Coco Software Studio / INDEPENDENT DIGITAL STUDIO
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.

Built around your business · Tailored engineering · Clear delivery plan

COCO / SYSTEM DESIGN STUDY02—14

Turn real complexity
into clear operations.

The challengeMake Salesforce fit the process—not every process fit Salesforce.
In contextSales closes a deal in Salesforce, but delivery receives …
Design focusData objects and process boundaries
Concept interface
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.

TYPICAL BUSINESS SCENARIO

A moment worth redesigning

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

Typical business scenario.

02 / HOW WE WORK

Find the real rules.
Then engineer the workflow.

We start with your operations and system requirements, then plan implementation, testing and handover.

Agree sources of truth and business rules
COCO / DESIGN SESSION
Agree sources of truth and business rules
STEP 01 / 03Illustrative
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?

Start with baseline measurements and track changes against your business goals.

01

Differences between connected system records

Track changes in differences between connected system records against the baseline.

02

Re-entry and manual reconciliation effort

Track changes in re-entry and manual reconciliation effort against the baseline.

03

Time to detect and repair failed syncs

Track changes in time to detect and repair failed syncs against the baseline.

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.