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Agile Astra
Salesforce Consulting & Implementation

Salesforce that fits the way your business works

From first roadmap to production support, we design, build and run Salesforce solutions with clean architecture, disciplined delivery and a clear line back to business outcomes.

What you can expect

  • One trusted customer view

    Data models, sharing and integrations designed so sales, service and marketing work from the same, reliable record.

  • Automation people trust

    Flows and Apex built on maintainable frameworks, with test coverage and documentation — not a tangle of one-off rules.

  • An org that stays healthy

    Release management, sandbox strategy and ongoing support so the platform keeps improving after go-live.

Capabilities

Capabilities we offer across the Salesforce platform. These describe what we can deliver, not specific client engagements.

Strategy and architecture

Decide what to build, in what order, and how it should hold together.

  • CRM strategy and Salesforce roadmaps
  • Discovery and requirements gathering
  • Solution and technical architecture
  • Security, sharing and visibility design
  • Data modeling
  • Org health assessments
  • Performance optimization

Implementation

Configure and launch the clouds your teams depend on.

  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Financial Services Cloud
  • Nonprofit Cloud
  • Marketing Cloud
  • Marketing Cloud Account Engagement
  • CPQ and Revenue Cloud solutions

Custom development

Extend the platform where configuration stops.

  • Apex, including trigger frameworks
  • Batch and Scheduled Apex
  • Lightning Web Components and Aura
  • Salesforce Flow
  • Platform Events
  • Custom applications and UI components
  • Reusable automation frameworks

Integration

Connect Salesforce to the systems around it.

  • REST and SOAP APIs
  • OAuth 2.0 authentication flows
  • Webhooks and External Services
  • Middleware-based integration
  • Event-driven integration patterns

Data services

Move, clean and keep data trustworthy.

  • Data migration, including legacy CRM migration
  • Data cleansing and deduplication
  • Data transformation and mapping
  • Ongoing data quality improvements

DevOps and release management

Ship changes safely and repeatably.

  • Git-based source control
  • CI/CD pipelines, including Copado
  • Deployment automation
  • Sandbox strategy
  • Release management and testing

Managed services

Keep the org running and improving after launch.

  • Administration and production support
  • Enhancements and release support
  • Performance optimization
  • User training

Specialized business solutions

Capabilities we design and build on Salesforce for specific business processes.

  • Partner management, partner tiering and partner portals
  • Commission split management
  • Asset, warranty and entitlement management
  • Customer lifecycle automation and customer portals
  • Financial services processes
  • Nonprofit fundraising, donation and gift management
  • Marketing journeys
  • Scheduled reporting

Frequently asked questions

Have a question that is not covered here? Ask us directly.

Ask a question
Can you work with an existing Salesforce org rather than starting fresh?

Yes. Many engagements start with an org assessment: we review configuration, code, automation, security and data quality, then recommend what to keep, fix and retire before adding anything new.

Do you handle both configuration and custom code?

Yes. We favor declarative tools such as Flow where they are the right fit, and use Apex and Lightning Web Components when requirements call for logic, performance or user experience that configuration cannot deliver cleanly.

How do you approach data migration into Salesforce?

We profile the source data, agree mapping and transformation rules with your team, run trial loads in a sandbox, reconcile record counts and key fields, and only then plan the production cutover.

Can you support us after go-live?

Yes. Our managed services cover administration, production support, enhancements and release management, scaled to the level of support you need.

Is Agile Astra an official Salesforce partner?

We describe our capabilities, not affiliations. If formal partner status matters for your procurement, ask us during the consultation and we will give you a direct, current answer.

Integrations

Reliable connections between Salesforce, ERPs, collaboration tools and line-of-business apps — with monitoring and error handling built in.

Learn more about Integrations

Process Automation

Map, simplify and automate approvals, notifications and cross-system workflows with Salesforce Flow, Power Automate and custom orchestration.

Learn more about Process Automation

Plan your next Salesforce initiative

Tell us where your org is today and where you want it to be. We will help you shape a practical roadmap.