Salesforce Implementation

One architect. Scoping to handoff. No junior rotation.

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The problem with most Salesforce implementations

A solutions architect runs your discovery meeting. A technical lead writes the requirements. A developer builds the configuration. A different developer finishes when the first one gets reassigned. A project manager sends weekly status reports that don't mention the scope changes. Six months later, you have a system that works differently than what was described in the kickoff.

CCC works differently. The person in your discovery meeting is the same person configuring your org, writing your documentation, and training your team. No handoffs. No ramp-up time. No "let me get caught up on your project.

What a CCC implementation includes

Discovery and scoping. Requirements gathering with stakeholders, data model design, and a scoping document with timeline, deliverables, and fixed pricing. You approve the plan before any configuration starts.

Architecture and configuration. Custom objects, fields, page layouts, record types, and relationships designed for your specific business processes. Flow automation for repetitive tasks. Permission sets and sharing model designed from day one (not retrofitted later).

Data migration. Source data assessment, deduplication, field mapping, test loads, and business user sign-off before go-live. CCC's pre-flight process prevents the 12,000-duplicate scenario described in the blog series.

Testing and validation. Sandbox testing with documented results. User acceptance testing with actual end users, not just the admin. Post-deployment smoke testing in production.

Documentation package. Every implementation produces documentation that non-technical leadership can read: process guides, Flow descriptions, data dictionary, admin runbook, and field-level reference. CCC handed off one implementation with 35 documentation assets. The client's new admin started the following Monday and never called back.

Training. Live training for administrators and end users. Role-based sessions: admins learn configuration, end users learn daily workflows, leadership learns reporting.

Post-launch support. 30 days of included support after go-live. Bug fixes, configuration adjustments, and questions handled by the same person who built the system.

Proof

CCC delivered a GovCloud implementation in 8 weeks. A comparable scope at a large firm was quoted at 6 months. The difference: one architect with no coordination overhead vs. a team of 6 with weekly alignment meetings.

30+ end-to-end implementations across nonprofit, government, healthcare, and enterprise organizations.

Ongoing administration

Not every organization needs a full-time Salesforce admin. CCC offers ongoing administration support on a flexible schedule: weekly, biweekly, or on-demand.

What ongoing support covers: System maintenance and release updates. User management (new hires, role changes, deactivations). Report and dashboard modifications. Flow updates and new automation requests. Data quality monitoring. Issue resolution.

Pricing: Retained advisory starts at $3,000/month (15 hours, 24-hour response time, 3-month minimum). On-demand support is available hourly for organizations that need less frequent help.

Timeline and investment

Scope

Complex (GovCloud, multi-department, integrations)

Timeline

Investment

Small (single Cloud, under 50 users)

6-8 weeks

$15,000-$30,000

Medium (multi-Cloud, 50-200 users)

8-12 weeks

$30,000-$50,000

10-16 weeks

$50,000-$75,000

Fixed pricing. No hourly billing surprises. Every engagement begins with a free consultation to determine scope.

FAQs

  • The timeline varies based on data volume and complexity, but most migrations take between 2-8 weeks from planning to final validation. We break the process into manageable phases, with the actual data transfer often taking just hours or days. The majority of time is spent on thorough planning, cleansing, and testing to ensure a smooth transition.

  • Your source data remains in your legacy system until you're confident the migration succeeded. We recommend maintaining read-only access to the old system for 90 days post-migration for reference and validation.

  • Yes, with planning. We establish a "freeze" date after which changes to the old system require careful handling. Delta migrations (loading changes made after initial migration) are possible but add complexity.

  • We assess the severity during discovery and recommend remediation. Sometimes cleaning before migration is faster. Sometimes loading and cleaning in Salesforce makes sense. We'll give you an honest assessment and options.

  • Properly executed migrations don't lose data. We validate record counts, spot-check samples, and run reconciliation reports. Data that doesn't migrate is documented with reasons (validation failures, mapping decisions, intentional exclusions).m description

  • Salesforce doesn't store email content natively. We can migrate email metadata (subject, date, sender, recipient) as Activities. Full email content requires third-party archival solutions or linking to your email system.

  • Files and attachments migrate to Salesforce Files (ContentDocument and ContentVersion objects). Storage limits apply. Large file volumes may require Salesforce storage add-ons or external document management integration.

  • We can handle deduplication as part of the migration engagement. Alternatively, we can provide matching rule recommendations and tools guidance for your team to execute. The choice depends on your team's capacity and the complexity of your duplicate situation.

  • We provide post-migration support (typically 2-4 weeks) to address issues users discover. We document known limitations, train your team on ongoing data management, and ensure you can operate independently.

  • Yes. Org-to-org migrations have their own considerations: handling conflicting IDs, merging overlapping records, and reconciling different customizations. We've executed org consolidations for mergers and acquisitions.