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Energy · Enterprise Salesforce · 2026

Shell Enterprise Salesforce CRM

Case Study: Shell Enterprise Salesforce CRM (2026) — multi-cloud Sales, Service, and Experience Cloud with Shell-branded Lightning UX and Einstein-assisted workflows for global mobility operations.

Salesforce & AIFull-Stack EngineeringDevOps & Cloud Architecture
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3

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Complex UX

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Energy · Enterprise Salesforce · 2026

Shell Enterprise Salesforce CRM

Salesforce Technical Architect

Case Study: Shell Enterprise Salesforce CRM (2026) — multi-cloud Sales, Service, and Experience Cloud with Shell-branded Lightning UX and Einstein-assisted workflows for global mobility operations.

Energy / MobilitySales CloudService CloudExperience CloudApexLightning Web ComponentsFlowEinstein AI

3

Clouds Live

LWC

Complex UX

SSO

Partners

AI

Einstein

Shell Enterprise Salesforce CRM overview

Executive Summary

A global energy mobility programme needed one governed CRM for sales, service, and partners — with Shell brand presence in the product UI itself.

We delivered Sales Cloud, Service Cloud, and Experience Cloud with Apex, Flow, Lightning Web Components, and Einstein AI: a dense 2026 Lightning experience featuring a reconstructed Shell pecten mark and production-grade consoles for mobility revenue and support.

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.

2026 Sales Cloud Workspace — Salesforce loan origination platform UI
Screen 01

2026 Sales Cloud Workspace

Shell-branded Lightning sales console — opportunity Kanban, account hierarchy, forecast gauges, and Einstein next-best actions.

For a global energy mobility programme, Sales Cloud became the 2026 revenue system of record. A reconstructed Shell pecten mark anchors the Lightning workspace while opportunity boards, dealer hierarchies, and Einstein GPT suggestions give reps a dense, production-grade CRM — not a generic template.

  • Shell-branded Lightning sales console for mobility revenue
  • Opportunity Kanban with forecast and hierarchy panels
  • Einstein GPT next-best-action sidebar
  • Security model with profiles, permission sets, and sharing
Sales CloudLightning Web ComponentsFlowEinstein AI
2026 Service Cloud Agent Console — Salesforce loan origination platform UI
Screen 02

2026 Service Cloud Agent Console

Shell Service Lightning console for case lifecycle, knowledge, omnichannel utilities, and customer 360 context.

The Service Cloud console unifies case handling with the same customer model as sales. Agents work mobility station incidents in a split Lightning console with Einstein classification — one CRM system of record across revenue and support.

  • Shell Service console for case lifecycle management
  • Shared account/contact model with Sales Cloud
  • Omnichannel utility bar and knowledge articles
  • Einstein case classification and routing signals
Service CloudLightning ConsoleFlowEinstein AI
2026 Experience Cloud Partner Hub — Salesforce loan origination platform UI
Screen 03

2026 Experience Cloud Partner Hub

Shell Partner Hub portal with deal registration, mobility KPIs, site map, and SSO — Experience Cloud for the partner ecosystem.

Experience Cloud extends the CRM to partners with a Shell-branded Partner Hub: deal registration, LNG and mobility KPIs, and governed SSO. APIs keep partner and ERP systems in sync while Einstein-assisted insights surface next-best partner actions.

  • Shell Partner Hub on Experience Cloud
  • Deal registration and partner KPI dashboards
  • SSO and API integration with external systems
  • Einstein signals for next-best partner actions
Experience CloudSSOREST APIsEinstein AI

The Challenge

Sales, service, and partners operated on disconnected tools with no shared customer or partner data model.

  • •No unified Salesforce data or security model across mobility channels.
  • •Sales and service lacked a shared system of record.
  • •Partners needed self-service without compromising governance.
  • •Leadership required complex Lightning UX that matched real enterprise workflows.

The Solution

We implemented a multi-cloud Salesforce architecture with advanced Lightning experiences, automation, and partner portals.

Key Features & Technical Implementation

01

Sales & Service Foundation

Shared CRM core for revenue and support teams.

Technical Detail: Sales Cloud and Service Cloud on a governed data and security model.

02

Complex Lightning UX

Production-grade consoles and workspaces for enterprise users.

Technical Detail: Lightning Web Components, FlexiPages, and console apps for dense workflows.

03

Partners + Einstein

Experience Cloud portals with AI-assisted next-best actions.

Technical Detail: SSO, APIs, and Einstein signals layered on the CRM core.

Technical Architecture

Security and data model first; Apex and Flow automation across Sales and Service Cloud; LWC front ends for complex consoles; Experience Cloud for partners with SSO/API integrations and Einstein-assisted insights.

The Results

3

Clouds Live

Sales, Service, and Experience Cloud.

LWC

Complex UX

Enterprise Lightning consoles and workspaces.

SSO

Partners

Experience Cloud with secured access.

AI

Einstein

Next-best action signals in CRM.

  • Unified customer and partner data across clouds
  • Complex Lightning UX adopted by sales and service teams
  • Partner self-service with governed SSO and APIs
  • Einstein-assisted signals for next-best actions

Technology Stack

Sales CloudService CloudExperience CloudApexLightning Web ComponentsFlowEinstein AI

Conclusion

Enterprise Salesforce engineering — not a brand icon — delivered the mobility CRM Shell-scale operations actually run on.

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