Salesforce & AI Automation Services.
One philosophy.
Everything we build has to ship, integrate, and survive real-world use. No prototypes that live forever on a laptop. No frameworks that fall apart the first time a user clicks something unexpected.
AI & Data Readiness Assessment
Before you build, you need to know what's worth building.
We score your organization across 5 pillars — Data Foundations, Process Maturity, Technology, People, and Strategy — and map every finding to what WLT can execute. The output isn't a binder. It's an honest, sequenced build plan from practitioners who will be the ones doing the work.
- AI Readiness Snapshot: scored report + top 3 use cases + 90-day action plan in 10 business days ($5K–$7.5K)
- Full AI & Data Readiness Assessment: stakeholder interviews, data audit, 12-month sequenced roadmap with cost estimates ($15K–$25K over 3 weeks)
- Free AI Readiness Scorecard: 15-question self-assessment across all 5 pillars — identify your highest-leverage starting point
- Pillar scoring with explicit implementation path: data readiness, process automation, CRM/Salesforce, AI workflows, custom integrations
- Prioritized use case matrix — feasibility × impact × build complexity — so you know what to build first
- Every assessment ends with an explicit recommendation: what WLT can build next, in what sequence, and at what cost range
AI Automation
Agents that handle the repetitive work — so your team does not have to.
AI agents are only useful when they fit into real workflows. We build production AI systems that connect to your tools, follow your rules, and hand off cleanly to humans when needed.
- Intelligent email triage and response drafting
- Lead qualification and CRM enrichment
- Document extraction and classification
- Meeting summaries and action item routing
- Customer support triage and ticket routing
- Internal Q&A over company knowledge bases
Process Automation
Stitch your systems together. Nothing falls through the cracks.
Your business likely lives across 8–15 tools: CRM, ERP, email, spreadsheets, docs, messaging, billing, support. We connect them so data flows automatically and reliably, with logging, error handling, and dashboards so you always know what happened.
- Salesforce ⇄ external systems sync and dedupe
- Order-to-cash automation across ERP + CRM + billing
- Onboarding workflows with approvals and notifications
- Data migrations with validation and rollback
- Nightly batch jobs with reporting and alerting
- Custom API integrations for tools that do not talk to each other
Custom Solutions & Websites
Bespoke apps and branded websites built fast. Exactly what you need — and nothing more.
When off-the-shelf tools do not fit, we build purpose-built applications and websites. Corporate marketing sites, branded web presence, internal tools, customer portals — modern stack, fast to build, cheap to run, easy to maintain. We handle design, development, and deployment end-to-end.
- Corporate and marketing websites built around your brand and messaging
- Stand-alone web presence for product launches, campaigns, and landing pages
- Internal dashboards and admin tools
- Customer-facing portals and self-service apps
- Data analysis tools with visualizations
- Lightweight CRUD apps to replace spreadsheets
- Chrome extensions and desktop utilities
AI Workflows
Claude-powered pipelines that analyze, summarize, and decide.
Beyond chatbots: structured AI pipelines that take input, reason, and produce reliable output at scale. Built with validation, cost controls, and guardrails so they can run unattended.
- Document intake: PDFs → structured data → system of record
- QA test case generation and validation
- Sales call transcription → CRM updates + follow-up emails
- Competitive intelligence gathering and summarization
- Content moderation and classification at scale
- Voice assistants with tool-use capabilities
Salesforce Special Projects & Implementations
20 years in the platform. Bring us the work no one else wants to touch.
Full Salesforce implementations, complex integrations, data migrations, Experience Cloud sites, and the special projects that have been sitting on your roadmap for two years. With 20 years on the platform — across Sales Cloud, Service Cloud, and Experience Cloud — we know where the bodies are buried, which patterns fail at scale, and how to ship without breaking what already works.
- Full Sales Cloud / Service Cloud implementations from scoping through go-live
- Experience Cloud sites: partner portals, customer communities, and self-service hubs — designed to match your brand
- UX/UI design for Experience Cloud: brand-matched themes, custom components, and Lightning design system extensions
- Complex data migrations with validation, reconciliation, and rollback plans
- Legacy Workflow / Process Builder → Flow modernization
- Custom Apex, LWC, and Lightning app development
- Third-party integrations: ERP, billing, marketing automation, contact center
- AI-enhanced Salesforce: Einstein, Agentforce, and custom Claude-powered automations
- QA automation pipelines for Salesforce (see the QA Agent Team case study)
- Admin rescue missions: cleaning up the org that has been drifting for years
Fractional Salesforce Solution Architect
You get James — not a project manager fronting for junior consultants.
Senior Salesforce architecture and delivery, embedded directly in your team. No SI markup, no bench resources, no handoffs. With 20 years on the platform and 100+ implementations shipped, this is SA-level design, oversight, and execution applied to your specific org. Start with a scoped project. Stay on fractional as long as it makes sense. The differentiator most SAs can't offer: James also builds the AI layer — Claude-powered automations, transcript pipelines, AI-enhanced workflows — without a separate developer.
- Fractional SA retainer: 10–20 hours/month of architecture guidance, code review, and decision support — the senior Salesforce voice your org needs without the $200K overhead
- Implementation lead: James designs and runs your Sales Cloud, Service Cloud, or Experience Cloud build from architecture through go-live — you interact directly with the person doing the work
- Org rescue: Audit a drifting or underperforming org, identify root causes, and execute a prioritized fix plan
- AI-enhanced Salesforce: Add Claude-powered automations to your existing org — transcript → CRM, pipeline scoring, lead routing — without hiring a separate AI team
- Technical oversight for in-house admins: Senior architecture guidance for teams that have Salesforce admins but need an SA to own design decisions
- Experience Cloud architecture and design: Brand-matched partner portals, customer communities, and self-service hubs
10 Automations Every Salesforce Admin Should Build in 2026
Build times, impact ratings, and the exact patterns we use for clients — free PDF sent to your inbox.
Before you reach out.
- How long does a Salesforce implementation take?
- Timeline depends on scope. A focused Sales Cloud implementation typically runs 4–8 weeks. A full enterprise implementation with custom Apex, integrations, and data migration usually takes 12–20 weeks. We scope clearly before starting so there are no surprises.
- Do you offer ongoing support after a project is delivered?
- Yes — we offer optional retainer agreements for ongoing development, monitoring, and refinement after the initial engagement wraps.
- Which AI model or platform do you use for AI automation?
- Primarily Claude (Anthropic) for its reliability, context handling, and reasoning quality. We also work with OpenAI's API when a use case calls for it. We're model-agnostic — the right tool depends on your requirements.
- Can you integrate with our existing tools?
- Integrating with existing tools is the core of every engagement. We've built integrations across Salesforce, HubSpot, Jira, Slack, Google Workspace, ERP systems, billing platforms, and dozens of other tools.
- What if AI isn't the right solution for our problem?
- We'll tell you. Half our recommendations involve automation that doesn't touch an LLM at all. If a simpler Flow, Apex trigger, or off-the-shelf integration solves the problem, that's what we'll recommend.
Not sure which service you need?
Start with a free 30-minute conversation. No sales pitch, no slides. We learn your stack and the work consuming your team's hours — you walk away with three concrete ways to multiply output without multiplying headcount.
Multiply Your Output