, through building the system and integrations, to testing, training, go-live and user support.
Who this is for
Typical starting points for a Salesforce implementation
- Organizations buying Salesforce for the first time who want the right foundation from day one.
- Companies replacing a legacy CRM that no longer supports the business process.
- Sales, service and operations teams that need to work in one system with a single customer view.
- Organizations expanding into a new phase: another department, another market, or a new product line.
- CEOs and VPs of Operations looking for full ownership of the project end to end.
Problems this service solves
Why CRM projects fail — and how to prevent it
A system that doesn't fit the process
Users fill in fields to 'satisfy the system' instead of getting value from it. The fix starts with mapping the real process, not copying a template.
A project stuck in the middle
Undefined scope, decisions that never get made, and a backlog that keeps growing. We work with a signed scope document, formal change approvals and a steady demo cadence.
Unreliable data at Go Live
Duplicates, missing fields, and stale records loaded as-is. We run data profiling, cleansing and trial loads before go-live.
Integrations that fail silently
No monitoring, no retry, no ownership. We design every connection with logging, error handling and a defined owner.
Low adoption after launch
Users go back to spreadsheets. The fix is early user involvement, real UAT, focused training and a hypercare period.
Implementation phases
Fifteen phases that are known, agreed and documented
- 01Discovery & Requirements
- 02Solution Design
- 03Data Model
- 04Security Model
- 05Configuration
- 06Flow & Automation
- 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 you actually get at the end of the project
Requirements document
A description of processes, users, scenarios and success metrics — the basis for decisions and estimates.
Solution design
Functional design of the system: which modules, which objects, which workflows and which screens.
Data & permission model
Objects, relationships, profiles, permission sets and a sharing model that fits the org structure.
A configured Salesforce environment
Configuration, flows, validation rules, approvals, reports and dashboards in sandbox and then in production.
Integrations & migration
Connections to core systems, controlled data loads from legacy sources and full mapping documentation.
Training & reference material
Short guides for key roles and internal champion enablement.
Go Live & hypercare
A cutover plan with rollback, close support in the first weeks, and documentation for ongoing maintenance.
Decision point
Before requesting an estimate, let's define the scope of the first phase together
A short call helps clarify whether it's best 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 well-defined MVP that succeeds beats a broad scope that loses momentum. We help identify what must exist on day one and what can wait.
Configuration vs. development
Rule of thumb: always start with configuration. Apex development comes in only when the need is real, documented and maintainable.
Permission 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 needs to come across. We define upfront what gets migrated, at what quality, and what stays archived only.
Internal ownership
We define a single client-side product owner authorized to make decisions — the single most influential factor on project pace.
Guardrails
How we prevent surprises
Plan before you build
Architectural decisions are made before a single field or line of code is written.
Demos along the way
Interim deliverables are reviewed and approved instead of 'surprises at the end.'
A documented backlog
Every request and change is tracked in one place with clear prioritization and ownership.
Change approvals
A formal mechanism for scope and timeline changes.
A real test environment
A separate sandbox for development, testing and UAT.
A cutover and rollback plan
Fallback scenarios and a structured plan for Go Live.
Common mistakes
What to avoid in a Salesforce implementation project
- Skipping discovery to 'save time' — the cost of fixing it later is far higher.
- Letting every department request its own fields without a central data model.
- Building three parallel automations on the same event, causing unpredictable behavior.
- Loading old data without cleansing — the problem just moves into the new system.
- Skipping real UAT and trusting that 'it looked fine in the demo.'
- Launching without a hypercare plan — the first days shape users' attitude toward the system.
Go deeper
Related guides and services
FAQ
Salesforce implementation — questions we hear often
How long does a Salesforce implementation project take?
Do we need discovery before starting the implementation?
What's the difference between configuration and custom development in Salesforce?
How do you make sure users actually adopt the system after launch?
Do you also work with an existing Salesforce org?
Next step
Start your implementation the right way
We'll review scope, phasing and the key risks in your project, and come back with a recommended entry point.