Home/Services

Services across the whole platform.

From a single-cloud configuration to a multi-cloud program, the work is the same discipline: model the requirement properly, build it so it reconciles, and hand over something your team can run.

CLOUD 01

Sales Cloud

The pipeline is only as good as the data flowing through it. I build lead-to-opportunity processes, forecasting, and automation that reflect how your sales team actually works — not a textbook funnel.

Lead & opportunity designForecastingTerritory managementSales automationFlow orchestration

What you get

  • Pipeline that reflects realityStages, criteria, and automation mapped to your real sales motion.
  • Forecasting you can trustRoll-ups and categories that give leadership a number they'll act on.
  • Automation without the noiseFlows that reduce clicks instead of adding governor-limit risk.
CLOUD 02

Service Cloud

Support scales when the system does the routing and the agent does the thinking. I design case management, omni-channel, and knowledge so resolution stays fast and SLAs stay honest as volume grows.

Case managementOmni-channel routingKnowledge baseEscalation & SLAsService console

What you get

  • Cases routed to the right agentOmni-channel rules that match skills and load, not just round-robin.
  • Knowledge where it's neededArticles surfaced in the flow of work, not buried in a portal.
  • SLAs that hold under loadMilestones and escalations that keep commitments visible and met.
CLOUD 03

Commerce Cloud & Payments

B2B buyers expect a clean checkout and a payment that just works. I build storefronts, checkout, and Salesforce Payments end to end — including the gateway plumbing that quietly breaks most implementations.

B2B storefrontCheckout card paymentsInvoice Pay NowAuthenticated Pay Now + SSOGateway provisioning

What you get

  • Checkout that clearsCard flows confirmed end to end, from cart to processor.
  • Invoice Pay Now, authenticatedPay Now with SSO so buyers pay against real invoices securely.
  • Gateway, provisioned rightThe integration and webhook setup that makes payments actually land.
CLOUD 04

CPQ / Revenue Cloud

This is the core of the practice. Pricing procedures, bundles, approvals, amendments, and renewals — engineered so the numbers reconcile to the last cent, and renewals don't leak two quarters after go-live.

Pricing proceduresBundles & product rulesDiscount schedules / QCPApproval routingAmendments & renewalsLegacy migration

What you get

  • Pricing that reconcilesProcedures and cascades that survive an audit without surprises.
  • Amendments without gapsCo-terms and proration handled so mid-term changes stay accurate.
  • Renewals that don't leakRenewal logic and migration designed to protect recurring revenue.
CLOUD 05

Marketing Cloud

Marketing should connect to revenue, not float beside it. I design journeys, segmentation, and engagement flows that tie campaign activity back to the pipeline and the deals it actually influences.

Journey BuilderSegmentationEngagement flowsEmail & automationCampaign-to-revenue

What you get

  • Journeys that behaveMulti-step flows with the entry and exit logic mapped end to end.
  • Segments that make senseAudiences built on real attributes, kept in sync with the CRM.
  • A line back to revenueAttribution so you can see which activity moved the pipeline.
CLOUD 06

Agentforce & AI Layers

Agents are only as safe as their guardrails. I architect Agentforce assistants — topology, action-to-flow bindings, and a verification-gated security model — plus Claude-based reasoning layers built alongside the org.

Agent topologySubagent registryAction-to-flow bindingsSecurity & verification gatesEinstein Trust LayerMCP integration

What you get

  • An agent that stays in boundsA security model that governs exactly what the agent can read and do.
  • Actions wired to real flowsClear bindings between what the agent offers and what runs behind it.
  • AI routed responsiblyCustomer-facing GenAI through the Trust Layer, integrations via MCP.
Beyond configuration

Specialist services for when it's already hard.

Not every engagement is a build. Sometimes you need someone to find the money that's leaking, or rescue an implementation that's stalled.

Forensics

Revenue Leakage Analysis

Config audits that trace lost dollars back to the exact rule, schedule, or flow responsible — then stage a recovery path for your team to approve.

Best for recurring-revenue businesses seeing margin slip they can't explain.
Rescue

Implementation Rescue

Drop into a stalled or broken project, diagnose the root cause — failed renewals, pricing discrepancies, flow conflicts — and get it shipping again.

Best for teams mid-implementation that have hit a wall and need depth fast.
Architecture

Solution Architecture

Lead architect and client-facing owner across a program — architecture decision records, technical solution documents, and a clean handoff at go-live.

Best for multi-cloud programs that need one person owning the whole design.
Let's talk

Not sure which of these you need?

Describe the problem in plain terms. I'll tell you honestly whether it's a build, a rescue, or something smaller.