Automation Native to Salesforce
A lot of Salesforce busywork can be handled inside the platform itself with Flow and, where needed, Apex. Record-triggered automations can update fields, spin up tasks, and route work the moment something changes — without anyone remembering to do it.
We reach for the lightest tool that does the job, so your org stays maintainable instead of becoming a pile of one-off code.
- Record-triggered field updates across related objects
- Automatic task and reminder creation for owners
- Approval routing for discounts, quotes, or contracts
- Scheduled batch jobs for cleanup and rollups
- Validation and enrichment as records are created
When You Need More Than Flow
Some workflows cross the edge of Salesforce — into billing, an ERP, a website form, or a messaging tool. That's where we connect Salesforce to the outside world through its APIs or custom Apex, so the whole process runs end to end.
- Sync accounts and orders with billing or ERP systems
- Enrich leads from external data sources
- Generate documents and quotes from record data
- Notify Slack, Teams, email, or SMS on key events
- Turn a website form directly into a lead or case
Built to Survive Admin Changes
Automation is only useful if it keeps working after the next release or admin change. We build to platform standards, in a sandbox, with test coverage, so your workflows don't quietly break.
- Developed and validated in a sandbox first
- Respects Salesforce governor limits by design
- Ships with Apex test coverage where code is used
- Documented so a future admin understands it
- Deployed through change sets or a proper release process
More on ai automation & workflows
Frequently asked questions
Should this be built in Flow or in Apex?
Flow handles a surprising amount, and we prefer it when it fits because it's easier to maintain. We use Apex only when Flow can't do the job cleanly.
Will these automations survive Salesforce updates?
When built to platform standards with proper test coverage, yes. That's the point of doing it in a sandbox with tests rather than quick hacks in production.
Does my Salesforce edition matter?
Some features and API access depend on your edition. We confirm what your org supports before scoping the work, so there are no surprises.