Salesforce consulting and implementation
Salesforce that does what you bought it for.
Trienary is a Salesforce consultancy. We work across revenue operations, contracts, migration, integration and platform governance, senior-led from first scope to final handover. The person who scopes your project is the person who builds it.
What does a Salesforce consulting partner actually do?
A Salesforce consulting partner helps you plan, build, integrate and improve your Salesforce platform so it delivers on what you were sold. This covers strategy and setup, integrating Salesforce to your other systems, adopting AI capabilities such as Agentforce, support once your platform is live.
Most of our clients do not work with us from day one of implementation. Clients engage us when Salesforce isn't delivering what was promised. Over the years the Trienary team have remediated and optimised Salesforce implementations across multiple sectors, so we are able to quickly understand and explain the root cause of Salesforce issues.
Our Salesforce services
Six areas of focus, covering the platform end to end.
Revenue and commercial operations
Quoting, pricing, approvals, renewals, amendments and everything in between, built on Revenue Cloud and extended across Sales Cloud and Experience Cloud wherever your commercial process touches them, with pricing logic that holds up under real deal volume.
- Quoting, pricing and approvals
- Renewals and amendments
- Revenue Cloud, Sales Cloud and Experience Cloud
- Pricing logic that holds up under real deal volume
Contracts and document lifecycle
Contracts shouldn't live in inboxes. From CLM and OCR-driven data capture to e-signature, approvals and document generation across your Salesforce org: the full path from first draft to signed and stored, all in one place.
- CLM and OCR-driven data capture
- E-signature and approvals
- Document generation across your Salesforce org
- First draft to signed and stored, in one place
Platform migration
Moving platforms, consolidating orgs, retiring legacy CRMs. Data migration covers any data moving into, out of, or between Salesforce environments. Planned, cleansed, mapped and fully auditable: nothing lost, nothing guessed.
- Consolidating orgs and retiring legacy CRMs
- Planned, cleansed and mapped
- Fully auditable cutover
- Nothing lost, nothing guessed
Release and delivery engineering
Releases shouldn't be an event. We set up the sandboxes, CI/CD pipelines, version control and automated testing your team needs to ship changes without holding its breath. Proper release governance, end to end.
- Sandboxes and version control
- CI/CD pipelines
- Automated testing
- Release governance, end to end
Systems and integration
Your systems already work; they just don't talk to each other. We connect Salesforce to your APIs, ERP, finance and third-party platforms, so it behaves as one system instead of several that happen to share data.
- APIs, ERP and finance systems
- Third-party platforms
- One system, not several that happen to share data
Platform security and governance
We build security and compliance into the platform from day one: Shield, sharing rules, profiles, permission sets, audit readiness. Every integration point respects the same controls. Nothing opens a gap just because it's connected.
- Shield, sharing rules, profiles and permission sets
- Audit readiness
- Controls that hold across every integration
Let's talk about your platform
Book a discovery call to discuss your Salesforce platform, delivery risks or upcoming project.