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Salesforce Development & Customisation

Salesforce development for requirements that configuration cannot meet

We build custom objects, Apex logic, Lightning Web Components and Flow automation on Salesforce, review code written by others, and keep customisation tidy enough that your own admins can maintain it.

Salesforce

What is Salesforce development?

Salesforce development is the building of custom functionality on the Salesforce platform. It includes data model design with custom objects and fields, automation in Salesforce Flow, server-side logic in Apex, user interface components in Lightning Web Components, and APIs, so the platform can support processes that standard configuration cannot handle alone.

Good Salesforce development begins with restraint. Standard features and Flow solve most problems with less risk and less upkeep than code. We reach for Apex and Lightning Web Components only when there is a clear reason: a calculation that Flow cannot express, a screen that needs richer behaviour, or an integration that must run in bulk.

When code is justified, we write it to Salesforce's platform limits: bulkified triggers, one trigger per object with a handler pattern, tests that assert behaviour instead of only covering lines, and no hard-coded identifiers. Changes move through a sandbox pipeline in version control, so releases are reviewable and reversible.

We also take on orgs that have grown untidy. A code and configuration review shows which flows overlap, which fields are unused and where performance risks sit, and gives you a ranked plan to fix them without breaking the sales and service teams who depend on the org every day.

Challenges

The problems we are usually brought in to solve

  • Automation conflicts

    Overlapping flows, old workflow rules and triggers fire in unexpected order, causing duplicate updates, errors and slow saves.

  • Governor limit failures

    Code written for one record at a time hits query and DML limits during imports and integrations, and fails in production.

  • Tests that only chase coverage

    Tests written to reach a coverage figure pass while real behaviour breaks, so deployments are trusted without being verified.

  • Hard-coded values and manual releases

    Record IDs in code and changes made directly in production make environments differ and releases unpredictable.

  • Pages that feel slow

    Heavy layouts, many components and inefficient queries make record pages sluggish for users who open them all day.

  • No documentation

    When the original developer leaves, nobody can say why a flow or class exists, so nothing gets removed and risk grows.

Capabilities

What the service covers

  • Data model design

    Objects, relationships, record types and field-level security planned for reporting, performance and long-term change.

  • Apex development

    Triggers, batch and queueable jobs, REST endpoints and services written to platform limits, with meaningful unit tests.

  • Lightning Web Components

    Custom record page components, forms and tables with accessible markup, reusable across apps and Experience Cloud sites.

  • Salesforce Flow

    Record-triggered, scheduled and screen flows with fault paths and clear naming, replacing legacy workflow rules and process builders.

  • Validation and approvals

    Validation rules, approval processes and permission design that enforce business rules without frustrating users.

  • Code and org reviews

    Static analysis, manual review and performance checks of existing Apex, flows and configuration, with a ranked remediation plan.

  • Sandbox and release pipeline

    Version-controlled metadata, scratch orgs or sandboxes, automated tests and repeatable deployments through CI.

  • Documentation and handover

    Plain-language documentation of objects, automation and code, with walkthroughs for your administrators.

Our process

How an engagement runs

Every engagement has a named lead, a written scope and working software to review every one to two weeks.

  1. 01

    Confirm the requirement

    We restate what users need, check whether standard features can meet it and agree on code only where they cannot.

  2. 02

    Design the solution

    We sketch the data model, automation and components, and note limits, security and reporting effects before building.

  3. 03

    Build in a sandbox

    Metadata lives in version control, with code review and automated tests on every change.

  4. 04

    Test with users

    Business users test realistic scenarios in a full-copy or partial sandbox, and we fix issues before deployment.

  5. 05

    Deploy and document

    We deploy through the pipeline with a rollback plan, then update documentation and walk your admins through the change.

Technology

Technology we use

Chosen per project for fit, maintainability and your team's ability to own it.

Salesforce

  • Salesforce
  • Apex
  • Lightning Web Components
  • Salesforce Flow
  • SOQL
  • Sales Cloud
  • Service Cloud
  • Experience Cloud

Languages and APIs

  • JavaScript
  • TypeScript
  • Salesforce REST API
  • Node.js

Delivery

  • GitHub Actions
  • Docker

Use cases

Where it makes the biggest difference

  • A custom quoting screen

    A Lightning Web Component that guides reps through product choice and price rules, then writes a clean opportunity record.

  • Bulk-safe integration logic

    Apex services that process thousands of incoming records from an ERP without hitting platform limits.

  • Replacing legacy workflow rules

    Old workflow rules and process builders rewritten as documented Flows, removing conflicts and speeding up saves.

  • Approval process for discounts

    A multi-step approval with escalation, notifications and an audit trail tied to opportunity data.

  • Custom objects for a niche process

    A data model for projects, contracts or assets that Salesforce's standard objects do not cover.

  • Code review before a big release

    A structured review that finds risky triggers, weak tests and performance problems before they reach production.

Why Softweb Planet

Why teams choose us for this work

  • Configuration before code

    We solve what we can with standard features and Flow, so you carry less custom code to maintain.

  • Code that respects platform limits

    Bulkified, tested and reviewed Apex means imports and integrations do not fail when volumes grow.

  • Version control and CI

    Our DevOps engineers set up pipelines so releases are repeatable, reviewable and reversible.

  • Handover without dependency

    We document in plain language, so your admins and any future developer can pick the work up.

What you can expect

  • Custom functionality that follows platform limits and passes meaningful tests
  • Automation that is documented, named clearly and free of conflicts
  • A repeatable release path through sandboxes
  • An org your own administrators can maintain

Salesforce Development & Customisation FAQ

Frequently asked questions

Use Flow when the logic is a clear series of steps on records, because it is quicker to build and easier for admins to maintain. Use Apex for complex calculations, bulk processing, custom APIs or logic that Flow cannot express reliably. We start with Flow and add code only with a clear reason.

Start your project

Tell us what you're building.

Share the problem, the systems involved and where you want to be. A senior engineer replies with honest advice on scope, architecture and the fastest safe path to production.