Salesforce implementations that actually stick.
Configr Stdio helps small and mid-sized businesses go live on Salesforce — and stay live. No drawn-out projects. No surprise complexity. Just clean builds your team will actually use.
11+
Years of Experience
6
Salesforce Clouds
3
Certifications
6
Industries
Services
What we can do for you
Every engagement is outcome-focused. We define what success looks like before writing a single line of config.
Sales Cloud
End-to-end Sales Cloud implementations — lead management, opportunity tracking, forecasting, and automation built around how your sales team actually works.
- Custom sales process & stages
- Pipeline visibility from day one
- Automated follow-ups & alerts
Service Cloud
Case management, routing, escalation rules, and knowledge bases that turn your support team into a well-oiled machine.
- Omni-channel case routing
- SLA tracking & escalations
- Self-service knowledge base
Loyalty Cloud
Salesforce Loyalty Management implementations — points, tiers, promotions, and member journeys that keep customers coming back.
- Points & tier configuration
- Promotion & voucher setup
- Member portal integration
Field Service Lightning
Mobile workforce management — scheduling, dispatching, work orders, and asset tracking for teams that work in the field.
- Work order & job management
- Dispatcher console setup
- Mobile offline capabilities
Experience Cloud
Customer and partner portals, self-service sites, and community hubs — built on Experience Cloud and connected to your Salesforce data.
- Customer & partner portals
- Self-service case deflection
- Branded site configuration
Integrations
Connecting Salesforce to the rest of your tech stack — ERPs, marketing platforms, payment systems, and custom APIs via REST, SOAP, or middleware.
- REST & SOAP API integrations
- Middleware & ETL setup
- Real-time & batch sync
Industries
Sectors we've worked in
Every industry has its own quirks, compliance requirements, and client expectations. We've delivered Salesforce across six of them.
Real Estate
Property developers and agencies managing complex sales pipelines, agent networks, and buyer journeys.
Insurance & Financial Services
Regulated environments requiring compliant CRM processes, advisor management, and policy lifecycle tracking.
Technology & IT Services
Fast-moving tech companies needing scalable sales and support infrastructure that keeps up with growth.
Gaming & Entertainment
High-volume customer operations and partner management in a competitive, customer-first industry.
Hospitality & Luxury
Guest experience platforms, loyalty programmes, and operational workflows for premium hospitality brands.
Legal & Professional Services
Client relationship management and matter tracking for firms that run on relationships and reputation.
About
Built by practitioners,
not project managers.
Most Salesforce projects fail not because of the technology — but because the implementation doesn't reflect how the business actually works. We built Configr Stdio around fixing that.
With 11+ years of hands-on delivery across Sales Cloud, Service Cloud, Loyalty Cloud, Field Service Lightning, Experience Cloud, and complex Salesforce integrations — we know what good implementation looks like, and what it costs when it goes wrong. Three active certifications back the work.
We've worked inside the kinds of orgs we now help build — enterprise teams, regulated industries, high-growth SMBs. That experience shapes how we engage: directly with owners and teams, no account managers, no bloated timelines. You get people who ask the right questions before touching the keyboard.
Focus
Outcomes over deliverables
Style
Direct. No jargon.
Clients
SMBs & growing teams
Approach
Config-first, code when needed
Credentials
Salesforce Certified
Three active certifications spanning administration, development, and declarative building.
Salesforce Certified Administrator
Core platform configuration, user management, security, and automation.
Salesforce Certified Platform App Builder
Custom apps, data modeling, declarative automation, and UI customization.
Salesforce Certified Platform Developer I
Apex, Visualforce, SOQL, and programmatic customization of the Salesforce platform.
Verified on Salesforce Trailhead
Case Studies
Problems solved
Real projects, real outcomes. Details anonymized to protect client confidentiality.
FSL implementation and portal for a global gaming technology company
Problem
Field operations were managed manually — technicians had no mobile access to work orders, scheduling was ad hoc, and the client portal didn't exist. On top of that, the business needed Salesforce user identities synced to an external CIAM system in real time.
What we did
Delivered a full Field Service Lightning rollout covering work orders, asset management, slot machine audit flows, and the dispatcher console. Built an Experience Cloud portal for client-facing access. Developed a custom CIAM integration using Queueable Apex and a Scheduler to sync Salesforce user records to the external identity system — with feature flags controlling the sync per environment.
Result
Field technicians went fully mobile. Dispatchers had real-time job visibility. The CIAM sync ran reliably across dev, staging, and production without manual intervention.
Multi-system Salesforce integration connecting to Dynamics 365
Problem
The business ran Salesforce alongside Microsoft Dynamics 365, with no reliable sync between them. Data was duplicated manually, errors were common, and there was no audit trail for integration failures.
What we did
Architected a multi-project integration hub using Invocable Apex + Queueable callouts, with each integration behind a Custom Metadata feature flag for safe toggling per environment. Connected Salesforce to D365 via Azure Logic Apps, with full callout logging through a custom ApplicationLogEventManager. Set up a four-tier branching strategy (feature → project → DEV → main) with per-project sandboxes.
Result
Integrations ran reliably across multiple Salesforce projects within the same org. Feature flags meant new callouts could be deployed and tested without affecting live data flows.
Client intake and case management platform for a traffic and road defence law firm
Problem
The firm's intake process was scattered across emails, forms, and spreadsheets. Attorneys had no visibility into consultation history, court dates, or case status — and billing for admin fees was entirely manual.
What we did
Built a comprehensive intake system using Screen Flows covering document upload, auto-pay, S-Docs generation, pricing and discount logic, and attorney consultation logging. Developed batch Apex classes to automate admin fee charge creation and opportunity record updates at scale. Added court date tracking automation and consultation recommendation flows for traffic and road-related cases.
Result
New clients could be taken from first contact to intake in a single guided flow. The billing team stopped manually creating charges. Attorneys had full case history and upcoming court dates at a glance.
Guest management platform for a luxury hospitality group
Problem
Guest data was fragmented across properties with no unified view, no centralised service layer, and no self-service portal for guests or internal staff.
What we did
Designed and built a GuestManagementService Apex service layer following strict with-sharing patterns, centralising guest data operations across the org. Built LWC components for internal staff and delivered an Experience Cloud portal for guest-facing interactions.
Result
Staff across properties had a single source of truth for guest records. The Experience Cloud portal reduced internal support load and gave the brand a digital touchpoint consistent with its luxury positioning.
Insurance platform modernisation with multi-language support
Problem
The existing insurance platform had no reusable component library, limited automation, and no support for multiple languages — making it difficult to serve a diverse customer base and scale across markets.
What we did
Rebuilt key customer-facing and internal processes using Lightning Web Components and Aura components. Implemented Salesforce translations and multi-language support across the platform. Added message channels for cross-component communication and trigger-based automation for core insurance workflows.
Result
The platform could now serve customers in multiple languages out of the box. The LWC component library reduced development time for new features significantly.
Collaborate
Join the network.
On your terms.
Configr Stdio is growing — and when projects come in, we bring in the right people, not a bench of generalists. We work with independent Salesforce consultants on a project-by-project basis.
No retainers, no office politics. Just good work, fair rates, and the kind of projects worth putting on your portfolio.
Salesforce Functional Consultants
Sales Cloud, Service Cloud, Experience Cloud, or Loyalty — if you can run a discovery session and own a workstream, we want to hear from you.
Salesforce Developers
Apex, LWC, integrations, and automation. Especially strong in FSL, integrations, or complex Flow builds.
Flow & Automation Specialists
If you live in Flow Builder and can turn a business process into clean declarative automation, you'll fit right in.
We work project-based — no full-time commitment required. Certifications help, but hands-on delivery experience matters more.
Contact
Let's talk about
your project.
Tell us what you're working with and what you need. We'll respond within one business day with honest feedback and next steps — no sales call required.