We design and build Salesforce platforms that hold up in production: order management, service operations, enterprise integrations, unified customer data and Agentforce AI agents that work inside your security model.
Problems we see often, and the systems we build to solve them.
Orders, inventory and fulfilment are spread across commerce, warehouse and external systems, with no single order lifecycle.
We connect Salesforce Order Management and Omnichannel Inventory with your warehouse and external systems, using automation and integrations to keep orders and inventory in sync.
Service teams juggle email, web, WhatsApp and chat, with manual case assignment and slow escalations.
We use Service Cloud with automated routing, Digital Engagement and AI-powered chat to send each case to the right person based on the customer's needs and the team's expertise.
Customer data is scattered across CRM and external sources, blocking a trusted single view and any serious AI use case.
We bring customer data together using Data 360, matching and organising information from different sources to give Salesforce, analytics and AI a consistent view of each customer.
Leadership wants AI agents, but not ones that hallucinate, overstep permissions or bypass the people who own the process.
We build Agentforce agents with defined instructions, approved actions and trusted business data, with a clear hand-off to Service Cloud agents when human input is needed.
The exact scope is agreed in discovery. Every build includes automated tests, deployment scripts and full access to the code.
Data model and custom objects, security and sharing, Flows, and Apex where declarative tools stop.
Controlled data exchange with commerce, warehouse and other enterprise platforms, with clear data ownership and recoverable error handling.
Omni-Channel routing, Email-to-Case and Web-to-Case, WhatsApp, Live Chat and Einstein Bots.
An assessment of technical debt, automation sprawl, the security model and AI readiness before you invest further.
Unified customer profiles, a grounding strategy, agent topics and actions, plus testing and evaluation.
Work our founders have delivered in previous roles, as independent engineers and for our own products, across AI, Salesforce and product engineering.
Enterprise customer service
A governed AI service architecture in which Agentforce works inside Service Cloud. It is grounded in Data 360 context and Knowledge, scoped by topics and instructions, and always able to hand off to a human agent.
Enterprise data · Confidential engagement
A governed customer-data foundation on Salesforce Data 360 that resolves records from multiple enterprise systems into one unified customer profile. It is the trusted base for CRM experiences, analytics and AI.
Customer service
A unified service platform on Salesforce Service Cloud that brings email, web, WhatsApp, Facebook and live chat into one agent workspace. Einstein Bots handle first-line requests, and skills-based routing puts everything else in front of the right agent.
Retail and ecommerce
A Salesforce-centred order management platform connecting B2C Commerce, inventory, warehouse operations and external systems. It gives the business one automated order lifecycle, from checkout through fulfilment.
Enterprise integration
A secure, reliable integration layer connecting Salesforce with the enterprise's other platforms through MuleSoft, REST APIs and Apex callouts. It is designed for dependable data exchange, clear data ownership, and error handling that keeps operations running.
Four stages, with working software to review at every milestone.
We map your current org, integrations and business processes, and agree what stays declarative and what needs code.
The security model, data model and integration contracts are designed and agreed before anything is built.
Configuration, Flows, Apex and integrations are delivered in sprints and demoed in a full sandbox every two weeks.
Source-tracked deployment, user enablement and documentation, so your admins can run the platform with confidence.
Every project is priced from an agreed scope, milestone by milestone. These are the factors that determine its size:
Fixed-price milestones, working software to review every two weeks, a 30-day warranty after launch, and full ownership of your code and IP as milestones are paid.
Request a fixed-scope proposalYes. Most Salesforce work starts inside an existing org. We audit what is there, keep what works, and refactor automation and code where it is holding you back.
Both. We use declarative tools such as Flow and assignment, escalation and auto-response rules wherever they fit, and Apex and MuleSoft or REST integrations when the business logic needs programmatic control.
It can be, with the right foundations: clean, unified data in Data 360, tightly scoped topics and actions, Salesforce permissions and a human escalation path. We test and evaluate agent behaviour before it reaches customers.
Salesforce is preselected, and you can change it. A senior engineer reviews every brief and replies within one business day.
Prefer to talk? Book a 20-minute call ↗ or email contact@softbytes.co.uk
