Implementation
Configure Salesforce around teams, customer journeys, permissions, reporting, governance, and measurable operating outcomes.
Salesforce-Kompetenzen
Salesforce-Lösungen
Implementierung, Integration, Automatisierung, Entwicklung, Migration und Managed Support für Salesforce-Organisationen.
CRM, Automatisierung, KI und Unternehmensanwendungen
Für Ihre Abläufe entwickelt
We connect Salesforce architecture, customer data, workflows, integrations, custom applications, and operating processes into one accountable delivery programme. Engagements can begin with a focused integration or extend through implementation, product development, migration, and managed support.
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Implementation and configuration
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CRM migration and data integration
03
Workflow and process automation
04
Custom applications and AppExchange development
05
AI agents and Salesforce extensions
06
Managed support and continuous improvement
Salesforce
Kernkompetenzen
Integration
Connect Salesforce with ERP, commerce, support, finance, identity, data, marketing, and custom business systems.
Automation
Design controlled workflows, approvals, notifications, routing, orchestration, and AI-assisted processes.
Application Development
Build custom Salesforce applications, Lightning experiences, APIs, extensions, and AppExchange products.
Migration
Plan, clean, map, validate, and move customer and operational data with controlled cutover and reconciliation.
Managed Support
Maintain releases, integrations, security, data quality, performance, documentation, and improvement backlogs.
Salesforce
Zusammenarbeitsmodelle
Implementation Project
A defined Salesforce implementation or modernization programme with clear scope, milestones, and ownership.
Dedicated Team
A standing delivery team for roadmap execution, integrations, applications, administration, and continuous engineering.
AppExchange Development
Product architecture, development, packaging, security readiness, testing, release, and ongoing product support.
Managed Salesforce
Long-term technical ownership covering platform health, change delivery, governance, and operational support.
Salesforce
Warum Rokad
Product Engineering
Salesforce work is connected to the surrounding product, application, data, and infrastructure architecture.
AI and Automation
We combine CRM implementation with agents, workflow automation, integrations, evaluation, and human controls.
Enterprise Delivery
Security, testing, documentation, observability, governance, and maintainability are built into delivery.
Long-Term Ownership
Rokad can remain accountable after launch through maintenance, support, optimization, and roadmap execution.
Salesforce
Mit Salesforce bauen
Implementieren, erweitern und integrieren Sie Salesforce mit einem verantwortlichen Technologiepartner.
Kontakt / 05
Projekt Starten
Beschreiben Sie, was Sie bauen, verbessern, beschaffen, bereitstellen oder betreiben müssen. Wir antworten mit einem praktikablen nächsten Schritt.