Salesforce Services
HPI Pro provides consulting, architecture, implementation, development and support services in the Salesforce environment. Each service can stand alone or be integrated into a complete process, depending on the organization's situation and needs.
Service Pages
Mapping the current state, goals, stakeholders, processes, systems, and data — before making technology decisions.
Read moreEnd-to-end Salesforce implementation: customizations, Flows, development, testing, migration, training, and controlled go-live.
Read moreSystematic assessment of an existing system to identify risks, technical debt, usability issues, Quick Wins, and improvement opportunities.
Read moreResponsible integration of AI into sales, service, and operations processes — with permissions, human oversight, and well-structured organizational data.
Read moreConnecting Salesforce to the organization’s existing systems, data migration, improving data quality, and planning a single organizational source of truth.
Read moreMaintenance, changes, development, user support, and a periodic Roadmap to ensure the system continues to fit the organization.
Read moreWho the umbrella suits
How to choose a starting point
Start with consultation and scoping, then architecture and full implementation.
Start with a Health Check, then architectural correction or a new phase.
Check data maturity and permissions via a focused Health Check, then Agentforce.
Start by defining the central integration, then implement.
Can enter through dedicated support or Enhancements service.
Start with the business problem.
Define the goals, users, processes, information, systems, and success metrics before deciding how to build.
Planning a system that can continue to grow.
Planning of data model, permissions, automations, integrations and components so that the system is clear, secure and maintainable.
Translate planning into a working system.
Connect Salesforce to what already exists.
Integrate AI into a defined and controlled process.
Make sure the system is also suitable for those who use it.
Continue to improve even after launch.
Decision Point
A brief call helps identify whether to start with consulting, a Health Check, or directly with implementation.
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Frequently Asked Questions
The Next Step
A short conversation with management or the system administrator makes it possible to understand where it is most important to start - Health Check, characterization or implementation project.
