Services Practical Salesforce delivery

Salesforce & CRM services

Pick a starting point. Most work begins with a short discovery and a clear delivery plan.

Salesforce implementation

Org setup, data model, security, core objects, and process mappingβ€”built for adoption and scale.

Optimization & cleanup

Stabilize a messy org: simplify automation, improve UX, reduce tech debt, and standardize reporting.

Automation

Flow-first design with clear guardrails. Approvals, guided screens, and reliable error handling.

Integrations

APIs, middleware patterns, data sync strategy, and resilient batch processes.

Reporting & analytics

Dashboards that match how leaders operate. KPI definitions, documentation, and data quality.

Fractional admin/architect

Ongoing support: backlog triage, enhancements, release management, and stakeholder coordination.

Engagement styles

Discovery & roadmap: 1–2 weeks to define scope, architecture, and a phased plan.

Fixed-scope delivery: A clear backlog with milestones and acceptance criteria.

Ongoing support: Weekly capacity with predictable delivery and governance.

What I need to start

Access to your Salesforce org (or sandbox), a short stakeholder interview, and 2–3 sample workflows. Then we prioritize outcomes and ship improvements in small increments.

Salesforce Certifications

gFive Solutions is led by a Salesforce architect with 15 active certifications, spanning architecture, security, data, integrations, and delivery.

System Architect
Application Architect
Integration Architecture
Identity & Access
Data Architecture
Sharing & Visibility

Architecture

End-to-end solution design & governance

  • Salesforce Certified System Architect
  • Salesforce Certified Application Architect
  • Salesforce Certified Development Lifecycle & Deployment Designer

Integration & Security

APIs, SSO, governance, secure access

  • Salesforce Certified Integration Architecture Designer
  • Salesforce Certified Identity and Access Management Designer
  • Salesforce Certified Sharing and Visibility Designer

Data

Modeling, migration, quality & scale

  • Salesforce Certified Data Architecture & Management Designer

Cloud Consulting

Implementation, enablement, adoption

  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Community Cloud Consultant

Core Platform

Admin, declarative build & dev

  • Salesforce Certified Administrator
  • Salesforce Platform Application Builder
  • Salesforce Platform Developer I
  • Salesforce Platform Developer II

AI

Responsible AI + practical enablement

  • Salesforce Certified AI Associate
  • Salesforce Certified AI Specialist