The SF Dev

Case studies

Real projects, real numbers

Every engagement here shipped, and every number was measured — the constraints and decisions included.

Healthcare

Greenfield Multi-Location Healthcare Platform with HIPAA-Aligned Architecture

A multi-location healthcare organization needed a Salesforce org built from zero: compliant data security, availability-based session scheduling, and credential lifecycle management. We architected the entire platform — and automation now absorbs 35% of what used to be manual work.

Manual effort absorbed by automation
35%
Double-booking incidents after go-live
0
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Software & Manufacturing

Migrating 100K+ Files from Salesforce to AWS S3 Without Losing One

An international dental technology company was drowning in Salesforce file storage costs. We engineered a batch migration pipeline to AWS S3 with per-file error tracking — moving 100K+ files reliably and cutting storage spend.

Files migrated to AWS S3
100K+
Files lost or corrupted
0
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Finance & Accounting Operations

Bi-Directional Salesforce–QuickBooks & Xero Integration for Automated Finance Ops

Sales closed deals in Salesforce; finance re-keyed them into QuickBooks and Xero. We built a bi-directional integration with OAuth 2.0, Platform Events, and idempotent retry handling — invoices now create themselves the moment a deal closes.

Invoice creation on Closed-Won
Automatic
Manual re-keying eliminated
100%
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HR Technology

An OmniStudio Screening Platform That Standardized Interviews End to End

Candidate screening ran on documents, memory, and inconsistent judgment. We built a full OmniStudio application — OmniScripts, FlexCards, DataRaptors, Integration Procedures — that turned interviews into a governed, resumable, auditable workflow.

Screening workflow standardized
End-to-end
Custom Apex required
Minimal
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Higher Education

One Platform for a Multi-Campus University on Education Data Architecture

A university spread across multiple campuses managed students, courses, batches, and examinations in disconnected systems. We implemented Salesforce Education Data Architecture (EDA) with centralized governance and campus-level data segregation.

Campuses unified on one org
All
Student lifecycle stages managed
Admission → Examination
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Healthcare & Life Sciences

A Regulated B2B Commerce Portal on Experience Cloud for a Pharmaceutical Company

A pharmaceutical company needed customers ordering online — inside a regulated environment with approval-gated registration, audit-ready documentation, and Veeva CRM and Marketing Cloud synchronization. We architected and led the build end to end.

Customer ordering
Fully self-service
Registration compliance gate
Admin-approved, 100%
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