Salesforce implementation
Salesforce implementation is the work of turning licences into a working business system: processes mapped, the platform configured to them, clean, migrated data, users trained, and the whole thing governed from day one.
Our Salesforce implementation services will transform your business processes, enhance customer relationships and drive growth. A UK Salesforce partner since 2012, we specialise in tailored Salesforce implementation, offering a comprehensive suite of services designed to realise the full potential of the Salesforce platform and integrated applications.
Our team will integrate Salesforce into your existing IT ecosystem, minimising disruption and ensuring a smooth transition. We work closely with you to ensure a seamless migration of data and processes, and to simplify your business processes, creating optimised workflows within Salesforce that boost productivity and efficiency across your organisation.
The shape of a successful implementation has proved remarkably consistent, which is why the eleven stages below are the same on every project we run. You always know where you are, what happens next and what is expected of you.
Who delivers it
Senior-led
You talk to the people doing the work
Your project is designed and delivered by experienced consultants, not handed to a bench once the contract is signed.
Business-first
Outcomes before feature checklists
We start from operational improvement and commercial value. Where a simpler path delivers the outcome, we take it.
Proven across industries
Certified specialisms behind each
Retail, financial services, professional services, public sector, healthcare and nonprofit. Explore the industries we work in.
How a C24 implementation runs
Every implementation is different. The shape is not. These eleven stages run in this order on every project we deliver, so you always know where you are and what is expected of you next.
we run it we run it with you
Do you need all eleven stages?
If your processes are recognisable, your data is manageable and you need to be live in weeks rather than months, the full programme is more than you need. Our fixed-cost rapid implementation, FastStart, compresses the same method into four weeks.
What we implement
Every core Salesforce application, plus the custom build that starts where configuration runs out. Salesforce renamed most of these between 2025 and 2026, so both names are given.
Agentforce Sales
Formerly Sales Cloud
Pipeline, forecasting and process automation built around how your team actually sells.
Agentforce Service
Formerly Service Cloud
Case management, SLAs and self-service that deflect volume without deflecting customers.
Experience Cloud
Formerly Community Cloud
Portals and communities that put your processes in your customers and partners hands.
Agentforce Marketing
Formerly Marketing Cloud
Journeys, Account Engagement and automation connected to real CRM data.
Data 360
Formerly Data Cloud
The unified data layer, where the estate is bigger than the CRM and the reporting needs to prove it.
Custom build
Where configuration runs out
Apex, Lightning components and custom applications when clicks alone will not carry the requirement.
ERP and total system design
Salesforce rarely lives alone, and our implementations do not treat it as if it does.
C24 grew up doing total system design: deep experience across ERP and finance systems including NetSuite, Xero and Sage, plus ecommerce, support platforms and data warehouses. We design to modern MACH principles, which means Salesforce first where it is the right choice, best-of-breed where it is not, and clean integration either way.
Your implementation is designed inside your whole landscape, not dropped into it. See how we approach Salesforce integration.
How we deliver
The eleven stages above are the plan. The Cognition Way is how we work inside them.
Design work runs in sprints because design benefits from iteration. Configuration, migration and change run to a plan because a licensed platform with a go-live date does not. The interesting question on any implementation is where the seam between the two sits, and we agree that with you in week one.
Post implementation support
Go live is the start. Hand over to a managed service plan, draw on Flex24 hours, or run it yourself with the documentation we leave behind. Whichever you choose, it is scoped before go live rather than after.
Scope your implementation
Tell us what the business needs to do differently. We will tell you what that means in Salesforce terms, roughly what it costs, and whether the full programme or the fast route fits.
Salesforce implementation: frequently asked questions
A typical SMB implementation runs six to twelve weeks depending on the clouds involved, the state of your data and the number of integrations. Our fixed-cost FastStart programme goes live in weeks. Timelines firm up after assessment rather than before it.
It depends on scope, so we quote a fixed proposal after assessment rather than an open-ended day rate. For standard sales and service builds, FastStart offers a published fixed cost.
Sales Cloud, Service Cloud, Experience Cloud and Marketing Cloud including Account Engagement, plus custom Salesforce solutions built with Apex and Lightning where configuration alone is not enough.
Yes, and we would rather do it during than after. We have implemented alongside NetSuite, Xero, Sage and other finance and ERP systems, and we design the integration into the build rather than bolting it on later.
Unmapped processes, dirty data and unclear ownership. That is why our method starts with process and data before configuration, the same order as our five pillars.
Salesforce is easy to switch on and hard to set up well. A partner brings patterns from many orgs, avoids expensive data-model mistakes, and transfers knowledge so you own the result.
Yes. Many of our implementations go live with no in-house Salesforce admin at all, handing over to a C24 managed service on day one. Others are built for an internal owner to run, with training and documentation designed around that. We scope for whichever you intend.
It is profiled, cleansed and deduplicated before migration rather than after. We agree what genuinely needs to move and what belongs in an archive, then run the load in a sandbox so you can see the result before anything is committed.
Speak to us about your implementation
Or view our managed services
We understand that each business has its own unique needs that can change over time. With this in mind, we offer you the flexibility to personalise your experience by choosing from our four Salesforce Managed Service plans. This allows you to tailor your plan to precisely meet your current needs and budget.
If you’re unsure about hiring a full-time employee exclusively for Salesforce management and prefer occasional support without the obligation of a full-time commitment, we’re here to assist you.
Please select the plan that best fits your needs below. If you need further clarification, feel free to reach out to our Managed Support team, who can walk you through our services.