Real Salesforce projects and representative examples, with the numbers, the options we rejected, and what we would do differently.
Retail
A retail group migrated 94,000 customer records into Salesforce without a single VLOOKUP pass, using external codes to resolve lookups at import time.
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Nonprofit
A community trust migrated 27 years of donor history into NPSP with household relationships resolved at import, and reconciled gift totals to the penny.
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Nonprofit
Automating volunteer signup capture into NPSP removed 78 hours of annual transcription and cut duplicate Contacts by 88%.
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B2B Distribution
Automating inbound enquiry capture cut median first response from 62 hours to under 4, with per-channel attribution gained for the first time.
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B2B SaaS
Checking each user’s real dependency before removing anything consolidated 63 permission sets to 22 in three weeks, with zero access incidents.
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Nonprofit
A funder compliance question led to a one-afternoon access audit, which found 4 of 11 departed employees still had some Salesforce access.
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Travel & Hospitality
A booking platform with real and virtual wallets, promotional engines, installment plans and Stripe-backed recurring payments.
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Agribusiness
A central marketplace for buyers, sellers and brokers, with bulk bid upload, automated Broker Note Confirmations and compliant document handling.
Read the case studyWe architect, build and pass Security Review for Salesforce products and platforms, and we do Nonprofit Cloud and NPSP work.
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