Flow Buildouts
Custom Salesforce Flows that handle your repetitive work: auto-creating and updating records, routing leads, sending follow-ups, keeping fields in sync. A specialty: paste-and-parse flows — copy text from a webpage or email, paste it into a flow, and it pulls out the relevant details and updates Salesforce for you. No more re-keying data one field at a time. You describe the task your team hates; we make it happen automatically.
Automation Rescue & Cleanup
Inherited a Salesforce org full of half-working automation? Old Workflow Rules and Process Builders that fire unpredictably? We untangle it, migrate legacy automation to Flow (Salesforce has retired Workflow Rules and Process Builder), and leave you with automation you can trust and understand.
Automation Health Check
A fixed-price review of your org’s automation: what’s running, what’s broken, what’s missing, and a prioritized punch list of the manual tasks costing your team the most time. A great first step if you’re not sure what you need.
Every engagement is a defined project with a clear finish line — we don’t bill open-ended hours, and we don’t consider a project done until you do.