Salesforce

Where there is Salesforce there is usually an admin with opinions, which makes the work easier. We build to their rules.

How we connect it

REST and Bulk API

/01

Lead routing and enrichment

Filings, headcount movement and named contacts attached before assignment.
/02

Case triage

Inbound cases classified and routed with the context already gathered.
/03

Data quality jobs

Duplicates, missing fields and dead accounts found and queued for review.
/04

Cross-system sync

Salesforce reconciled with accounting, delivery or booking systems on a schedule.

Case triage runs on a rota. Classification and routing happen on arrival instead, with escalation rules a person has agreed.

Professional services example. An illustration, not a client result.

Will you work with our Salesforce admin?

Gladly, and to their sandbox, review and deployment rules.

Apex or external?

Usually external, so the logic stays visible and portable. We will use Apex where it genuinely belongs there.

Governor limits?

Handled at design time with bulk operations and queuing, not discovered in production.

Twenty minutes is usually enough to know. If it is not a good fit we will say so.