Salesforce consulting services
Salesforce consulting services
From the first design session through build, go-live, and ongoing managed services, CloudMasonry is one partner for your entire Salesforce program.
Engagement models
Two ways to work with us.
Many clients start with a project and continue with ongoing support. Both are delivered by full-time CloudMasonry consultants.
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Impact
Defined projects with clear outcomes
For implementations, new clouds, and major enhancements. We agree on the outcomes up front, then deliver in two-week sprints from discovery through go-live.
- Discovery, design, build, testing, and go-live
- A dedicated team led by an engagement manager
- Time and materials billing, so you pay only for time used
- Regular progress and budget reporting
cloudmasonry
Momentum
Ongoing support and continuous improvement
For organizations that want an experienced Salesforce team on hand after go-live. You set the priorities, and we plan, build, and release against them.
- A monthly block of hours you direct
- A dedicated team lead, with access to all of our specialists
- Planned sprint work, urgent fixes, and everyday admin requests
- Unused hours carry forward
What we do
Services across the full Salesforce lifecycle.
Technology roadmapping
Align leadership on goals, assess your current org, and plan the path forward.
Solution design and implementation
Requirements, architecture, configuration, and custom development, delivered in sprints.
Data migration and integrations
Move legacy data cleanly and connect Salesforce to the systems around it.
Training and change management
Role-based training and hands-on adoption support that help your teams embrace new ways of working and get more value from Salesforce.
Managed services
A dedicated extension of your team that keeps improving your Salesforce org, so it delivers more value to your business every month.
How we deliver
A proven approach, shaped around your team.
Our delivery method blends Agile sprints with the structure of a phased plan, so you get flexibility without losing sight of scope, timeline, or budget.
01
Discover
Business process and technical architecture reviews.
02
Design
User stories, acceptance criteria, and a solution design you sign off.
03
Build
Two-week sprints, each ending with a playback of working software.
04
Test and train
System and user acceptance testing, plus role-based training.
05
Go live
Data migration, deployment, and a planned cutover.
06
Support
Stabilization, then a prioritized backlog for what comes next.
Decisions made together
We work through design choices and trade-offs with your team in live working sessions, instead of sending documents back and forth for approval.
Native Salesforce first
We use standard platform features wherever possible and custom code only where it is needed, so your org stays simpler to support and maintain over time.
You see the work early
Regular playbacks let you refine requirements as the solution takes shape, so what we deliver fits how your business runs.
Practice areas
Deep experience where it matters most.
Most programs span more than one cloud. Our consultants work across all of them, with dedicated practices in these areas.
By the numbers
Experience you can measure.
Onshore teams in the US and UK, working across every major Salesforce cloud.
70+Salesforce consulting resources
350+Salesforce certifications across our team
4.9/5AppExchange customer satisfaction
559+Salesforce projects delivered
347k+Hours of Salesforce consulting delivered
89%Of clients work with us on more than one project
Get to know us
See the people and the work behind the name.
About us
Founded by consultants and led by consultants.
Experience
See what we have delivered for clients like you.
Blog
Practical guidance from our consultants on Salesforce.
Contact us
Tell us about your Salesforce program.