Salesforce Industry Clouds, configured for your rules
Industry Clouds give you data models and processes built for your sector. We configure them around your compliance requirements and connect them with the rest of your Salesforce org.
What you get
- Industry Cloud setup: Financial Services, Health or Communications Cloud
- Configuration of industry data models and processes
- Compliance-aware security and sharing
- Integration with core systems of record
- Multi-cloud architecture across Sales, Service and Experience Cloud
- Ongoing admin and enhancement support
You probably need this if
- You work in a regulated industry with strict data rules
- You customized core Salesforce heavily to fit your industry
- You bought an Industry Cloud and aren't using its features
- You run several Salesforce clouds that don't share data well
Industry Cloud work we do
Financial Services Cloud
Client onboarding, household and relationship views, and servicing workflows for banks and wealth managers.
Health Cloud
Patient and member records, care coordination and referrals, with access controls for protected data.
Communications Cloud
Subscriber accounts, product catalog, order capture and service for telecom providers.
Assess, plan, build, launch
Assess
We review your org, talk to the people who use it, and list what's slowing them down.
free · about 1 weekPlan
You get a written scope, timeline and price. No open-ended hourly surprises.
written proposalBuild
Short sprints in a sandbox, with a demo every week so you see progress early.
weekly demosLaunch and support
Tested deployment, training for your team, and support after go-live.
post-launch careCommon questions
Should we use an Industry Cloud or customize core Salesforce?
If the Industry Cloud's data model matches most of your processes, it usually saves custom work. We compare both during the assessment.
Can you help with HIPAA or financial compliance?
We build security, sharing and audit features that support your compliance program. Your compliance team still owns the final sign-off.
Do you support the org after launch?
Yes. Many clients keep us on a monthly plan for admin work, enhancements and release updates.
Often paired with
New org, set up right
Objects, security and page layouts designed around how your team sells and serves, so it scales without a rebuild next year.
- Data model and permission design
- Migration from spreadsheets or a legacy CRM
- Training and go-live support
Flow automation
Approvals, assignments and record updates that run on their own, built in Flow so your admins can maintain them.
- Lead and case routing
- Approval processes
- Workflow Rule and Process Builder migration
Agentforce and GPT
AI agents that triage cases, draft replies and summarize records, grounded in your own Salesforce data.
- Agentforce agent design
- Einstein and GPT integrations
- Prompt templates and guardrails
Make your Industry Cloud earn its license
Book a free org assessment. We'll look at how your team uses Salesforce today and show you where the quickest wins are.