Salesforce Platform Consulting

Custom Applications, Automation, Integrations and Secure Architecture

Salesforce Platform Consulting

Build custom Salesforce solutions around your business

WebSolo helps organizations extend Salesforce with custom applications, business automation, Lightning Web Components, Apex development, integrations, secure data architecture and tailored user experiences.

We combine standard Salesforce functionality with focused customization, helping organizations solve complex operational requirements without creating unnecessary technical complexity.

Discuss your Salesforce project Explore Salesforce development
Salesforce Platform at a glance

A flexible foundation for connected business applications

Custom Salesforce applications
Flow and process automation
Apex and Lightning development
APIs and system integrations
Security and data architecture
Agentforce and AI extensions
Core Salesforce Platform capabilities

Extend Salesforce beyond standard configuration

We design and build platform solutions around your users, business processes, data, integrations, security requirements and long-term support needs.

01

Custom Salesforce Applications

Build custom applications for operational processes, project management, financial workflows, customer services and industry-specific requirements.

Custom Apps Custom Objects App Builder
02

Salesforce Flow

Automate record updates, approvals, assignments, notifications, scheduled processes, integrations and guided user experiences.

Record Flows Screen Flows Automation
03

Apex Development

Develop advanced server-side business logic, integrations, scheduled processing, triggers, services and reusable application frameworks.

Apex Classes Triggers Unit Tests
04

Lightning Web Components

Create modern interfaces, dashboards, forms, guided workflows and reusable components for Salesforce and Experience Cloud.

LWC Custom UI Responsive Design
05

API and Integration Development

Connect Salesforce with websites, ERP, accounting, payment, lending, learning, marketing and industry-specific applications.

REST API Web Services Callouts
06

Data Architecture

Design custom objects, relationships, validation, ownership, data lifecycle and scalable structures supporting reliable business processes.

Data Model Relationships Data Quality
07

Security and Access

Configure permissions, sharing, roles, authentication, connected applications and secure access to Salesforce records and functionality.

Permission Sets Sharing Authentication
08

Reports and Analytics

Create reports, dashboards, calculated measures and management views supporting operational visibility and informed decision-making.

Reports Dashboards Analytics
Salesforce Platform architecture

Choose the simplest reliable solution

Not every requirement needs custom code. A maintainable solution uses standard Salesforce functionality where possible and development where it provides meaningful value.

WebSolo evaluates configuration, Flow, Lightning components, Apex and integrations before selecting the appropriate implementation approach.

Standard Configuration Use objects, fields, page layouts, validation and standard features before introducing custom development.
Declarative Automation Use Flow for maintainable automation, guided experiences, approvals and integrations where appropriate.
Custom Development Use Apex and Lightning Web Components for advanced logic, scale, performance and user experience.
Integration Architecture Choose secure real-time, scheduled, event-driven or middleware-based integration patterns.
Security Architecture Apply least-privilege access, secure sharing, authentication and controlled external connectivity.
Release Management Test, review, document and deploy changes through controlled development and release processes.
Salesforce solution lifecycle

From business requirement to supported solution

Our delivery approach keeps business users, administrators and developers aligned throughout solution design, development and deployment.

1

Discover

Understand users, processes, systems, requirements and priorities.

2

Design

Define data, automation, user experience, integration and security.

3

Build

Configure Salesforce and develop required custom functionality.

4

Validate

Test logic, integrations, security, performance and user workflows.

5

Support

Monitor production use and continuously improve the solution.

Flow, Apex or Lightning Web Components

Use the right Salesforce technology for each requirement

Salesforce provides multiple ways to implement business requirements. Choosing the correct approach affects performance, maintainability, user experience and long-term support.

WebSolo considers complexity, scale, transaction volume, integration needs, administrator ownership and expected future changes before recommending a solution.

Technology considerations

  Business-process complexity
  Expected transaction volume
  User-interface requirements
  Integration and security needs
  Long-term maintenance ownership
Agentforce and Salesforce Platform

Extend AI agents with platform automation

Agentforce solutions can use Salesforce data, Flow, Apex, APIs and custom applications to complete approved business activities and support users across the platform.

Trusted Salesforce Data Ground agents in appropriate customer, transaction, service and operational information.
Flow Actions Allow agents to initiate defined Salesforce automation and guided business processes.
Apex and API Actions Support advanced actions involving custom logic and approved external systems.
Security and Oversight Apply permissions, validation, review, escalation and monitoring to agent activity.
WebSolo Salesforce Platform services

Architecture, development, integration and support

Choose focused assistance for a specific technical challenge or engage WebSolo throughout the complete Salesforce solution lifecycle.

Platform Architecture

Assess business requirements, existing functionality, data, automation, integrations, security and technical debt.

Explore Salesforce consulting

Salesforce Implementation

Configure applications, objects, automation, user experiences, reporting, permissions and deployment processes.

Explore implementation services

Custom Development

Develop Apex, Lightning Web Components, Flow extensions, custom applications and reusable frameworks.

Explore Salesforce development

Integration and Migration

Connect Salesforce with external platforms and migrate data using secure, maintainable integration architecture.

Explore integration services

Agentforce Extensions

Build trusted Agentforce actions using Salesforce data, Flow, Apex, APIs, security and human escalation.

Explore Agentforce and AI

Support and Optimization

Resolve issues, modernize automation, review code, improve performance and support Salesforce releases.

Explore support and training
Related Salesforce experience

Platform expertise backed by real projects

Explore examples of Salesforce custom development, automation, integration and long-term platform improvement delivered by WebSolo.

Custom Development and Support McCarthy Tétrault Long-term Salesforce modernization, custom development, integrations, automation, reporting and platform support. Read the success story CRM and Deal Operations FirePower Capital CRM modernization, deal-management processes, Salesforce automation, reporting and platform enhancements. Read the success story Custom Salesforce Automation Guardian Service Custom email cadence automation with scheduled processing, reply detection, Salesforce activity tracking and guided follow-up. Read the success story
Frequently asked questions

Salesforce Platform consulting questions

What is Salesforce Platform?

Salesforce Platform provides the data, automation, application-development, integration, security and user-interface capabilities used to configure and extend Salesforce solutions.

Can WebSolo build a completely custom application on Salesforce?

Yes. We can design custom data models, interfaces, automation, business logic, integrations, reports and security around organization-specific requirements.

When should we use Flow instead of Apex?

Flow is generally appropriate for maintainable declarative automation. Apex may be required for complex processing, advanced integrations, scale, transaction control or reusable technical frameworks.

Can WebSolo modernize older Salesforce code and automation?

Yes. We can review legacy Apex, Aura components, workflow rules, process builders, Visualforce pages and integrations, then define a practical modernization plan.

Can Salesforce Platform integrate with external applications?

Yes. Salesforce supports APIs, callouts, platform events, scheduled integration, middleware and other patterns for connecting approved external systems.

Can WebSolo extend Agentforce with custom actions?

Yes. We can develop and configure approved agent actions using Salesforce Flow, Apex, APIs, platform data, security controls and human escalation processes.

Build a stronger Salesforce platform

Tell us about your Salesforce environment, business processes, technical challenges and integration requirements. WebSolo will help you define a practical platform architecture and implementation plan.

Talk to a Salesforce consultant