Services
Salesforce work, scoped honestly.
Four ways engagements usually run. Most clients start with the first one, because most of the expensive mistakes get made before anything is built.
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01
Discovery & architecture
Typical duration · 2–4 weeks
A structured read of how the business actually runs, turned into an object model and a build plan you can hand to anyone.
What it includes
- Stakeholder interviews across office, dispatch, and field
- Line-of-business mapping — which objects carry which work
- Edition, license, and add-on scoping with real numbers
- Reporting spine: where revenue is counted, once
- A written architecture doc with decisions, risks, and open questions
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02
Field Service implementation
Typical duration · 8–16 weeks
The full Field Service foundation, built on the standard object chain, configured around your dispatch reality rather than the demo org.
What it includes
- Work Order → Work Order Line Item → Service Appointment → Assigned Resource
- Service territories, operating hours, and scheduling policies
- Work types, skills, and crew modeling
- Products Consumed and Expenses for job costing
- Mobile app configuration and field rollout
- Invoicing path — Salesforce Billing, a connector, or an accounting integration
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03
Org rescue & re-platform
Typical duration · 4–10 weeks
For orgs built by someone else, or shops outgrowing Jobber, ServiceTitan, or a folder of spreadsheets.
What it includes
- Full metadata audit — what exists, what is used, what is dead
- Technical debt register with a prioritized paydown order
- Migration plan with data mapping and a cutover sequence
- Move to SFDX and source control so changes stop being invisible
- Handover documentation your admin can actually maintain
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04
Fractional Salesforce architect
Typical duration · Ongoing
A standing retainer for companies that need architectural judgment more often than they need a full-time hire.
What it includes
- Design review before anything gets built
- Release management and deployment discipline
- Admin mentoring and pairing
- Roadmap and license planning ahead of renewals
Straight answer
What I do not do
- Marketing Cloud campaigns and email design
- Pure Salesforce staff augmentation by the hour
- Orgs where the real problem is that nobody has decided how the business runs
If you ask for one of these I will say so and, where I can, point you at someone who does it well.
Next step
Tell me where the operation hurts.
A 30-minute call. I will tell you whether Salesforce is the right answer for your shop — including when it is not.