Solution Capability · 5.1
Improve Salesforce processes, data, automation, integration, and user experience around the way sales, service, and operations actually work.
Salesforce can become difficult to use when processes evolve faster than configuration, data quality declines, automation overlaps, integrations are fragile, and users move work outside the platform.
Salesforce product owners and administrators
Sales, service and operations leaders
Enterprise architects and integration teams
Data and reporting teams
Organizations extending Salesforce with Microsoft and AI
Assess business process, configuration, data, automation, integrations, security, adoption, and technical debt.
Prioritize improvements by business value and risk.
Design the target process and solution architecture.
Configure, develop, integrate, migrate, test, train, and release.
Add AI or automation where it supports the process.
Provide support and continuous improvement.
Sales and pipeline process improvement.
Service and case workflows.
Data quality and reporting.
Integration with Microsoft, ERP, finance and portals.
Forms, approvals and document workflows.
AI-assisted knowledge, service, and operations.
Salesforce platform and clouds where commercially relevant.
Microsoft 365, Azure, and Power Platform.
ERP, finance, data platforms, APIs, identity, and line-of-business systems.
Security & Governance
Delivery includes roles, profiles or permission sets, sharing, data access, auditability, integration security, environment and release management, data migration controls, and Human in the Lead review for AI-enabled features.
A readiness workshop is the fastest way to find out if this is the right starting point.
