WHAT WE DO
We've helped organizations through every stage of the Salesforce lifecycle, from new implementations and complex integrations to long-term support, optimization, and even platform decommissioning. That experience gives us a practical perspective: the right solution isn't always the biggest project, it's the one that best serves the client's needs. If we don't deliver what we promised, we don't expect you to pay us.
OUR SERVICES
IMPLEMENTATION
We help organizations implement and expand Salesforce across sales, service, marketing, analytics, and operational teams. Whether deploying Salesforce for the first time, consolidating fragmented processes, or rolling out additional Salesforce products, we focus on building scalable environments that support long-term business needs. Our work includes platform configuration, process design, automation, data migration, user adoption, and system architecture designed to improve visibility, reduce manual work, and support future growth.
CUSTOM APPLICATIONS
We build custom operational platforms and internal applications on Salesforce for organizations with workflows that go beyond standard CRM functionality. From real estate and workplace management to approvals, audits, compliance, and internal operations, we use Salesforce as a flexible platform for building scalable business applications tailored to how teams actually work.
MANAGED SERVICES
Salesforce requires ongoing maintenance, support, and continuous improvement as business needs and platform capabilities evolve. We provide long-term support across administration, enhancements, troubleshooting, release management, integrations, reporting, and user support to help organizations keep their Salesforce environments stable, secure, and aligned with operational needs. Whether acting as an extension of an internal team or providing full platform support, we help organizations manage Salesforce without adding unnecessary overhead.
INTEGRATION
We help organizations connect Salesforce with the systems their business already relies on, including ERP platforms, internal tools, data warehouses, marketing systems, and third-party applications. Our work includes APIs, middleware, MuleSoft, data synchronization, reporting pipelines, and architecture designed to improve visibility and reduce manual processes across teams.
OPTIMIZATION
Many Salesforce environments become harder to manage over time as new processes, customizations, integrations, and teams are added. We help organizations improve existing Salesforce environments by reducing technical debt, simplifying workflows, improving usability, strengthening reporting, and aligning the platform with current business operations. Our work focuses on making Salesforce easier to maintain, easier for teams to use, and better equipped to support future growth.
TRAINING
Successful Salesforce adoption depends on teams understanding how to use the platform effectively in their day-to-day work. We provide training and enablement for administrators, business users, and operational teams through customized sessions, documentation, train-the-trainer programs, and ongoing support. Our approach focuses on practical workflows, real business processes, and helping teams build confidence using Salesforce as part of their daily operations.
AUTOMATION & AI
We help organizations automate manual processes and implement AI capabilities across the Salesforce platform. From workflow automation, approvals, and task routing to Agentforce, reporting, analytics, and AI-assisted operations, we build solutions that improve efficiency, reduce repetitive work, and help teams make better decisions with their data. Our work focuses on practical operational improvements that streamline day-to-day processes, increase visibility across teams, and create scalable systems that can adapt as business needs evolve.
SECURITY & COMPLIANCE
As Salesforce environments grow, managing access, protecting sensitive data, and maintaining compliance become increasingly complex. We help organizations design and implement security models, governance frameworks, audit processes, and compliance controls that align with business and regulatory requirements. From role-based access and data protection to risk management workflows, audit tracking, and secure integrations, we build solutions that help organizations operate confidently at scale.
STAFFING & RECRUITING
We help organizations find experienced Salesforce talent for both short-term projects and long-term roles. Whether you need administrators, developers, architects, business analysts, or specialized platform expertise, we provide access to vetted Salesforce professionals who can support ongoing operations, implementations, integrations, and platform growth. Our focus on the Salesforce ecosystem allows us to identify candidates with the technical and operational experience needed to contribute quickly.
INDUSTRIES + OPERATIONAL AREAS
저희는 다음 인더스트리 및 분야에서 경험을 가지고 있습니다.
Industries:
Retail
Manufacturing
Healthcare & Biotech
Financial Services
Education
Nonprofit
Construction
Media & Entertainment
Operational Areas:
Real Estate & Lease Management
Workplace Operations
Audit & Compliance
Risk Management
Sales Operations
Customer Service Operations
Data & Analytics
Internal Business Applications
WHY WORK WITH US
01
Deep Project Ownership
The same people who build your systems stay involved long-term. We prioritize continuity, knowledge retention, and accountability across projects and ongoing support
03
Lean, Experienced Teams
Our projects are staffed with small, senior teams focused on execution instead of unnecessary process and management overhead.
05
Extended Delivery Coverage
With teams in Seattle and Seoul, we provide extended development and support coverage that helps projects move faster and reduces delays between work cycles.
02
Built for Complex Operations
We work with organizations where Salesforce supports operational workflows across multiple teams, systems, and business functions — not just CRM.
04
Flexible, Long-Term Support
We support organizations through implementations, enhancements, managed services, and embedded operational support depending on business needs.
06
Practical Problem Solving
Projects change over time. We focus on adaptable solutions, fast response to operational challenges, and systems that remain maintainable as organizations evolve.
SALESFORCE ECOSYSTEM EXPERTISE
Agentforce Sales
When pipeline data is inconsistent, forecasting becomes difficult and sales processes break down across teams. Fiduciary Tech works with organizations to design Salesforce environments that improve visibility, standardize workflows, and support scalable sales operations. With Agentforce integrated into the platform, teams can automate repetitive work, surface insights earlier, and give sales teams cleaner data and more reliable reporting.
Agentforce Service
When support processes rely on manual coordination, disconnected systems, and inconsistent case handling, response times slow down and visibility becomes limited. Fiduciary Tech helps organizations build scalable service operations through case management, workflow automation, knowledge management, and integrated support processes. With Agentforce integrated into service workflows, teams can automate routine tasks, surface relevant information faster, and improve operational efficiency across customer support operations.
Agentforce Marketing
When customer data is fragmented across systems and campaigns operate in silos, marketing teams struggle with visibility and execution. Fiduciary Tech helps organizations connect marketing operations, customer data, automation, and reporting across the Salesforce ecosystem. With Agentforce integrated into marketing workflows, teams can streamline campaigns, improve targeting, and gain clearer insight into customer engagement and performance.
Agentforce commerce
Disconnected ordering systems, customer data, and operational workflows can make commerce processes difficult to manage at scale. Fiduciary Tech helps organizations connect commerce operations across Salesforce, ERP systems, fulfillment processes, and customer platforms to improve visibility and operational efficiency. With Agentforce integrated into commerce workflows, teams can automate routine processes, reduce manual coordination, and support more scalable customer operations.
data 360
When customer and operational data lives across disconnected systems, reporting becomes unreliable and AI initiatives become harder to scale. Fiduciary Tech helps organizations centralize and structure data across the Salesforce ecosystem to improve visibility, automation, analytics, and AI readiness across business operations.
tableau & CRM analytics
When reporting depends on manual spreadsheets and inconsistent data sources, teams lose confidence in the numbers they rely on. Fiduciary Tech helps organizations build scalable analytics and reporting environments that improve operational visibility, standardize KPIs, and support faster, more informed decision-making across the business.
Agentforce
As organizations look to introduce AI into day-to-day operations, many struggle with disconnected data, unclear processes, and workflows that were never designed for automation. Fiduciary Tech helps organizations implement Agentforce in ways that support real operational needs, using AI to automate repetitive tasks, surface insights earlier, and improve efficiency across Salesforce workflows.
mulesoft
As organizations scale, critical business data often becomes fragmented across ERP platforms, internal applications, data warehouses, and third-party systems. Fiduciary Tech uses MuleSoft to build scalable integrations and API architectures that improve data flow, reduce manual processes, and create more connected business operations across the enterprise.
Slack
When operational updates, approvals, and system alerts are spread across email and multiple tools, teams lose time and visibility. Fiduciary Tech integrates Salesforce with Slack to bring key workflows, notifications, and approvals into a single communication layer, improving coordination and reducing delays in day-to-day operations.