Salesforce consulting

Salesforce consulting for teams that need more than basic admin support.

Pallvera helps companies design, automate, integrate, and optimize Salesforce so it supports real business workflows instead of becoming another source of friction.

What we cover

Everything Salesforce — and what sits around it.

Salesforce rarely works alone. We help it work better with the rest of your business — ERP, billing, marketing automation, Slack, data warehouses, websites, custom applications, and AI workflows.

Architecture

Architecture & Data Model

Object design, relationship modeling, governor limits, scalability planning, and org health.

Automation

Flow & Apex Automation

Record-triggered Flows, scheduled flows, screen flows, Apex triggers, classes, and batch processes.

Development

Lightning Web Components

Custom UI components, data tables, record pages, utility bars, and embedded Slack components.

Reporting

Reporting & Dashboards

Reports, dashboards, joined reports, historical trending, and custom Salesforce analytics.

Integration

Integration Architecture

REST/SOAP APIs, platform events, change data capture, outbound messages, and middleware design.

Sales Cloud

Sales Cloud

Lead, opportunity, account, contact, and activity workflows. Forecasting, pipeline stages, and quoting.

Service Cloud

Service Cloud

Case management, entitlements, SLA enforcement, omni-channel routing, and knowledge base design.

Experience Cloud

Experience Cloud

Customer portals, partner portals, self-service communities, and external-facing Salesforce apps.

Marketing

Marketing Cloud & Account Engagement

Email campaigns, nurture journeys, lead scoring, MQL/SQL handoffs, and marketing attribution.

CPQ

CPQ & Quote Processes

Pricing rules, product configuration, approval workflows, quote PDF generation, and QTC design.

Security

Security & Permissions

Profiles, permission sets, roles, sharing rules, field-level security, org-wide defaults, and login policies.

Managed Services

Managed Services & Admin Support

Fractional admin, backlog management, ongoing development, user support, and system maintenance.

Sound familiar?

Common Salesforce problems we fix.

Most orgs grow into complexity. The architecture made sense three years ago, but the business has changed.

Too many flows and automations running the same records
Slow or confusing user experience causing poor adoption
Poor reporting — leaders can not trust the data they see
Bad data quality from manual entry and no validation
Security and permissions that no one fully understands
Disconnected ERP, finance, and marketing systems
Manual work that should have been automated years ago
Technical debt from years of quick fixes and custom code
Admin backlog with no capacity to catch up
Overpaying for licenses or products the team barely uses
Slack integration that does not connect to Salesforce workflows
Implementation that was never finished or properly adopted
Start here

Free Salesforce Org Review & Security Check.

Get a practical review of your Salesforce org — architecture, automation, permissions, reporting, technical debt, user experience, security, and opportunities to improve value. No obligation. No sales pressure.

Architecture and data model
Automation and Flow quality
Security, permissions, and sharing
Reporting and data quality
Technical debt and integration design
License and product usage
Request your free org review
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We will be in touch within one business day to set up your org review.

Why Pallvera

Senior Salesforce work. Direct access.

Pallvera offers direct access to senior Salesforce expertise — no junior consultants, no partner overhead, no templated deliverables. We design Salesforce around how your business actually operates, not around what is easiest to configure.

Whether you are starting a new implementation, cleaning up an existing org, scaling into new clouds, or connecting Salesforce to the rest of your business — we treat it as a systems problem, not just a platform question.

Discuss your Salesforce project
What makes us different
Business-first approach — we understand the process before touching the platform
Senior delivery on every engagement — no bait-and-switch to junior resources
We build for adoption, not just completion
We think about what sits around Salesforce, not just inside it
We work with your team — not around them
No partner markup — direct access to the people doing the work
Common questions

Salesforce FAQ.

Pallvera offers Salesforce architecture design, administration, development (Flow, Apex, Lightning Web Components), reporting and dashboards, security and permissions review, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud and Account Engagement, CPQ, integrations, implementations, org review and cleanup, and managed services.
The free Salesforce org review covers architecture and data model, automation and Flow quality, Apex code review, security and permissions (profiles, roles, permission sets), data quality, reporting quality, integration design, user experience, license and product usage, and technical debt assessment. It is a practical, actionable review — not a sales pitch.
Yes. Pallvera reviews and improves Salesforce security including profiles, permission sets, roles, sharing rules, field-level security, and org-wide defaults. Security review is included in the free Salesforce org review.
Yes. Pallvera designs and builds Salesforce integrations with ERP systems, billing platforms, marketing automation tools, Slack, HRIS, data warehouses, telephony platforms, and custom applications. Integration design includes real-time vs. scheduled sync decisions, error handling, and observability.
Yes. Pallvera builds and reviews Salesforce Flow (record-triggered, scheduled, screen flows), Apex triggers and classes, and Lightning Web Components for complex automation, custom UI, and integration logic.
Yes. Org cleanup and architecture review is a core Pallvera service. This includes deactivating unused automations, consolidating redundant flows, improving data model design, cleaning up permissions, improving user experience, and reducing technical debt.

Start with a free Salesforce org review.

Get a clear, practical view of your org — no commitment required. We will show you what is working, what is not, and what to prioritize.