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Salesforce consulting from CRM to commerce.
Commerce Cloud, Marketing Cloud, Sales and Service Cloud, Data Cloud, and MuleSoft integrations, implemented end to end.
Salesforce Consulting Partner. We design, implement, and evolve every cloud on the platform, from CRM to analytics, with MuleSoft integrations and a single view of the customer.
The Salesforce ecosystem we implement
Sales, marketing, service, and commerce connected through MuleSoft to the company's systems, with data unified in Data Cloud.
- Sales CloudCRM and pipeline
- Marketing CloudAutomation and journeys
- Service CloudOmnichannel service
- Commerce CloudB2C and B2B
- MuleSoftAPI integration
- External systemsERP and legacy
- Data CloudUnified CDP
- TableauAnalytics and BI
Salesforce Commerce Cloud, B2C and B2B
We implement and migrate e-commerce operations to Commerce Cloud, with a custom storefront, headless architecture, and personalization with Einstein.
B2C Commerce
Storefront on SFRA or PWA Kit, a responsive design system, and an optimized checkout.
B2B Commerce
Lightning B2B with its own data model, pricing rules, and order flows.
Headless and composable
API-decoupled storefront to connect CMS, search, and personalization.
Catalog, pricing, and promotions
Catalog, pricing engine, promotions, and inventory configured for the operation.
Personalization with Einstein
Recommendations and personalized experiences with the platform's native AI.
Go-live and optimization
Load testing, data migration, assisted go-live, and continuous conversion improvement.
Marketing Cloud: multichannel automation with AI
Journey Builder, Email Studio, Mobile Studio, and Einstein for data-driven marketing, with results measured in every campaign.
Journey Builder
Multichannel journeys automated by behavior, events, and real-time customer data.
Email and Mobile Studio
Email and SMS with dynamic personalization, A/B testing, and responsive templates.
Audience segmentation
Behavioral, demographic, and predictive filters with Einstein.
Einstein for marketing
Engagement prediction, best send time, lead scoring, and content recommendations.
Social and paid media
Social media management, social listening, and integration with ad platforms.
Analytics and attribution
Performance dashboards by channel and multi-touch attribution for every campaign.
Sales Cloud and Service Cloud, the intelligent CRM
Pipeline automation, omnichannel routing, and Einstein for data-driven sales and service decisions.
Pipeline automation
Lead scoring, opportunity management, and forecasting with Einstein.
Accounts and contacts
A 360-degree customer view, with interaction history and account hierarchy.
Omnichannel routing
Cases distributed by channel and skill: chat, email, phone, and social.
Predictions with Einstein
Close probability, next best action, and sentiment analysis.
Self-service
Knowledge base, communities, and chatbots to reduce ticket volume.
Reports and dashboards
Real-time KPIs for sales, service, and team productivity.
Integration with MuleSoft and Anypoint Platform
We connect Salesforce to the company's ecosystem with API-led connectivity, real-time synchronization, and API governance.
Unified data with Data Cloud and Tableau
A single customer profile across every touchpoint, with that data turned into decisions.
Data Cloud
The customer data platform integrated with the entire Salesforce ecosystem.
- Data from every touchpoint, unified
- Identity resolution with a golden record
- Real-time ingestion and processing
Real-time segmentation
Audiences that update as the customer acts.
- Activation for Marketing, Commerce, and Service
- Calculated insights with your own metrics
- Predictive segments with Einstein
Tableau
Analytics for the whole organization, connected to Data Cloud.
- Interactive no-code dashboards
- Data visualization and storytelling
- Self-service analytics by department
How we run a Salesforce project
- 1
Discovery and architecture
Processes, integrations, and KPIs mapped; data model, clouds, and integration strategy defined before any code.
- 2
Build in sprints
Demos every two weeks, declarative configuration before Apex, and CI/CD with per-environment sandboxes.
- 3
Controlled go-live
Cutover with a rollback plan, load testing, and validated data migration.
- 4
Hypercare and evolution
Assisted stabilization in the first weeks and a dedicated squad for continuous evolution.
Salesforce Commerce Cloud migration guide
The playbook CCX applies to enterprise projects: phases, typical duration, checklist, SEO plan, and the pitfalls that cause the most rework.
- Detailed phases with duration and responsibilities.
- A checklist of what to have mapped before talking to any vendor.
- Technical SEO plan: redirect map, schema.org, and monitoring.
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Enterprise Salesforce projects in Brazil: 2026 guide
How CCX runs Salesforce projects
An enterprise Salesforce project starts with the design of the data model and the journey, not with code. We run it in five linked phases: discovery (processes, integrations, and KPIs), architecture (object model, clouds in scope, and integration strategy), build in sprints with demos every two weeks, go-live with a rollback plan, and hypercare during the first weeks. In total, CCX has delivered more than 200 technology projects.
What changes with a specialized Salesforce consultancy
Predictability, because senior squads avoid the rework that blows up schedules. The right architecture from the first release: data model, permission governance, and the choice between MuleSoft, direct API, or events. And an operation that costs less to maintain, with decisions made for scale that avoid technical debt that is expensive to unwind.
Mistakes that delay Salesforce projects and how we avoid them
A data model designed too late, Apex where declarative configuration would do the job, integration treated as a last-minute detail, and no sandbox strategy. We prevent them with architecture locked down before the build, Flows before code, integrations with idempotency, retry, and a dead-letter queue, and CI/CD with per-environment sandboxes.
Frequently asked questions about Salesforce projects
Which Salesforce clouds does CCX implement?
Commerce Cloud (B2C and B2B), Marketing Cloud, Sales Cloud, Service Cloud, Data Cloud (CDP), and MuleSoft, on greenfield projects and in migrations from legacy platforms to Salesforce.
Does Salesforce Commerce Cloud cover both B2C and B2B?
Yes. Commerce Cloud comes in a B2C variant (storefront on SFRA or PWA Kit) and a B2B variant (Lightning B2B), each with its own data model, pricing rules, and order flows. CCX implements both.
When does Salesforce Data Cloud make sense?
When you need to unify the customer profile across e-commerce, app, customer service, and paid media, activate segments in Marketing Cloud, ads, and Service, and use AI with Einstein Studio on a single data foundation.
Is MuleSoft only for integrating Salesforce?
No. MuleSoft Anypoint is an iPaaS platform that integrates any system: SAP, Oracle, Salesforce, and local ERPs. CCX uses MuleSoft in API-led architectures, with governance over reusable APIs.
How long does a Marketing Cloud implementation take?
An enterprise setup with Journey Builder, Data Extensions, CDP integration, and full attribution typically takes 12 to 20 weeks. Simple transactional email setups take 4 to 6 weeks.
How much does a Salesforce project cost?
It depends on scope, the clouds involved, and the volume of integrations; SAP, Protheus, legacy ERPs, and data requirements such as Data Cloud and LGPD weigh the most. The Salesforce license is billed separately, directly by Salesforce. CCX runs a free assessment and delivers a phase-by-phase timeline before any proposal.
What is Agentforce and when should it be used in a Salesforce project?
Agentforce is the Salesforce AI agent layer, built on Data Cloud and Einstein, for service, sales, and commerce. It makes sense when unified data already exists in Data Cloud; without it, the agent gives generic answers. CCX implements topics, actions, and guardrails, integrates the agent with the systems of execution via MuleSoft, and tracks containment, resolution, and human escalation, with a gradual rollout by channel.
Talk to a Salesforce specialist.
Thirty minutes with a CCX engineer, at no cost, to understand your operation and your path in the Salesforce ecosystem.