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Business platforms

Salesforce solutions and services

Our Salesforce development services are comprehensive and cost-effective, allowing you to maximize your investment — from the first Sales Cloud org to AI agents in production.

Consulting & implementation partnerCertified developersApex & Lightning Web ComponentsIntegration & migration24/7 support

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Salesforce Products

Salesforce Services

Our Salesforce developers collaborate with you to build cutting-edge customer experiences for your partners, employees and end-users through next-level Salesforce solutions.

Salesforce Products

Every Salesforce cloud, on one platform

The clouds where the customer work happens, the data layer that unifies them and the agents that act on it — all on one platform and one data model, which is why we implement them as one estate rather than a string of separate projects.

6Customer clouds
2Data & AI

Customer clouds

Where selling, serving, marketing, commerce and billing actually happen.

Sell
Sales Cloud
Leads, accounts, opportunities, activities and sales operations brought into one connected Salesforce platform — built around how your team actually sells.
- Lead & opportunity management
- Sales process automation
- Account & contact management
- Sales forecasting & pipeline visibility
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Serve
Service Cloud
Case management, omni-channel routing, knowledge and field service — so every agent sees the whole customer, on every channel.
- Case management & entitlements
- Omni-channel routing
- Service console & knowledge
- Field Service & AI service agents
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Engage
Marketing Cloud
Audiences, journeys, campaigns and analytics brought into one connected Salesforce platform — built around how your team actually reaches customers.
- Audience & data management
- Customer journeys & automation
- Email & campaign management
- Personalization & content
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Transact
Commerce Cloud
Catalog, storefront, orders and fulfillment brought into one connected Salesforce platform — built around how your team actually sells online.
- Storefront design & merchandising
- Catalog & pricing management
- Order management & fulfillment
- Integrations & custom development
Read more→
Connect
Experience Cloud
Branded customer and partner portals that put your live CRM, service and order data in front of the people who need it — built around how they actually engage.
- Customer & partner portals
- Community & self-service experiences
- Digital experience design & branding
- Personalization & access management
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Monetize
Revenue Cloud
Pricing, quoting, contracts, billing and revenue recognition brought into one connected Salesforce platform — built around how your business actually sells and bills.
- Guided quoting & CPQ
- Contract & subscription management
- Billing & invoicing automation
- Revenue recognition & reporting
Read more→

Data & AI

The unified record underneath, and the agents that act on it.

Unify
Data Cloud
Customer data from every system — Salesforce, your warehouse, commerce, web and back office — unified into real-time profiles, segmented, activated and ready to ground your AI.
- Data ingestion & zero-copy integration
- Identity resolution & unified profiles
- Calculated insights & real-time segments
- Activation & AI grounding
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Automate
Agentforce
AI agents for service, sales and operations — grounded in your data, given the actions they need and the boundaries they must not cross, and handing off to people when they should.
- Use-case discovery & readiness
- Agent design — topics & actions
- Prompt Builder & knowledge grounding
- Trust Layer, testing & monitoring
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Salesforce Services

Engage the way your project needs

Advice before the build, the build itself and the support that keeps it running — plus two faster routes in, for when you need a fixed scope or extra hands.

Advise
Salesforce Consulting
Our experts understand your needs, analyze your business model and provide advice and action plans — deciding what to build, and in what order, before anyone builds it.
- Discovery & business analysis
- Org health checks
- Roadmaps & solution architecture
- Licensing & AI-readiness advice
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Build
Salesforce Implementation
Salesforce incorporated into your business landscape — configured, custom-built where it has to be, integrated and launched on data your team can trust.
- Configuration & custom development
- Integration — APIs, MuleSoft, Boomi
- Data migration
- Testing, deployment & training
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Run
Salesforce Support
Dedicated Salesforce developers supporting your business day or night — fixing what breaks, building what comes next and preparing for every release.
- Break-fix & incident support
- Admin & enhancements
- Release readiness & monitoring
- Ad-hoc, managed or 24/7 plans
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Launch
Salesforce Quick Start Packages
Fixed-scope, fixed-price packages that get a Salesforce product live in weeks — built on best practice and ready to extend.
- Sales, Service & Marketing Cloud
- Experience Cloud, Data Cloud & Agentforce
- Fixed scope, fixed price
- Training & post-launch support
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Extend
Salesforce Staff Augmentation
Certified Salesforce professionals who join your team — pre-vetted, interviewed by you, bound by NDA and able to scale up or down with the roadmap.
- Admins, developers & architects
- Functional & CPQ specialists
- Full-time, part-time or project teams
- You interview and approve every hire
Read more→

Salesforce case study

Salesforce at the centre of a connected enterprise

How Sales Cloud and Commerce Cloud became the customer side of one platform joined to ERP, EDI and e-commerce for a global packaging manufacturer.

A warehouse stacked with palletised stock

Salesforce Sales Cloud

Packaging

One connected platform for a global manufacturing leader

ERP, CRM, EDI and e-commerce each ran a critical function, but information stopped at every boundary between them. We connected all four around the customer and the order, so customer, product, pricing, order and transaction data flow across the business.

Customer 360 for sales and service teams
One connected Lead-to-Quote-to-Order flow
Automated EDI with trading partners

Sales Cloud
Commerce Cloud
NetSuite
MuleSoft
Dell Boomi

Read the case study

Case study

Where we have done this before

All case studies →

AI agents & customer self-servicePackaging8 min read
One AI service agent for orders, invoices, pricing and support
A global leader in consumer packaging, industrial products, protective packaging and packaging supply chain services
B2B buyers had to call or email customer service for order status, invoice copies, pricing and stock. We built an Agentforce Service Agent for the customer’s website that verifies each buyer and answers from live Salesforce and ERP data — ten subagents in one conversation, with a human handoff when it is needed.
- Orders, tracking, invoices, pricing and stock answered in chat
- Live ERP data, not a cache
- Verified identity and handoffs with a visible wait time
View details

Certified professionals

What our Salesforce developers bring

Collaborate with a certified group of Salesforce developers to realize an optimized workflow for your business.

Mastery of Apex and Visualforce, with strong working knowledge
Experience working with JavaScript
Experts in handling application lifecycle management
Expertise in designing, developing and integrating custom Salesforce applications
Excellent at managing critical incident tickets, debugging and resolving issues
Demonstrated expertise in connecting Salesforce to external applications
Proficient in object-oriented programming principles and the Lightning Framework
Sandbox to sandbox and production deployment with the Eclipse IDE

Why AD Infosystem

CRM delivery experience behind every org

Our developers ensure successful integration with popular software including Microsoft Dynamics 365, NetSuite, Oracle ERP Cloud and SAP — so the CRM stops being an island the moment it goes live.

Our dedicated team has accumulated over a decade of expertise in crafting, launching and unifying CRM solutions that our customers' successes have validated. That experience, and a dedication to exceeding expectations, is what makes us a dependable Salesforce services partner.

FAQs

The questions we are asked first

Which Salesforce product should we start with?

Usually the one closest to revenue or to your biggest operational pain — Sales Cloud for pipeline visibility, Service Cloud for support volume. A short consulting engagement tells you where the value is before you commit to licenses.

Can you take over an org another partner implemented?

Yes. We start with an org health check covering configuration, technical debt, integrations and adoption, then support, fix or extend the org from there.

Do you work with Agentforce and Data Cloud?

Yes. We help clients prepare their data, ground agents in trusted content and roll Agentforce out safely — starting with one well-bounded use case before scaling to more.

How are Salesforce engagements priced?

Fixed price for Quick Start packages and well-defined projects, time and material where the scope is still moving, monthly capacity for managed support, and monthly rates for staff augmentation.

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Business platforms

Grow faster than you ever imagined

Tell us which platform you are standing up, migrating off or trying to make behave. We will come back with the engineers, the model and a realistic sequence.

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+1-562-916-3390 · Los Angeles, CA