Salesforce Industries · Revenue Cloud · Agentforce

I help B2B companies move to Revenue Cloud Advanced and make quote-to-cash AI-ready.

Independent Salesforce consultant and developer. I design, implement and improve Salesforce across industry processes, quote-to-cash, CPQ & Revenue Cloud, pricing, approvals, integrations, data migration — and put Agentforce to work.

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EXP // Senior Salesforce consultant & developer. Certified in Revenue Cloud, CPQ and Agentforce. Hands-on with Apex, LWC, Flow, Experience Cloud, integrations, data migration and technical delivery.
HUB
Salesforce
Revenue Cloud
Industry Cloud
ERP
Billing
Experience Cloud
Data Cloud / APIs
The problem

Most Salesforce problems are not caused by missing features.

In complex B2B environments, Salesforce issues usually appear where business process, data ownership, pricing logic and integrations meet.

01

Quote-to-cash is fragmented

Sales, pricing, approvals, orders, billing and finance live in separate systems or disconnected Salesforce processes.

02

Legacy CPQ is reaching end of the road

With Salesforce CPQ now end-of-sale, product catalogues, bundles, discounts and approval rules need a path to Revenue Cloud Advanced — not another workaround.

03

Integrations are designed around endpoints, not processes

Salesforce connects to ERP, billing or legacy systems, but data ownership, error handling and process flow are unclear.

04

Multi-cloud architecture becomes messy

Sales, Service, Experience, Revenue, Industry and Data Clouds are implemented as separate pieces instead of one coherent, AI-ready architecture.

The approach

I help you design and deliver Salesforce around the real business process.

My work combines business analysis, solution architecture and hands-on implementation. The goal is to make Salesforce support the complete process — from customer and product data to pricing, approvals, orders, integrations, reporting and AI.

01

Salesforce Industries & multi-cloud architecture

Mapping business requirements to Salesforce Clouds, industry data models and standard platform capabilities before adding unnecessary customisation.

02

Revenue Cloud Advanced, CPQ & quote-to-cash

Designing and improving product catalogues, pricing logic, discounting, approvals and quote processes — including migration from legacy CPQ to Revenue Cloud Advanced.

03

Agentforce & AI for revenue

Putting Agentforce to work on real revenue processes, on the core-native architecture that autonomous agents need to function.

04

Enterprise integrations & custom delivery

Connecting Salesforce with ERP, billing, finance and external APIs with clear data ownership — plus hands-on Apex, LWC, Flow, data migration and CI/CD.

Services

Focused Salesforce services for complex B2B environments.

SERVICE / 01

CPQ → Revenue Cloud Advanced Migration & Readiness

A focused assessment for companies on legacy Salesforce CPQ, or planning Revenue Cloud Advanced and complex multi-cloud Salesforce architecture.

What it includes
  • Review of current CPQ / Salesforce setup and business process
  • Migration path from legacy CPQ to Revenue Cloud Advanced
  • Product, pricing, approval and quote-to-cash review
  • Agentforce-for-revenue readiness
  • Integration and data ownership analysis
  • Roadmap of recommended improvements
Output

Clear assessment report, migration approach, architecture recommendations and implementation roadmap.

SERVICE / 02

Quote-to-Cash Architecture & Implementation

Connect sales, products, pricing, approvals, orders, ERP and billing into one scalable, AI-ready Salesforce process.

What it includes
  • Product catalogue and pricing process design
  • CPQ / Revenue Cloud Advanced delivery
  • Approval process design
  • Quote, order and billing flow analysis
  • Integration design with ERP or finance systems
  • Custom development where standard configuration is not enough
Output

A more scalable, maintainable and business-aligned quote-to-cash process.

SERVICE / 03

Agentforce, Integration & Technical Delivery

Hands-on technical delivery — including building and deploying Agentforce agents — plus integration and custom development.

What it includes
  • Agentforce agent design and development
  • Apex and LWC development
  • Flow and automation design
  • Experience Cloud development
  • REST/SOAP integrations
  • Data migration, CI/CD and deployment support
  • Debugging and refactoring existing implementations
Output

Reliable Salesforce delivery with senior technical ownership.

FOR PARTNERS / 04

Partner & Subcontracting Support

For Salesforce partners and software houses that need an experienced senior consultant/developer for complex delivery topics.

What it includes
  • Technical discovery
  • Solution design and architecture support
  • Apex / LWC / Flow delivery
  • CPQ / Revenue Cloud Advanced support
  • Agentforce and integration work
  • Rescue of difficult or delayed implementation areas
Output

A reliable senior Salesforce expert who can join the project and take ownership of complex workstreams.

Currently building

Pallas — reporting for Salesforce, powered by Agentforce.

Salesforce reporting is powerful until you need to report across data that doesn’t sit on a direct relationship path. The native model only follows object relationships downward, so the moment a question spans loosely related objects, teams fall back to exports and spreadsheets. Pallas removes that ceiling — describe the report you want in plain language, and the agent builds it.

  • Conversational report creation — users ask for the report they need in natural language instead of configuring report types
  • Reporting across object relationships beyond Salesforce’s native downward-only model
  • Fully customizable to each client’s data model and reporting needs
  • Built on Agentforce, so it runs inside the Salesforce experience your team already uses
Working prototype
Pallas — AI Reporting
Case studies

Representative Salesforce delivery experience.

Engagements are described generically to respect client confidentiality. Each example reflects the type of problem I work on and the role I play in solving it, rather than any single client project.

CASE / 01CPQ & Revenue Cloud

CPQ, pricing and product catalogue redesign

B2B organisations with complex products keep hitting the same wall — manual pricing decisions, approval bottlenecks and configuration complexity that slow the sales cycle — and a CPQ setup that needs rethinking as they move toward Revenue Cloud Advanced.

CPQ architecture, product and pricing model design, approval-process redesign and implementation planning, working alongside business and delivery teams.

Work delivered
  • Product and pricing model analysis
  • CPQ / Revenue Cloud design and build
  • Approval-process redesign
  • Technical implementation support
  • Collaboration with business and delivery teams

A more structured, maintainable pricing process with fewer manual steps and a cleaner foundation for scaling on Salesforce.

CASE / 02Integration

Salesforce integration with billing and finance systems

Quote-to-cash only works when Salesforce exchanges data reliably with downstream billing and finance systems. The recurring challenge is doing it in a maintainable, troubleshoot-able way rather than a brittle one-off.

REST-based integration design and development, data mapping, and implementation and troubleshooting support across Salesforce and external systems.

Work delivered
  • REST integration design and development
  • Data mapping between Salesforce and external systems
  • Error handling and observability
  • Deployment and testing support
  • Collaboration with finance and technical stakeholders

Cleaner data flow between Salesforce and finance systems, less manual reconciliation, and clearer visibility when integration issues arise.

CASE / 03Data & CI/CD

Enterprise data migration and deployment process

Large Salesforce environments need reliable data migration, careful metadata coordination and controlled deployment across sandbox, QA and production.

Migration planning, data validation, deployment coordination and CI/CD improvements.

Work delivered
  • Data migration planning and support
  • Data validation and quality checks
  • Sandbox, QA and production deployment coordination
  • Metadata and CI/CD support
  • Troubleshooting of data and process issues

Lower deployment risk, more predictable releases and cleaner handling of enterprise Salesforce data.

CASE / 04Experience Cloud

Experience Cloud and custom Salesforce UX

Salesforce portals and internal Lightning experiences often need custom components and process-specific UX beyond standard configuration.

LWC and Apex development, Experience Cloud styling and data handling, and user-facing process design.

Work delivered
  • Custom LWC development
  • Apex controllers and backend logic
  • Experience Cloud / Lightning integration
  • Salesforce-style UI/UX improvements
  • Data-driven component behaviour

Better usability and tighter alignment between Salesforce functionality and business process needs.

Process

A simple way to start without committing to a large implementation upfront.

STEP 01

Discovery call

We discuss your current Salesforce setup, business process, systems landscape, pain points and desired outcomes.

STEP 02

Assessment or solution design

I review your architecture, process, data, integrations and delivery risks. You receive a practical roadmap or technical solution design.

STEP 03

Implementation support

I deliver the work directly, support your internal team or join as a senior subcontractor for selected Salesforce workstreams.

STEP 04

Handover & scaling

The goal is not only to build the solution, but to make it maintainable for your team, future projects and long-term Salesforce roadmap.

Who I work with

Best fit for B2B companies and Salesforce teams dealing with complexity.

B2B companies using Salesforce

You already use Salesforce, but your sales, pricing, approvals, integrations or reporting processes are becoming difficult to maintain.

Companies on legacy CPQ or planning Revenue Cloud

You are on Salesforce CPQ and facing the move to Revenue Cloud Advanced, or evaluating an industry-specific solution, and want to validate the path before implementation.

Salesforce partners and software houses

You need a senior consultant/developer who can support discovery, architecture, implementation or rescue complex delivery areas.

Teams integrating Salesforce with enterprise systems

You need to connect Salesforce with ERP, billing, finance, middleware, portals, legacy systems or external APIs.

Why work with me

Business-aware Salesforce delivery with strong technical ownership.

Senior-level work that meets you where you are — whether that is solution design, full implementation, or filling a specific gap in your delivery team.

Consulting and implementation in one role

I can join discovery and architecture discussions, but also implement Apex, LWC, Flow, Agentforce, integrations and deployment work hands-on.

Process first, configuration second

Salesforce works best when architecture follows the real business process — especially in pricing, approvals, quote-to-cash and integrations.

Built for complex B2B and enterprise

My experience includes CPQ/Revenue Cloud, Agentforce, integrations, Experience Cloud, data migration, technical leadership and multi-environment delivery.

Works well with clients and delivery teams

I communicate with stakeholders, clarify requirements and translate business problems into Salesforce architecture and technical implementation.

Get in touch

Want to improve, integrate or implement Salesforce for a complex B2B process?

Book a short discovery call or send a message about your current Salesforce challenge. I can help you assess whether you need an audit, a migration plan, solution design, implementation support or senior subcontracting help.

Book a discovery call Email directly
or write tojakub@zelmanowicz.cloud