AHK.AI's Salesforce automation engineers deploy Flows, Apex triggers, and platform integrations that streamline lead-to-cash processes. We migrate legacy Process Builders, configure assignment rules, and connect Salesforce to your ERP, marketing stack, and support systems with proper error handling and governance.
Flow is Salesforce's no-code/low-code automation tool—ideal for most business logic. Apex is custom code (Java-like) for complex scenarios Flow can't handle. We use Flow first for maintainability; Apex only when necessary.
Should I migrate from Process Builder to Flow?
Yes! Salesforce is retiring Process Builder. We specialize in migrations—converting your existing Process Builders to Flows with equivalent logic, testing, and documentation. Most orgs have 2-4 weeks to complete this.
Can you integrate Salesforce with our ERP?
Absolutely! We integrate Salesforce with NetSuite, SAP, Microsoft Dynamics, QuickBooks, and custom ERPs. We handle order sync, invoice updates, inventory checks, and customer data bidirectionally.
How do you handle Salesforce data quality?
We build validation rules, duplicate management rules, and data enrichment Flows. We can also implement tools like Cloudingo or DemandTools for bulk deduplication and standardization.
Do you work with Salesforce CPQ?
Yes! We automate CPQ workflows including quote approvals, discount logic, product bundling, and contract generation. We integrate CPQ with e-signature tools (DocuSign, Adobe Sign) and billing systems.
Can you help with multi-cloud Salesforce setups?
Yes. We configure automation across Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud with proper data sharing and cross-cloud triggers. Premium package covers multi-cloud architecture.
How long does Salesforce automation take?
Simple Flows take 3-5 days. Sales process automation runs 2-3 weeks. Full enterprise implementations with integrations typically take 4-8 weeks including testing and training.
Do you provide sandbox management?
Yes. We work in sandboxes for development and testing, then deploy via change sets or DevOps pipelines. Premium packages include sandbox refresh strategies and deployment documentation.
What about Salesforce governor limits?
We design automation with limits in mind—bulkifying Apex, using async processing, and optimizing SOQL queries. Our solutions scale to millions of records without hitting limits.
Do you offer ongoing Salesforce support?
Yes! We provide monthly retainers for admin support, new automation builds, and optimization. Retainers include a set number of hours for changes, bug fixes, and enhancements.
Client Reviews
★★★★ 4.9
based on 203 reviews
★★★★★ 5
Checkout to cash clarity
We were drowning in manual order follow-ups and duplicate leads. AHK.AI rebuilt our lead-to-cash flow using auto-launched Flows and a couple of Apex triggers to handle edge cases when orders were edited post-purchase. They also set up clean error handling (email + logging object) so failures don’t silently disappear. Lead assignment rules now route by product line and region, and our reps actually trust the data again. The rollout was staged and low-risk, which mattered during peak season.
Project: Migrated legacy Process Builders to Flow, implemented lead assignment automation, and integrated Salesforce with Shopify and NetSuite via API middleware.
★★★★★ 5
Pipeline automation done right
Our Opportunity stages were inconsistent and the notifications were noisy. They implemented stage automation with guardrails—only advancing when required fields and CPQ inputs are present—and added targeted Slack/email alerts to the right owners. They also replaced a spaghetti mess of Process Builders with scheduled Flows and a small trigger for contract syncing. What I appreciated most was governance: naming conventions, documentation, and a release plan that matched our sprint cadence.
Project: Opportunity stage automation with notifications, Process Builder to Flow migration, and integration with Stripe billing and Slack.
★★★★ 4.5
Reliable, compliant automation
We needed automation but couldn’t risk PHI exposure or uncontrolled changes. AHK.AI designed Flows with clear entry criteria, minimized data exposure in debug logs, and implemented a structured exception-handling pattern. Case assignment now routes by specialty and urgency, and escalations trigger tasks for our care coordinators. They were careful about permissions and audit readiness, and they didn’t over-engineer. Only reason it’s not a full 5 is we had a minor delay waiting on a vendor API sandbox.
Project: Case assignment automation, migration from Process Builder, and integration between Salesforce Service Cloud and a patient scheduling system via API.
★★★★★ 5
Faster lead routing
We run a high-volume lead intake from multiple listing portals, and response time is everything. They set up assignment rules and a Flow that scores and routes leads based on ZIP, property type, and agent availability. The integration pulls inquiries from our marketing forms into Salesforce with dedupe logic, so we stopped creating three records for the same buyer. Stage changes on Opportunities now trigger the right follow-up tasks, which has noticeably improved our showing-to-offer conversion.
Project: Lead assignment rules, auto-launched Flow for lead scoring and deduplication, and API integration with Zillow/portal lead sources.
★★★★ 4
Solid build, some rework
They helped modernize our Salesforce automations and cleaned up several Process Builders that were causing recursion and timeouts. The new Flows are easier to maintain, and the Apex trigger they added handles the rare compliance edge cases we see with account updates. Integration to our core system is stable with proper retries and alerts. We did have to revisit a few field mappings after UAT because our internal definitions were inconsistent, but they handled the fixes quickly and professionally.
Project: Process Builder to Flow migration, Apex trigger for compliance validations, and integration between Salesforce and a financial core platform via middleware.
★★★★ 4.5
Cleaner handoffs to sales
As an agency, we live in campaigns and MQL/SQL handoffs. AHK.AI connected Salesforce to our marketing stack and built a scheduled Flow to normalize UTM parameters and campaign member statuses. Lead assignment now respects territory plus account ownership, and the alerts are actually useful instead of spammy. They also put basic governance in place so our admins don’t accidentally break things. A couple of dashboard fields needed extra tweaks, but the automation itself has been dependable.
Project: Integrated Salesforce with HubSpot and Google Ads reporting, built scheduled Flows for attribution cleanup, and implemented lead assignment automation.
★★★★★ 5
ERP integration finally stable
We’ve tried two vendors to connect Salesforce to our ERP and both left us with brittle sync jobs. AHK.AI rebuilt the integration with proper queuing and error handling, so failed transactions are visible and recoverable. They also automated Opportunity-to-Order steps: when a deal hits “Closed Won,” the Flow creates the right records, triggers approvals, and notifies production planning. The team understood BOM/part terminology and didn’t need babysitting. This is the first time our sales and ops data align.
Project: Third-party integration between Salesforce and SAP, Opportunity stage automation, and migration of legacy Process Builders to Flow with robust error logging.
★★★★★ 5
Great governance and speed
We manage multiple client orgs and needed consistent automation patterns. AHK.AI delivered reusable Flow frameworks, set naming standards, and documented deployment steps so our team can maintain everything. They migrated old Process Builders, reduced CPU time issues, and created screen flows for consultants to launch standardized project intake. The best part was how they communicated: clear estimates, frequent check-ins, and no surprises during release. Our admins now spend less time firefighting and more time improving the CRM.
Project: Standardized Flow templates, Process Builder to Flow migration across multiple Salesforce orgs, and screen flows for project intake and approvals.
★★★★ 4.5
Admissions workflow improved
Our admissions team was manually moving applicants through stages and missing follow-ups. They built screen flows for counselors, plus auto-launched flows that update application status and create tasks based on deadlines. Assignment rules now route inquiries by program and campus, and we integrated Salesforce with our SIS so enrollments sync without messy CSV imports. There was a learning curve for our staff, but the automation is straightforward and the audit trail is much better than before.
Project: Admissions lead-to-enrollment automation, lead assignment by program/campus, and API integration between Salesforce and a Student Information System.
★★★★★ 5
Fewer exceptions, faster ops
We handle high-volume shipments and exceptions were killing our support queue. AHK.AI automated case creation and routing based on carrier, lane, and SLA tier, then tied status updates to Opportunity and account records so sales can see what’s happening. They integrated Salesforce with our TMS and added retry logic plus alerts when a carrier API times out. The result: fewer “where is my shipment” tickets and cleaner handoffs between dispatch and customer success.
Project: Case assignment automation, Salesforce-TMS integration via API, and automated notifications tied to shipment exception statuses.
