Build a CRM that works around your business.
Salesforce is the world's #1 CRM — but value comes from architecture, not licenses. We design, implement and operate intelligent Salesforce estates where Sales, Service, Marketing, Data and AI move as one connected customer platform.
Salesforce clouds & capabilities we implement
What Salesforce is — and why architecture decides ROI.
Salesforce is the world's leading customer relationship platform — a suite of clouds (Sales, Service, Marketing, Commerce, Data, Experience, Analytics) sharing a common metadata layer, security model and AI foundation (Einstein).
The platform's power is also its risk: every cloud you activate shares one org, one data model and one set of governor limits. Without disciplined architecture, an org accumulates technical debt — custom Apex that bypasses declarative tools, overlapping automations, orphaned fields and security gaps — that compounds until adoption stalls and cost escalates.
H&H Soft Cloud helps enterprises design Salesforce estates that stay healthy at scale — declarative-first by default, AI-ready by architecture, and operated with release discipline and FinOps-grade license governance.
Why it matters
A well-architected Salesforce org becomes the operational nervous system of the business — one source of customer truth shared by sales, service, marketing, commerce and analytics, with AI embedded into every workflow.
What it solves
- Customer data fragmented across sales, service and marketing silos
- Manual, inconsistent processes that don't scale with the business
- Org sprawl, governor-limit blowouts and unmaintainable custom code
- Low user adoption and poor data quality undermining forecasts
Where H&H Soft Cloud fits
We sit between business strategy and platform configuration — translating revenue and CX outcomes into a healthy org design, executing implementation with declarative-first discipline, and operating what we build with release management, adoption tracking and AI governance embedded by default. Senior-only architects. No offshore hand-offs.
Eighteen Salesforce capabilities, one certified team.
From the org health check to the Einstein Copilot rollout — every layer of your Salesforce estate, designed, built and operated by certified specialists.
Consulting & Strategy
Discovery workshops, business-case modelling, cloud-selection strategy and a fixed-scope implementation roadmap.
Org Health Check
2-week technical audit: governor limits, test coverage, security, metadata hygiene, technical debt and adoption — with a prioritized remediation roadmap.
Sales Cloud
Lead-to-cash: leads, opportunities, forecasts, CPQ, quote-to-order automation and revenue operations alignment.
Service Cloud
Omni-channel case routing, SLA automation, knowledge base, field service and Einstein bot deflection.
Marketing Cloud
Journey builder, email/mobile/SMS orchestration, audience segmentation, personalization and attribution.
Commerce Cloud
B2B/B2C storefronts, headless commerce, catalog, promotions, order management and unified cart across channels.
Data Cloud (CDP)
Unified real-time customer profiles, streaming ingestion, identity resolution and activation across clouds.
Einstein & AI
Einstein Copilot, predictive forecasts, Lead/Opportunity scoring, prompt engineering, grounding and AI governance.
Apex Development
Custom Apex classes, triggers, batchable/queueable Apex, async patterns and governor-limit-safe engineering.
Lightning Web Components
LWC development, custom UI, screen flows, Experience Cloud sites and performance-optimised front-end.
Integration & MuleSoft
REST/SOAP APIs, platform events, MuleSoft Anypoint, middleware and event-driven integration patterns.
Data Migration
ETL/ELT, Data Loader, schema mapping, deduplication, validation and zero-downtime migration with rollback.
Salesforce DevOps
Copado/Gearset CI/CD, SFDX scratch orgs, automated testing, release waves and impact analysis.
Security & Governance
Profiles, permission sets, sharing rules, field-level security, Shield encryption, audit trails and compliance.
Analytics & Tableau
Reports, dashboards, CRM Analytics, Tableau integration and governed self-service analytics.
License & Cost Optimization
License tiering, feature-license pruning, storage cleanup, sandbox consolidation and FinOps-grade usage reviews.
Change Management
User training, adoption playbooks, super-user programs, comms and continuous improvement rituals.
Managed Support (AMS)
24×7 monitoring, release management, defect resolution, continuous enhancement and a dedicated pod under SLA.
A deeper look at the Salesforce practice.
Twelve disciplines — each owned by certified specialists, each contributing to a coherent, healthy org.
Org Architecture
Multi-cloud data model, security model, environment strategy and release governance.
Apex Engineering
Governor-safe Apex, async patterns, trigger framework and SOQL/SOSL tuning.
Lightning Web Components
Performant LWC, custom UI, screen flows and Experience Cloud.
Data Migration
ETL, mapping, dedup, validation and zero-downtime migration.
Security & Compliance
Profiles, permission sets, sharing rules, Shield encryption and audit.
Integration
REST/SOAP APIs, platform events, MuleSoft Anypoint and middleware.
Einstein AI
Copilot, predictive forecasts, scoring, grounding and AI governance.
Analytics & Tableau
Reports, dashboards, CRM Analytics, Tableau integration and self-service.
DevOps
Copado/Gearset CI/CD, SFDX, automated testing and release waves.
Data Cloud (CDP)
Unified profiles, streaming ingestion, identity resolution and activation.
Commerce Cloud
B2B/B2C storefronts, headless commerce, catalog and order management.
Change Management
Training, adoption playbooks, super-user programs and comms.
How a healthy Salesforce org fits together.
Hover each layer to understand the clouds, design intent and guardrails. The diagram reflects how we build — not a marketing concept.
Users & Channels
EntrySales reps, agents, marketers, shoppers and partners accessing the org.
Salesforce Clouds
WorkloadsSales, Service, Marketing, Commerce, Experience — each a managed product on one org.
Platform & Metadata
CoreShared objects, Apex, LWC, Flows, AppExchange — the extensible metadata layer.
Data Cloud & Einstein
IntelligenceUnified customer profile, AI grounding, predictive models and Copilot actions.
Integration & APIs
ConnectivityMuleSoft, REST/SOAP APIs, platform events, Salesforce Connect and outbound messaging.
Security & Governance
Cross-cuttingProfiles, permission sets, sharing rules, Shield, audit trails, Field-Level Security.
DevOps & Release
OperateCopado/Gearset CI/CD, SFDX, sandbox strategy, release waves and impact analysis.
Real Salesforce solutions — problem to outcome.
Each solution is structured around the four things that matter: the problem, our approach, the technology and the measurable outcome.
Sales Cloud Implementation
Spreadsheets, lost leads, opaque pipelines, forecasting by gut feel.
Lead-to-cash blueprint, sales process redesign, CPQ and forecast hierarchy.
Sales Cloud, CPQ, Einstein Forecasting, Revenue Cloud.
Single revenue pipeline, forecast accuracy up, sales cycle shortened.
Service Cloud Transformation
Long handle times, inconsistent SLAs, no knowledge base, agents overwhelmed.
Omni-channel routing, case taxonomy, SLA automation and Einstein bot deflection.
Service Cloud, Knowledge, Service Console, Einstein Bots.
First-contact resolution up, handle time down, CSAT improved, bot deflection at scale.
Marketing Cloud Personalization
Batch-and-blast email, no segments, no journey, no attribution.
Audience segmentation, journey design, A/B testing and unified attribution.
Marketing Cloud, Journey Builder, Personalization, Data Cloud segments.
Engagement up, conversion up, single journey across email/SMS/mobile/push.
Data Cloud (CDP) Rollout
Customer data fragmented across CRM, web, mobile and warehouse.
Unified profile, streaming ingestion, identity resolution, activation segments.
Data Cloud, Streaming Ingestion, Identity Resolution, Activation.
One real-time customer profile, unified segments across all clouds.
Integration & MuleSoft
Point-to-point integrations, brittle middleware, no API governance.
API-led connectivity: system, process and experience layers with reuse.
MuleSoft Anypoint, API Manager, Salesforce Connect, platform events.
Reusable APIs, integration delivery time down, real-time data consistency.
Einstein AI Adoption
No AI, or AI pilots stuck — no grounding data, no governance, no adoption.
Ground Copilot in Data Cloud, design prompts, deploy predictive models, govern AI.
Einstein Copilot, Prompt Builder, Data Cloud, Einstein Studio.
AI grounded in real customer data, governed prompts, measurable productivity.
What enterprises build on Salesforce with us.
Lead-to-cash automation
Sales Cloud + CPQ + Billing on one revenue pipeline.
Omni-channel service
Service Cloud + Einstein bots + Knowledge for case deflection.
Personalized journeys
Marketing Cloud + Data Cloud segments for 1:1 journeys.
B2B/B2C commerce
Commerce Cloud storefronts with Salesforce-native CRM.
Einstein Copilot rollouts
Grounded AI assistants in Sales, Service and productivity flows.
Unified customer profile
Data Cloud ingesting CRM, web, mobile and warehouse sources.
Partner portals
Experience Cloud partner communities with PRM and lead distribution.
Field service
Field Service Lightning with scheduling, dispatch and mobile app.
How Salesforce supports your industry.
Where this technology can support each domain — framed by capability, not by unverified claims of past delivery.
Healthcare & Life Sciences
Health Cloud for patient coordination, provider relationships, care plans and HIPAA-aligned data handling.
Financial Services
Financial Services Cloud for retail banking, wealth management, insurance with compliance-grade data.
Retail & Consumer Goods
Commerce Cloud storefronts, Consumer Goods Cloud for route-to-market and field execution.
Manufacturing
Manufacturing Cloud for sales agreements, forecasting and partner communities across the supply chain.
Education & EdTech
Education Cloud (EAA) for student recruitment, advising, alumni and advancement.
SaaS & Technology
Sales Cloud + CPQ + Billing for subscription revenue, customer success and renewals.
Professional Services
PS Cloud for resource management, project delivery, time and expense on Service Cloud.
Communications & Media
Communications Cloud for subscriber lifecycle, order orchestration and partner management.
Public Sector
Public Sector Solutions for case management, licensing, inspections and citizen service.
Ten disciplined steps — discover to adopt.
Each phase produces a concrete artefact. Each artefact de-risks the next phase.
Discover
Workshops to capture goals, pain, metrics and licensing footprint.
Assess
Org health check, gap analysis, cloud-selection and TCO baseline.
Architect
Data model, security model, integration pattern and DevOps foundations.
Configure
Declarative-first setup: objects, Flows, permission sets and validation rules.
Develop
Apex, LWC and integrations where declarative tools can't meet the need.
Migrate
Data migration with validation, dedup and zero-downtime cutover.
Test & UAT
Unit, integration, performance and user-acceptance testing with traceable coverage.
Deploy
Release-wave cutover via Copado/Gearset with rollback runbook and impact analysis.
Adopt
Training, super-user program, comms and adoption tracking dashboards.
Operate
24×7 managed support, release management and continuous enhancement.
Salesforce at the centre of your stack.
Data, intelligence and channels flow bidirectionally across the connected technology ecosystem.
Outcomes that compound.
Faster revenue cycles
Automated lead routing, CPQ and approval flows shorten sales cycles.
Better visibility
Single source of truth for revenue, service and customer data.
Reduced manual effort
Flows and automation remove toil from routine admin and approvals.
Improved scalability
Multi-cloud architecture scales with the business without re-platforming.
Better customer experience
360° customer view across sales, service and marketing.
Improved governance
Sharing model, audit trails and Shield encryption enforce compliance.
Better data utilization
Data Cloud turns fragmented sources into a unified, activated profile.
Operational efficiency
Release management and automation lower cost-per-change sustainably.
AI-ready foundation
Clean data and governed architecture make Einstein Copilot adoption safe.
For architects and engineers — the detail.
Well-Architected org design
We design around a coherent multi-cloud data model, a least-privilege security model, a sandbox strategy (dev → UAT → partial → full) and release governance. Declarative-first: Flows replace legacy workflow rules and process builders; permission sets replace profiles; custom objects are only added when no standard object fits. Every decision is documented in an architecture decision record (ADR).
- Multi-cloud shared data model with consistent naming
- Permission sets + permission set groups (zero-profile drift)
- Sandbox strategy with refresh cadence and data masking
- ADRs for every non-trivial architecture decision
Configuration vs Customization vs Integration.
The most important Salesforce decision is where each capability should live. We help you choose, and the default is always the least-complex path.
Configuration
Declarative-first. Always the default.
- Upgrade-safe. Survives seasonal releases with no rework.
- Low maintenance. Admin-configurable, no code to test or deploy.
- Fast to change. Business can iterate without an engineering release.
Tools: Flows, validation rules, permission sets, custom fields, record types, page layouts.
Customization
Apex & LWC. Only when declarative can't.
- Complex logic. Where Flows hit limits or are unreadable.
- Large data volumes. Batchable/Queueable for bulk processing.
- Custom UI. LWC where standard layouts can't meet the UX need.
Tools: Apex, triggers, LWC, Aura, Custom Metadata, ApexMocks.
Integration
External systems. When Salesforce isn't the system of record.
- External system of record. ERP, billing, warehouse — keep data there.
- Real-time sync. Platform events and change data capture.
- No duplication. Salesforce Connect surfaces external objects in real-time.
Tools: MuleSoft, REST/SOAP APIs, platform events, Salesforce Connect, CDC.
Frequently asked Salesforce questions
Ten questions that enterprise buyers actually ask before signing a Salesforce engagement.
Yes. We hold credentials across Sales Cloud, Service Cloud, Marketing Cloud, Platform Developer I & II, Application Architect, Tableau and MuleSoft. Our architects average 9+ years of hands-on Salesforce experience.
A focused Sales Cloud or Service Cloud implementation takes 8-14 weeks. Multi-cloud transformations with integrations run 4-9 months. We always start with a scoping workshop to give you a fixed-scope plan.
Yes. Org rescue and re-architecture is one of our core strengths. We run a 2-week technical audit covering Apex governor limits, test coverage, security, metadata sprawl and adoption, then deliver a remediation roadmap with quick wins and a stabilization plan.
Yes. Our AMS provides 24×7 monitoring, release management, defect resolution, and continuous enhancement under SLA-backed contracts with a dedicated pod.
An org health check is a 2-week technical audit that evaluates your Salesforce instance against best practice across security, performance, governor limits, test coverage, metadata hygiene, technical debt and user adoption. The output is a prioritized remediation roadmap.
Sales Cloud manages leads, opportunities and revenue pipelines. Service Cloud manages cases, SLAs and customer support. Most enterprises need both, integrated on a shared data model. We help you scope the right clouds and licenses during discovery.
Declarative first (Flows, validation rules, permission sets) is best practice because it is upgrade-safe and low-maintenance. We use Apex only where declarative tools cannot meet the requirement — typically complex integrations, large data volumes, or specialized automation.
Yes. We implement Einstein Copilot, predictive forecasts, Einstein Activity Capture and Data Cloud (CDP) for unified customer profiles. We also handle prompt engineering, grounding and responsible-AI governance for Einstein.
We use Copado or Gearset for metadata CI/CD, Salesforce DX scratch orgs for development, automated testing with ApexMocks, and release waves with impact analysis. Every change is version-controlled and peer-reviewed.
Data Cloud unifies customer data from CRM, web, mobile and warehouse sources into a single real-time profile, then activates it across Sales, Service, Marketing and Commerce. We design the data model, ingestion streams and activation segments.
Build a CRM that works around your business.
Book a free 30-minute consultation with a certified Salesforce architect. We'll review your org, identify the highest-leverage next step, and leave you with a written recommendation — no slides, no sales pitch.