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Projects

Real business situations from the projects I led.

A selection of Salesforce work, showing how careful consulting helps organisations run simpler, connect their teams and build a stronger base for what comes next.

About these projects

These projects were delivered before DevHangar existed, under a different company. They are published without any client data, and the method applied today is the same one that was applied then.

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A shared org becomes a dedicated oneA team leaves the shared org and moves into one of its own.Shared orgDedicated org
A shared org becomes a dedicated oneA team leaves the shared org and moves into one of its own.Shared orgDedicated org

From a shared org to a dedicated Salesforce environment

Situation

Multiple business units were working in the same Salesforce environment, creating competing priorities and slowing down change.

What needed to change

A dedicated Salesforce environment, tailored to the organisation's structure and ways of working.

What I did

I isolated the metadata and business logic that belonged to the client, rebuilt it in a new org and migrated all related data.

Result

A clean, dedicated org with its processes and history intact, and a shared org left lighter for everyone else.

Capabilities

  • Metadata
  • Data migration
  • Architecture
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From lead to serviceSales and service are set up on the same org, from the first contact to the case.LeadSalesService
From lead to serviceSales and service are set up on the same org, from the first contact to the case.LeadSalesService

A simpler path from lead to sales to service

Situation

Handoffs between teams were manual and inconsistent, making it harder to provide a joined-up customer experience.

What needed to change

A streamlined process from lead to sales to service, with a clear view for every team and smoother handovers.

What I did

I led process discovery, solution design and phased delivery, covering the full journey from lead to case resolution.

Result

Sales and service teams working on one connected platform, with the journey from lead to case resolution covered.

Capabilities

  • Implementation
  • Sales
  • Service
Tell us what you need to change
Salesforce between an ERP and legacy systemsAn ERP and legacy systems exchange information with Salesforce through integrations.ERPSalesforceLegacy systems
Salesforce between an ERP and legacy systemsAn ERP and legacy systems exchange information with Salesforce through integrations.ERPSalesforceLegacy systems

Connecting Salesforce with existing systems

Situation

Key information lived in separate systems, making it difficult for teams to get a complete view and work efficiently.

What needed to change

A connection between Salesforce and the existing ERP and legacy systems, with a reliable flow of information.

What I did

I built integrations with standard and custom APIs, and middleware such as MuleSoft where it added value, designing around platform limits.

Result

SAP and the legacy systems exchanging data through standard and custom APIs, designed around the org's limits.

Capabilities

  • SAP
  • APIs
  • Middleware
Tell us what you need to change
Registration, validation and onboardingA registration is checked automatically before the onboarding starts.RegistrationValidationOnboarding
Registration, validation and onboardingA registration is checked automatically before the onboarding starts.RegistrationValidationOnboarding

A smoother customer registration and onboarding experience

Situation

New customers faced a fragmented registration process, with manual checks and delays before they could get started.

What needed to change

A streamlined digital registration flow, with automated validation and a clear path to onboarding.

What I did

I set up Agentforce agents to take over as soon as the app sent the data to Salesforce: validating information, detecting duplicates, reviewing generated documents and verifying addresses, using the API calls and processes defined by the client.

Result

The onboarding is prepared automatically while the user is still in the app, applying the validation rules the client defined.

Capabilities

  • Agentforce
  • Onboarding
  • APIs
Tell us what you need to change

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