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SALESFORCE
Salesforce aligned to how your
teams sell and serve
From implementation and integration through to managed support and release management.
Overview
Salesforce is capable out of the box, and the strongest implementations exploit that native capability before writing code.
Heavy customization early is where Salesforce programs go wrong: Apex and triggers that duplicate what Flow already does, governor limits hit at scale, every seasonal release turning into a regression test cycle, and an org carrying years of technical debt nobody can safely unpick.
We work declarative-first. We review your object model, automation, licensing and integration footprint, then configure to your process using native capability, extending with code only where the platform genuinely falls short, and building it upgrade-safe when we do. Integration runs through a defined pattern rather than point-to-point sprawl, and migrations are reconciled field by field before cutover. The outcome is an org that fits how you sell and serve, survives three releases a year without drama, and keeps total cost of ownership and licence spend under control.
An org that fits how you sell, not how the platform ships.
Solutions
The clouds we cover
Grouped by the business function each serves. Which ones you need depends on your process and licensing, not on how much of the platform can technically be switched on.
AI on Salesforce
Einstein and Agentforce applied where the data and process actually support them.
SALES & REVENUE
Sales Cloud
Pipeline, forecasting and territory management configured to how your teams actually sell, report and get compensated.
Revenue Cloud
Quote-to-cash and revenue operations, tightening the path from opportunity through contract to recognized revenue.
CPQ & Billing
Configure-price-quote with guided selling, approval rules and automated billing for complex pricing and invoicing.
SERVICE & FIELD
Service Cloud
Case management, omni-channel routing, entitlements and knowledge, driving consistent resolution times across your support teams.
Field Service
Scheduling, dispatch and mobile work orders, connecting on-site engineers to the same record as the rest of the business.
Experience Cloud
Customer and partner portals with sharing rules and SSO, giving secure self-service against your live Salesforce data.
MARKETING, COMMERCE & DATA
Marketing Cloud
Campaigns, journeys and lifecycle engagement, attributed back to pipeline rather than measured on opens alone.
Commerce Cloud
B2C and B2B commerce integrated to catalogue, pricing and service, so buying and support share one customer record.
Data Cloud
Ingestion, identity resolution and unified profiles across Salesforce and external sources, activated in real time.
Salesforce with AI
Einstein and Agentforce applied where data quality and process maturity support them, with human review on customer-facing output.
Not sure where to start?
Most clients come to us with an existing org that needs untangling rather than a greenfield build.
Services
How we engage
From implementing a single cloud through to ongoing administration and release management.
Salesforce Advisory
We review your object model, automation, licensing and integration footprint, then advise on architecture and roadmap, including where you are over-licensed or carrying customization debt that is slowing every release.
Implementation & Setup
We configure to your business process declarative-first, using Flow, validation rules and native capability before code, with sandbox strategy, deployment pipeline and user acceptance testing built into the delivery.
Customization & Development
We build custom objects, Apex and Lightning components only where out-of-the-box genuinely falls short, engineered against governor limits with test coverage and packaging that stays upgrade-safe across seasonal releases.
Integration & Data Migration
We integrate Salesforce with ERP, finance, marketing and support systems through APIs or middleware rather than point-to-point sprawl, and migrate legacy data with field-level mapping, deduplication and reconciliation before cutover.
Managed Support
We provide ongoing administration, release regression testing, enhancement delivery and periodic org health checks covering technical debt, data quality, licence utilization and adoption, so the org keeps pace with the business.
Our Approach
Discover. Design. Configure. Integrate. Support.
01
Discover
Object model, automation, licensing and integrations.
02
Design
Declarative-first solution and integration pattern.
03
Configure
Build native capability first, code only where needed.
04
Integrate & Migrate
Connect systems and reconcile data before cutover.
05
Support
Administer, regression-test releases and health-check.
Why LogicSure
Declarative-first, properly integrated, and honest about customization
Customization kept deliberate
Code only where native falls short, built upgrade-safe and covered by tests.
Integrated, not islanded
Salesforce connected to ERP, finance and data through a defined integration pattern.
Sensible AI on Salesforce
Einstein and Agentforce introduced where data quality and process actually support them.
Independent judgment
Honest about when custom build, a managed package, or neither is the right answer.
Make Salesforce work harder
Talk to us about an org health check: where customization is costing you, where licensing is over-provisioned, and what to fix first.