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Salesforce Services

Salesforce services that fit how your teams actually sell and support

We implement, customise and support Salesforce for sales, service and customer portals, and connect it to your website, billing, messaging and AI tools. You get a named lead, a written scope and working releases to review every one to two weeks.

Salesforce

What is Salesforce services?

Salesforce services are the consulting, implementation, customisation, integration and support work that turns the Salesforce CRM platform into a system fitted to one organisation. They include configuring sales and service processes, building custom objects and automation, connecting other systems, migrating data and training users so the platform is actually adopted.

Buying Salesforce licences is the easy part. The value comes from configuring the platform around how your teams sell and support customers, then keeping the data clean and the systems around it connected. Projects stall when the setup copies a generic template, when old data is imported unchecked, or when users are never shown why their routine has changed.

We start with your process: how leads arrive, who owns them, what a qualified opportunity looks like, how cases are handled and what managers need to see. Only then do we configure Sales Cloud, Service Cloud or Experience Cloud, and decide what needs custom Apex, Lightning Web Components or Flow automation and what can stay as standard setup.

Because Softweb Planet also builds websites, AI systems and integrations, we connect Salesforce to the rest of your stack: web forms and WhatsApp enquiries that create leads, billing and ERP data that update accounts, and AI assistants that read and write records through the API. That joined-up approach is what keeps a CRM useful after launch.

Challenges

The problems we are usually brought in to solve

  • A CRM that people avoid

    Reps keep their own spreadsheets because the layouts are cluttered, required fields make no sense and nobody explained the benefit.

  • Leads lost between website and CRM

    Web forms, WhatsApp chats and email enquiries are copied in by hand, so response times slip and attribution is unreliable.

  • Duplicate and incomplete records

    Without matching rules, validation and ownership, accounts and contacts multiply and reports stop being trusted.

  • Customisation that became technical debt

    Years of unmanaged flows, process builders and code with no documentation make every change risky.

  • Disconnected finance and operations data

    Orders, invoices and entitlements live in another system, so sales and service staff cannot see the full customer picture.

  • A migration that went wrong or never happened

    Legacy CRM or spreadsheet data was imported without cleansing, or was left behind, so history is missing where it matters.

Capabilities

What the service covers

  • Sales Cloud implementation

    Lead, account, contact and opportunity management with stages, assignment rules, forecasting views and dashboards that managers will use.

  • Service Cloud setup

    Case management, queues, entitlements, knowledge articles and email or web-to-case routing for support teams.

  • Experience Cloud portals

    Customer and partner portals showing orders, cases and documents, with sharing rules that keep each user to their own data.

  • Apex and Lightning Web Components

    Custom logic, triggers, APIs and user interface components for requirements that standard configuration cannot meet.

  • Flow and process automation

    Approvals, notifications, record updates and guided screens built in Salesforce Flow, with error handling and documentation.

  • Integrations

    Connections to your website, ERP, billing, marketing tools and messaging platforms through Salesforce's APIs or middleware.

  • Data migration and cleansing

    Mapping, de-duplication, test loads and reconciliation when moving from another CRM, spreadsheets or older Salesforce orgs.

  • Reports, dashboards and adoption

    Role-based reports and dashboards, plus training and documentation so teams actually use the system.

  • Support and optimisation

    Admin support, release testing and incremental improvements after go-live, on a retainer or a block of hours.

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

    Map the process

    We interview sales, service and operations staff and document how work flows today, where it stalls and what leaders need to report.

  2. 02

    Design the data model

    We agree objects, fields, record types, ownership and security before building, so the structure supports reporting and growth.

  3. 03

    Configure, build and integrate

    We configure standard features first, then add Flow, Apex or Lightning components where needed, and connect other systems in a sandbox.

  4. 04

    Migrate, test and train

    Data is cleansed and loaded in test runs, users take part in acceptance testing, and we run short role-based training sessions.

  5. 05

    Go live and improve

    We deploy with a rollback plan, watch adoption and data quality in the first weeks, and prioritise improvements with you.

Technology

Technology we use

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

Salesforce

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

Integration

  • Salesforce REST API
  • Node.js
  • Python
  • n8n
  • PostgreSQL

Connected systems

  • WordPress
  • Shopify
  • Stripe
  • OpenAI

Delivery

  • GitHub Actions
  • JavaScript
  • TypeScript

Use cases

Where it makes the biggest difference

  • Setting up Sales Cloud for a growing team

    A lead-to-opportunity process with assignment rules, stages, tasks and dashboards, replacing spreadsheets and email threads.

  • Support desk on Service Cloud

    Email and web cases routed to queues, with knowledge articles, entitlements and a clear view of response times.

  • Customer portal on Experience Cloud

    Customers log in to track orders, raise cases and download documents, reducing calls to your team.

  • Website and WhatsApp enquiries into Salesforce

    Every form and message creates or updates a lead automatically, tagged with source and assigned to the right person.

  • Moving from another CRM or spreadsheets

    A cleansed, de-duplicated migration with reconciliation reports, so history carries over and users trust the data.

  • Cleaning up an overgrown org

    An audit of flows, code, fields and permissions, followed by a plan to retire what is unused and document what remains.

Why Softweb Planet

Why teams choose us for this work

  • Process first, platform second

    We map how your teams work before configuring anything, so the system supports the process instead of imposing a template.

  • One team for CRM, web and AI

    The same engineers who build your website, integrations and AI tools connect them to Salesforce, so data does not stop at the CRM boundary.

  • Clean data from day one

    Matching rules, validation and migration reconciliation are part of every project, because reports are only as good as the records.

  • Plain documentation

    We document objects, flows and code in plain language, so your admins can maintain the org without depending on us.

What you can expect

  • A CRM configured around your process, not a generic template
  • Web, WhatsApp and billing data flowing into Salesforce without re-keying
  • Reports and dashboards that managers can trust
  • Documentation that your administrators can use

Salesforce Services & Consulting FAQ

Frequently asked questions

We provide Salesforce implementation and configuration, custom development with Apex and Lightning Web Components, Flow automation, integrations with websites, ERP, billing and messaging, data migration, reporting and user training, and ongoing support. Projects are scoped in writing and delivered in short cycles you can review.

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