Location 3 increased the consistency of developer-generated code. The engineering team and product managers increased efficiency and velocity in generating tickets for engineers, from 5 tickets per sprint to 25.
See the challenge and the work
Starting point
Engineers had already embraced Claude, but each person maintained their own rules, skills, and local context files. Output quality depended on who was driving.
Work
SOLVD.cloud built a centralized Claude Code setup: a shared plugin with standardized SDLC skills and rules, Skills and Agent definitions for planning, code review, QA handoff, and PR validation, repo-specific architectural rules, and a shared engineering knowledge base.
Outcome
Location 3 increased the consistency of developer-generated code. The engineering team and product managers increased efficiency and velocity in generating tickets for engineers, from 5 tickets per sprint to 25.
Aviation + operations
3 days to 5 minutesRFQ turnaround
RFQ turnaround fell from days to minutes.
A process that took about three business days now returns in about five minutes.
See the challenge and the work
Starting point
A manual RFQ process kept experienced people tied up in repetitive quoting work.
Work
SOLVD.cloud automated the governed steps around the existing quoting process.
Outcome
A process that took about three business days now returns in about five minutes.
High tech + SaaS
20 → 400+ employeessupported by evolving revenue systems
Revenue systems scaled with the company.
The operating system supported growth from 20 to over 400 employees.
See the challenge and the work
Starting point
Rapid growth put more pressure on quoting, invoicing, and license provisioning.
Work
SOLVD.cloud synchronized invoices, standardized quoting, and automated license provisioning.
Outcome
The operating system supported growth from 20 to over 400 employees.
Financial services
On time. On budget.Secure partner portal launch
A secure diligence portal shipped on time and within budget.
The new experience launched on time and within the agreed budget.
See the challenge and the work
Starting point
Partners needed a controlled way to complete diligence work and exchange documents.
Work
SOLVD.cloud built a partner Experience Cloud portal connected to SharePoint with purpose-built access controls.
Outcome
The new experience launched on time and within the agreed budget.
Customer reviews on Salesforce AppExchange4.97 / 5
“We threw them some major curveballs, they adapted quickly and delivered on-time anyway.”
“We recently did two projects with them - an org migration and building a custom agentforce agent. … Not only do I appreciate how thorough their work and processes are, but where they really stand out to me is in education and setting you up for success even after the project has concluded.”
Customer results
Find a story like yours.
A selection of customer stories and AppExchange feedback. Explore work like yours—then talk with us about your specific challenge.
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Digital marketing
Individual Claude setups became one org standard.
Location 3 increased the consistency of developer-generated code. The engineering team and product managers increased efficiency and velocity in generating tickets for engineers, from 5 tickets per sprint to 25.
See the starting point and the work
The challenge
Engineers had already embraced Claude, but each person maintained their own rules, skills, and local context files. Output quality depended on who was driving.
What changed
SOLVD.cloud built a centralized Claude Code setup: a shared plugin with standardized SDLC skills and rules, Skills and Agent definitions for planning, code review, QA handoff, and PR validation, repo-specific architectural rules, and a shared engineering knowledge base.
Customer review · Org migration and custom Agentforce agent
From org migration to a custom AI agent.
Read the customer’s words
“We recently did two projects with them - an org migration and building a custom agentforce agent. … Not only do I appreciate how thorough their work and processes are, but where they really stand out to me is in education and setting you up for success even after the project has concluded.”Evans National ·
Apica needed help with complex issues during its Salesforce implementation. The reviewer valued an experienced team committed to working through each challenge.
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“I would highly recommend them to anyone trying to understand and fix complex issues in their Salesforce environment.”Apica ·
Financial Services Cloud fit the firm’s real process.
The firm gained a more efficient CRM that was easier for its people to use.
See the starting point and the work
The challenge
The firm needed a CRM foundation that reflected its investment workflows and existing data.
What changed
SOLVD.cloud implemented and customized Financial Services Cloud, migrated data, and trained the team.
Customer review · Record types and layouts
Account records that show the right information.
SPFG wanted a simpler Salesforce experience. SOLVD.cloud reorganized account records into distinct types with relevant fields, matching the team’s proposed design.
Read the customer’s words
“the outcome of the project was exactly how we wanted it and imagined.”SPFG ·
Salesforce became a closer fit for how the team served clients.
See the starting point and the work
The challenge
A generic implementation would not reflect the firm’s relationship and advisory workflows.
What changed
SOLVD.cloud tailored Financial Services Cloud objects and processes to the firm’s operating model.
Customer review · Salesforce project leadership
A project team that stays aligned.
Desert Ready Mix highlights proactive communication and hands-on project leadership that kept stakeholders informed and the team focused, improving productivity and morale.
Read the customer’s words
“He was deeply dedicated to keeping his team on task, focused, and working efficiently”Desert Ready Mix ·
The company moved to one Salesforce org and completed the work under budget.
See the starting point and the work
The challenge
Separate B2B and B2C environments split users, data, and security decisions.
What changed
SOLVD.cloud merged the B2B org into the B2C environment and handled data, users, and access controls.
Customer review · Salesforce project delivery
Finished on time, with hours to spare.
Weekly reviews gave E3 Wealth visibility into progress, hours, and potential delays. The project finished on time, with unused hours carried into its next engagement.
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“we were able to not only complete the project on time, we had hours left to spare”E3 Wealth ·
CACU describes a consultant who stayed involved from the beginning, learned its business, and kept work moving through prepared meetings and quick responses.
Read the customer’s words
“Connor Sandstrom has been with us from the beginning and is the very best part of our partnership.”CACU ·
Davey Tree Wetland Services brought data and processes from two divisions and source CRMs into one Salesforce org, with custom features and continuity from key consultants.
Read the customer’s words
“merging data and process from two separate divisions and source CRMs into one single Salesforce Org.”Davey Tree Wetland Services ·
InContact Inc. describes informative guidance and useful solutions from a knowledgeable, responsive team. The reviewer recommends SOLVD.cloud as a Salesforce partner.
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“They're very informative and delivered great solutions for our team.”InContact Inc. ·
After disappointing experiences with other partners, Motivo approached its migration cautiously. Listening, clear trade-offs, and strong project management earned a second engagement.
Read the customer’s words
“They have managed this project so well that we are engaging them in the phase 2 of this project”Motivo ·
Copperwynd Financial’s review highlights SOLVD.cloud’s understanding of the registered investment advisory business. Industry familiarity was what stood out to this client.
Read the customer’s words
“They know the RIA business”Copperwynd Financial ·
Podium valued clear communication, organized work, and fast responses to feedback. The team also offered useful solution advice beyond the original instructions.
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“They often went beyond stated instructions to add valuable advice on solutions.”Podium ·
Intentional Life Media reports substantial progress in its Salesforce environment, supported by responsive service and clear conversations about scope and timelines.
Read the customer’s words
“Ben and the team are very responsive to our needs and timelines.”Intentional Life Media ·
REVA Global values a team that understands its business and recommends ways to simplify processes. Proactive communication and responsive support keep work moving.
Read the customer’s words
“Their responsiveness and proactive approach mean we’re always moving forward without unnecessary delays.”REVA Global ·
My Salon Suite credits SOLVD.cloud with an instrumental role in developing its payment-processing solution and reports strong satisfaction with the result.
Read the customer’s words
“[SOLVD.cloud] has been instrumental in developing our payment processing solution.”My Salon Suite ·
InfinitiHR describes meticulous, engaged project support. The reviewer credits the team’s attention to detail and dedication with a smooth, successful process.
Read the customer’s words
“Their attention to detail and dedication made the entire process smooth and successful.”InfinitiHR ·
Customer review · Salesforce assessment and design
A clear design for the next stage.
Callan Capital needed a plan for its Salesforce future. SOLVD.cloud analyzed the org, listened to stakeholders, and turned their needs into a concrete future-state design.
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“build a well thought out design for the future state of our Org.”Callan Capital ·
Zingtree valued fast answers and delivery, paired with time spent understanding requests and their implications. The reviewer looks forward to another project.
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“They spend time understanding, scoping and solutioning with the team”Zingtree ·
New Engen describes an informative, transparent team and values the Salesforce help it received. The reviewer recommends SOLVD.cloud to other teams needing assistance.
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“They are super informative, transparent, and they will get the job done.”New Engen ·
Moving to a new CRM instance felt overwhelming. RFG Advisory credits SOLVD.cloud with managing the moving parts and helping its team feel confident through the transition.
Read the customer’s words
“Our [SOLVD.cloud] team has done an excellent job managing all of these moving parts and making us confident in this transition.”RFG Advisory ·
Since adopting Salesforce, WhisperKOOL has worked with SOLVD.cloud on tailored solutions for sales and customer service, continually refining everyday tasks and the customer experience.
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“we are constantly collaborating on how to make day-to-day tasks more efficient”WhisperKOOL ·
PILYTIX needed to bring complex sales analytics into its customers’ CRM. SOLVD.cloud built an integrated Lightning Web Component and an installable package with documentation and data security in mind.
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“producing a well-structured and easy-to-install package with an emphasis on crisp aesthetics, high-quality code, clean documentation, and data security.”PILYTIX ·
Turn operational concerns into workable solutions.
KLAS Research brought concerns about the way it used Salesforce. The reviewer describes a partnership that helped turn those concerns into viable solutions.
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“they would help us come up with a viable solution.”KLAS Research ·
New York Mortgage Trust needed a custom portal and file-management system. Detailed scoping and weekly project reviews helped the team complete the work on time and within budget.
Read the customer’s words
“we were able to finish the project on time and within budget.”New York Mortgage Trust ·
High tech and SaaS, professional and B2B services, and financial services including wealth, credit, and insurance-adjacent businesses. Those are areas of particular depth. We also work with companies in other industries when the Salesforce needs and business goals match our expertise.
Can we talk to a reference?
Yes. As we understand your project, we can discuss a relevant client reference and coordinate an introduction.
Where can I read independently verified reviews?
Salesforce AppExchange carries verified reviews from SOLVD.cloud clients and project stakeholders.
