Salesforce Partner
Salesforce Services & Expertise
Your Salesforce investment should drive revenue - not create more work for your team. We implement, customise, and optimise Salesforce so it runs the way your business does, with clean data, smart automation, and a team that actually uses it.
Our Salesforce services
End-to-end Salesforce expertise.
Most Salesforce problems aren't platform problems - they're setup problems. We cover every stage of the Salesforce lifecycle, from the initial architecture to the automations your team uses every day, so nothing falls through the cracks between vendors or phases.
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We start with your business, not the software. Our consultants map your existing processes, identify gaps, and recommend the right Salesforce products and architecture before a single line of code is written.
- CRM readiness assessment & org health review
- Product selection across Sales, Service, Marketing Cloud and more
- Solution architecture, licensing guidance, and roadmap planning
- Change management strategy and stakeholder alignment
When out-of-the-box Salesforce isn't enough, we build what you need. Our developers work in Apex, Lightning Web Components, and platform-native frameworks to extend your org's functionality.
- Custom Apex triggers, classes, and batch jobs
- Lightning Web Components and custom UI development
- Custom objects, fields, validation rules, and page layouts
- REST/SOAP API development and third-party integrations
We take Salesforce from a purchased license to a fully operational system your team actually uses. Our implementation process covers configuration, data setup, testing, and a structured go-live.
- Org setup, user roles, profiles, and permission sets
- Workflow rules, Process Builder, and Flow automation
- Reports, dashboards, and custom views for each team
- UAT support, go-live planning, and post-launch stabilization
Salesforce works best when it's connected. We integrate your CRM with ERPs, marketing platforms, e-commerce systems, and internal tools, giving your teams a single, unified view of every customer.
- ERP integration (SAP, NetSuite, Microsoft Dynamics)
- Marketing platform sync (HubSpot, Marketo, Mailchimp)
- MuleSoft and REST/SOAP API-based custom connectors
- Real-time and batch data sync with error handling
We help independent software vendors design, build, and publish managed packages on Salesforce AppExchange, from initial architecture through security review and listing.
- Managed package design and namespace setup
- AppExchange Security Review preparation and remediation
- ISV licensing model implementation and LMA setup
- Ongoing package versioning and upgrade management
Switching from another CRM, or cleaning up years of messy data? We handle the full migration lifecycle: extraction, transformation, deduplication, and load, with zero data loss and full audit trails.
- Legacy CRM migration (HubSpot, Zoho, Dynamics, Spreadsheets)
- Data mapping, transformation rules, and field matching
- Duplicate detection, cleansing, and enrichment before import
- Post-migration validation reports and rollback plan
Your Salesforce org accumulates technical debt over time. We conduct a thorough audit of your entire setup, code, configuration, security, and data, to surface issues before they become problems.
- Security & access control review (profiles, roles, sharing rules)
- Apex code quality and governor limit analysis
- Unused fields, objects, and automation identification
- Performance bottleneck detection and optimization recommendations
A Salesforce implementation is only as good as its adoption. We deliver hands-on, role-specific training for your admin, sales, and ops teams, so they're confident from day one, not just go-live day.
- Role-based sessions: admins, sales reps, managers, ops
- Live workshops, recorded walkthroughs, and user guides
- Admin certification preparation and ongoing enablement
- Custom training materials built around your org's setup
Your business evolves, your Salesforce org should too. We offer flexible managed support plans that keep your org healthy, your users unblocked, and your data accurate as you grow.
- SLA-backed response times for bugs and critical issues
- Regular org health checks and proactive monitoring
- Ongoing enhancements, new feature rollouts, and release updates
- Dedicated admin support for day-to-day operational tasks
Our track record
Results that speak for themselves.
Across startups, mid-market, and enterprise clients globally
Measured at 60 days post go-live across all implementations
For a standard single-cloud implementation with data migration
Through automation and workflow design built into every project
Salesforce Packages
Fixed scope. Fixed price. Clear delivery timelines.
Every engagement starts with a clear scope. No surprise invoices, no scope creep, no ambiguity, just a defined outcome delivered on time.
Discovery & roadmap
Not sure where to start? We sit down with your team, understand your business, and hand you a clear, prioritised plan, before a single line of config is written.
Improve your sales process
Clean up your Salesforce org, configure your pipeline, and get your team selling faster.
Optimise your sales cycle
Automation, smarter reporting, and a Salesforce org built to scale with your team.
Full revenue operations build
End-to-end Salesforce architecture, integrations, and RevOps processes built for serious growth.
Need something bespoke?
Complex org? Multi-cloud setup? Unique industry requirements? We scope and price custom engagements based on your exact needs, no bloated retainers, no guesswork.
All packages subject to client data readiness. Not sure which fits? Start with the Discovery session.
Common Salesforce Challenges
Is your Salesforce org actually helping or just sitting there?
Most issues we see aren't about Salesforce itself, they come from how the org has evolved over time. These are the patterns we walk into and fix.
Challenge 01
"Reports break unless someone manually fixes the data."
How We Fix It
Inconsistent field usage and missing validation lead to unreliable reports. We standardise field logic, enforce required data at key points, and rebuild report types so outputs are consistent.
Challenge 02
"Page layouts are overloaded, and users don’t know what matters"
How We Fix It
Too many fields and poor layout design slow users down. We simplify page layouts, prioritise critical fields, and use dynamic forms so users see only what's relevant.
Challenge 03
"Duplicate Accounts and Contacts keep coming back."
How We Fix It
Without proper duplicate rules and matching logic, data quality quickly breaks down. We implement matching and duplicate rules, clean existing records, and control how data enters Salesforce through forms, imports, and integrations.
Challenge 04
"Integration with ERP or other systems keeps failing or creating bad data."
How We Fix It
Unstructured integrations lead to sync issues and data mismatch. We stabilise integrations using APIs or middleware, define clear data ownership, and enforce sync logic to maintain consistency.
Challenge 05
"Custom objects exist, but no one knows how they're used."
How We Fix It
Objects are created without documentation or governance. We audit object relationships, clean unused fields, and restructure the data model so it's understandable and usable.
Challenge 06
"Flows, Process Builder, and Apex are all doing overlapping things."
How We Fix It
Automation often gets layered over time without proper cleanup. We audit all automation, including Flows, legacy Process Builder processes, and triggers, then remove conflicts and consolidate everything into a clear, maintainable structure.
Our Salesforce Delivery Framework
We understand your business, goals, and clarify the challenges you want to solve.
Blueprint the configuration, architecture, and integration shape against your org.
Build, configure, and extend with best practice, automation, and clean code.
Data in, systems connected, without breaking the flow of teams in motion.
Hands-on enablement so your teams own the platform from day one.
Ongoing support to keep your system fit-for-purpose as your business evolves.
Salesforce Development
Tech Stack
We rely on an extensive set of technologies, including advanced coding tools and no-code development platforms, to build custom apps, functional modules and integrations.
Why UntangleIt
Why businesses choose
us as their
Salesforce partner
Any certified partner can configure Salesforce. What's harder is building an org your team trusts, with data they rely on, that still performs as your business grows. That's the standard we hold ourselves to, on every engagement, not just the first few weeks.
Architecture that doesn't break in 6 months
Most orgs fail after go-live because they're built fast, not built right.
We design data models, automation, and permissions that hold up as your business scales.
We fix what others leave behind
Messy data, broken Flows, duplicate logic, failed integrations.
We've worked inside real, complex orgs and know how to stabilise them without starting from scratch.
Clarity across data, automation, and reporting
No conflicting numbers. No hidden logic.
What's happening in your org is visible, structured, and explainable to your team.
Direct ownership. No layers. No delays.
You work with the people building your system.
Faster decisions, better context, and no disconnect between planning and execution.
Salesforce Products We Work With
Let's work together
Ready to get started?
Let's make Salesforce work for you. Tell us where you are, new implementation, messy existing org, or somewhere in between. We'll take 30 minutes to look at your situation and tell you exactly what we'd do.