Arius Automation
Salesforce Partner

Services > Salesforce Implementation

Salesforce Implementation

Salesforce done right. Or done over.

Implementation, migration, custom Apex, and rescue projects. We make Salesforce work the way your team actually operates, not the way the demo promised.

See what we do
Salesforce Services

100+

Salesforce and CRM projects shipped

5

Countries we deliver in: USA, UK, UAE, AU, NZ

20+

Engineers behind every project

Sales CloudService CloudMarketing CloudExperience CloudData CloudCustom Apex

Who This Is For

If your Salesforce looks like any of these, we should talk.

Most Salesforce deployments fail in similar ways. Here are the patterns we see and fix on every other call we take.

Your Salesforce org is a black box.

Objects piled on objects, flows nobody documented, and customisations no one admits to building. New hires take months to understand it. We map it, clean it, and make it legible.

Your reps work around Salesforce, not inside it.

Pipeline lives in spreadsheets. Notes stay in email. CRM data is a month behind reality. The system was never shaped around how your team actually sells.

You are paying for clouds you barely use.

Three clouds licensed, one used at 40 percent. Most Salesforce deployments leave serious capability on the table. We scope what you actually need and make the rest work.

Every release breaks something.

Customisations written years ago, no test coverage, no documentation. A routine Salesforce update cascades into a Friday incident. We fix the foundation so this stops happening.

Salesforce and your stack do not talk to each other.

ERP on one side, CRM on the other, finance in a third tool. Data entry is manual. Reports require reconciliation. We build the integration layer so everything stays in sync.

You have outgrown the original setup.

The org was configured for a team of five. You now have fifty. Roles, permissions, data volumes, and complexity have scaled past what the original architecture can hold.

What We Do

Six ways we work with Salesforce.

You can hire us for any one of these or all of them. Most engagements start with an audit and turn into a build.

01

Salesforce Implementation

New Salesforce deployment from scratch. We design the data model, configure the Clouds you need, and launch with a team that knows how to use it from day one.

  • Sales Cloud, Service Cloud, or Experience Cloud setup
  • Pipeline, process builder, and Flow automation configured
  • Custom objects, fields, validation rules, and dashboards
  • Team training and adoption playbook

02

Salesforce Migration

Moving from HubSpot, Pipedrive, Dynamics, Zoho, or a homegrown CRM. We migrate the data, recreate the automation, and validate every record so nothing breaks in the switch.

  • Full data audit and field mapping
  • Contacts, accounts, opportunities, and activities migrated
  • Workflow and automation recreation in Salesforce
  • Pre and post launch validation

03

Custom Apex and LWC Development

When declarative tools hit their limit, we write the code. Custom Apex triggers, classes, batch jobs, and Lightning Web Components that do exactly what your business requires.

  • Custom Apex triggers and classes
  • Lightning Web Components for custom UI
  • Batch processing and scheduled Apex jobs
  • Test classes with 85%+ code coverage

04

Integrations and Middleware

Salesforce talking cleanly to your ERP, marketing platform, billing system, data warehouse, or custom application. We use native connectors where they work and build custom middleware where they do not.

  • HubSpot two-way sync (via native or custom middleware)
  • ERP integration (NetSuite, SAP, QuickBooks)
  • Data warehouse sync (Snowflake, BigQuery, Postgres)
  • Custom REST and SOAP API integrations

05

CPQ and Revenue Cloud

Complex quoting processes, product catalogues, approval workflows, and revenue recognition rules. We configure Salesforce CPQ and Revenue Cloud so your sales team can close faster with fewer errors.

  • Product and pricing rules configuration
  • Quote templates and approval workflows
  • Contract lifecycle and renewal automation
  • Revenue recognition and reporting setup

06

Audit and Rescue

Inherited a Salesforce no one understands? Or a deployment that quietly stopped working? We audit the org, fix what is broken, document what stays, and hand back a system your team can actually run.

  • Full org health audit (objects, flows, integrations, permissions)
  • Technical debt diagnosis and remediation plan
  • Data quality cleanup and deduplication
  • Documentation and team training

The Process

Audit. Design. Build. Hand over.

The same four steps for every Salesforce engagement. Because the businesses change, the path to a working Salesforce does not.

01

Audit

Two to three hours walking through your current Salesforce org or your current process if you are starting fresh. We surface the gaps, the broken automations, and the highest leverage changes.

02

Design

We design the data model, process flows, and integration architecture before writing a line of code or clicking a single configuration field. You sign off on the blueprint.

03

Build

Declarative first. Custom code only where declarative cannot reach. Every customisation is documented, tested, and built to survive a Salesforce release update.

04

Hand over

Documented playbook, recorded training, and a system your admin can maintain without us. We stay close for the first month and stay available after that. No lock-in.

Why Arius

Most Salesforce partners can configure. Few can code.

Salesforce does a lot out of the box. The work that decides whether a deployment is exceptional or just acceptable is what happens past the configuration screen. That is the work we do.

We write the code Salesforce Flow cannot generate.

Most Salesforce partners stop at the declarative layer. When you need custom Apex, Lightning Web Components, or integrations that no connector supports, we build them. The same team that configured your org writes the code behind it.

Revenue operations in the room.

Bilaal ran revenue operations before Arius. He has lived inside the Salesforce pipeline reports you are looking at. Decisions about process design, data model, and adoption get made by someone who has had to defend a forecast to a board.

We measure success in adoption, not delivery.

Most agencies hand over a clean Salesforce org and disappear. We measure success six months later. If your reps are not logging in daily, we treat it as a failed project even if everything technically passes UAT.

Salesforce Clouds

We work across the entire Salesforce platform.

Every Cloud we cover. If the specific edition you are on is not listed, ask us.

Sales Cloud
Service Cloud
Marketing Cloud
Experience Cloud
Data Cloud
Analytics Cloud
Revenue Cloud
CPQ
Field Service
Nonprofit Cloud
Health Cloud
Pardot

Integrations

Salesforce plays well with what you already use.

A short list of the tools we most often connect to Salesforce. If yours is not here, we have probably built something for it.

HubSpot
Slack
Gmail
Outlook
NetSuite
QuickBooks
Stripe
MuleSoft
Zapier
Snowflake
Postgres
Custom API

Frequently Asked Questions

What people usually ask about Salesforce.

The questions we hear on most Salesforce discovery calls. If yours is not here, ask us directly.

All of them. Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Data Cloud, Revenue Cloud, CPQ, Field Service, Pardot, Nonprofit Cloud, and Health Cloud. Most engagements involve two or three Clouds working together. We work across all editions from Essentials to Unlimited.

Yes. We have migrated from HubSpot, Pipedrive, Dynamics 365, Zoho, Monday.com, Close, and several homegrown CRMs. A typical migration includes data audit, field mapping, contacts and opportunities migration, workflow recreation, integration rebuilds, and pre and post launch validation. Most migrations land in four to ten weeks depending on scale and complexity.

Yes. This is a differentiator for us. When declarative tools hit their ceiling, we write custom Apex triggers, classes, and batch jobs, and build Lightning Web Components for custom UI requirements. Every custom component ships with test classes and documentation. Most Salesforce partners stop at the configuration layer. We do not.

A focused single Cloud implementation typically takes five to eight weeks. A multi Cloud implementation with custom Apex, integrations, and data migration runs ten to sixteen weeks. We give a firm scope and timeline after the audit, not before. Anyone who quotes a Salesforce timeline without seeing your data model is guessing.

Rescue projects are a real part of our work. We audit the existing org, identify what is broken, what works but needs documentation, and what should be rebuilt from scratch. You get a written rescue plan with effort estimates and a recommended sequence. You decide what to fix in what order.

Every engagement includes training. Live sessions for admins, sales reps, and service agents, recorded walkthroughs for new hires, and written documentation for everything we configure or build. The goal is a team that can operate and maintain the system without us.

Yes. Native connectors through the AppExchange where they exist. MuleSoft or custom middleware for enterprise integrations. Direct API integrations for anything where no connector will do. The integration architecture gets designed in the audit phase and signed off before build begins.

It varies by scope. Org audits start at a fixed fee. Implementations and migrations are scoped after the audit and quoted as fixed-price projects with clear milestones. Ongoing admin and support work runs on a monthly retainer. We share specific numbers on the discovery call once we understand what your org requires.

Ready to Start

Let us look at your Salesforce.

Two hours, a clear plan, and an honest answer on what to fix first. Whether you hire us or not, you walk away knowing exactly where your Salesforce is leaving value on the table.

No pressure. Just value.

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