Services Practical CRM and platform delivery

Architecture, automation, integration, and CRM delivery services

Pick a starting point. Most engagements begin with a short discovery and a clear delivery plan focused on business outcomes, clean execution, and long-term maintainability.

Implementation & rebuilds

Environment setup, data model, security, core objects, and process mapping—built for adoption, usability, and scale.

Optimization & cleanup

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

Automation

Workflow-first design with clear guardrails. Approvals, guided screens, task automation, and reliable error handling.

Integrations

APIs, middleware patterns, authentication strategy, data sync design, and resilient batch processing.

Reporting & analytics

Dashboards aligned to how leaders operate. KPI definitions, documentation, governance, and data quality improvements.

Fractional admin/architect support

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

Engagement styles

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

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

Ongoing support: Weekly capacity with steady delivery, decision support, and governance.

What I need to start

Access to your primary system or sandbox, a short stakeholder interview, and 2–3 sample workflows. From there, we prioritize outcomes and deliver improvements in manageable increments.

Platform Certifications

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

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

Representative platform expertise

Salesforce • Sales Cloud • Service Cloud • Experience Cloud • Apex • LWC • APIs • OAuth • DevOps/SFDX • Reporting

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 & development

  • 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