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Enterprise Multi-Cloud CRM

Salesforce Platform Implementation

Case Study: Salesforce Platform Implementation — a ground-up Sales Cloud and Service Cloud CRM with security, automation, and Lightning UX.

Salesforce & AIFull-Stack EngineeringDevOps & Cloud Architecture
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2

Clouds Live

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Access Model

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Enterprise Multi-Cloud CRM

Salesforce Platform Implementation

Salesforce Technical Architect

Case Study: Salesforce Platform Implementation — a ground-up Sales Cloud and Service Cloud CRM with security, automation, and Lightning UX.

Enterprise CRMSales CloudService CloudApexLightning Web ComponentsFlow

2

Clouds Live

Secured

Access Model

LWC

UX Layer

Flow+

Automation

Salesforce Platform Implementation overview

Executive Summary

The organization needed a single CRM for sales and service that did not yet exist — no data model, security model, or automation standards.

We implemented Salesforce Sales Cloud and Service Cloud from the ground up: org-wide security, Apex and Flow automation, and Lightning Web Components delivering a unified front-end across both clouds.

Product UI

Project Screens

Salesforce Lightning Web Component screens from the loan origination platform — application intake, underwriting risk assessment, and pipeline Kanban — each built for financial services lending teams.

Sales Cloud Workspace — Salesforce loan origination platform UI
Screen 01

Sales Cloud Workspace

Ground-up Sales Cloud experience with core data model, opportunity workflows, and Lightning UI.

The Sales Cloud Workspace establishes the revenue CRM foundation — accounts, contacts, opportunities, and guided selling flows — with Lightning Web Components and Flow automation for consistent sales execution.

  • Core sales data model and opportunity lifecycle
  • Lightning UI for reps and managers
  • Flow and Apex automation for sales processes
  • Security model with profiles, permission sets, and sharing
Sales CloudLightning Web ComponentsFlowApex
Service Cloud Console — Salesforce loan origination platform UI
Screen 02

Service Cloud Console

Service Cloud console for case management, agent productivity, and shared customer context with sales.

The Service Cloud Console unifies case handling with the same customer data model as sales. Agents work in a Lightning console with automation for routing and updates, creating one CRM system of record across revenue and support.

  • Service Cloud console for case lifecycle management
  • Shared account/contact model with Sales Cloud
  • Automation for service processes via Flow and Apex
  • Foundation for omnichannel and knowledge expansion
Service CloudLightning ConsoleFlowApex

The Challenge

Sales and service teams lacked a shared CRM foundation, creating fragmented customer data and inconsistent processes.

  • •No established Salesforce data or security model.
  • •Sales and service operated in disconnected tools.
  • •Automation and UI standards were undefined.
  • •Leadership needed one system of record for customers.

The Solution

We delivered a multi-cloud Salesforce implementation establishing data, security, automation, and Lightning experiences for sales and service.

Key Features & Technical Implementation

01

Security & Data Model

Org-wide profiles, permission sets, sharing, and core objects.

Technical Detail: Foundation-first design before heavy automation and UI customization.

02

Sales & Service Automation

Apex and Flow covering revenue and support processes.

Technical Detail: Declarative-first with Apex for complex domain logic.

03

Lightning Front End

LWC experiences across Sales and Service Cloud.

Technical Detail: Consistent component patterns for reps and agents.

Technical Architecture

Security model first, then Apex/Flow automation, with Lightning Web Components delivering Sales Cloud and Service Cloud user experiences on a shared data foundation.

The Results

2

Clouds Live

Sales Cloud and Service Cloud foundation.

Secured

Access Model

Profiles, permission sets, and sharing.

LWC

UX Layer

Lightning components across both clouds.

Flow+

Automation

Declarative and Apex process coverage.

  • Unified customer data across revenue and support
  • Standardized automation and security from day one
  • Modern Lightning UX for reps and agents
  • Scalable base for portals, analytics, and integrations

Technology Stack

Sales CloudService CloudApexLightning Web ComponentsFlow

Conclusion

A ground-up Salesforce platform implementation gave the enterprise a durable CRM core — ready for analytics, Experience Cloud, and advanced automation.

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