Org health check
For teams who feel Salesforce should be doing more.
- Review of configuration, data, security and automation
- Prioritized list of fixes and quick wins
- Walkthrough call with your team
Typically 1–2 weeks
Salesforce that fits the size of your business.
Enterprise-grade Salesforce architecture for small and growing teams. Get set up properly, fix what’s broken, and get real value from what you already pay for — without a big-firm invoice.
Certified Salesforce developers
Serving Canada and the US
What I can help with
You work directly with a senior architect from first call to handover. No junior hand-offs, no layers of account managers.
New Salesforce setup
Starting from scratch or moving off spreadsheets and another CRM. I’ll configure Sales Cloud or Service Cloud around how your team actually sells and supports customers, then train them to use it.
Cleanup and rescue
Your org grew messy: duplicate data, fields nobody uses, automations that fight each other. I’ll audit what you have, tell you plainly what to keep, and fix it in priority order.
Automation and custom development
Flows, Apex and Lightning components when clicks aren’t enough. Built to Salesforce best practice, tested, and documented so the next person can maintain it.
Integrations and data migration
Connect Salesforce to your accounting, marketing, e-commerce or ERP systems, and move historical data in cleanly without losing relationships or history.
Data Cloud and AI readiness
Unify customer data from multiple sources and get it ready for segmentation, reporting and Salesforce’s AI features, sized for what a smaller business genuinely needs.
Clear scope, fixed price
Every engagement starts with a free call. You get a written scope and a fixed quote before any work begins.
Launch
For businesses getting Salesforce for the first time or starting over.
- Discovery workshop and solution design
- Setup, data import and core automations
- User training and 30 days of post-launch support
Typically 4–8 weeks
Monthly partner
For teams that need an expert on call, not a full-time admin.
- A set block of hours each month
- Changes, fixes, reports and new features
- Advice on Salesforce releases and licensing
Month to month, cancel anytime
How a project runs
Free call
We talk through your goals, your current setup and what’s getting in the way.
Scope and quote
You get a short written plan with deliverables, timeline and a fixed price.
Build
Work happens in a sandbox with weekly check-ins, so you see progress as it lands.
Handover
Training, documentation and support so your team owns the result with confidence.
Big-project experience, small-business attention
I’m Luis, founder of CloudPalm Consulting and a Salesforce Technical Lead and Solution Architect based in the Greater Toronto Area.
I’ve led Salesforce work for major Canadian banks, insurers and global retailers through large consulting firms. CloudPalm brings that same rigor to businesses that can’t justify an enterprise budget but still deserve a system built right.
The work is done by certified Salesforce developers, so what you get follows Salesforce best practice and holds up as your business grows.
Common questions
Are we too small for Salesforce?
Not usually. Salesforce works well for teams of a handful of users when it’s configured simply. If something lighter would serve you better, I’ll tell you on the first call.
Do you work with businesses outside Ontario?
Yes. I work remotely with clients across Canada and the US, and can meet in person in the Greater Toronto Area.
Can you help with licensing or renewals?
I can review which licenses and editions you actually need before you sign or renew, so you don’t pay for seats or features you won’t use.
What if we already have an admin?
Great. I can work alongside them on bigger projects, handle the technical pieces, and leave them better equipped to run things day to day.
Let’s see if it’s a fit
Tell me a little about your business and what you’d like Salesforce to do. I reply within one business day.
Prefer to talk? Book a free 30-minute call
Prefer email? luis@cloudpalm.ca
Greater Toronto Area, Canada