Salesforce Projects & Implementation Services

Whether you're launching Salesforce for the first time or enhancing an existing org, our project services are built to deliver fast, high-quality outcomes aligned with your business goals.

We combine thoughtful planning, expert configuration, and hands-on guidance to ensure your Salesforce investment is fully optimized—right from the start.

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What’s Included in Our Salesforce Project Services

Here’s what you can expect when you partner with us for your next Salesforce project.

New CRM Implementation

Launch Salesforce with confidence. Our team partners with you to design and build a platform that mirrors your processes, supports your data structure, and sets your team up for adoption from day one.

Our implementation services include:

  • Discovery & requirements gathering

  • System architecture & data modeling

  • Custom objects, fields, and automation

  • User roles, permissions & security setup

  • Integration with your existing tools

  • Dashboards, reports & analytics setup

  • Training & go-live support

We configure a powerful foundation built specifically for how your business works.

Salesforce Rescue & Org Recovery

Not happy with your current build? Inherited a messy org? Experiencing frequent breakdowns, errors, or user frustration?

We specialize in Salesforce rescue projects that stabilize, clean, and restore your org to a healthy, maintainable state.

A typical rescue includes:

  • Full org assessment & technical audit

  • Identifying broken automation and conflicts

  • Removing unused fields, objects, and workflows

  • Fixing integrations and data sync issues

  • Rebuilding key processes the right way

  • Documenting your environment for long-term clarity

No judgment—just expert repair, simplified structure, and a CRM your team actually wants to use.

Migrations & Data Projects

Moving from spreadsheets, legacy systems, or another CRM? We ensure your data arrives clean, accurate, and organized.

Our migration services cover:

  • Data mapping & transformation

  • Cleansing, deduplication & normalization

  • Importing into Salesforce with validation

  • Testing & reconciliation

  • User training on new data models

Your data is the backbone of your CRM—we treat it that way.

Platform Enhancements & Expansion

Already using Salesforce but ready to scale? We help you extend your platform with new features, streamlined processes, and optimized workflows.

Typical enhancement projects include:

  • Adding new clouds or features

  • Automating manual tasks

  • Improving reporting accuracy

  • Enhancing user experience and adoption

  • Strengthening integrations

  • Cleaning up and standardizing data

If your org has grown stale, complex, or cluttered, we bring it back to peak performance.

Why Choose Dynamic Specialties Group for Salesforce Projects

At Dynamic Specialties Group, we bring together deep Salesforce expertise, proven project delivery processes, and a commitment to creating solutions that truly work for your business. Here's what really sets us apart:

Industry-Informed Strategy

We take time to understand your operations, workflows, and goals—allowing us to design Salesforce solutions that fit your business instead of forcing your business to fit the system.

Certified Salesforce Experts

Our team includes certified Salesforce consultants and developers experienced across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and custom integrations.

Custom-Built, Scalable Solutions

We focus on building solutions that not only solve today’s challenges but also support future growth. Clean architecture, smart automation, and intuitive workflows come standard.

Clear, Collaborative Project Management

You’ll always know where your project stands. We follow structured project methodologies, provide milestone updates, and maintain open communication throughout every phase.

Drive Results with Our Salesforce Project Expertise

Whether you're implementing Salesforce for the first time or optimizing an existing setup, we help streamline your processes, enhance performance, and ensure your system supports your growth.

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Frequently Asked Questions

Getting Started & How It All Works

Easy! Schedule a consultation call with us. We'll use that time to learn more about your project and specific needs.

On-boarding with us is like moving into a new house, but with less dust and fewer lost socks.

Here’s what goes down:

  1. Introductions—you’ll meet your project manager
  2. Kickoff call—meet the team, set expectations, and share goals
  3. Access setup & discovery—you hand us the keys (securely), review the project scope, and complete a “prep-checklist.”
  4. Quick-win identification—we find the easy wins and fast fixes
  5. On-boarding and backlog creation—everything you want, everything you need, everything your last admin didn’t get to
  6. 30-day plan—so you know exactly what to expect

By week four, you’ll wonder how you ever survived without us.

We run a monthly Release Update & Health Check to ensure your org stays secure, stable, and fast. Salesforce updates can be helpful, or quietly catastrophic. We make sure they behave.

We monitor:

  • Breaking changes
  • Security vulnerabilities
  • Performance slowdowns
  • New features you might be missing

And we’re proactive, meaning we’ll fix things before they become problems. Your team keeps working without surprise downtime.

What's Included (and What Isn't)

Think of it as your all-in-one, “we’ve-got-you” support system:

  • Weekly sync meetings
  • Bug fixes
  • Routine maintenance
  • Feature updates (within your plan’s scope)
  • Help desk options via portal, email, or weekly meeting

If something big pops up—like a complete new product implementation or a custom-coded masterpiece—we’ll scope it as a separate project so your monthly rate stays predictable.

A few things live outside the monthly scope, such as:

  • Large-scale implementations (CPQ, FSC, Marketing Cloud, etc.)
  • Complex custom Apex development
  • Major data migrations
  • Net-new third-party integrations
  • Multi-month strategic overhauls

If one of these shows up, we’ll give you a heads-up and propose a project before lifting a single finger.

If it’s everyday maintenance, enhancements, support, or config, it’s part of your monthly plan.

If it’s multi-week or requires advanced specialization, it becomes a project—no surprises.

Examples of “project territory”:

  • Implementing a whole new Salesforce module
  • Migrating tens of thousands of records
  • Custom development requiring testing cycles
  • Integrating with external systems

We’ll always clarify which bucket your request falls into.

DevOps, Tools, and How We Work Behind the Scenes

DevOps is what keeps your Salesforce changes safe, fast, and drama-free. We use Copado Essentials Plus to handle deployments, backups, version control, and testing—so updates don’t break your org or your team’s spirit.

Without DevOps:

  • Data gets overwritten
  • Features break
  • Risks multiply
  • Your admin spends hours fixing things that should've just worked

With DSG’s DevOps:

  • Deployments are safer
  • Releases are faster
  • Mistakes get caught early
  • Your org stays healthy

It’s basically insurance for your Salesforce, except fun.

We use:

  • Copado + GitHub for DevOps
  • Visual Studio Code for development
  • Secure cloud storage for backups (when needed)
  • Asana for project management
  • Figma for process documentation & mockups

Tools we’re proud of—processes we trust.

If it’s everyday maintenance, enhancements, support, or config, it’s part of your monthly plan.

If it’s multi-week or requires advanced specialization, it becomes a project—no surprises.

Examples of “project territory”:

  • Implementing a whole new Salesforce module
  • Migrating tens of thousands of records
  • Custom development requiring testing cycles
  • Integrating with external systems

We’ll always clarify which bucket your request falls into.