Enterprise CRM Operations · Release Governance · Production Platform Support

Operational Salesforce support, automation modernization, and release governance for enterprise environments.

Senior-level platform work delivered directly. No layered account management, no junior resources on production systems. Engagements scoped to fit the operational reality of the environment.

Salesforce operations and platform services

Service areas built around operating live enterprise Salesforce environments. Each capability is delivered with direct senior involvement and against the operational reality of the platform.

Salesforce Administration
Ongoing platform administration across enterprise Salesforce orgs. Roles, profiles, permission sets, validation rules, and configuration changes performed against production with senior-level review.
User access reviews · Security model maintenance · Data hygiene · Configuration changes
Workflow Governance & Automation
Flow Builder development and migration of legacy Workflow Rules and Process Builders into consolidated, documented automation. Built to be maintained, not just delivered.
Process Builder migration · Flow consolidation · Automation debugging · Documentation
Release Governance & DevOps Coordination
Deployment coordination across Dev, QA, UAT, and Production environments using Gearset and AutoRABIT with change control practices suited to regulated environments.
Sandbox pipelines · Change tracking · Rollback planning · Audit-ready releases
Experience Cloud Support
Operational support for partner, customer, and internal communities including access management, page configuration, and ongoing content workflows.
External user access · Page configuration · Portal operations · Community admin
Enterprise System Integration Support
Ongoing administration and coordination of middleware integrations including Workato, Celigo, and direct API connections between Salesforce and adjacent enterprise systems.
Workato recipes · Celigo flows · API connections · Integration migrations
CRM Operational Support
Steady-state platform support covering user requests, defect triage, data hygiene, and recurring administrative work across business units.
Tier 2/3 support · Defect triage · Data corrections · Recurring admin work
Sandbox & UAT Coordination
Sandbox lifecycle management, refresh planning, and structured UAT coordination aligned with release windows and stakeholder sign-off.
Refresh planning · UAT scripts · Stakeholder coordination · Release readiness
Operational Reporting & Platform Visibility
Reporting, dashboards, and process review focused on surfacing operational signal for business owners and reducing manual operational overhead.
Report development · Dashboards · Process review · Operational metrics

Engagement models built around operational reality

Engagements are scoped to the work, not packaged into fixed offerings. Most fall into one of the structures below.

Advisory Support
Short-cycle advisory work for teams that need senior input on architecture, automation strategy, or governance practices without ongoing platform ownership.
Project-Based Engagements
Defined scope engagements with clear deliverables. Common for Flow modernization, integration work, release pipeline setup, or platform reviews.
Operational Augmentation
Embedded senior support working alongside internal teams during release cycles, regulated changes, or periods of elevated operational demand.
Ongoing Platform Support
Continuous Salesforce operations covering administration, governance, integration support, and release coordination on a retainer basis.

Senior Salesforce work, directly delivered

15 years of hands-on platform operations across enterprise and regulated environments. Not advisory. Not oversight.

Senior-Level Direct Engagement
The person scoping the work is the person performing it. No account managers between you and delivery. No junior resources placed on production systems.
Regulated Environment Experience
Supported Salesforce and CI/CD operations in environments requiring deployment documentation, change control, and FDA 21 CFR Part 11 aligned practices.
Enterprise Operational Maturity
15 years of hands-on Salesforce administration across enterprise environments, including a single engagement supporting 2,000+ users over eight years.
Production Release Governance
Hands-on with the deployment and integration tooling that runs enterprise CRM environments: Gearset, AutoRABIT, Workato, Celigo, GitHub, and Data Loader across production pipelines.
Get in Touch

Let's discuss your Salesforce and platform operations needs.

Whether you need ongoing administration, release governance support, or workflow automation, we bring senior-level platform expertise directly to your environment.