Case studies
How the work was designed and built: the problem, the architecture, the decisions that were contested, and what changed. Every one names the Salesforce products involved and links to the technical writing behind it.
All · 15 case studies
- Case studyConsumer Goods & RetailTransforming Customer Service with Smarter Case Management and RoutingHow an unreportable case taxonomy and proximity-based routing become a service model that can answer questions about itself: two-level classification, routing on skill and measured capacity, and deflection counted honestly.Service CloudOmni-ChannelKnowledgeFlowSalesforce Service Cloud Consulting9 min read
Consumer Goods & Retail - Case studyConsumer Goods & RetailBuilding an AI Service Agent with Safe Human EscalationA worked retail scenario: a scope narrow enough to have real transcripts for, grounding remediated before it was connected, and escalation designed as a product, not a fallback.AgentforceService CloudData 360Salesforce Service Cloud Consulting12 min read
Consumer Goods & Retail - Case studyManufacturingTransforming Quote-to-Cash for a Complex Manufacturing BusinessHow a configurable manufacturer settles quote-to-cash before any rule is configured: what is a product and what is an attribute, who owns price, and where the ERP boundary sits.Revenue CloudSales CloudFlowRevenue Cloud & CPQ14 min read
Manufacturing - Case studyConsumer Goods & RetailBuilding a Connected Customer Marketing Lifecycle with Marketing Cloud NextHow a campaign calendar becomes a lifecycle: identity resolved before any journey is built, consent modelled as a first-class object, and suppression decided centrally so a customer with an open complaint never receives a win-back.Marketing Cloud NextData 360Sales CloudMarketing Cloud Next12 min read
Consumer Goods & Retail - Case studyManufacturingTurning Partner Operations into a Self-Service Digital ExperienceHow a partner mailbox becomes a portal: the four tasks partners actually repeat, an external sharing model designed before anything was themed, and an escalation path that keeps the hard conversations on the phone.Experience CloudSales CloudKnowledgeSalesforce Experience Cloud10 min read
Manufacturing - Case studyNonprofitScaling Salesforce Automation Without Creating More Technical DebtHow an accumulated flow estate becomes maintainable again without a rewrite: one flow per object per timing, names that survive a handover, entry criteria stated as what changed, and fault paths that raise a record a human can act on.FlowSales CloudNonprofit CloudSalesforce Administrator Services9 min read
Nonprofit - Case studyManufacturingConnecting a Fragmented Enterprise with MuleSoft API-Led IntegrationHow API-led connectivity is scoped in practice: System APIs drawn around bounded capabilities rather than objects, a Process layer that stays thin on purpose, and an honest test for when the platform is not warranted.MuleSoftAnypointSales CloudMuleSoft Integration Services13 min read
Manufacturing - Case studyManufacturingTransforming Field Operations from Scheduling to Mobile Service DeliveryHow field service becomes schedulable: work types that make duration and skill predictable, territories and skills modelled on how dispatch really happens, and a mobile app built for a plant room with no signal.Field ServiceService CloudField Service MobileSalesforce Field Service12 min read
Manufacturing - Case studyFinancial ServicesEngineering a Salesforce Platform Beyond the Limits of Declarative AutomationHow a deliberate decision to write Apex stays maintainable: rules in custom metadata rather than in classes, a calculation testable without records, bulk safety as a design property, and a component nobody at the client is afraid to open.ApexLightning Web ComponentsCustom MetadataSales CloudSalesforce Development12 min read
Financial Services - Case studyConsumer Goods & RetailConnecting Sales, Service, Data and AI in a Multi-Cloud Salesforce ArchitectureHow sales, service, Data 360 and Agentforce fit together when nobody agrees what a customer is: ownership of the record first, identity resolution second, grounded AI last.Sales CloudService CloudData 360Salesforce for Large Enterprises12 min read
Consumer Goods & Retail - Case studyCommunications, Media & TechnologyBuilding a Salesforce Integration Architecture Designed for Production ScaleHow an integration estate becomes operable: the API family chosen per interface, authentication treated as an operational concern, idempotent writes, classified retries, and a failure record somebody can act on.Sales CloudService CloudPlatform EventsSalesforce Integration Services12 min read
Communications, Media & Technology - Case studyCommercial & Business ServicesModernising a Salesforce Org Without Disrupting the BusinessHow an ageing Salesforce org is modernised while it stays in daily use: measure first, add before you subtract, sequence by what the debt costs per sprint, and write down what you chose to leave alone.Sales CloudService CloudFlowSalesforce Administrator Services11 min read
Commercial & Business Services - Case studyNonprofitTurning Salesforce Go-Live into Continuous Platform ImprovementHow the months after go-live become improvement rather than support: triage that tells a break from a request from a training gap, a release cadence that absorbs the Salesforce ones, and a backlog the client ranks.Sales CloudService CloudNonprofit CloudSalesforce Managed Services9 min read
Nonprofit - Case studyHealthcare & Life SciencesMigrating Business-Critical Data Without Losing Context or RelationshipsHow a legacy consolidation becomes a defensible migration: profiling before mapping, external IDs that make loads re-runnable, parent-first load order, a deliberate decision about history, and reconciliation that proves the result.Sales CloudService CloudData 360Salesforce Integration Services13 min read
Healthcare & Life Sciences - Read the Insights libraryFifty-nine pieces on architecture, Agentforce, integration and delivery.
Bring us the problem, not the spec
Every study here started as somebody describing what was going wrong. If any of it sounds familiar, a certified architect will tell you plainly what we would do about it, and whether it is worth doing at all.
SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.
Jack BennettConsumer Goods & RetailUnited States
I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.
Salesforce Managed ServicesAustralia
The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.
ManufacturingAustralia
They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.
Financial ServicesUnited States
Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.
Salesforce Implementation