Why teams choose One Click

We're a Salesforce-only consultancy. That focus means the people who scope your project are the same people who build it, and they know the platform in depth.

Salesforce is all we do

Admin, Flow, Apex, LWC, integrations, Agentforce and Data Cloud. We don't split attention across other CRMs or platforms.

Fixed scope, clear price

After the assessment you get a written scope, timeline and price, so you know what you're paying for before work starts.

Built for your admins

We favor configuration and Flow where they fit, and document everything, so your team can maintain it without us.

Our values

What you can expect from us

“The work consistently exceeded expectations and received excellent feedback. The level of professionalism, responsiveness, and Salesforce expertise made a strong impact.”
Kenneth A. Burr · Principal Recruiter, LABUR

Your outcomes first

We measure success by what changes for your team, like faster case resolution or fewer manual steps.

Built to last

Clean metadata, tested Apex and documented Flows, so the next admin can maintain it.

Clear communication

Weekly demos and plain-English updates. You always know what's done and what's next.

Current on the platform

We track each Salesforce release and bring in new features like Agentforce when they fit.

Fast to start

Small projects can start within days, with no long procurement cycle.

How we work

From first call to live in four steps

Assess

We review your org, talk to the people who use it, and list what's slowing them down.

free · about 1 week

Plan

You get a written scope, timeline and price. No open-ended hourly surprises.

written proposal

Build

Short sprints in a sandbox, with a demo every week so you see progress early.

weekly demos

Launch and support

Tested deployment, training for your team, and support after go-live.

post-launch care
What we build

Services

AI

Agentforce and GPT

AI agents that triage cases, draft replies and summarize records, grounded in your own Salesforce data.

Customer · web caseMy invoice shows two charges for the same order this month.
Agent · triageClassified as Billing › Duplicate charge. Priority high. Order and invoice linked. Routed to Billing queue with a draft reply.
  • Agentforce agent design
  • Einstein and GPT integrations
  • Prompt templates and guardrails
Explore AI use cases
IMPLEMENTATION

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
Plan an implementation
AUTOMATION

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
Automate a process
DEVELOPMENT

Custom Lightning apps

Fast, modern screens in Lightning Web Components backed by tested Apex, for the jobs configuration can't handle.

  • LWC and Apex development
  • API integrations
  • Code review and test coverage
Scope a build
DATA

Data Cloud and analytics

One view of the customer across systems, with dashboards leaders actually open.

  • Data Cloud setup and unification
  • CRM Analytics and Tableau dashboards
  • Data quality cleanup
Connect your data
INDUSTRY CLOUDS

Industry Cloud solutions

Financial Services, Health and Communications Cloud configured for your compliance rules and workflows.

  • Industry Cloud implementation
  • Multi-cloud architecture
  • Ongoing admin and support
See industries
Free assessment

Not sure where to start?

Book a free org assessment. We'll look at how your team uses Salesforce today and show you where the quickest wins are.

Book a free assessment