Salesforce Consulting

Connecting Data & Decisions

We make sure Salesforce serves a clear purpose within the technology environment by aligning data, workflows, and applications with business outcomes.

The Salesforce Experts

18

Years of Experience

400+

Certifications

500+

Integrations

1700+

Projects

The Most Common Challenges We See

Business Alignment & Complexity of Implementation

When Salesforce implementation decisions are disconnected from business objectives, complexity grows and long-term value becomes harder to achieve.

Data Quality & Integration

Information stored across Salesforce, files, and other disconnected systems makes it difficult to access, trust, and use effectively.

Workflow Automation Readiness

Automation is only as effective as the information behind it. Understanding the data, applications, and dependencies involved is critical before automation can reliably deliver value.

Comprehensive Application Services

Salesforce environments continue evolving long after implementation. Our services support companies across every stage of growth, from integrations and AI solutions to managed services and beyond.

SaaS & Data Integration

We connect Salesforce with MuleSoft, Data Cloud, legacy core systems, purpose-built APIs, and more that improve efficiency and information orchestration across systems.

Agentforce & AI Solutions

Agentforce and agentic workflows designed around real business use cases that surface insights, automate decisions, and reduce repetitive work.

Managed Services

Admin, developer, and architect support with release management, governance, quarterly reviews, and long-term platform support built for stability and scale.

Industry Solutions

Public sector, financial services, healthcare environments, and more, configured by teams with a deep expertise in HIPAA, FedRAMP, KYC, and complex regulatory requirements.

Expertise Across Clouds & Capabilities

Agentforce

Data 360

Headless 360 Platform

Agentforce Sales

Agentforce Revenue Operations

Agentforce Service

Agentforce Field Service

Agentforce Marketing

Agentforce Commerce

Tableau

Mulesoft

Slack

Heroku

FSC

Experience Cloud

Government Cloud

Public Sector Solutions

Agentforce

Data 360

Headless 360 Platform

Agentforce Sales

Agentforce Revenue Operations

Agentforce Service

Agentforce Field Service

Agentforce Marketing

Agentforce Commerce

Tableau

Mulesoft

Slack

Heroku

FSC

Experience Cloud

Government Cloud

Public Sector Solutions

The

Government Cloud

Experts

Salesforce Government Cloud

Trusted by highly regulated organizations to modernize legacy environments, streamline service delivery, and improve access to reliable information across systems.

Salesforce Financial Services Cloud

Uniquely qualified to help financial institutions turn information into action and create unified experiences across onboarding, servicing, relationship management, and more.

Salesforce Experience Cloud

Deep Experience Cloud expertise spanning legacy support modernization, workflow redesign, and cross-platform integration to create experiences that hold up beyond integration.

Salesforce Service Cloud

Extensive Service Cloud experience redesigning service workflows, strengthening case management, and helping teams decrease resolution times and increase service quality.

Insights & Resources

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A More Responsive Support Experience for Anthem Members

30% improvement in agent productivity

Insurance

Salesforce

Turning Acquisition Complexity Into Connected Operations for Stericycle

40% improvement in sales process efficiency

Other

Salesforce

A Simpler Way to Serve Members at Telhio Credit Union

60% reduction in manual reporting preparation

Banking

Salesforce

Transform Possibilities into Progress

Transform Possibilities into Progress

Your organization deserves more than disconnected tools and short-term fixes. We help businesses create environments that support new thinking and how work gets done.

Connect With Our Experts

FAQs

What Salesforce clouds does FormativGroup support?

FormativGroup supports the following Salesforce clouds: Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Health Cloud, Public Sector Solutions, Data Cloud, and many other connected Salesforce technologies and environments.

Can Salesforce integrate with legacy systems?

Yes, Salesforce integrates with legacy systems, but integration decisions should be guided by how data moves through the business. Organizations must understand how information moves between systems, how it supports business activities, and what decisions rely on it before integration.

Why does Salesforce feel disconnected from the rest of our business?

Salesforce may feel disconnected from the rest of your business if it operates independently of the data, workflows, and applications supporting the broader business. Without those connections, teams often struggle to access the information and context needed to make informed decisions.

Can FormativGroup support complex multi-system Salesforce environments?

FormativGroup supports complex multi-system Salesforce environments by providing solutions that operate alongside legacy systems, cloud applications, spreadsheets, data warehouses, and connected business technologies.