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Salesforce multi-cloud

Salesforce multi-cloud development.

We build and integrate Sales, Service, B2B Commerce, Field Service and Experience Cloud — plus Marketing and Data Cloud — on a single org and a single view of the customer.

Talk to a specialist See the clouds

7 clouds, one partner

Choose where to start.

01

Sales Cloud

Pipeline, forecasting and sales automation so the team sells more and types less.

We model the sales process inside Salesforce — from lead to opportunity, quote and contract — with automations that remove manual work and dashboards that show the real revenue forecast.

  • Leads, accounts and opportunities modeled on your process
  • Products, price books and quotes
  • Automations with Flow and approval processes
  • Sales forecasting, reports and executive dashboards
  • Integration with ERP, email and telephony
02

Service Cloud

Omnichannel customer service with cases, SLAs and a knowledge base.

We bring customer service into a single console: cases from email, chat, WhatsApp and phone reach the right agent, with controlled SLAs and the customer's full history.

  • Agent console and case management
  • Omnichannel routing and queues
  • Entitlements, milestones and SLAs
  • Knowledge base (Knowledge)
  • Integration with WhatsApp, telephony and portals
03

B2B Commerce

A B2B store connected to the CRM, with catalog, pricing and orders per account.

We take business buyers' ordering online: catalogs and negotiated prices per account, quick reorders and recurring orders, all connected to Sales Cloud and the ERP.

  • B2B store on Salesforce Commerce
  • Catalogs, visibility and price books per account
  • Cart, checkout and recurring orders
  • Inventory, pricing and invoicing integration with the ERP
  • Buyer area with order history
04

Field Service

Scheduling, dispatch and a mobile app for field teams.

We organize field operations: work orders created from cases, scheduling by skill and territory, and technicians using the mobile app even without signal.

  • Work orders and maintenance plans
  • Territories, skills and optimized scheduling
  • Dispatcher console
  • Field Service mobile app with offline mode
  • Parts inventory and signed service reports
05

Experience Cloud

Customer, partner and reseller portals on the same CRM data.

We build branded portals where customers open cases and track orders and partners register deals — without duplicating data, with security by profile.

  • Self-service portals for customers
  • Partner and reseller portals
  • Custom LWC components with your brand theme
  • Social login, SSO and self-registration
  • Sharing rules and security by profile
06

Marketing Cloud

Personalized journeys across email, SMS and WhatsApp.

We turn CRM data into relevant communication: journeys triggered by real customer events, SQL segmentation and dynamic content in every channel.

  • Journeys in Journey Builder
  • Automations, SQL queries and data extensions
  • Templates and dynamic content with AMPscript
  • Integration with Sales and Service Cloud
  • SLA-based support
07

Data Cloud

A unified, real-time customer profile for every cloud.

We unify data from CRM, e-commerce, media and legacy systems into a single profile, and activate segments in every other cloud and on media platforms.

  • Data source ingestion and harmonization
  • Identity resolution and unified profile
  • Calculated segments and insights
  • Activation in Marketing Cloud and paid media
  • Consent and data usage governance

How we connect the clouds

Many clouds, one coherent platform.

  • 01

    One data model

    Accounts, contacts and assets shared across clouds — no duplicate records or fragile integrations between them.

  • 02

    Architecture before clicks

    Objects, permissions and integrations designed with the next clouds in mind, not just the first one.

  • 03

    DevOps and governance

    Sandboxes, versioned metadata, Apex tests and controlled deploys for several teams on the same org.

  • 04

    Secure by default

    Profiles, permission sets, sharing and FLS reviewed on every delivery, within the platform limits.

In practice

Salesforce case studies.

Frequently asked questions

Salesforce, demystified.

What is a Salesforce multi-cloud implementation?

It is when a company uses more than one Salesforce cloud — for example Sales, Service and Experience Cloud — on the same customer base. The challenge is making the clouds work together without duplicating data or processes.

Can I start with one cloud and add others later?

Yes, and that is the most common path. We design the first implementation ready for the next ones, so every new cloud builds on the existing data and processes.

Do you work on existing orgs?

Yes. We run technical assessments, support and evolution of orgs in production, including orgs with technical debt from previous implementations.

Do you integrate Salesforce with ERPs and other systems?

Yes. We integrate through REST and SOAP APIs, platform events and middleware, with error handling, reprocessing and idempotency.

How much does a Salesforce project cost?

It depends on the clouds, the data volume and the integrations. We start with a short discovery to estimate scope, timeline and investment clearly.

Shall we build the next case together?

Tell us what you need. We reply within one business day with next steps.

contato@vision-it.com.br