Salesforce consulting services
that actually work for your business.
Most Salesforce implementations fail because they are built around the platform instead of the business. We do it the other way around. Based in Marrakech, we start with how your team actually works, then configure, develop, and integrate Salesforce to fit. Administration, custom development, managed services, and WordPress integration. All from one studio.
Your Salesforce org is a mess.
We fix that.
Duplicate records, broken automations, reports nobody trusts, permission sets that make no sense. We have seen it all. Salesforce administration is not about clicking buttons. It is about understanding your business processes and making the platform reflect them accurately.
We audit your org, clean up the data, rebuild the structures that are holding you back, and set up automations that actually save your team time. Then we train your people so they can maintain it without calling us every week.
Org Audit & Health Check
Full review of your objects, fields, automations, users, and data quality. We identify what is broken, what is redundant, and what is missing.
Data Cleanup & Deduplication
Merge duplicates, standardise formats, fix relationships, and establish data governance rules that prevent the mess from coming back.
Automation & Flows
Record-triggered flows, scheduled automations, approval processes, built to reduce manual work and eliminate human error.
Reports & Dashboards
Custom reports and dashboards that show the metrics that matter. No vanity numbers, actionable data your team can use to make decisions.
User Management & Security
Profiles, permission sets, role hierarchy, sharing rules, configured so people see exactly what they need and nothing they should not.
Team Training
Hands-on training sessions tailored to your team's roles. Not generic Trailhead modules, practical, job-specific training they will actually use.
How an admin project moves
Audit
What we do
Full org health check, objects, fields, automations, integrations, users, data quality. We document every issue, rank them by impact, and build a remediation plan with clear priorities.
What we need from you
Admin access to your Salesforce org and a point of contact who understands your current business processes. The more context we get, the faster we identify the root causes.
Deliverables
Detailed audit report, risk assessment, prioritised action plan, and a timeline for the remediation work. You will know exactly what needs fixing and why.
Configure
What we do
Restructure objects and fields, fix page layouts, rebuild record types, clean up picklist values, and configure the org to match how your business actually operates, not how it was guessed at during the initial setup.
What we need from you
Clarity on your sales process, service workflows, and reporting needs. If your processes have changed since Salesforce was first set up, now is the time to tell us.
Deliverables
Reconfigured org with documented changes, updated page layouts, cleaned data model, and validated record types. Everything tested in sandbox before touching production.
Automate
What we do
Build and rebuild automations using Flows, approval processes, and scheduled actions. We replace broken workflow rules, eliminate manual steps, and create automations that save your team hours every week.
What we need from you
A list of repetitive tasks your team does manually, any existing automations that are not working correctly, and the business rules that should govern automatic actions.
Deliverables
Documented automations with trigger conditions, tested in sandbox, deployed to production. Each automation includes a plain-English description so your team understands what it does and why.
Train
What we do
Role-specific training sessions for your team. Not a generic walkthrough, practical, hands-on training tailored to what each person actually does in Salesforce every day. We record everything so new hires can learn the same way.
What we need from you
Availability from the team members who will use the system daily. The training is interactive, not a lecture. We need them present and asking questions.
Deliverables
Training recordings, quick-reference guides per role, and a documentation package covering every change made during the project. Full knowledge transfer.
Custom Salesforce development
when clicks are not enough.
Some things cannot be solved with declarative tools. When you need custom objects with complex validation logic, Apex triggers that enforce business rules at scale, Lightning components that replace clunky page layouts, or API integrations that connect Salesforce to the rest of your stack, you need code.
We write clean, tested, documented Salesforce code. Not copy-pasted Stack Overflow answers. Not anonymous contractor work you cannot maintain. Proper development with version control, test coverage, and deployment processes that do not break your org.
Apex Development
Custom classes, triggers, batch jobs, and scheduled Apex. Built with proper test coverage, governor limit awareness, and bulkification from the start.
Lightning Components
Custom LWC and Aura components that replace standard layouts with purpose-built interfaces. Faster, cleaner, designed for how your team actually works.
Flow Orchestration
Complex multi-step automations, screen flows for guided processes, and auto-launched flows that handle business logic too intricate for simple record triggers.
API Integrations
REST and SOAP integrations connecting Salesforce to ERPs, marketing platforms, payment systems, and custom applications. Real-time or batch, whatever your architecture needs.
Custom Objects & Data Model
Purpose-built data architecture: custom objects, junction objects, roll-up summaries, formula fields, and validation rules that enforce data integrity at the platform level.
Deployment & CI/CD
Sandbox-to-production deployment with change sets or Salesforce CLI. Version control, release notes, and rollback plans for every deployment.
How a development project moves
Scope
What we do
We define the technical requirements, map the data model, identify integration points, and document the acceptance criteria for every feature. No ambiguity, every deliverable has a clear definition of done.
What we need from you
A clear description of the problem you are solving. User stories, existing workarounds, and any documentation about how your team uses Salesforce today.
Deliverables
Technical specification document, data model diagram, integration map, and a detailed project plan with milestones and timelines.
Architect
What we do
Design the solution architecture: custom objects, field relationships, Apex class structure, component hierarchy, and integration patterns. We choose the right tool for each job, declarative where possible, code where necessary.
What we need from you
Review and approval of the proposed architecture. If there are constraints we should know about, existing packages, managed orgs, upcoming migrations, this is when to share them.
Deliverables
Architecture document, ERD diagram, component wireframes, and API contract definitions. Everything reviewed before a single line of code is written.
Build
What we do
Development in a dedicated sandbox. Apex classes and triggers with test coverage above 85%. Lightning components built to spec. Automations configured and validated. Regular demos so you see progress in real time.
What we need from you
Timely feedback on demos. Test data or access to realistic sample data. Availability for questions, fast answers keep the build on schedule.
Deliverables
Fully functional features in sandbox, documented code, and weekly progress reports. You can click through and test everything before it goes live.
Test
What we do
Unit tests, integration tests, UAT coordination, governor limit testing, and bulk data testing. We verify every scenario, happy paths, edge cases, and failure modes, before anything touches production.
What we need from you
UAT sign-off from your team. We provide test scripts and scenarios, but your people need to validate that the solution works for their real-world use cases.
Deliverables
Test results documentation, UAT sign-off sheet, and a deployment checklist with rollback procedures in case anything goes wrong during the release.
Deploy
What we do
Production deployment with change sets or Salesforce CLI. Post-deployment validation, smoke testing, and monitoring. We stay on standby for 48 hours after go-live to catch any issues immediately.
What we need from you
Deployment window confirmation and a communication plan for your team. If the change affects daily workflows, your people need to know what is coming and when.
Deliverables
Production deployment, release notes, updated documentation, post-deployment validation report, and a 2-week support window for any issues or adjustments.
Your Salesforce consultant.
Without the full-time hire.
Not every business can justify a full-time Salesforce administrator, but every business using Salesforce needs one. Without dedicated admin support, orgs degrade: data quality drops, automations break, users create workarounds, and the platform slowly becomes a liability instead of an asset.
Our managed administration service gives you a dedicated Salesforce admin on retainer. We handle the day-to-day: user management, data maintenance, flow monitoring, report building, troubleshooting, and proactive optimisation. You get the expertise of a certified admin without the overhead of a full-time salary.
This is not a helpdesk. We learn your business, attend your planning meetings, and anticipate what your org needs before you have to ask. We are part of your team, just not on your payroll.
User & Access Management
New user setup, deactivations, permission changes, role transfers, handled within 24 hours. Your team is never blocked waiting for access.
Data Quality Monitoring
Regular duplicate scans, data validation checks, and cleanup cycles. We maintain the integrity of your data so your reports stay trustworthy.
Automation Maintenance
Flow monitoring, error resolution, and iterative improvements. When your processes change, we update the automations to match, no backlog.
Reports & Dashboards
New reports on request, dashboard updates, and scheduled report delivery. Your leadership sees the numbers they need without opening Salesforce.
Release Management
Salesforce pushes three releases per year. We review release notes, test impacts on your org, and apply updates before they cause surprises.
Proactive Optimisation
Monthly recommendations for improvements, new features, efficiency gains, adoption tips. We do not wait for you to ask. We watch, learn, and suggest.
How the managed service starts
Onboard
What we do
We get admin access, review your org structure, document existing processes, and meet your key stakeholders. We learn how your team uses Salesforce today, the good, the bad, and the workarounds nobody talks about.
What we need from you
Admin access, introductions to team leads, and an honest conversation about what is working and what is not. The more transparent you are, the faster we become effective.
Deliverables
Org documentation, stakeholder map, communication channels established, and an initial assessment of quick wins we can deliver in the first month.
Assess
What we do
Deep audit of the org: data quality, automation health, security posture, and adoption gaps. We identify the highest-impact improvements and build a 90-day roadmap prioritised by business value.
What we need from you
Time with your team to understand their pain points. The biggest improvements often come from problems people have learned to live with rather than report.
Deliverables
Health check report, 90-day improvement roadmap, and a prioritised backlog of changes ranked by effort vs impact. Full transparency on what we plan to do and when.
Manage
What we do
Ongoing administration: user management, data maintenance, automation monitoring, report requests, troubleshooting, and continuous improvements from the roadmap. We respond within one business day for standard requests, same day for urgent issues.
What we need from you
A single point of contact for prioritisation and a shared channel (Slack, Teams, or email) for requests. The simpler the communication, the faster the turnaround.
Deliverables
Monthly activity report showing completed tasks, hours used, improvements delivered, and recommendations for the next cycle. Full accountability for every hour spent.
Evolve
What we do
Quarterly business reviews, roadmap updates, Salesforce release impact analysis, and strategic recommendations. As your business grows, we evolve the org to match: new processes, new automations, new integrations.
What we need from you
Visibility into your business plans. If you are hiring, launching a product, entering a new market, or changing your sales process, we need to know so the org is ready before you are.
Deliverables
Quarterly review deck, updated roadmap, adoption metrics, and a forward-looking plan for the next quarter. The service gets more valuable over time because we know your business better.
WordPress and Salesforce integration.
One studio that masters both.
This is where Kahina Studio is different from every Salesforce consultancy and every WordPress agency. We do not hand off. We do not subcontract. The same team that builds your WordPress site builds your Salesforce integration, with full understanding of both platforms at the code level.
Most integrations fail at the seam, the point where two teams, two codebases, and two sets of assumptions collide. We eliminate that seam entirely. Your website and your CRM are designed as one system from day one: shared data models, synchronised records, real-time updates, and zero data silos.
Whether you need a simple contact form that creates Leads in Salesforce, a client portal that reads and writes to custom objects, or a full e-commerce flow that syncs orders, products, and customer records in real time. We build it natively. No middleware. No Zapier chains. No fragile plugin bridges that break on the next Salesforce release.
Web-to-Lead & Web-to-Case
Contact forms, quote requests, and support tickets that create Salesforce records instantly. Field mapping, validation, and duplicate detection built in.
Client Portals
Authenticated WordPress portals where customers view their Salesforce data, cases, invoices, contracts, project status. Read and write access controlled by Salesforce permissions.
Real-Time Data Sync
Bidirectional sync between WordPress and Salesforce via REST API. Record changes in either system are reflected in the other within seconds, no batch delays, no manual imports.
Custom Object Integration
Not just Leads and Contacts. We integrate custom objects, junction objects, and complex data relationships. Your WordPress front-end mirrors your Salesforce data model exactly.
OAuth & SSO
Salesforce-based authentication for WordPress. Users log in once and access both systems seamlessly. Session management, token refresh, and security handled at the code level.
Reporting Dashboards
WordPress-rendered dashboards pulling live data from Salesforce reports and SOQL queries. Your team sees metrics without needing a Salesforce licence.
How an integration project moves
Discover
What we do
We map your current data flow between your website and Salesforce, what exists, what is manual, what is broken, and what is missing. We identify every touchpoint where data crosses between the two systems.
What we need from you
Access to both your WordPress site and Salesforce org. A walkthrough of your current lead-to-customer journey and any manual steps your team performs to move data between systems.
Deliverables
Data flow diagram, integration requirements document, field mapping specification, and a technical approach document outlining the architecture we will build.
Map
What we do
Field-by-field mapping between WordPress and Salesforce. We define which data lives where, which system is the source of truth for each field, and how conflicts are resolved. We design the API contracts and authentication flow.
What we need from you
Validation of the field mapping. Your business rules for data priority, if a record is updated in both systems simultaneously, which one wins? These decisions shape the entire integration logic.
Deliverables
Complete field mapping document, API contract specification, authentication flow diagram, and error handling strategy. Everything documented before development.
Integrate
What we do
Build the integration layer: PHP classes on the WordPress side calling Salesforce REST API, Apex endpoints on the Salesforce side, OAuth token management, error handling, retry logic, and logging. All developed in staging/sandbox environments.
What we need from you
Connected App setup in Salesforce (we walk you through it), sandbox access, and test data. Regular feedback on demos as we build each integration point.
Deliverables
Working integration in staging environment. Each connection point demonstrated and validated independently before we connect the full flow.
Test
What we do
End-to-end testing of every data flow: form submissions, record syncs, portal authentication, error scenarios, API rate limits, and bulk operations. We simulate real-world usage patterns and verify data integrity across both systems.
What we need from you
UAT participation from your team. Test the flows with real scenarios from your business, edge cases only surface when real users interact with real data.
Deliverables
Test results report, UAT sign-off, performance benchmarks, and a documented list of every scenario tested with pass/fail status.
Optimise
What we do
Production deployment, monitoring setup, performance tuning, and post-launch optimisation. We track API call volumes, sync latency, and error rates. If we spot inefficiencies or new opportunities, we implement them proactively, because we understand both sides of the integration.
What we need from you
Feedback on how the integration performs in daily use. New requirements always emerge after launch. We want to hear them early so we can iterate fast.
Deliverables
Live integration, monitoring dashboard, documentation for both WordPress and Salesforce teams, and a support plan for ongoing maintenance and evolution.
Let's make Salesforce work for you.
Tell us what is broken, what is missing, or what you want to build. We will tell you exactly how we would approach it.
Start a project