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Platform engineering

Extend Salesforce with maintainable applications, automation and APIs.

Build platform capabilities around real user and process requirements. Scope declarative configuration and custom code deliberately, with clear object models, access controls, test coverage, deployment paths and long-term ownership.

ScopeDefined deliverables
DataClear ownership
QualityAcceptance evidence
OperationsDocumented handover
Dev

Custom functionality, built to be maintained

Choose the right balance of configuration, Flow, code, APIs and managed packages for each requirement.

Delivery flow
DiscoverModelBuildTestRelease
Scope and deliverables

Salesforce platform engineering capabilities

Use standard platform capabilities where they fit, and introduce custom code only where the requirements justify its operational cost.

01

Solution and data architecture

Define objects, relationships, record ownership, sharing, validation and integration boundaries before code is written.

02

Apex services and triggers

Design bulk-safe server-side logic, transaction handling, governor-limit awareness, test classes and exception behavior.

03

Lightning Web Components

Build focused, accessible UI components that match user workflows and respect data and permission boundaries.

04

Flow and declarative configuration

Use Flow, validation rules and standard features where maintainable, with fault paths, naming conventions and ownership.

05

API and event-driven services

Implement or consume REST/SOAP APIs, Platform Events and approved integration patterns with retry and idempotency considerations.

06

Architecture and code quality reviews

Review coupling, technical debt, security, testability, release strategy, observability and documentation.

Delivery principles

Make the outcome testable before the work scales.

Technology choices should follow the business process and operating context. Capture constraints and failure behavior early so implementation teams know what “ready” means.

01

Configuration before complexity

Evaluate standard features and Flow before custom code, and record the reason when code is necessary.

02

Bulk and security aware

Account for transaction volume, record access, CRUD/FLS, sharing and platform limits in implementation and tests.

03

Testable changes

Use unit tests, meaningful acceptance tests, negative-path coverage and repeatable deployment practices.

04

Maintainable handover

Keep code, metadata, design decisions, dependencies and runbooks understandable for the client’s future team.

Custom development should be scoped against current platform limits, security review requirements, sandbox strategy and client standards. The page does not represent a claim of Salesforce partner or certification status.

How engagements work

A practical delivery sequence

A consistent sequence makes dependencies visible and reduces the chance that data, integration, permissions or operational needs are discovered at the end of the project.

Refine the requirement

Convert user stories into acceptance criteria, exception behavior, access expectations and non-functional constraints.

Design the platform solution

Map objects, automation, UI, APIs, permissions and release dependencies.

Implement and verify

Develop using agreed standards, test realistic data volumes and validate role-based scenarios.

Deploy and hand over

Document the change, deployment steps, rollback plan, owners and follow-up backlog.

Related Salesforce delivery

Connect this work to the wider Salesforce stack.

Use these pages to connect cloud requirements, implementation work and ongoing operations into a clear delivery path.

Frequently asked questions

Questions to resolve before delivery starts.

Final scope depends on the products enabled in your Salesforce environment, access, architecture, licensing and acceptance needs.

When should we use Apex instead of Flow?

Choose based on transaction complexity, bulk processing, maintainability, reuse, error handling and platform guidance. The right choice should be documented rather than treated as a blanket rule.

Can you review existing Salesforce customizations?

A technical review can inspect architecture, Apex/LWC patterns, automation duplication, test coverage, security controls and release risks where the required repository and org access are available.

Do you build Lightning Web Components?

LWC development can be scoped for reusable UI needs, with accessibility, permissions, data loading, error states and test expectations agreed up front.

First-party references

Confirm product details with Salesforce.

Salesforce product names, capabilities, licensing and implementation guidance evolve. Validate current platform requirements before finalizing scope.

HISOLIT provides independent consulting and engineering services. Salesforce and related product names are trademarks of Salesforce, Inc. This page does not imply endorsement, affiliation or partner status. Verify third-party credentials directly with the relevant provider.

Salesforce project enquiry

Tell us what you need to build, connect or improve.

Share the Salesforce products involved, systems, business goal, current challenges and expected timeline. This helps frame a useful first discussion.

Cloud implementationIntegration engineeringQA and release readinessOngoing optimization