Pipeline Visibility
One trusted view of pipeline and service load, with reporting that leadership can act on rather than reconcile.
Salesforce Development
Make Salesforce the system your teams actually run on.
We implement, extend, and integrate Salesforce so pipeline, service, and reporting sit on one governed platform — configured around your process, developed where the standard build stops, and supported after go-live.
- Implementation and configuration across Sales Cloud and Service Cloud
- Apex, Lightning Web Components, and custom objects for non-standard workflows
- ERP and finance integration, validated data migration, and managed support
Sales & Service Cloud
Config · Apex · LWC
Integrated with ERP
Migrated · Reconciled
4
Service areas covered
3
Structured delivery phases
6
Platform domains
Full
Post go-live support
Platform coverage
From standard configuration to custom code
We work across the areas of Salesforce that matter to revenue and service operations — configuring what the platform already does well, and developing the rest.
Sales & Revenue
Sales CloudLeads & OpportunitiesForecastingCPQQuotes & OrdersPartner Portals
Service & Support
Service CloudCase ManagementOmni-Channel RoutingKnowledge BaseEntitlements & SLAsField Service
Platform & Automation
Flow BuilderApexLightning Web ComponentsCustom ObjectsApproval ProcessesPlatform Events
Data & Reporting
Reports & DashboardsData Model DesignDuplicate & Matching RulesData Loader MigrationAudit & Field History
Integration
REST & SOAP APIsERP ConnectorsFinance & Invoicing SyncMiddleware PatternsWebhooks & Outbound MessagingSingle Sign-On
Experience
Experience CloudCustomer PortalsMobile LayoutsEmail TemplatesScreen FlowsCustom UI Components
Delivery roadmap
How a Salesforce program unfolds
Three structured phases with defined outputs at each gate — so you always know where you stand and what comes next.
- 1
Discovery
Process mapping and org architecture
Map how your teams actually sell and serve, audit the existing org or greenfield requirements, and define the data model, security model, and integration points.
↳ Scoped delivery plan - 2
Build
Configuration, development, and integration
Configure clouds and automation, develop Apex and Lightning components where standard functionality falls short, and connect Salesforce to ERP and finance systems.
↳ Validated sandbox - 3
Adoption
Migration, go-live, and managed support
Migrate and reconcile data, run user acceptance and enablement, deploy to production with rollback cover, then support and optimize the org as usage grows.
↳ Adopted production org
Assurance Controls
Safeguards for org changes that touch live revenue.
Every delivery includes documented control gates — for audit evidence, tender compliance, and internal sign-off before anything reaches production.
- Data migration reconciliation with duplicate and matching rule enforcement
- Profile, permission set, and record-sharing model review before go-live
- Apex test coverage and static analysis gates on every deployment
- Sandbox-to-production release process with change tracking and rollback cover
- Post-go-live hypercare with adoption metrics and issue triage
Expected Outcomes
What a successful Salesforce program delivers.
Visibility, data quality, and adoption outcomes that hold up long after the deployment closes.
Clean, Governed Data
A data model and security model designed up front, so records stay accurate and access stays appropriate as the org grows.
Adoption That Holds
Layouts, automation, and enablement built around how your teams work, backed by managed support after launch.
Integration landscape
How Salesforce connects your business
A well-implemented org sits between the teams that sell and serve and the systems that invoice and fulfil — with consistent data, workflows, and reporting across both sides.
Business functions
Sales and pipeline
Customer service
Marketing and campaigns
Partner and channel
Field operations
Salesforce core
Custom data model— objects, relationships, record types
Flow and Apex automation— approvals, routing, alerts
Security model— profiles, permission sets, sharing
Reports and dashboards— pipeline, service, and audit views
API layer— REST, SOAP, and platform events
Connected systems
ERP and inventory
Finance and invoicing
Website and forms
BI and reporting tools
Identity and SSO
Salesforce Development
Technical Salesforce work, built to your specifications.
Beyond standard implementation, we extend the platform at the code level — Apex, Lightning Web Components, custom objects, and integrations built for orgs that have outgrown clicks-not-code.
- Apex triggers, batch jobs, and service classes with test coverage
- Lightning Web Components and custom screen flows
- REST and SOAP integrations to ERP, finance, and internal systems
Apex Development
Triggers, batch and queueable jobs, and service classes for business logic that configuration cannot express — written with test coverage from the start.
Lightning Web Components
Custom UI components and screen flows that fit the way your teams work, instead of forcing them through generic page layouts.
Custom Objects and Data Model
Object, relationship, and sharing design that keeps reporting straightforward and permissions defensible as the org scales.
ERP and Finance Integration
Bi-directional sync with ERP, invoicing, and finance systems over REST, SOAP, or middleware — with error handling and replay, not fire-and-forget calls.
Data Migration
Legacy CRM and spreadsheet migration with field mapping, deduplication, staged loads, and reconciliation you can sign off against.
Managed Support and Optimization
Ongoing admin, release management, enhancement work, and user enablement after go-live, so the org keeps pace with the business.
Related services
Salesforce works best when it connects to the surrounding stack.
These service areas strengthen CRM programs with ERP integration, AI, and custom engineering depth.
ERPERP Implementation and DevelopmentConnect Salesforce to finance, inventory, and operations so CRM and ERP share one version of the truth.AI servicesAI agents for revenue teamsPut CRM data, approvals, and internal knowledge behind production-ready AI agents with human oversight.Custom softwareCustom applications and integrationsExtend beyond the platform with purpose-built applications, portals, and secure APIs.
Related insights
Further reading for CRM and operations decision-makers.
Use these resources to understand how Leeway connects implementation control with practical AI and measurable operations.
InsightAI in ERP and CRMA practical starting model for AI initiatives inside CRM, ERP, and operational programs.Case studiesImplementation outcomesHow Leeway delivers platform programs with governance, migration control, and measurable adoption.GuideAI adoption resourcesFree guides for operators planning practical AI workflows around existing systems.