From Stuckforce to Salesforce
Many leaders feel like they are fighting with Salesforce. Processes drag. Data is inconsistent. Reports are hard to trust. Staff rely on workarounds because the system no longer matches how the organization actually operates.
Your team knows Salesforce can be powerful, but you do not have the time, expertise, or internal resources to overhaul it. The system keeps slowing down, the issues compound, and everyone becomes hesitant to make changes.
Where teams get stuck
Slow, manual workflows
Outdated or confusing processes
Inconsistent or inaccurate data
Reports that do not reflect reality
Users frustrated with the system
No architect to guide improvements
This is why the 90 Day Salesforce Modernization is our centerpiece. It gives you a focused path to fix what is broken and get the system working the way it should.
Increase Revenue and Reduce Operational Drag by Modernizing Salesforce
90 Day Modernization
Fix high-impact issues fast and stabilize your entire Salesforce foundation in 90 days
Ongoing Salesforce Support
High-touch Salesforce support for organizations that need quick help and long-term reliability
Agentforce & AI integrations
Practical AI inside Salesforce that saves time, speeds execution, and scales your outreach.
The 90 Day Salesforce Modernization is the fastest and most reliable way to stabilize your system, clean up the processes that matter most, and give your team a Salesforce they can trust again. It is architect-led, tightly scoped, and designed for organizations that need meaningful change without a long or expensive project.
We work with you to identify the highest impact issue, modernize the related workflows, improve usability, clean the data, and deliver real results within 90 days.
What you get in every engagement
A structured discovery and system review
A clear modernization plan built around your highest impact problem
Fixes to the core issue and its connected processes
Simplified flows and improved automation
A better user experience for staff
Higher quality data and reporting
Coaching and training to support adoption
Documentation of the work completed and recommendations for the future
Ongoing Salesforce Support
We provide high-touch Salesforce support for organizations that rely on Salesforce every day but don’t have the internal bandwidth to manage, optimize, or troubleshoot their system. You get a trusted partner who understands your setup, your goals, and the way your team works.
High-Touch Coaching, Training, and Team Support
We help your staff gain confidence using Salesforce through:
One-on-one coaching
Team training sessions
Guidance for managers and admins
Support during key workflows
Help interpreting data and building clarity around reports
Technical Salesforce Expertise
We handle everything from routine improvements to advanced architecture, including:
Flow development and optimization
Apex development
Lightning Web Components (LWC)
Data architecture and modeling
Security, profiles, and permission sets
Automation troubleshooting and refinement
Marketing & Account Engagement (Pardot) Support
For organizations using Account Engagement, we support:
Journey and automation building
Email template creation
Lead scoring and grading
Segmentation and engagement insights
Cleanup and re-organization of existing assets
Integrations
We build and support integrations between Salesforce and:
Stripe
Intacct
Shopify
QuickBooks
Mogli and SMS solutions
Custom APIs and middleware
Support Options
Your support can be structured in a way that fits your organization:
Monthly Salesforce retainer
Scheduled development blocks
Admin and support hours
Quarterly health checks
A dedicated point-of-contact for all Salesforce needs
AgentForce + Data Cloud Implementation
We implement Salesforce AgentForce and Data Cloud so your team can automate research, follow-up, analysis, and multi-step workflows directly inside Salesforce. We have built these solutions for our own internal operations and for clients who needed faster execution, clearer insights, and more reliable automation. When AgentForce is connected to Data Cloud, your agents can work from unified, real-time profiles instead of fragmented records, producing more accurate and consistent results.
What We Build
We design and configure AgentForce capabilities that accelerate your daily work, including:
Sales Agents that research accounts, segment leads, and generate personalized outreach
Service Agents that summarize cases, recommend resolutions, and improve response consistency
Marketing Agents that support segmentation, content creation, and campaign execution
Setup Agents that help explain processes, generate documentation, and support admins
Agent Actions that securely query, analyze, and update Salesforce or Data Cloud records
Automated workflows where agents evaluate data and complete tasks without manual steps
When connected to Data Cloud, agents can access unified profiles, behavioral signals, and calculated insights to deliver more relevant output.
How We Implement AgentForce and Data Cloud
Identify high-value AI use cases
We analyze your workflows to identify where agents can create leverage—lead research, qualification, segmentation, case handling, or internal processes.
Design the agent’s architecture
We define the agent’s purpose, instructions, allowed operations, and data context, using the same patterns we rely on internally.
Build structured Agent Actions
We configure operations that allow agents to:
Query Salesforce or Data Cloud
Join or analyze information across multiple sources
Summarize records or insights
Update or enrich fields
Execute multi-step tasks
Configure behaviors and guardrails
We fine-tune prompts, output formatting, tone, data permissions, and operational boundaries so agents perform reliably.
Model and activate Data Cloud
If you use Data Cloud, we help unify data sources into harmonized profiles, build calculated insights, and make attributes available to your agents.
Train your team
We show your staff how to use AgentForce through actions, flows, and record pages, based on real patterns we use for our own operations and clients.
Monitor and refine performance
We evaluate agent output, refine instructions, expand capabilities, and tune Data Cloud interactions as your team adopts AI-driven workflows.
Outcomes
With AgentForce and Data Cloud in place, your organization can:
Automate research, summarization, and repetitive tasks
Improve outreach with personalized, data-driven content
Speed up case handling and internal processes
Make decisions using unified customer data
Reduce manual effort and operational bottlenecks
Increase accuracy, consistency, and clarity across your workflows
You gain the same operational advantages we use ourselves, and the same results we’ve delivered for clients who want Salesforce to run faster, cleaner, and more intelligently.
Hear from Organizations that we support
“I can finally see all my data in one spot. It’s such a relief.”
“We can pinpoint the ROI of each campaign now. That is huge for us.”
“We reconcile Salesforce to Stripe every month, fast and without a headache now.”
“We have so much more confidence running our system because all of our questions actually get answered.”
We partner with organizations that rely on Salesforce every day but do not have a dedicated architect to keep things clean, fast, and aligned with how their teams actually operate.
Our work is especially effective for:
Service-Based SMBs and Professional Organizations
Growing teams in service delivery, legal, consulting, manufacturing, or other professional fields that depend on clear processes, reliable workflows, and accurate data to run their operations with confidence.
Nonprofits
Organizations managing donors, programs, communications, and operations that need dependable workflows and accurate data without unnecessary complexity.
Higher Education
Schools and seminaries using Salesforce for applications, communications, events, and student engagement.
Why Organizations Trust Higher Rock
Higher Rock is a boutique Salesforce consultancy led by a senior architect who has spent years helping service-based SMBs, nonprofits, and higher education teams eliminate operational drag and improve performance.
Our work focuses on the outcomes that matter most: clarity, reliability, and systems that actually support the way your team works.
Our approach is straightforward:
We learn how your team really operates
We modernize Salesforce so it becomes an asset, not a burden
We provide ongoing coaching, training, and architectural guidance
We keep your system clean, fast, and dependable as you grow
Clients rely on us as a long-term partner, not a one-time vendor. We become part of your team—strengthening decision-making, removing confusion, and ensuring Salesforce contributes directly to your mission and revenue goals.
If your organization uses Salesforce to manage people, processes, revenue, or communication, we help you make it work the right way and stay that way.