Customize Your Salesforce Experience

From acting as your strategic Salesforce partner to developing custom Salesforce forms and plug-ins, our advanced Salesforce team offers a complete stack of services tailored to fit your needs.

“Affirma has enabled a faster time to value for various internal initiatives, bringing industry knowledge and thought leadership whenever we need to augment internal teams. They have a deep bench to help us drive innovation and value.”

- Dan Madden, Director of CRM at Ascensus

Maximizing the Salesforce experience through key tools and systems.

Maximize Your Salesforce Investment

Affirma’s Salesforce professional services help you get the most value from your CRM investment. Our certified Salesforce experts partner with you to deliver tailored solutions that align Salesforce to your business strategy.
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Utilize our consulting services to optimize Salesforce solutions across your entire organization.

with Affirma's Expert Salesforce Consulting Services

Service Cloud

Sales Cloud

Marketing Cloud

Government Cloud

Agentforce

Community Cloud

MuleSoft

Commerce Cloud

Expertise Across all Salesforce Solutions

Our Salesforce Consulting Services

Salesforce Implementation

From Sales Cloud to Service Cloud and beyond—we plan, configure, and launch Salesforce to match your business goals.  

Data Migration & Integration

Seamlessly connect Salesforce to your ERP, marketing tools, and other systems while preserving data integrity and security.

Managed Services & Support

Offload day-to-day admin tasks, get expert support, and continuously improve your CRM with flexible managed service packages.

Staffing

Need Salesforce experts? We provide certified, onshore and offshore talent to scale your team quickly and cost-effectively—whether short-term or long-term.

Client Success Stories

Client: Large Outdoor Retailer

Challenge

The client needed help managing a growing backlog of bugs and feature requests for their in-store Salesforce apps, which support their customer service operations.

Our Solution

Affirma embedded Salesforce consultants within the client’s existing dev team to:

  • Fix critical bugs
  • Build prioritized enhancements
  • Provide ongoing support to store employees

Salesforce redesign

Managed service

Results

Faster bug resolution
Major feature enhancements delivered
Seamless integration with product & project teams
Continued development support in place

Client: $1.5B Enterprise Business Process Outsourcing Company 

Challenge

The client’s Salesforce environment was poorly architected, had a fragmented user experience, and suffered from low data integrity. They needed a complete system overhaul to support a global user base.

Our Solution

  • Gathered business and functional requirements from 40+ key stakeholders.
  • Fully redesigned Sales Cloud and migrated to a new org.
  • Transitioned from Salesforce Classic to Lightning Experience.
  • Developed and deployed integrations, supported change management.
  • Provided QA, UAT support, and training for business leads and users.
  • Established ongoing managed services with a dedicated BA, tech lead, and dev team.

Results

Modernized Salesforce environment aligned with global business needs.
Stronger data integrity and improved user adoption.
Scalable solution supporting hundreds of users worldwide.
Long-term support in place to maintain and enhance the system.

Salesforce redesign

Managed service

Salesforce development

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