New Agentforce-ready builds & managed packages

Most Salesforce orgs quietly fail. We build the ones that close

QuickBild designs, builds and automates Salesforce the way your team actually works — then extends it with our own managed packages. Cleaner orgs, faster value, AI agents that earn their seat.

Book a strategy call → Explore the packages
★★★★★ AppExchange standards ✳ Security-reviewed packages ✳ Agentforce & Data Cloud native
every build,
inspected
★ QuickBild ★
Org inspection report · #0214
Time to first value0 days
Org health score0/100
User adoption0%
Automations live0+
Files lost in migration0 ✓
You ordered: one org your team actually uses.
Monitored 24/7 · no temporary fixes
QB·SF·2026
Passed
QB·QA
Sales CloudService CloudData CloudAgentforce Experience CloudRevenue Cloud / CPQMarketing Cloud MuleSoftTableauField Service Sales CloudService CloudData CloudAgentforce Experience CloudRevenue Cloud / CPQMarketing Cloud MuleSoftTableauField Service
The uncomfortable truth
70% of CRM implementations fall short of expectations. The software rarely breaks — the build does.
// source: industry research on CRM project outcomes (Forrester)
FAILURE MODE 01
◷

Dirty data, rushed migrations

Files lost in transit, duplicate records, no audit trail. Automation and AI inherit the mess — and quietly produce the wrong answers.

FAILURE MODE 02
◰

Nobody actually adopts it

An org built for a process diagram, not for the rep at 4pm. Without role-based design and clean onboarding, usage — and ROI — collapses.

FAILURE MODE 03
◭

Customized into a corner

Over-built workflows with no KPIs and no AI readiness. When Agentforce arrives, the foundation can't carry it.

QuickBild managed packages

We don't just implement the platform.
We extend it.

Three security-reviewed packages we install in clicks — solving the problems every Salesforce team eventually hits. Built to AppExchange standards, owned by you.

PACKAGE 01 — FILE MIGRATION
Org → S3 → Org, in clicks

Relay

Every file arrives. Every transfer is proven.

Move every file, attachment and ContentVersion between Salesforce orgs with point-and-click field mapping. No middleware to babysit, no data left behind.

  • Visual object & field mapping — no code
  • Files staged in your own AWS S3 bucket
  • Zero-loss transfers with a full audit log
Request a demo →
relay — org-to-org transfer · live
SOURCE
Org A
TARGET
Org B
▣ staging · s3://quickbild-relay
Attachments→ ContentVersion✓
Account.Logo__c→ Account.Logo__c✓
Opportunity docs→ Files✓
PACKAGE 02 — USER LIFECYCLE
Every user action, one console

Steward

Identity work in clicks, not afternoons.

Onboard, offboard, clone and govern users without digging through Setup. Hand routine identity work to your admins — or to an agent — with guardrails and a paper trail.

  • One-click onboarding, offboarding & cloning
  • Bulk roles, permission sets & access reviews
  • Freeze & deactivate in seconds — fully logged
Request a demo →
steward — user console
JR
Jordan Rivera
Account Executive · West
Active
＋ Onboard
⧉ Clone
⚿ Access
⏻ Offboard
Ready — select an action
PACKAGE 03 — SALESFORCE × CLAUDE
MCP connection in one click

Synapse

Your pipeline, with a coach inside it.

Our custom MCP server links any Salesforce org to Claude — then switches on a Sales Coach agent that reads your pipeline, diagnoses stuck deals, and tells reps the next best move to close.

  • One-click, secure org-to-Claude connection
  • Sales Coach agent analyses live opportunities
  • Ask anything — "how do I close this deal?"
Request a demo →
synapse — sales coach
SF
Your org
MCP · secure
◈
Claude
REPWhich deals are at risk this quarter?
SALES COACH3 deals slipping. Acme ($120k) has had no activity in 18 days and no economic buyer mapped.
REPWhat should I do to close Acme?
SALES COACHBook a multi-threaded call with the CFO, send the ROI one-pager, and tie close to their Q3 board date.
What we do

End-to-end, or exactly where you're stuck.

From a first clean build to ongoing optimization. One team that owns architecture, data, automation, and adoption together.

01

Implementation & rollout

Sales, Service, Experience & Revenue Cloud builds designed around how your teams actually work.

→ 02

Data migration & cleanup

De-dupe, model and migrate without losing a record — the foundation every AI initiative needs.

→ 03

Custom development

Apex, LWC and managed packages — extending the platform cleanly, not bolting on technical debt.

→ 04

Integration & MuleSoft

Connect Salesforce to your ERP, billing, data warehouse and the rest of the stack.

→ 05

Agentforce & AI

Data Cloud, Einstein and agent design — with the governance to make autonomous workflows safe.

→ 06

Managed services

Monitored, optimized and evolved every release — your org keeps getting better, not messier.

→
The QuickBild method

A build that survives contact with reality.

Six phases, one obsession: an org clean enough for AI and simple enough that people use it daily.

01

Discover

Map the real processes and the KPIs the org has to move.

02

Architect

Design a clean, AI-ready data model and security blueprint.

03

Build

Configure and develop in sprints you can see and steer.

04

Automate

Flows, packages and agents that remove the busywork.

05

Adopt

Role-based training and onboarding that makes usage stick.

06

Evolve

Monitor, optimize and extend every Salesforce release.

What we engineer for

The standards we hold every build to.

Not vanity metrics — the commitments baked into how we work, from first migration to managed services.

0 loss
Zero-loss data migrations
Every file accounted for
<2 wks
To first working value
Phased delivery
100%
Apex test coverage standard
Production-grade by default
24/7
Monitored, managed orgs
Always-on optimization
What leaders tell us

Trusted where the stakes are highest.

★★★★★

"They didn't just install Salesforce — they asked why we were setting it up at all, then built around that. Adoption was the highest we've ever had."

VR
VP, Revenue Operations
B2B SaaS · 400 seats
★★★★★

"Relay moved six years of files between two orgs over a weekend. Not a single attachment lost, and we had the audit log to prove it."

DM
Director, IT Systems
Financial Services
★★★★★

"The Sales Coach agent is the first AI thing my reps actually open. It tells them which deal to work and exactly why — straight from our own pipeline."

CK
Chief Revenue Officer
Manufacturing
★★★★★

"Onboarding and offboarding used to eat a day per hire. With Steward it's two clicks and a clean audit trail. Our security team finally relaxed."

AP
Head of IT
Healthcare
★★★★★

"What sold us was the architecture conversation. They could explain every trade-off and how it kept us ready for Agentforce. Rare."

SN
Chief Information Officer
Logistics
★★★★★

"Phased, transparent, on time. We always knew what was shipping next. No surprises, no temporary fixes that come back to bite you."

LM
COO
Subscription / Retail
Insights

Field notes from the build.

Practical, opinionated writing for the leaders and admins who own the org — no fluff, no listicles.

Strategy
Jun 2026·7 min

Why 70% of Salesforce rollouts stall — and the 3 checks that prevent it

The platform almost never fails. The build does. A pre-mortem you can run before you spend a dollar on licenses.

Read article →
AI & Agentforce
Jun 2026·9 min

Agentforce isn't magic. Here's the data foundation it actually needs.

Autonomous agents are only as good as the model underneath them. What "AI-ready" really means for your org.

Read article →
Careers
Jun 11, 2026·8 min

24 Salesforce certifications are retiring — and 16 get Agentforce names

Your registration deadline is July 24. Full lists, every date, and what credential holders should actually do.

Read article →
View all insights →
Industries

Built for the way your sector works.

◷SaaS & Tech
▤Financial Services
✚Healthcare
⚙Manufacturing
⌂Real Estate
▦Retail & Commerce
◈Nonprofit
⬡Public Sector
✳ ✳

Let's build the org your team actually wants to use.

Bring us a messy migration, a stalled rollout, or an AI ambition with no foundation. We'll show you the path in one call.

Book a strategy call → See the packages
or email support@quickbild.com