Salesforce implementations that don’t need rebuilding in year two.

A Salesforce org is a system, not a form builder. I design the data model, security model, and automation together, up front, so the org you launch with is still the org you’re running in three years — not a different one built on top of it.

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The problem

Where implementations usually break

Most Salesforce problems that show up as "the system is slow" or "reports don’t match" trace back to decisions made in week one of the original build: a data model that grew reactively, a sharing model bolted on after the fact, automation logic scattered across workflow rules, process builder, and Apex with no single source of truth.

By the time it’s painful enough to fix, the org has years of dependent customizations built on top of the original mistake. Every fix risks breaking something else, and nobody on the current team knows why half the configuration exists.

This isn’t a knock on the original implementers — it’s what happens when a system is built for launch day instead of for the org it will become. Architecture decisions compound; you either pay for them once, deliberately, or repeatedly, by accident.

"Every release breaks something we didn’t touch."

"Nobody fully understands why the sharing model is set up the way it is."

"Reports don’t agree with each other, and we’ve stopped trusting them."

Business impact

A fragile data or security model doesn’t just slow down engineering — it slows down every team that depends on trustworthy Salesforce data to do their job: sales forecasting, support SLAs, finance close, marketing attribution. The cost shows up as lost deals from bad pipeline visibility, compliance risk from over-permissioned data, and a growing list of things "nobody wants to touch."

The approach

How I solve it

1

Discovery and audit

Review the current data model, sharing model, and automation inventory against how the business actually operates today, not how it operated at go-live.

2

Solution architecture

Design (or redesign) the data model, security model, and automation strategy as one coherent system, documented so the next person can maintain it.

3

Phased rollout plan

Sequence changes to avoid a disruptive big-bang cutover; each phase ships something usable.

4

Build

Implement in Salesforce using declarative tools first, Apex/LWC only where configuration genuinely runs out.

Typical engagement: 4–8 weeks depending on org complexity. Fixed-scope, with the scope written down before anything is built.

What changes

Outcomes from this work

Zero data loss

during phased migration

reconciliation-verified

  • reduction in manual data entry — measured post-launch
  • week implementation timeline — typical, varies with scope

Outcomes are drawn from anonymized client engagements; specific figures are shared on a consultation call.

Fit

This is the right engagement if…

  • You run Sales Cloud, Service Cloud, or a multi-cloud org where the data model has outgrown its original design.
  • You have an internal admin team that will own the org after handoff and needs documentation they can actually use.
  • You’re evaluating whether to rebuild versus repair and want an honest answer either way.
  • You need multi-cloud architecture — including how clouds share data and security models.

…and probably not if

  • You’re unwilling to touch legacy automation, even where it’s actively causing the problem.
  • You need a quick configuration fix rather than an architecture engagement — say so on the call and I will tell you honestly which one you are looking at.
  • You need a decision inside a week — proper discovery takes longer than that, and a rushed architecture review isn’t worth having.
Questions

Before you book a call

How long does an implementation or architecture engagement typically take?
Most engagements run 4–8 weeks depending on org complexity and how much of the existing system needs to be audited before redesign starts.
What’s the starting investment?
Scope and price are fixed in a written proposal after the consultation call, once the deliverables are defined.
Do you work with orgs that have significant technical debt already?
Yes — that’s most of this work. Discovery includes an honest read on what to keep, what to refactor, and what to rebuild.
Can you work alongside our existing internal admin or dev team?
Yes. Most engagements end with a handoff to an internal team, and documentation is written with that handoff in mind from day one.
What’s your communication cadence?
A kickoff call, a written scope, and regular async updates through the engagement — plus scheduled check-ins for anything requiring a decision. No daily standups unless the engagement calls for it.
Do you handle multi-cloud implementations (Sales + Service + Experience, etc.)?
Yes — multi-cloud architecture, including how the clouds share data and security models, is a core part of this service.

Still not sure?

A 30-minute call costs nothing and usually answers this faster than a form.

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Let’s scope it.

Bring the details — current setup, what’s failing, and what "done" looks like. You’ll leave the call with a direction whether or not we work together.

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