Salesforce services
We cover the Salesforce products most companies run on, plus the custom development that ties them together.
Sales Cloud
Pipelines your sales team trusts, forecasts leadership can use.
- Lead and opportunity process design
- Forecasting, quotes and approvals
- Territory and assignment rules
- Reports and dashboards people actually open
Service Cloud
Cases routed to the right person, with the history they need.
- Case management, queues and Omni-Channel routing
- Entitlements and SLAs
- Email-to-Case and web forms
- Knowledge and agent productivity
Core Platform
Custom development when clicks are not enough.
- Apex, triggers and Lightning Web Components
- Flow design and migration from Workflow Rules and Process Builder
- Integrations and REST APIs
- Data migration, deduplication and cleanup
- Security, sharing and permission sets
- Deployments and release management
Experience Cloud
Portals for customers and partners that feel like part of your business.
- Customer and partner portals
- Self-service help centers
- Login, licensing and sharing for external users
- Branded components with LWC
Data 360 (Data Cloud)
One view of each customer, built from the data you already have.
- Data streams and data model mapping
- Identity resolution and unified profiles
- Segments and calculated insights
- Activation back into Sales and Service Cloud
Agentforce
AI agents that work on your data, with guardrails you can explain.
- Use-case selection: where an agent saves real time
- Topics, actions and instructions
- Grounding with Flow, Apex and Data Cloud
- Testing, rollout and monitoring
Tools we work with
Most orgs run Salesforce alongside a few well-known apps. We configure, connect and troubleshoot these too.
- Documents and e-signature
- DocuSign
- Conga Composer
- Conga Trigger
- Conga Schedule
- Nintex DocGen
- Forms
- FormAssembly
- Quoting, billing and payments
- Salesforce CPQ
- Revenue Cloud
- Chargent
- Data loading and quality
- Data Loader
- DemandTools
- Rollup Helper
- DevOps and releases
- Copado
- Gearset
- Flosum
- Sales and marketing
- Marketing Cloud Account Engagement
- Marketing Cloud Engagement
- LinkedIn Sales Navigator
- Calendly
- Chili Piper
Product names are trademarks of their respective owners. Praxis Partners is not affiliated with these vendors.
Three ways to work with us
- Managed services
- A monthly plan of hours for ongoing support and improvements. Our recommended option.
- Hour packages
- Prepaid blocks from 20 hours, used whenever you need them within 12 months.
- Fixed-scope projects
- Implementations, migrations and integrations with a written scope and estimate.
30 minutes is all it takes.
Tell us what is not working in your org. We will tell you how we would fix it.