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Salesforce.

Done right for you.

Most organizations invest in Salesforce and never see the return they expected. Not because the platform failed them, but because no one built it around how they actually work. We do.

Salesforce is one of the most powerful platforms in the world. It is also one of the most underused. Many organizations invest in Salesforce and never see the return they expected, because the platform was set up without a deep understanding of how the business actually works.

Organizations come to us having already been through a frustrating Salesforce experience:

A system built around a consultant's template, not their processes. A go-live that was treated as the end of the project. An org full of undocumented customizations no one can explain. A partner who disappeared once the invoice was paid.

We do it differently.

We spend time understanding how your organization actually works before we touch your Salesforce. We document everything as we go, so you are never dependent on us to understand your own system. We stay involved after go-live, because that is when the real work often begins. And we tell you honestly if something won't serve you, even if that means a smaller scope.

Whether you are new to Salesforce or looking to get more from an existing setup, we are with you from the first conversation to long after go-live.

Our Salesforce Services

Every successful Salesforce project starts with the right strategy. We work with you to understand your business processes, identify gaps and opportunities, and design a roadmap that delivers real outcomes. We ask the hard questions early, so there are no surprises later.

Automation Health Audit

Outdated workflows and legacy automations break and slow down your work. We analyse and modernize your Salesforce, starting with the migration from legacy Workflows and Process Builder to Flows.

Data Management

Moving to Salesforce or cleaning up years of messy data is one of the most critical and most underestimated parts of any project. We plan and execute data migrations with care, making sure your data arrives clean, structured, and ready to use.

Business Process

Technology should follow your business process, not the other way round. We map your existing workflows, identify what works and what does not, and translate your business logic into Salesforce in a way your team will actually adopt. We make technology work.

Custom Objects

Standard Salesforce objects do not always fit. We design custom data models that reflect how your organization works, giving you flexibility without unnecessary complexity.

API Integrations

Salesforce works best when it is connected. We design and implement integrations with your existing tools and systems, so data flows where it needs to go, automatically and reliably.

Custom Applications

The right solution does not exist out of the box. We build custom applications on and around the Salesforce platform, extending its capabilities to meet your specific needs.

How we work

If you have worked with a Salesforce consultant before and it did not go as expected,

the process is usually where it went wrong. Here is how we approach it differently.

1. Listen First

Before we propose anything, we learn how your organization works. Your processes, you data, your pain points. We ask the uncomfortable questions first.

2. Scope It Right

We build a scope around what you actually need, not a standard package. Everything is documented. No surprises on deliverables, no surprises on cost.

3. Agile By Design

We work in iterations, no big reveals. Priorities can change, we adapt. You see progress early, course-correct often, and never reach go-live with unwanted surprises.

4. Stay Involved

Go-live is not the end of our involvement. We stay available even after launch. We help with trainings and keep your system aligned with how your organization evolves.

Most consultants treat the handoff as the end of their job.

We treat it as the beginning of a mutual partnership.

Our Salesforce Expertise

We have deep hands-on experience across a wide range of Salesforce products and capabilities. Our work regularly covers:

Nonprofit Cloud

Built for mission-driven NGO, Nonprofit Cloud (NPSP, NPC) gives you the tools to manage relationships, programs, and impact in one place. We know these products well, and we know organizations using them.

Experience Cloud

Portals, communities, and self-service platforms for your clients, partners, or members. We design and build Experience Cloud sites that are intuitive, branded, and connected to your core Salesforce data.

Flow Automation

Flows are the future of Salesforce automation. We build robust, maintainable Flow solutions, and help organizations migrate away from legacy Workflows and Process Builder before they become a liability.

Microsoft Integration

For organizations running on Microsoft, we connect Salesforce with your existing infrastructure, enabling single sign-on (SSO) and seamless document management through SharePoint.

Approval Processes

Complex decisions need clear structure. We use the latest Approval Flow to design processes that reflect your governance requirements and keep things moving without unnecessary friction.

Salesforce ecosystem

We maintain a strong network of certified specialists and continuously deepen our own knowledge through Salesforce Trailhead. If your needs go beyond what is listed here, we will find the right solution.

Salesforce Questions, Answered Honestly

Moving off Process Builder, deciding between NPSP and Nonprofit Cloud, replacing Quip, or wondering why your Salesforce isn’t paying off? These are the questions organisations ask us most. You’ll get straight answers here, with no sales pitch, and if your situation needs more than an FAQ, we’re happy to talk it through.

1. Do Workflow Rules and Process Builder still work after Salesforce ended support?

Yes. Existing automations keep running, but Salesforce stopped supporting them on 31 December 2025. That means no bug fixes and no help when they break, and new features are built only for Flow. Each release adds risk to a legacy org. Asamara’s free Automation Health Assessment lists every Workflow Rule and Process Builder in your org, flags conflicts and points of failure, and gives you a prioritised plan for moving to Flow.

2. How do I migrate Process Builder to Flow without breaking anything?

Salesforce’s Migrate to Flow tool only handles simple cases. The real risk is in automations that overlap, run in the wrong order, or depend on logic nobody wrote down. Asamara audits what each automation actually does, combines duplicates into well-designed record-triggered Flows, tests them in a sandbox, and documents everything. Your team can then maintain it without needing us.

3. Should my nonprofit move from NPSP to Nonprofit Cloud?

Not automatically. NPSP still works, but all new nonprofit features now go to Nonprofit Cloud, which runs on the core platform with Person Accounts and a newer gift data model. Moving is more like a re-implementation than an upgrade. Asamara works with NPSP and Nonprofit Cloud and will tell you honestly whether moving now is worth it for your organisation, even if the answer is “not yet.”

4. What’s the difference between NPSP and Nonprofit Cloud?

NPSP is a managed package built on Accounts and Contacts with the Household model. Nonprofit Cloud is built into the core platform. It uses Person Accounts and relationship groups, has native modules for programs and fundraising, and gets new platform features first. The change affects your data model, reports and integrations. Asamara maps your current processes against both products before you decide, so the move fits how you work.

5. Salesforce is retiring Quip. What should we do with our documents?

Quip subscriptions can’t be renewed after 1 March 2027. After a subscription ends, there are about 90 days of read-only access, then logins are blocked, and then data is deleted. Salesforce’s main recommended destination is Slack canvases. For organisations already on Microsoft, Asamara can connect Salesforce to SharePoint for document management with SSO, and plan the migration of your Quip content as a proper data migration.

6. What’s the best alternative to Quip for Salesforce document collaboration?

It depends on where your team already works. Slack canvases suit Slack-first teams. SharePoint suits organisations on Microsoft 365, because documents stay in your existing governance and link directly to Salesforce records. Asamara builds Salesforce–Microsoft integrations with SSO and SharePoint document management, so account plans and files sit alongside the records they belong to.

7. Why isn’t my Salesforce implementation delivering ROI?

Usually the platform was set up around a consultant’s template instead of your real processes. Other common causes are undocumented customisations and no support after go-live. Asamara starts by listening and maps how your organisation actually works. Then it redesigns Salesforce around that process and stays involved after launch to train your team and keep the system adapting.

8. How do I map business processes before implementing Salesforce?

Write down each process as it actually happens today: who does what, which data is involved, and where things get stuck. Then decide what should change before anything is built. Asamara runs this discovery as the first step of every project. It turns your workflows into a documented scope and a roadmap, so there are no surprises on deliverables or cost.

9. How should approval processes be built in Salesforce now?

Salesforce now recommends Flow Approval Processes over classic approval processes. They handle multi-step, conditional and parallel approvals, which classic approvals struggle with. Asamara designs approval flows around your governance rules, such as spending limits, grant sign-offs and contract reviews, so decisions follow clear rules without slowing your team down.

10. How do I clean up messy Salesforce data before a migration?

Deduplicate, standardise formats, archive records nobody uses, and agree on one field mapping before anything is loaded. Teams often underestimate how much work this is, and it’s often where projects fail. Asamara plans and runs data migrations and clean-ups so your data arrives clean, structured and ready to use, whether you’re moving to Salesforce for the first time or out of NPSP.

11. When should I use custom objects instead of standard Salesforce objects?

Use standard objects whenever they fit, because they come with built-in features and reporting. Create custom objects only when your business has concepts Salesforce doesn’t model, such as projects, properties or memberships. Asamara designs data models that match how your organisation works and avoids adding complexity you’ll pay for later.

12. What happens after Salesforce go-live? Who supports us?

For many organisations, the real work starts after go-live: adoption, training, small fixes and changes as the organisation grows. Many partners disappear at handoff. Asamara stays involved after launch with training and ongoing changes, and documents everything so you’re never dependent on us to understand your own system.

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