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.
- 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.
- 02
Design the data model
We agree objects, fields, record types, ownership and security before building, so the structure supports reporting and growth.
- 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.
- 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.
- 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.
Industries
Industries we apply this to
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.
We do not claim partner status on this website. Our Salesforce work is delivered by Softweb Planet's own engineers, and Salesforce is a trademark of Salesforce, Inc. If your procurement needs a specific partner tier or certification, ask us, and we will confirm exactly what we can document for you.
It depends on the number of teams, the amount of customisation, integrations and data to migrate. A focused first release for one team can be ready in weeks, while multi-team rollouts take months and are phased. We scope a first release in writing so value arrives early.
Cost depends on licences, which Salesforce charges separately, and on our services: process mapping, configuration, custom development, integrations and migration. We give a fixed written quote for a defined first release after discovery, and we price later phases separately so you stay in control.
Sales Cloud manages leads, accounts and opportunities for selling teams, while Service Cloud manages cases, queues and knowledge for support teams. Many organisations need both, and Experience Cloud adds portals. We map your processes first and recommend the smallest edition set that covers them.
Yes. We use standard configuration wherever it fits, then add Salesforce Flow for automation and Apex or Lightning Web Components where standard tools fall short. We avoid unnecessary code because it adds maintenance, and we document every customisation so your admins understand it.
Yes. Web forms, WhatsApp Business messages and email enquiries can create or update leads and cases through Salesforce's APIs, with source tracking and automatic assignment. We build these connections with retries and logging, so a failure raises an alert instead of silently dropping an enquiry.
Yes. We audit custom fields, flows, code, permissions and data quality, report what is unused or risky, and agree a clean-up plan. We retire what is not needed in stages, test in a sandbox first and document what remains, so the org becomes easier to change.
We design layouts with users, remove fields nobody needs, automate data entry where possible and run short role-based training. We also set simple adoption measures, such as record completeness and login activity, and review them after launch, so problems surface early instead of months later.
Yes. We can connect language-model assistants to Salesforce through its APIs, for example to summarise accounts, draft replies or update records after calls, with permissions respected and a human approving sensitive changes. We design these features around your data policies and test accuracy before release.
Keep exploring
Related services and solutions
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