Salesforce implementation
Salesforce, architected — not just configured.
aibrevo implements Salesforce for companies that have outgrown a standard setup: custom objects, Apex triggers, Flow and Bulk/REST API integrations, designed around your data model rather than bolted onto it. Typical projects run 8 weeks to 6+ months depending on migration and integration scope.
Who this is for
RevOps and IT leaders at 200+ employee companies who need Sales Cloud, Service Cloud or CPQ built to a real specification — and documented so an internal admin can own it.
What we implement in Salesforce
Data model & schema
Objects, relationships, record types, page layouts and sharing rules designed for how you actually sell — not the default Opportunity/Contact/Account shape with fields bolted on until it fits.
Automation
Flow, Apex triggers and scheduled jobs, built bulk-safe from the start: batched DML instead of per-record loops, governor limits respected, and clear ownership of which automation fires on which object so two flows don't silently fight each other.
Integrations
REST/Bulk API and middleware connections to billing, product, marketing and support systems — with retry logic, error logging and a defined system of record for every field that lives in more than one place.
Migration
Data mapping, de-duplication and history preservation from spreadsheets or a legacy CRM, staged through a sandbox before a single record touches production.
Reporting
Report types, dashboards and forecasting that leadership will trust — built on report types that expose the right cross-object relationships instead of forcing analysts into custom SOQL for basic questions.
Handover
Admin documentation, a deployment pipeline and training for your internal team, so changes after go-live go through the same sandbox-to-production process as the original build.
Security & sharing model
Role hierarchy, profiles, permission sets and field-level security mapped to your actual org chart and data-sensitivity requirements — designed before go-live, not patched in after someone reports seeing data they shouldn't.
Sandbox strategy & release management
A defined chain of sandboxes (Developer, Partial Copy or Full depending on edition) with changes tracked in version control and deployed via change sets or a CI pipeline, so production is never edited directly.
A typical Salesforce project timeline
Phase proportions are typical, not a guarantee — actual timing depends on data volume, integration count and how much of the data model is custom.
- Weeks 1–2
- Discovery: current-state audit of any existing org, data-model design sessions with RevOps and sales leadership, and a written specification for objects, record types and sharing model before any configuration starts.
- Weeks 3–6
- Configuration and automation build in a sandbox — Flow and Apex development, page layouts, validation rules — running in parallel with data-mapping work for the migration, so the team building automation and the team cleaning source data aren't blocking each other.
- Weeks 7–9
- Integration build against billing, marketing and support systems, plus the actual data migration into a full or partial-copy sandbox for realistic-volume testing — this is typically where governor-limit and bulkification issues surface, while they're still cheap to fix.
- Weeks 10–12
- User acceptance testing with real end users (not just admins), report and dashboard validation against live-like data, a staged production deployment, and go-live followed by a monitored support window. Enterprise multi-cloud projects extend this same shape over several additional months rather than compressing it.
Common Salesforce projects
- Sales Cloud implementation for a growing enterprise
- Salesforce CPQ configuration and quote-approval flows
- Salesforce-to-Salesforce or legacy-CRM migration
- Rescuing an underperforming rollout — data model rebuild
- Marketing automation and Salesforce integration
Where Salesforce projects go wrong
Customizing before understanding the limits
Teams build dozens of triggers and workflows before hitting governor limits or record-lock contention — then have to unwind automation that was never bulk-safe to begin with. A single unbulkified trigger that works fine on 10 test records can throw a hard limit error the first time someone imports 500.
One giant object for everything
Cramming unrelated processes onto the Opportunity object with 80+ custom fields instead of modelling separate objects makes page layouts unusable and reporting unreliable — every new requirement becomes three more fields on a record type nobody can read anymore.
Treating profiles and permission sets as an afterthought
Sharing rules and field-level security get patched in late, so users either see data they shouldn't or hit silent permission errors that look like bugs. Untangling a security model after 200 users are already live is a much bigger project than designing it up front.
Ignoring the role hierarchy when it would solve the problem
Teams build complex, hand-maintained sharing rules for visibility that the standard role hierarchy would have handled automatically based on org structure — adding ongoing maintenance overhead for a problem Salesforce already solves natively.
Apex test coverage without real assertions
Code gets written to satisfy the 75% test-coverage requirement for deployment without asserting the logic actually does what it should, so the tests pass but provide no real safety net — the first time someone changes the trigger, nothing catches the regression.
What does Salesforce implementation cost?
Industry ranges for Salesforce implementation run roughly $5k for a small setup to $150k+ for multi-cloud enterprise projects. We quote per project after a 30-minute call.
Certified across the platforms we implement
- salesforceCertified engineers
- HubSpotCertified engineers
- Dynamics 365Certified engineers
- ZohoCertified engineers
- PipedriveCertified engineers
- monday.comCertified engineers
- AirtableCertified engineers
- GoHighLevelCertified engineers
Our engineers hold certifications on all eight platforms we deliver. We work as an independent implementation firm — no reselling, no white-label, no offshore hand-off.More about the team →
How Salesforce compares
Salesforce implementation — FAQs
Do you write Apex, or only use Flow?
Both. Flow first where it fits; Apex when the logic, performance or bulk requirements need it — always with test coverage and governor limits respected.
Can you take over a half-finished Salesforce org?
Yes. A large share of our Salesforce work is remediation: auditing the org, fixing the data model, rebuilding automation and cleaning reporting.
Are you a certified Salesforce partner?
Our engineers hold Salesforce Administrator and Platform Developer certifications. We work as an independent implementation firm, not a reseller.
Do you work in sandboxes with a real deployment pipeline?
Yes — changes are built and tested in a sandbox, tracked in version control, and deployed with change sets or a CI pipeline. We don't configure directly in production.
Can you support multi-cloud orgs (Sales Cloud plus Service Cloud or CPQ)?
Yes. Most enterprise engagements span at least two clouds; we design the shared data model first so the clouds don't fight each other over ownership of the same records.
What does a typical Salesforce project look like week by week?
Weeks 1–2 are discovery and data-model design; the middle stretch (roughly a third to half the timeline) covers configuration, automation and migration in a sandbox; the final quarter is integration testing, UAT with real users, and a staged production deployment before go-live and a monitored support window.
How does aibrevo scope a project differently than a generic quote?
A generic quote prices seats or a flat 'Salesforce setup' fee. We scope from your actual data model, integration count and migration volume after a working session — the same three factors that move a real Salesforce project from $5k to $150k, so the number reflects your project, not a template.
What's included in post-launch support?
30 days of monitoring and fixes after go-live are part of the project — watching automation for edge cases real usage surfaces, tuning reports leadership actually looks at, and admin questions from your team as they take over. Retained support beyond that is priced separately by hours per month.
How does Salesforce integrate with the billing, ERP and marketing tools we already run?
Through REST/Bulk API connections or middleware (MuleSoft, Zapier, or a custom integration layer depending on volume and reliability needs) to systems like NetSuite, QuickBooks, Stripe, Marketo or HubSpot — each integration is scoped with a defined system of record so the same field isn't edited independently in two places.
What happens if we need changes after the 30-day support window closes?
Most orgs need occasional changes — a new field, an adjusted validation rule, a report tweak. We offer retained support priced by hours per month for exactly that, or we document the change process well enough that a certified in-house admin can handle it directly; which one fits depends on whether you plan to hire an admin.
Other platforms we implement
Scope your Salesforce project
A 30-minute call with an engineer. You leave with a written read on your current setup and a clear recommendation — whether or not you hire us.
Book a 30-min call