FlexForce

One Accountable
Salesforce Team.

Assess your Salesforce Org
orceflex-top-banner

Salesforce Partner for Outcome-Based
Implementation & Support

300+

Projects Delivered

600+

Certifications

4.83/5

CSAT Score

How the model works

Architecture Data Integration AI UX Test Automation
Assess & Align

Assess & Align

2–4 weeks

Activate

Activate

Right-sized mix

Run + Advance

Run + Advance

Continuous delivery

Scale When Needed

Scale When Needed

Ramp up and down

RUN • ADVANCE • SCALE

Immediate value
from this model

Clear view of your
platform, priorities & risks

Helping clients elevate customer service experiences, streamline support processes, and enhance overall customer satisfaction.

Faster backlog delivery
Execution

Increasing sales productivity, streamlining processes, and enhancing customer engagement to drive revenue growth, efficient management, and satisfaction

Better Platform
Stability & Continuity

Enhancing customer’s purchasing experience by offering expert implementation, customization, and support services.

Flexible Access to
Expert Specialists

Streamline Data, Service, and Mobility to Deliver Seamless, Efficient, and Customer-Centric Field Service Solutions

Stronger governance
& Oversight

Creating engaging and personalized digital experiences for your customers, partners, and employees.

Defined Monthly Capacity
& Transparent fees

Tailored implementation, customization, and support services to enhance user experience, ensuring smooth transitions and optimal platform performance.

STEP 1 • ACCESS & ALIGN

Start with a clear view
of your platform,
priorities & risks

A focused assessment establishes the health of your Salesforce environment, identifies immediate
priorities, and defines the right FlexForce model for what comes next.

STEP 2 • ACTIVATE

Right-sized skill mix, assembled for you

Your assessment and roadmap determine the right combination of capabilities and capacity. A core team builds knowledge
of your business and platform, while specialized expertise is introduced as priorities and roadmap demands change.

Core Fractional Roles

Salesforce
Delivery Lead

Ensuring delivery & governance success.

Salesforce
Functional Lead

Partnering with your teams on priorities & requirements.

Salesforce
Technical Lead

Configuration, custom development, LWC, integrations & automation builds.

Quality
Engineer

Test planning, regression suites & release validation.

AI AUGMENTED DELIVERY

Specialist Roles — Available When Needed

Sales Cloud Service Cloud Commerce Cloud Field Service Cloud Consumer Goods Cloud Revenue Cloud Advanced Data Cloud CRM Analytics Cloud Manufacturing Cloud AI & Agentforce Einstein Cloud Marketing Cloud Data 360 UIUX Testing

STEP 3-4 • RUN + ADVANCE + SCALE

Run the platform while advancing the roadmap

Your embedded FlexForce team addresses day-to-day operational needs while delivering prioritized
enhancements, governing releases, and continuously improving the health and value of your Salesforce platform.

Run the Platform

  • Incident & Issue Resolution
  • User Access & Administration
  • Environment Management
  • Data & Integration Monitoring

Advance the Roadmap

  • Backlog Delivery
  • Configuration & Development
  • Reporting & Analytics
  • New Feature Activation

Protect Your Investment

  • Release Management
  • Regression Testing
  • Security & Health Reviews
  • Critical Update And Tech-Debt Management

CASE STUDIES

Built from years of operating complex
Salesforce environments

Maintaining momentum through organizational change
  • Sales Cloud
  • Service Cloud
  • Marketing Cloud

Maintaining momentum through organizational change

CoreFlex combined Salesforce advisory, development & testing to stabilize a client's platform through an acquisition. We assessed platform health, pinpointed where technical debt was concentrated, & prioritized the fixes that carried the most operational risk.

The result — A more stable platform, reduced technical debt, & streamlined workflows that eased the load on sales, operations & the call center.

100+

users

8-10

user stories per month

Weekly

releases

Scaling expertise when delivery demands changed
  • Sales Cloud
  • Service Cloud
  • Field Service
  • Marketing Cloud

Scaling expertise when delivery demands changed

CoreFlex added Salesforce development & quality-engineering capacity to deliver a complex sales-incentive initiative & hold momentum through changes in the client's team.

The result — Project objectives met, more reliable systems, reduced technical debt, & continuity that carried through the team changes.

100+

users

50+

user stories released

Monthly

releases

FCH automation freeing up support capacity
  • Agentforce

FCH automates repetitive service tasks, freeing staff for higher-value work.

Customer calls in requesting Proof of Delivery or Invoice Document. Inside sales reps search multiple applications based on the unique identifier provided by the customer, spending a substantial amount of time finding the document to share with the customer.

The result — Customers request POD or invoices, and Agentforce quickly retrieves the document or shipping reference.

Ready for a Salesforce team built around your priorities?

Talk with a FlexForce Expert