Implementation Services

We utilize Salesforce best practices to digitally transform your business and help you to better connect with your customers, partners, and employees. 


Implementation Services

We provide consulting services across the entire spectrum of Salesforce’s Platform to help your business solve your unique business challenges.

We have the experience needed to quickly build and deliver Salesforce products and custom solutions that your business needs to become more efficient and effective in a rapidly changing technology-enabled environment.

Salesforce Platform

Lightning Transition

Salesforce Communities

Financial Services Cloud

Sales Cloud

Service Cloud

Pardot/Marketing Cloud

Einstein Analytics


Salesforce Development

It’s not enough to deliver working apex code any more.  With more than a decade of experience developing Apex, we deliver configuration-driven code that focuses on business agility and the time-to-market.  

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Apex Classes and Triggers

This is the bread and butter of our classic Salesforce development.  Much of our code library is being used by thousands of users every day, so we know it is battle-tested.  We aren’t starting from scratch for most of our classic development work, which reduces time-to-market and better adoption overall.

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Batch Apex

Our batch jobs currently process millions of records a day.  What we can provide is better job management, more fine-grained scheduling controls and monitoring.  Our belief is that Admins should be able to monitor and run Batch jobs, which our capabilities allow.

Integration Development

Core Integrations

Real-time callouts, custom web services, platform events or change data capture – whatever the underlying feature, we’ll workshop what the right solution is for the requirements.  We can draw on our existing integrations and security expertise to make sure it’s delivered the correct way.


Let us help you demystify Heroku and help your organization understand where Heroku can be best deployed alongside your Salesforce instance.  Whether extending performing integration or batch processing out of Salesforce, we can help you get ahead of the curve.

Microsoft Add-ins

Are you considering a custom Microsoft Addin for Outlook and are trying to decide between Salesforce Lightning for Outlook, custom build or the broader market?  We’ve done all the leg work and can share our expertise in the area.


We can deliver either communities with the standard look and feel or a completely customized user interface for your community. We can work with your or our graphic design partners to reduce the back and forth between design and development and reduce churn. Equally important to us is security and we use a combination architect reviews and automated processed to confirm the security solutions match the requirements.


Managed Services

We understand that as your business grows and evolves, so does your Salesforce instance.

By utilizing our managed services solution, Cloud Assist, we provide your team access to our team of highly-skilled Salesforce experts who can handle all functions on the salesforce ecosystem.

Project Management

Business Analysis

Solution Design

Technical Design

Data Migration


Configuration and Salesforce Administration


Staff Augmentation

We realize that there are companies that are searching for that one person to finish off their project team or help ensure their ongoing implementation is maintained. 
Cloud Theory offers our clients the option to staff one of our experts directly with them for both full time and part time roles.