Companies implementing or redesigning Salesforce
Align customer processes, records, roles, automation, reporting, integrations, and adoption with the operating model.
CRM architecture, Sales and Service Cloud, Flow, Apex, Lightning, Experience Cloud, Data Cloud, integrations, and governance
Salesforce development and integration services
Rokad develops, integrates, modernises, and governs Salesforce platforms across CRM, automation, custom applications, customer portals, data, and enterprise systems.
Platform fit / 01
Designed for teams with a specific platform requirement.
Salesforce can become a customer and operational platform spanning sales, service, partner, marketing, data, workflows, and custom applications. Rokad defines the data model, process, automation, code, integration, identity, environment, release, security, and ownership architecture required for sustainable enterprise use.
Enterprises extending Salesforce with custom applications
Build Apex, Lightning, Flow, portals, APIs, events, external services, and domain-specific capabilities.
Organisations reducing Salesforce technical debt
Improve automation sprawl, custom code, data quality, security, integrations, environments, releases, and governance.
Implementation risks / 02
The platform problems Rokad is prepared to solve.
Automation is spread across too many mechanisms
Flows, Apex, validation, approvals, triggers, integrations, and managed packages overlap and create unexpected behaviour.
CRM data lacks clear ownership
Accounts, contacts, leads, opportunities, cases, products, activities, consent, and external records conflict across systems.
Production changes bypass release discipline
Configuration, code, metadata, permissions, data, integrations, and packages are changed without environments, tests, review, and rollback.
Platform capabilities / 03
What Rokad can implement and operate.
01
Salesforce discovery, process, data, security, architecture, licence, and implementation planning
02
Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, platform, and custom application development
03
Flow, approvals, validation, Apex, triggers, asynchronous jobs, Lightning Web Components, and user experience
04
Custom and standard objects, relationships, record types, sharing, roles, permissions, and data quality
05
REST, SOAP, Bulk, Platform Events, Change Data Capture, external services, middleware, and enterprise integration
06
Communities and portals, identity, SSO, customer and partner workflows, forms, documents, and service experiences
07
Data migration, DevOps, testing, environments, monitoring, security, support, governance, and managed evolution
Implementation system / 04
The architecture behind a dependable platform delivery.
CRM and domain model
Objects, relationships, ownership, lifecycle, roles, permissions, customer identity, activities, products, and service records.
Automation and application layer
Flow, Apex, validation, approvals, Lightning, portals, jobs, notifications, documents, and user interfaces.
Enterprise integration
ERP, marketing, support, finance, data, identity, products, events, APIs, middleware, and reconciliation.
Platform operations
Sandboxes, source control, deployments, tests, permissions, monitoring, data, packages, releases, support, and governance.
Use cases / 05
Where this platform creates practical leverage.
Salesforce CRM implementation
Configure customer, lead, opportunity, account, activity, forecast, approval, reporting, and sales-operation workflows.
Customer service platform
Deliver case management, routing, knowledge, channels, entitlements, automation, customer context, and escalation.
Salesforce custom application
Build domain-specific records, workflows, portals, Lightning interfaces, APIs, documents, and enterprise integrations.
Salesforce modernisation
Reduce obsolete automation and code, improve data, permissions, integration, releases, testing, performance, and governance.
Architecture / 06
Platform-specific engineering decisions and boundaries.
Choose configuration, Flow, and Apex deliberately
Use the simplest supported mechanism that meets transaction, scale, test, reuse, performance, and lifecycle requirements.
Customer and master data have explicit authority
Define which system owns each entity and field, how updates flow, how duplicates resolve, and how history is retained.
Metadata changes follow software delivery
Version configuration and code, validate dependencies, automate tests, promote through environments, and preserve release evidence.
Quality and governance / 07
Production controls are part of the implementation.
Data and process integrity
Records, ownership, states, approvals, deduplication, validation, reconciliation, and system-of-record boundaries are explicit.
Governed customisation
Configuration, extensions, code, integrations, environments, permissions, and release controls preserve platform maintainability.
Adoption and operation
User roles, training, support, reporting, administration, change management, and platform ownership are part of delivery.
Delivery / 08
A controlled path from assessment to operation.
Assess
Clarify the business outcome, current systems, platform constraints, data, integrations, risks, ownership, and measurable acceptance criteria.
Design
Define the platform architecture, workflow or storefront model, extensions, integrations, security, environments, and migration sequence.
Implement and validate
Build in controlled increments with testing, stakeholder review, observability, documentation, and platform-specific quality controls.
Launch and operate
Deploy safely, transfer ownership, monitor production behaviour, support users, and improve the implementation using operational evidence.
Typical platform deliverables
Salesforce process, data, licence, security, automation, code, integration, and risk assessment
CRM, application, object, permission, automation, integration, and operating architecture
Production configuration, Flow, Apex, Lightning, portals, APIs, and custom applications
ERP, marketing, service, finance, data, identity, event, and middleware integrations
Migration, data quality, testing, DevOps, security, monitoring, and release controls
User, administrator, developer, operator, governance, and handover documentation
Engagement models / 09
Use the delivery structure that matches the platform work.
Assessment and roadmap
A bounded review of the current platform, requirements, gaps, risks, architecture, and an executable next-stage plan.
Fixed-scope implementation
A defined integration, migration, storefront, application, workflow, or platform outcome with explicit acceptance criteria.
Embedded platform specialists
Specialists working alongside internal product, engineering, operations, marketing, data, or enterprise teams.
Managed platform evolution
Ongoing maintenance, releases, integrations, support, optimisation, governance, and roadmap execution after launch.
Related platforms and services / 10
Compare adjacent platforms or continue into the wider system.
01
HubSpot
CRM, marketing, sales, service, content, operations, custom objects, and application integrations.
02
Microsoft Dynamics 365
Dataverse-based sales, service, operations, Power Platform, and Microsoft ecosystem integration.
03
Odoo
Modular open-source ERP and business applications with custom modules and integrated workflows.
01
Software development
Custom applications, backends, integrations, APIs, marketplaces, and enterprise systems.
02
Data engineering
Pipelines, platforms, warehouses, analytics engineering, BI, and governed data operations.
03
Managed technology services
Ongoing application, cloud, security, reliability, support, and continuous improvement.
FAQ
Salesforce development and integration services
Platform scope, ownership, licences, data, integrations, security, migration, and long-term operation are clarified before delivery.
01Can Rokad build custom Salesforce applications?
Can Rokad build custom Salesforce applications?
Yes. We can develop objects, Flow, Apex, Lightning Web Components, portals, APIs, jobs, documents, permissions, and integrations.
02Can Rokad integrate Salesforce with ERP and other systems?
Can Rokad integrate Salesforce with ERP and other systems?
Yes. We use supported APIs, events, middleware, files, queues, or controlled adapters with data ownership, validation, reconciliation, monitoring, and error handling.
03Can existing Salesforce automation be audited?
Can existing Salesforce automation be audited?
Yes. We review Flow, Apex, validation, approvals, triggers, packages, integrations, limits, failures, ownership, duplication, and maintainability.
04Can Rokad manage Salesforce after launch?
Can Rokad manage Salesforce after launch?
Yes. Managed services can cover administration, users, permissions, data, automation, code, integrations, releases, incidents, reporting, and roadmap delivery.
Salesforce · Enterprise software development
Build Salesforce around governed customer processes and enterprise data ownership.
Rokad can design the CRM, build custom applications and automation, integrate systems, and establish reliable platform operations.
Contact / 05
Bring us the difficult technology problem.
Tell us what you need to build, improve, procure, deploy, or operate. We will respond with a practical next step.