Services
The Salesforce work that
doesn't need to be redone.
We bring senior architects and engineers to every engagement — the kind of depth that means the decisions made upfront hold up as your org scales, your team grows, and your requirements evolve.
Consulting
Clarity before you commit.
The decisions you make in the first 90 days of a Salesforce engagement determine whether your org scales cleanly or becomes a source of technical debt. We audit your current state, map your business processes to the right platform capabilities, and give you a roadmap that reflects the org you'll actually need — not a generic template.
- Org health assessments — sharing model, automation layers, data model, integration patterns
- Multi-cloud architecture decisions: when to use Data Cloud vs. custom objects vs. external data strategy
- Org consolidation and multi-org strategy for enterprise and M&A scenarios
- Governance model, release management, and sandbox strategy designed for how your team works
Implementation
Done right from day one.
A Salesforce implementation is not a configuration project — it's an architecture project. The data model, security model, automation layer, and integration patterns you establish upfront shape everything that comes after. We deploy Salesforce so that year two is an expansion, not a rebuild.
- Sales Cloud, Service Cloud, Revenue Cloud, Data Cloud, and Agentforce deployments
- Complex data migration with full validation, reconciliation, and rollback planning
- Integration architecture across REST, Composite, Streaming, and Bulk API patterns
- Einstein AI and Agentforce configuration grounded in real business outcomes, not demo scenarios
Customization
Built around how you actually work.
Out-of-the-box Salesforce covers the common case. Your business isn't the common case. We build the automation, custom apps, and integrations that make Salesforce reflect your actual process — not force your team to adapt to the platform's defaults.
- Complex Flow architectures and Apex development for logic that demands precision and scale
- Lightning Web Components and custom UI for user experiences that don't exist in standard Salesforce
- Third-party integrations designed for reliability: bidirectional sync, error handling, observability
- AI-powered features: Agentforce agents, Einstein scoring, and custom NLP pipelines on the platform
Support
Expertise without the overhead.
Most teams reach a point where they need more than an admin and less than a full internal Salesforce team. Our support model gives you access to senior architectural guidance, proactive optimization, and feature delivery — without the cost or management overhead of building that internally.
- Architectural guidance as your org and business evolve — not just break-fix support
- Proactive optimization: usage analysis, automation health, security model reviews
- New capability adoption: Agentforce, Data Cloud, Einstein as the platform matures
- Defined response commitments — no ticket queues, no escalation mazes
Data Migration
Your data history moves with you.
Data migration is where most Salesforce projects take on hidden risk. Skipped validation, broken relationships, and incomplete history compound into problems that surface months after go-live. Our migration process is designed to catch those issues at the source — before they become production incidents.
Audit source data quality, map to the target SF schema, surface integrity issues before they reach production.
Define the data model, External ID strategy, parent-child load order, and transformation rules. Written and agreed before extraction begins.
Full extraction from the source system with completeness validation against expected record counts and checksums.
Cleanse, deduplicate, normalize to Salesforce field types, resolve picklist mappings, apply default logic.
Staged load with per-batch validation. Relationship integrity checks, field-level spot audits, reconciliation reports.
Source system freeze, final delta load, integration cutover, 48-hour hypercare monitoring.
Volume without risk
We migrate at scale using asynchronous batch processing — accounts, contacts, opportunities, custom objects — in parallel, with automatic retry on partial failures and full reconciliation reports before any data is considered migrated.
Source system traceability
Every migrated record retains a link to its origin in the source system. This enables upsert operations, relationship resolution without hardcoded IDs, and clean reruns if something fails partway through — without starting over.
Dependency-aware sequencing
Salesforce relationships require parent records to exist before children. We map the full dependency graph upfront — including custom object chains — so the load sequence is deterministic, repeatable, and recoverable.
Architecture
How a well-built Salesforce org is structured.
Salesforce is a layered platform. Each layer depends on the ones below it being correct. Most technical debt enters through the foundation — security and data model — and propagates up through every automation, integration, and AI feature built on top.
Foundation layers must be right before anything above them can be trusted
The Salesforce security model.
Four distinct control layers that interact in non-obvious ways. Most orgs treat security as configuration to get through — and discover the gaps when an audit, a data leak, or a compliance review surfaces them.
Object-Level Security
Profiles and Permission Sets control which objects a user can read, create, edit, or delete. The starting point — and the most commonly misconfigured layer.
Field-Level Security
Granular field visibility and editability. A user with object access can still be blocked from sensitive fields — salary data, SSNs, deal terms — through FLS, independent of record access.
Record-Level Access
OWD defines the minimum access floor for each object. Sharing rules, role hierarchy, teams, and manual sharing open access upward from that floor — they cannot close below it. Getting OWD wrong at the start is expensive to fix later.
Apex Managed Sharing
For conditional record access that no declarative rule can express. Code-controlled, auditable, and revocable — used when business logic determines who sees what, not just org structure.
Platform depth
We build on Salesforce, not just in it.
Banyan ships production Salesforce software. That means we understand the platform from the inside — its limits, its extension points, its failure modes at scale — in a way that comes from building on it, not just configuring it.
That perspective shapes how we design orgs for our clients. We anticipate the constraints that surface at 500,000 records and 300 concurrent users. We design integration architectures that stay reliable when the external system is slow. We build automations that behave correctly in bulk contexts, not just one-record-at-a-time demos.
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Let's talk about your org.
Tell us where you are and what you're trying to get to.