HBOX Digital works on both halves of Salesforce. Our Salesforce consulting services cover the configuration and process side, getting the org to match how your team actually sells and supports, while our engineers build the functionality the platform does not ship with. Most partners pick one of those two. We do both, which means you are not managing two vendors and arguing about where a problem sits.
Apps Delivered
Successfully launched mobile applications across iOS, Android, and cross-platform environments.
Happy Clients
Long-term partnerships built by delivering reliable mobile experiences that meet platform standards.
Success Rate
Measured through store approvals, stable releases, consistent performance, and successful deployments.
Countries Served
Supporting global teams with scalable mobile solutions designed to perform reliably across regions, devices, and market requirements.
Most Salesforce problems are not platform problems. The software works. What breaks is the gap between how Salesforce was set up and how the business actually runs, fields nobody fills in, reports leadership does not trust, automation that fires at the wrong moment, and a sales team quietly keeping the real pipeline in a spreadsheet.
Fixing that needs two different skills. Sometimes it is configuration and process work: the org needs rethinking, not more code. Sometimes the platform genuinely cannot do what you need and something has to be built. Knowing which of the two you are looking at is most of the job, and it is the part a single-discipline partner tends to get wrong. A consulting shop will configure around a problem that needed code, and a dev shop will build something that a permission set would have solved.
Deals tracked in spreadsheets, notes kept in email, a “real” forecast that lives outside the CRM. Adoption problems almost always trace back to the org asking people for data that does not help them do their job.
When two dashboards give two answers to the same question, the cause is usually the data model rather than reporting, duplicate records, inconsistent picklists, or objects modelled around a process the business abandoned two years ago.
Flows, triggers, validation rules and process builders layered on by different people over years, until nobody is sure what fires when. It shows up as slow record saves, mysterious field changes and errors that only appear in production.
Orders in the ERP, tickets in the helpdesk, invoices in accounting, and none of it visible to the person on the phone with the customer. This is an integration problem, and it is the most common reason a healthy Salesforce org still feels useless.
Consulting work starts with looking at what you already have. We go through the org, objects, fields, automation, permissions, data quality, adoption, and come back with a plain-language assessment of what is working, what is costing you, and what to fix in what order. No part of that requires you to commit to a build.
A structured review of configuration, data model, automation, security model and licence usage, delivered as a prioritised roadmap with effort estimates. Most clients find at least one licence or automation saving that covers a meaningful share of the assessment cost.
New Salesforce implementations and re-implementations: data model design, migration from your existing system, process configuration, user training and a go-live plan that does not stop sales for a week. Our Salesforce CRM consulting services sit alongside a broader CRM development capability, which matters when the rollout needs custom work to land properly.
Pipeline stages that match how your team really sells, forecasting leadership will actually use, territory and quota setup, lead routing and opportunity hygiene. Salesforce Sales Cloud consulting services are the most common starting point because this is where the revenue is.
Still on Classic, or on a Lightning migration that stalled halfway? We handle Visualforce-to-Lightning conversion, component rebuilds, page layout and app design. Salesforce Lightning consulting services are usually cheaper than teams expect and pay back quickly in user adoption.
Product catalogues, price rules, discount approvals, bundles and quote templates. Salesforce CPQ consulting services are where sales ops teams get the most operational relief, the quoting bottleneck is often the single slowest part of the sales cycle.
Salesforce managed services consulting covers the work after launch: release management across the three annual Salesforce updates, user support, small enhancements, permission changes and monitoring. A named person who knows your org, instead of a ticket queue.
Pipeline, forecasting, territories, quoting and sales productivity.
Cases, omni-channel routing, knowledge base, SLAs and field service.
Journeys, segmentation, email and campaign attribution, including Account Engagement.
Unified customer profiles, identity resolution and activation across the other clouds.
Customer, partner and community portals built on your Salesforce data.
Storefront and order data connected back into service and sales.
Not every business needs more than one. Part of the assessment is telling you which clouds you are paying for and not using.
Configuration takes you a long way, and then it stops. When the requirement genuinely needs code, our Salesforce development services cover Apex, Lightning Web Components, integrations and packaged apps built to Salesforce's own patterns so the next person to open the org can understand it.
Salesforce app development services for the workflows your business runs that have no standard object models, inspection workflows, claims handling, membership management, approval chains with real business logic behind them. Built as Lightning apps inside the org your team already lives in.
Salesforce application development services at the code layer: Apex classes and triggers, batch and queueable jobs, Lightning Web Components, Visualforce where it is still in play, Platform Events, and the test coverage Salesforce requires before anything reaches production.
Where the standard object model does not fit, Salesforce CRM development services extend it, custom objects, relationships, record types and sharing logic designed around how your business actually works. This is custom software development inside a platform, and it is treated with the same engineering discipline.
Salesforce AppExchange development services for teams building a product on the platform: package architecture, security review preparation, listing and release management. The security review is where most first-time AppExchange builds stall, and it is worth planning for from day one.
Salesforce mobile app development services for field teams, either extending the Salesforce mobile app with custom components, or building a dedicated mobile app that reads and writes to Salesforce through our mobile app development practice.
Salesforce integration consulting services connecting the org to ERP, accounting, marketing, support and your own systems, REST and SOAP APIs, Bulk API for volume, Platform Events for real-time, MuleSoft where it is already in place, and named credentials with proper OAuth rather than passwords in code. Where a custom middle layer is needed we build it as a web application development project.
Salesforce has put its AI layer directly into the platform, which changes what is worth building. Salesforce Agentforce consulting services cover the practical version of this: defining which processes an agent should handle, grounding it in your own data so it stops inventing answers, setting the handoff rules to a human, and measuring whether it actually deflected work. Einstein handles the predictive side, lead and opportunity scoring, forecasting, next-best-action. Our wider AI development team and our work on AI agents outside Salesforce feed directly into how we scope this.
We are deliberately conservative here. An AI agent loose on customer conversations without grounding and escalation rules is a liability, not a feature. The first engagement is usually one narrow, high-volume process, order status, appointment booking, tier-one support triage, measured properly before anything else is handed over.
Moving from a legacy CRM, a spreadsheet estate or another Salesforce org: mapping, de-duplication, cleansing, staged loads and reconciliation. We migrate into a sandbox first and let your team check their own records before anything touches production.
Duplicate rules, validation, required-field discipline and ownership of who maintains what. Most reporting problems are data problems wearing a reporting costume.
ERP systems including SAP, NetSuite and Dynamics, accounting platforms, marketing tools, helpdesks, e-signature, payment providers and your own internal applications, with clear rules about which system owns which field.
Profiles, permission sets, role hierarchy, sharing rules, field-level security, single sign-on and audit history. Done properly this is invisible; done badly it is how the wrong person sees the wrong pipeline.
Where an integration needs a custom service outside the platform, it is built by the same benches that support our wider engineering work, including our Node.js engineers.
| Layer | Technologies |
|---|---|
| Platform code | Apex, SOQL and SOSL, Lightning Web Components, Aura, Visualforce |
| Declarative | Flow Builder, validation rules, approval processes, assignment rules |
| Integration | REST, SOAP, Bulk API, Platform Events, Named Credentials, External Services, MuleSoft |
| Identity and security | OAuth 2.0, JWT, SAML, single sign-on, profiles, permission sets, sharing rules |
| Data | Data Loader, Metadata API, Workbench, sandbox and seeding strategy |
| DevOps | SFDX, unlocked packages, Git-based release management, CI/CD |
| Analytics | Reports, dashboards, CRM Analytics, Tableau |
| Adjacent | Slack, MuleSoft, and custom services in Node.js, Python and .NET |
Where an integration needs a custom service outside the platform, it is built by the same benches that support our wider engineering work, including our Node.js engineers.
We look at the org as it is, talk to the people using it, and come back with findings and a prioritised roadmap. This is a standalone deliverable, you can take it and act on it without us.
Data model decisions, what gets configured versus built, integration inventory and release plan. Cost risk is removed here, before anything is built.
Two-week sprints in a sandbox you can log into, with working functionality reviewed at the end of each one. Priorities can move between sprints; scope and cost are re-confirmed when they do.
Apex test coverage, user acceptance testing with your actual team, integration testing against live partner systems, and a full-volume data rehearsal before go-live.
Staged deployment through sandboxes to production, with user training and documentation. Adoption is planned as part of the project rather than hoped for afterwards.
Hypercare through the first weeks, then ongoing support with agreed response times, release management across Salesforce's three annual updates, and a roadmap that keeps moving.
A fixed-scope org review with a roadmap at the end. The lowest-commitment way to find out whether we are the right partner, and useful even if you take the roadmap elsewhere.
Defined outcome, defined budget, defined date. Best for implementations, migrations and custom builds where the requirement is clear.
A named person embedded with your team, part-time or full-time, who learns your org properly. Best for organisations with continuous change but no case for a full-time hire, see how our staff augmentation model works.
Our US office is in Marlborough, Massachusetts. Salesforce work is conversational. Half of it is understanding how your team sells, and that is hard across a twelve-hour gap.
Choosing a Salesforce consulting services provider that also writes production code means nobody tells you a problem is out of scope. The person recommending the fix is on the team that builds it.
Custom Salesforce development services here follow the same standards as the rest of our software work: version control, code review, test coverage, documented releases. Not a shortcut in a sandbox that nobody can maintain in a year.
Code, configuration, documentation and admin access are yours. No lock-in, and no dependency on us to keep the org running.
If the answer is a permission set rather than a project, we will say so. We would rather lose a build than sell you one you did not need.
Salesforce ships three major releases a year. An org that nobody maintains drifts within months, and we would rather be the ones who keep it current.
Financial services and insurance — compliance-aware data models, audit trails, complex approval chains
Healthcare and life sciences — permissioned data, consent handling, referral and provider workflows
Manufacturing and distribution — quoting, ERP integration, partner and dealer portals
Retail and e-commerce — commerce and service data joined to one customer record
Professional services — project pipelines, resourcing and utilisation reporting
Technology and SaaS — subscription pipelines, renewals, product-usage data in the CRM
Non-profit — donor and grant management on Salesforce's non-profit model
"Partnering with HBOX Digital was a strategic win for our business. Their team understands digital growth end to end and delivers with precision. From planning to execution everything was aligned with our objectives. Communication was clear, timelines were respected and results spoke for themselves. If you want a digital partner that actually executes this is it."
Sarah Mitchell
Vertex Commerce Group
"HBOX Digital exceeded expectations across the board. Their approach is structured data driven and focused on outcomes not vanity metrics. The team took time to understand our brand and delivered solutions that directly impacted performance. Professional, responsive and reliable. Highly recommended."
James Anderson
Head of Marketing
"Working with HBOX Digital felt like an extension of our internal team. They brought strong technical expertise paired with smart creative thinking. Every deliverable was thoughtful and aligned with our business goals. You can tell they care about quality and long term value not quick wins."
Elizabeth Parker
Co Founder & Managing Partner
"HBOX Digital delivers real results. No overpromising, no shortcuts, just solid execution. Their ability to translate ideas into scalable digital solutions sets them apart. The team is proactive, transparent and focused on driving measurable growth. We will definitely continue working with them."
David Johnson
VP of Growth
"From the first consultation to final delivery HBOX Digital demonstrated professionalism and clarity. They understand modern digital challenges and know how to solve them efficiently. The process was smooth, communication was consistent and the final outcome exceeded expectations."
Benjamin Clarke
Chief Technology Officer
"HBOX Digital is a reliable and forward thinking digital partner. Their team combines technical skill with strategic insight to create solutions that actually move the needle. They respected timelines, budgets and business priorities which is rare in this space. Strongly recommend them to any company serious about digital transformation."
Peter Grant
Director of Operations
"Partnering with HBOX Digital was a strategic win for our business. Their team understands digital growth end to end and delivers with precision. From planning to execution everything was aligned with our objectives. Communication was clear, timelines were respected and results spoke for themselves. If you want a digital partner that actually executes this is it."
Sarah Mitchell
Vertex Commerce Group
"HBOX Digital exceeded expectations across the board. Their approach is structured data driven and focused on outcomes not vanity metrics. The team took time to understand our brand and delivered solutions that directly impacted performance. Professional, responsive and reliable. Highly recommended."
James Anderson
Head of Marketing
"Working with HBOX Digital felt like an extension of our internal team. They brought strong technical expertise paired with smart creative thinking. Every deliverable was thoughtful and aligned with our business goals. You can tell they care about quality and long term value not quick wins."
Elizabeth Parker
Co Founder & Managing Partner
"HBOX Digital delivers real results. No overpromising, no shortcuts, just solid execution. Their ability to translate ideas into scalable digital solutions sets them apart. The team is proactive, transparent and focused on driving measurable growth. We will definitely continue working with them."
David Johnson
VP of Growth
"From the first consultation to final delivery HBOX Digital demonstrated professionalism and clarity. They understand modern digital challenges and know how to solve them efficiently. The process was smooth, communication was consistent and the final outcome exceeded expectations."
Benjamin Clarke
Chief Technology Officer
"HBOX Digital is a reliable and forward thinking digital partner. Their team combines technical skill with strategic insight to create solutions that actually move the needle. They respected timelines, budgets and business priorities which is rare in this space. Strongly recommend them to any company serious about digital transformation."
Peter Grant
Director of Operations
"Partnering with HBOX Digital was a strategic win for our business. Their team understands digital growth end to end and delivers with precision. From planning to execution everything was aligned with our objectives. Communication was clear, timelines were respected and results spoke for themselves. If you want a digital partner that actually executes this is it."
Sarah Mitchell
Vertex Commerce Group
"HBOX Digital exceeded expectations across the board. Their approach is structured data driven and focused on outcomes not vanity metrics. The team took time to understand our brand and delivered solutions that directly impacted performance. Professional, responsive and reliable. Highly recommended."
James Anderson
Head of Marketing
"Working with HBOX Digital felt like an extension of our internal team. They brought strong technical expertise paired with smart creative thinking. Every deliverable was thoughtful and aligned with our business goals. You can tell they care about quality and long term value not quick wins."
Elizabeth Parker
Co Founder & Managing Partner
"HBOX Digital delivers real results. No overpromising, no shortcuts, just solid execution. Their ability to translate ideas into scalable digital solutions sets them apart. The team is proactive, transparent and focused on driving measurable growth. We will definitely continue working with them."
David Johnson
VP of Growth
"From the first consultation to final delivery HBOX Digital demonstrated professionalism and clarity. They understand modern digital challenges and know how to solve them efficiently. The process was smooth, communication was consistent and the final outcome exceeded expectations."
Benjamin Clarke
Chief Technology Officer
"HBOX Digital is a reliable and forward thinking digital partner. Their team combines technical skill with strategic insight to create solutions that actually move the needle. They respected timelines, budgets and business priorities which is rare in this space. Strongly recommend them to any company serious about digital transformation."
Peter Grant
Director of Operations
From AI breakthroughs to marketing strategies that convert, our blog breaks down complex tech into actionable insights for modern brands.
Most organisations need a mix, and they usually do not know which at the start. Configuration solves more than people expect and costs less. Code is right when the platform genuinely cannot model your process. An assessment answers this in a couple of weeks, and it is the first thing we do.
Tell us what you are running today, which clouds you are licensed for and what is not working. We will come back within one business day with an honest view of whether this is a configuration problem, a build, or neither.
Fast, reliable support whenever you need it.
High-quality solutions at competitive, budget friendly rates.
Flexible processes with clear, open communication at every step.
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