Salesforce · CRM · Automation

Salesforce support, solutioning, and implementation — end to end.

We assess the org you have, design the one you need, build it with declarative-first discipline, and stay on as the admin and development bench that keeps it healthy release after release.

CRM

Salesforce advisory, build, and managed support under one team

6

Salesforce clouds in active practice

3x

Sandbox-validated release cadence per quarter

24/7

Go-live and hypercare coverage

Platform Coverage

Fluent across the clouds your roadmap actually names.

Sales Cloud

Pipeline, forecasting, territory & quota design

Service Cloud

Case management, omni-channel routing, CTI

Experience Cloud

Partner, customer & citizen self-service portals

Marketing Cloud / Account Engagement

Journeys, nurture, consent & attribution

Revenue Cloud & CPQ

Quoting, product catalog, billing & renewals

Agentforce & Einstein AI

Agentic service, prediction, generative assist

Salesforce and related product names are referenced to describe technical experience. LexLin Consulting is an independent advisory and delivery firm and is not affiliated with or endorsed by Salesforce, Inc.

Salesforce Service Lines

Advisory & Solutioning

Org assessment and health check, CRM roadmap, license and edition strategy, process blueprints, and a target-state solution design documented for build.

  • /Org health scorecard
  • /Value case & ROI model
  • /Prioritized release roadmap

Design & Configuration

Data model, record types, page layouts and Lightning app design, permission sets, validation rules, and declarative automation with Flow before code.

  • /Flow-first automation
  • /Least-privilege permission model
  • /UX-tested page design

Implementation & Migration

Greenfield builds, legacy CRM migrations, Classic-to-Lightning transitions, data cleansing and load, UAT, training, and hypercare through go-live.

  • /Sandbox-to-prod release trail
  • /Data validation gates
  • /Go-live hypercare window

Integration & Custom Development

Apex, LWC, and API integration to ERP, telephony, billing, and data platforms — including middleware, MuleSoft patterns, and event-driven sync.

  • /Governor-limit safe Apex
  • /Idempotent API contracts
  • /Test coverage above 85%

CRM Automation & AI

Automation of quote-to-cash, service escalation, and renewals, plus Einstein and Agentforce use cases grounded in your own Salesforce data.

  • /Manual-touch reduction
  • /Grounded AI responses
  • /Automation audit trail

Managed Support & Admin

Fractional admin and developer coverage, release-readiness reviews, backlog grooming, monitoring, and quarterly optimization against adoption metrics.

  • /SLA-backed ticket response
  • /Seasonal release readiness
  • /Adoption dashboards

Delivery Model

01

Discover

Stakeholder interviews, process mapping, org and data audit, and a scored backlog of opportunities.

02

Design

Solution architecture, data model, security model, integration map, and declarative-first automation design.

03

Build

Agile sprints in scratch orgs and sandboxes with version control, code review, and automated deploys.

04

Deploy

UAT, data migration dress rehearsal, cutover runbook, enablement, and go-live command center.

05

Optimize

Adoption tracking, backlog delivery, release management, and continuous automation and AI expansion.

CRM + Communications

The rare bench that owns both the phone system and the CRM behind it.

Most integrators hand the telephony problem to someone else. We design the voice estate and the Salesforce org together — one data model, one reporting layer, one accountable team — and build the connective software in-house when no vendor ships it.

See the VoIP & AI practice
  • /Screen-pop and click-to-dial from Salesforce records into Twilio, Zoom Phone, or RingCentral
  • /Call and SMS activity, recordings, and transcripts logged automatically to Case and Opportunity
  • /AI voice agents that read and write Salesforce data through governed APIs
  • /Unified reporting across contact center metrics and CRM pipeline outcomes

Standing up, rescuing, or scaling a Salesforce org?

Request a Salesforce Assessment