Salesforce consulting
Most Salesforce problems are not licensing problems. They are a sales process nobody follows, six required fields that get filled with junk, four automations that fight each other, and reporting nobody trusts enough to act on. We work on that.
Start a conversationStanding up a new org, or a new cloud on an existing one: objects, page layouts, permissions, sharing model, and the handful of processes that have to work on day one before anything else is worth configuring.
Building automation that is legible a year later — and consolidating the workflow rules, process builders and overlapping Flows that accumulate when several people solve the same problem separately.
Getting records in from a legacy system or a spreadsheet estate without importing the duplicates, the dead picklist values and the eight formats of the same phone number along with them.
Connecting Salesforce to the systems that already run the business — billing, support, finance, in-house tools — through the platform's APIs, with a clear answer to which system owns which field.
Reports built on data that is actually maintained, so the numbers survive being questioned in a meeting. Usually this starts as a data-hygiene project wearing a reporting costume, and we will say so.
Technical-debt work on an org that grew faster than anyone documented: unused fields, stale validation rules, permission sprawl, and the "don't touch that, it breaks things" corners.
Scoped work, not open-ended staffing. An engagement starts with an agreed piece of work and a definition of what "done" means, so you can tell whether you got it.
We say when the answer isn't Salesforce. Some problems are process problems and configuration will only make them faster. That is a cheaper thing to hear at the start than at the end.
You get an org you can maintain. Automation is documented and named so the next person can read it, and we would rather hand over something your admin can extend than something only we can.
Email support@innovizea.com with a couple of sentences about your org — which clouds you're on, roughly how many users, and what is currently going wrong. That is enough for a useful first reply.
Salesforce and the clouds named on this page are trademarks of Salesforce, Inc. Innovizea LLC is an independent consultancy and is not affiliated with, or endorsed by, Salesforce, Inc.