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Expertise // Salesforce

Salesforce as a core business system.

Implemented, extended and supported — including the orgs that have been live for years.

ImplementationCustom developmentOrg health
  • Dentons
  • Bully & Andrews
  • EM3
  • CP
  • Location Matters
  • Bioworld
  • Midwest Comprehensive Imaging
  • Fresenius
  • KA Pandit
  • Kennedy Krieger
  • Pain Center of Illinois
  • EnvelopX

What Attri’s Salesforce practice covers

Salesforce stops being a CRM the moment quoting, service and field operations run on it. At that point it is a core business system, and Attri engineers it like one.

  • Implementation

    Sales, Service and Revenue Cloud, field service, Experience and Data Cloud — configured against the process, not the demo.

  • Custom development

    Apex and Lightning where configuration runs out, and integration into the finance and back-office systems holding the rest of the process.

  • Quoting and org health

    Salesforce CPQ reached End of Sale on 27 March 2025. Existing orgs are still supported, but new development moves to Revenue Cloud Advanced — and that move is a rebuild, not an upgrade.

What we build with

We build in the estate you already run, including the parts you inherited, rather than moving you onto what we would have picked.

  • Revenue Cloud Adv.
  • CPQ
  • Sales & Service Cloud
  • Field Service
  • Experience Cloud
  • OmniStudio
  • Data Cloud
  • Agentforce
  • Apex / LWC

Where we put agents in Salesforce delivery

Agents take on the work that scales with volume rather than judgement. What they produce goes to the engineer who owns that area before any of it ships.

  • Org health

    Agents read metadata, custom code and automation across an org and rank what is unsafe, unused or duplicated.

  • CPQ configuration

    Existing price rules and quote logic extracted and documented, so the rebuild starts from what the business does rather than what the docs claim.

  • Apex coverage

    Tests drafted against existing classes to clear the coverage gate without the scramble before a release window.

Put agents on your estate.

See how we scope, govern and deploy them — with the guardrails regulated teams need.

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Tell us what you are running.

A system to build, or one you have inherited. Either way the first conversation is the same: what exists, what is breaking, and what has to stay live while it changes.

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