COCO SOFTWARE / INDEPENDENT DIGITAL STUDIO
All custom software & integration / Finance, CRM & ERP integrations / 14
COCO / CUSTOM DEVELOPMENT

Salesforce DevelopmentMake Salesforce fit the process—not every process fit Salesforce.

Salesforce work can involve objects, Flow, Apex and external APIs. Decide what belongs inside the platform, then test permissions, API limits and governor constraints.

Scope-led engagement · tailored engineering · not packaged SaaS

COCO / SYSTEM DESIGN STUDY 02—14

Turn real complexity
into clear operations.

The challenge Make Salesforce fit the process—not every process fit Salesforce.
In context Sales closes a deal in Salesforce, but delivery receives …
Design focus Data objects and process boundaries
Conceptual illustration · not client UI
COCO / BUSINESS ENGINEERING
Business first. Engineering next.
01 / THE REAL PROBLEM
Technology is the means.
The workflow comes first.

Salesforce work can involve objects, Flow, Apex and external APIs. Decide what belongs inside the platform, then test permissions, API limits and governor constraints.

FIELD NOTE / ILLUSTRATIVE

A moment worth redesigning

Sales closes a deal in Salesforce, but delivery receives incomplete terms and must ask for details by email.

Composite business vignette, not a client quote or measured result.

02 / HOW WE WORK

Find the real rules.
Then engineer the workflow.

We start with operations, system boundaries and failure scenarios. These stages are a proposed approach, not a guaranteed scope.

Agree sources of truth and business rules
COCO / DESIGN SESSION
Agree sources of truth and business rules
STEP 01 / 03 Illustrative
03 / SCOPE THE RIGHT THING

What could your team receive?

Potential deliverables are tailored to your business, platform access and investment priorities.

01 /

Data objects and process boundaries

02 /

Flow, Apex or API delivery

03 /

Permissions, tests and release management

Salesforce API and Apex governor limits depend on the organisation and licences; confirm permissions and capacity in the client org. Salesforce docs ↗

04 / EVIDENCE OF IMPROVEMENT

How will we know it helped?

Useful evidence starts with baseline measurements—not invented success percentages.

01

Differences between connected system records

Establish a baseline before claiming improvement.

02

Re-entry and manual reconciliation effort

Establish a baseline before claiming improvement.

03

Time to detect and repair failed syncs

Establish a baseline before claiming improvement.

05 / RELATED CAPABILITIES

What else does
the workflow touch?

Customers, orders, products, inventory and finance intersect. Explore adjacent capabilities and decide what belongs in scope.

LET'S UNDERSTAND THE WORK

Understand your business.
Then build what matters.

Show us your systems, repetitive handoffs and the exceptions you worry about. Start from the business reality.