Implementation
Configure Salesforce around teams, customer journeys, permissions, reporting, governance, and measurable operating outcomes.
Salesforce partner capabilities
Implementation, integration, automation, application development, migration, and managed support for organisations building on Salesforce.
CRM, automation, AI, and enterprise applications
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.
Implementation and configuration
CRM migration and data integration
Workflow and process automation
Custom applications and AppExchange development
AI agents and Salesforce extensions
Managed support and continuous improvement
Salesforce
Configure Salesforce around teams, customer journeys, permissions, reporting, governance, and measurable operating outcomes.
Connect Salesforce with ERP, commerce, support, finance, identity, data, marketing, and custom business systems.
Design controlled workflows, approvals, notifications, routing, orchestration, and AI-assisted processes.
Build custom Salesforce applications, Lightning experiences, APIs, extensions, and AppExchange products.
Plan, clean, map, validate, and move customer and operational data with controlled cutover and reconciliation.
Maintain releases, integrations, security, data quality, performance, documentation, and improvement backlogs.
Salesforce
A defined Salesforce implementation or modernization programme with clear scope, milestones, and ownership.
A standing delivery team for roadmap execution, integrations, applications, administration, and continuous engineering.
Product architecture, development, packaging, security readiness, testing, release, and ongoing product support.
Long-term technical ownership covering platform health, change delivery, governance, and operational support.
Salesforce
Salesforce work is connected to the surrounding product, application, data, and infrastructure architecture.
We combine CRM implementation with agents, workflow automation, integrations, evaluation, and human controls.
Security, testing, documentation, observability, governance, and maintainability are built into delivery.
Rokad can remain accountable after launch through maintenance, support, optimization, and roadmap execution.
Salesforce
Implement, extend, integrate, or develop products for the Salesforce ecosystem with one accountable technology team.
Contact / 05
Tell us what you need to build, improve, procure, deploy, or operate. We will respond with a practical next step.