Salesforce Development

Salesforce Custom Development, Automation & Integrations

We build custom Salesforce functionality, integrations and workflow automation for teams whose business requirements go beyond standard configuration.

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Engineering software and automation solutions since 2012.

Extend Salesforce Around Your Business Process

  • Custom interfaces and functionality where standard configuration falls short
  • Secure integration between Salesforce and external systems
  • AI-assisted search inside Salesforce, with controls on what can be queried

The Problem

When Salesforce Configuration Is Not Enough

Salesforce is highly configurable. Custom engineering starts where configuration alone stops fitting the process:

  • Standard Salesforce screens do not match the workflow users actually need.
  • Users need a focused interface instead of navigating multiple objects and fields.
  • Salesforce data needs to connect with external applications.
  • Custom logic must operate around Salesforce records.
  • Teams still perform manual steps around CRM data.
  • Integration behaviour needs to stay maintainable outside page-level customization.

Salesforce Capabilities

What We Build on Salesforce

Lightning Web Components

Custom interfaces and user workflows inside Salesforce, built with LWC.

Workflow & Process Automation

Business rules, user actions and CRM-driven processes automated around Salesforce data.

API & System Integration

The connection itself: Salesforce linked to external applications through supported APIs and integration services.

Custom Business Functionality

Focused functionality around Salesforce records, user actions and CRM processes when standard screens or configuration do not meet the requirement.

Data Integration & Synchronization

Ongoing movement of structured records between Salesforce and external databases, with synchronization state tracked.

AI-Assisted Salesforce Search

Natural-language search over Salesforce data, with generated queries restricted to read-only operations.

Engineering Approach

Engineering Salesforce for Maintainability

We approach Salesforce work as software engineering rather than one-off configuration. These are the principles we work to.

01

Keep UI Logic Focused

Lightning Web Components handle the user experience without becoming the place where every integration concern lives.

02

Respect Salesforce Boundaries

We use supported Salesforce APIs, query mechanisms and extension points rather than brittle page-level workarounds.

03

Separate Salesforce from External-System Logic

When Salesforce must talk to other systems, transformation, external authentication and cross-system business rules sit in an appropriate integration layer.

04

Control Query and Integration Behaviour

We account for validation, authentication, Salesforce query constraints, external API failures and maintainability.

Salesforce AI Search MVP

AI-Assisted Salesforce Search

User Question

LWC Search Interface

AI Query Generation

SELECT-Only SOQL

Salesforce Results

Generated queries are constrained to read-only SELECT statements before they are executed.

Challenge

The goal was to explore a faster way to search Salesforce records using natural-language questions instead of requiring users to manually navigate objects, fields and filters.

Solution

A Lightning Web Component accepts a natural-language query and converts it into controlled Salesforce queries. Generated SOQL is restricted to SELECT operations, and the implementation supports configurable AI providers through an admin settings page.

Outcome

A working natural-language search experience inside Salesforce, with query execution constrained to read-only operations.

Implementation consideration: production implementations can add further controls around object access, field access and query validation, based on the Salesforce security model and the use case.

Integration Architecture

Connecting Salesforce to the Rest of Your Systems

External Systems

ERP and finance systems, internal applications, databases and other business platforms.

Integration Layer

The component where the rules can live:

  • Authentication
  • Transformation and validation
  • Business rules
  • Error handling
  • Tracking what has already been synchronized

Salesforce APIs

Supported Salesforce APIs and platform integration services.

Salesforce

Objects, records, automation and the user interface.

Data and actions move in both directions. Which of these responsibilities the layer takes on depends on the requirement.

Related: API & Third-Party Integrations

Scope of Work

Salesforce Engineering Services

Salesforce Interfaces

  • Lightning Web Components
  • Focused record actions
  • Custom user workflows

CRM Automation

  • Business rules
  • CRM-driven process automation
  • Operational actions around Salesforce records

Systems Integration

  • Salesforce APIs
  • External applications
  • Integration-layer development

Data Synchronization

  • Structured record synchronization
  • External database connectivity
  • Synchronization-state tracking

AI-Assisted Search

  • Natural-language Salesforce search
  • Controlled SOQL generation
  • Configurable AI-provider integration

Is This You?

When Salesforce Needs an Engineering Layer

Standard screens do not fit the process

You need a custom user interface or action inside Salesforce.

Salesforce must exchange data with other systems

You have synchronization or integration needs between Salesforce and external applications.

Users struggle to find CRM information efficiently

You need a more focused search or interaction layer.

The business process continues outside Salesforce

The workflow crosses the CRM, backend services and operational systems.

Existing customization is becoming difficult to maintain

You need clearer separation between configuration, custom code and integration logic.

Not sure which applies?

Describe the requirement and we will tell you whether it is feasible and how we would approach it.

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FAQ

Salesforce Development Questions

Yes. We review the existing configuration, objects, integrations and custom code before introducing new development.

Yes, where supported APIs or integration mechanisms are available on both sides.

Yes. Lightning Web Components can be used to create focused custom interfaces and user workflows where standard screens are not sufficient.

Yes. We have built natural-language search with controlled query generation, where generated queries are restricted to read-only operations. Feasibility depends on your data model and requirements.

Yes. The goal can be to add focused custom functionality around the current org rather than rebuild it.

Get In Touch

Need Salesforce to Fit a More Complex Business Process?

Tell us what your current Salesforce setup cannot handle. We can help assess whether the right solution is custom development, automation or integration.

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