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Solutions / How We Work

Packages & Engagement Models

Three ways to work with us, and four packages that cover most of what teams need from a Salesforce partner. Pick a starting point — we'll adjust once we understand the actual scope.

Engagement models

Three ways to work with us

Pick the shape that fits the work — we'll confirm it after a short discovery call.

Dedicated Resource

A named developer, team lead, or architect embedded with your team on a monthly basis — for ongoing build, support, or overflow capacity.

Project-Based

Fixed scope, fixed timeline — for a defined piece of work like an optimization pass, migration, or new build. Scoped after a discovery call.

Managed Retainer

Ongoing support and small enhancements on a recurring monthly retainer, sized to your org's actual ticket volume.

Packages

Four packages that cover most needs

Most teams start with one of these and adjust as scope becomes clear.

SFCare

Admin & setup essentials

  • All admin tasks
  • Training & admin support
  • Sales/Service Cloud setup
  • Data model setup
  • Data migration
  • Business process configuration
  • Sales pipeline & service setup

SFWise

Discovery & planning

  • Requirement gathering
  • Business process analysis
  • Proof of concept build
  • Feasibility study
  • Skills & technology stack assessment
  • Data flow diagram
  • Data migration plan
  • Project timeline & cost

OurSFDev

Build & development

  • + Everything in SFCare
  • All development tasks
  • Apex, LWC, Flow & Triggers
  • Component development
  • Integration to any API
  • Custom development
  • Deployment & go-live
  • Testing & bug fixing

SFExpert

Full-platform specialist

  • Admin + development tasks
  • Salesforce specialist tasks
  • Experience Cloud & Communities
  • Mass data migration
  • AppExchange development
  • Financial, Commerce & Marketing Cloud
  • CPQ & Pardot setup
  • Agentforce & AI enablement

Resource levels · Dedicated Resource

The roles and levels available

RoleExperienceCoverage

Salesforce Developer

3–5 yrs

Sales/Service/Marketing Cloud, Pardot, CPQ, Commerce Cloud, Community Cloud, Mobile

Team Lead

5–8 yrs

Same coverage, plus delivery ownership

Architect

8–12 yrs

Same coverage, plus solution architecture

Quality Analyst

QA

Manual & automation testing, Agile methodologies

Pricing is scoped individually after a discovery call — this shows the roles and levels available, not a quote.

Not sure which fits?

Tell us where it hurts and we'll point you to the right package or model.

Book a Call ↗