Salesforce integration included

Custom Salesforce development services

Custom Salesforce development services that ship in days, not quarters. We connect straight to your org, then build the app, portal or dashboard your team is missing — on top of the accounts, contacts, opportunities and custom objects you already have. AI does the building. A real person stays on your account until it works.

Your CRM data. Your tool. No six-week scoping phase.

Salesforce · Pipeline
Synced 2m ago
Open opps
42
Pipeline
$1.2M
Win rate
31%
Northwind Ltd.Negotiation$182,000
Contoso FreightProposal$96,400
Fabrikam SolarClosed Won$240,750
Adventure WorksQualification$54,200
Tailspin LogisticsNegotiation$131,900
01 / How it works

How our custom Salesforce development works

01

Connect your Salesforce org

OAuth into Salesforce once. Accounts, contacts, opportunities, leads, cases and your custom objects become readable and writable — no middleware, no nightly CSV job.

02

Describe the tool you need

"A partner portal that shows each reseller only their own opportunities." "A commission calculator on closed-won deals." Plain language is the spec. The AI builds the screens, the fields and the roles.

03

A human finishes it with you

Every account gets white-glove onboarding. We sit with your admin, wire the last edge cases, and hand over a tool your team owns — not a contractor dependency.

02 / What we build

What we build on top of Salesforce

Customer & partner portals

Give resellers, clients or field reps a login that shows only their own records.

Live executive dashboards

Pipeline, quota and margin views that refresh from Salesforce instead of a Monday morning export.

Quote & commission calculators

Pricing rules and payout logic Salesforce reports can't express, running on real opportunity data.

Field & ops workflows

Install checklists, inspections and approvals that write back to the case or custom object.

Two-way syncs

Keep Salesforce aligned with your ERP, SQL database, Google Sheets, Excel Online or Shopify store.

Custom object apps

The objects your admin added last year, finally with a real interface built around them.

03 / Who it's for

Who these Salesforce development services are for

Revenue operations leads, sales ops managers and Salesforce admins at companies of 20 to 500 people — the person who knows exactly what the team needs, has already been told it's "not what Salesforce does out of the box", and doesn't have a developer sitting next to them.

Revenue operations
Sales operations
Salesforce admins
Field service
Distribution
Professional services
04 / The spreadsheet tax

Stop exporting Salesforce into a spreadsheet every week

The report your leadership asks for doesn't exist in Salesforce, so someone exports opportunities, pastes them next to figures from the ERP, fixes the columns by hand, and sends a file. Six to eight hours a month, and nobody fully trusts the number.

A custom tool built on the live Salesforce connection removes the export step entirely. The numbers come from the same records your reps are updating, the view refreshes itself, and the spreadsheet that used to circulate by email stops existing.

Every change is on the record: who edited what, when, and from where. Role-based access decides who sees which accounts — so a partner portal never leaks another partner's pipeline.

05 / Comparison

Salesforce consultancy vs. Agent UI: how the two compare

Traditional Salesforce consultancyAgent UI
Time to a working tool6–12 weeks after scopingDays
Pricing$150–250/hr, scoped per projectPublic monthly plans from $25
Who changes it laterBack to the consultancyYour own admin, in plain language
Where it runsApex and Lightning inside SalesforceIts own app, reading and writing Salesforce
Other systemsExtra integration projectSQL, ERP, Sheets, Excel, Shopify included
Audit trail & rolesConfigured per engagementBuilt in from day one

Traditional consultancy figures are typical market ranges, not a quote from any specific firm.

06 / Next steps

What happens after you book the call

30 minutes, no slide deck

You show us the process. We tell you straight whether AgentUI is the right fit — and say so if it isn't.

A working version within days

Not a mockup. A tool connected to your Salesforce sandbox or production org that your team can click through.

You own it afterwards

Roles, audit logging and environments are already there. Your admin changes the tool in plain language — no ticket, no retainer.

Tell us what Salesforce won't do, and we'll build it

A 30-minute call, your org connected, and a working tool in days. Or start free and connect Salesforce yourself.