Salesforce
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.
01 — Administration
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.
02 — Development
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.
03 — Managed Administration
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.
04 — WordPress × Salesforce
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.
Case Study
Built in production. Running at scale.
Client Portal Integration
Project for 1st-IT LTD — Managed Service Provider
A complete client portal ecosystem built as two custom WordPress plugins — a Salesforce Data Extractor that pulls live data via OAuth, and a Client Portal Dashboard that turns that data into an actionable interface for both the internal team and external clients. No Salesforce Experience Cloud licence required. No per-user fees. No API rate limit risk.
$20,000+ per year saved — and a better product than the Salesforce alternative.
The native Salesforce portal — Experience Cloud — charges per user, per month. For an organisation with over 1,000 contacts needing portal access, the licensing cost alone runs between $21,000 and $189,000 per year depending on the model. That is before implementation, customisation, or ongoing maintenance.
Salesforce Experience Cloud
Customer Community Plus — required for custom objects, reports, dashboards, and role-based access. $15/member/month or $6/login. For 1,000+ members, that is $180,000+/year in licensing alone. Login-based pricing reduces the cost but restricts access — not every contact can log in freely.
Every user interaction — loading a dashboard, filtering cases, viewing a report — makes a direct API call to Salesforce. Hundreds of concurrent users means thousands of API calls per day, pushing against Salesforce governor limits (100,000 calls/24h on Enterprise edition).
Our custom portal
$0/year in licensing. Every contact has a login. No per-user fees, no connection limits. The portal runs on standard WordPress hosting — the only recurring cost is the hosting itself.
The Salesforce Data Extractor syncs data via scheduled cron batches — a few hundred API calls per cycle. The portal reads from local MySQL tables, not Salesforce. 1,000 users loading dashboards simultaneously? Zero API calls to Salesforce. The org is protected, the governor limits are untouched, and performance is instant.
Two plugins. One ecosystem.
Salesforce Data Extractor
A custom WordPress plugin that authenticates with Salesforce via OAuth 2.0 and extracts Cases, Contacts, and Accounts into dedicated WordPress database tables (wp_sfi_cases, wp_sfi_contacts, wp_sfi_accounts). The extractor runs on a scheduled cron cycle, keeping the local data synchronised with Salesforce without hitting API rate limits. Field mapping, error handling, and retry logic are built in — if the connection drops, it resumes where it left off.
Client Portal Dashboard
The front-end interface that reads from those local tables and presents a fully interactive SPA (Single Page Application) inside WordPress. Cookie-based authentication, role-based access control, real-time updates, and a modular architecture where every section — Dashboard, Analytics, Chat, Schedule, Performance — loads independently via AJAX. No page reloads, no latency.
Role-based access: employees and clients see different worlds.
The portal serves two fundamentally different audiences — the internal 1st-IT team and their external clients. Every screen, every data point, every action is filtered by role. There is no shared view. Each user sees exactly what they are authorised to see and nothing more.
Employee access
Super Admin — full access to every section: Dashboard with all client data, Analytics, Team Performance, Team Schedule, Chat (all conversations), Reviews, Settings, Login Sync, and Targeted Email. Can configure SLA targets, notification sounds, Google Reviews integration, and manage all portal settings.
Admin — same as Super Admin but without Settings access. Sees all client data, all conversations, all performance metrics. Can transfer chat conversations and manage schedules.
Agent (Engineer) — sees Dashboard filtered to their assigned cases only. Access to Team Schedule and Team Performance (their own metrics). Chat limited to their assigned and waiting conversations — but can "jump" into any active conversation to assist without changing the assignment. Cannot access Analytics or Settings.
Client access
Main Contact — sees all cases from their organisation. Can open new tickets (logged directly to Salesforce), track status, view priority and assigned engineer. Chat access to communicate with the support team. Can leave Google Reviews when prompted. Data is filtered by their Salesforce Account ID — they never see another company's data.
Normal Contact — sees only their own cases, not the full organisation's. Same ticket creation and chat capabilities, but the data scope is limited to cases where their email is the contact. This protects sensitive information within multi-department organisations.
Every feature, explained.
Dashboard
The main view for all users. KPI cards showing Open Tickets (with trend percentage), Closed Cases, Average Response Time, and Average Resolution Time. A donut chart breaking down cases by reason (Desktop Performance, Configuration, Password Reset, etc.) and a horizontal bar chart showing ticket sources (Web, Phone, Email, Chat, Tech Added). Below, a full case table with Company, Name, Case ID, Type, Priority, Reason, Description, Date, Engineer, and Status — filterable by engineer, client, contact, and date range. Every data point is pulled from the local Salesforce mirror and updates on each sync.
Analytics
Reserved for Admin and Super Admin. Eight KPI cards across two rows: Total Tickets, Closed Cases (with percentage), Open Cases, AVG Response, AVG Resolution, Response SLA (with target comparison), Resolution SLA, and AVR Response. Daily Ticket Volume as a bar chart (Opened vs Closed). First Response Time distribution histogram, Time To Resolve distribution, and an SLA Compliance donut (Response Met, Response Missed, Resolution Met, Resolution Missed). Filterable by client and date range with presets (This Week, This Month, Last 30 Days, Custom). Full PDF export with custom formatting — landscape A4, JPEG compression, matching the on-screen layout exactly.
Live Chat
A real-time messaging system built entirely within WordPress — no third-party dependencies. Clients start conversations from the portal; agents see incoming requests in a dedicated chat interface with conversation list, unread badges, and notification sounds. Agents can be assigned to conversations, transfer them to colleagues, or "jump" into any active conversation to assist without changing the original assignment — the jump is tracked in a dedicated database table. Internal messages (agent-to-agent notes, jump notifications) are invisible to clients. A floating chat widget is also available for website visitors who are not logged into the portal.
Ticket Creation
Clients can open support tickets directly from the portal. The form captures subject, description, priority, and type. On submission, the case is created in the local database and synced back to Salesforce — appearing in the 1st-IT team's Salesforce org immediately. No email chains, no phone calls, no lost requests.
Team Performance
Available to Admin, Super Admin, and Agents. A leaderboard with Today, This Week, and This Month breakdowns showing cases handled per engineer. SLA Compliance table with progress bars for Response and Resolution targets. Resolution time horizontal bar chart with SLA target line overlay. Workload distribution as stacked bars (assigned vs closed). Inactive engineer alerts flagging team members with no recent activity. Backlog per engineer table. Filterable by client, engineer, and custom date range.
Team Schedule
A visual calendar for the internal team. Each team member has a colour-coded entry. Schedule types include shifts, holidays, sick days, and working from home. Admin and Super Admin can add, edit, and delete entries. Agents can view the full team schedule to coordinate coverage. Month navigation, member filtering, and type filtering built in.
Google Reviews
An integrated review request system. After a case is resolved, the portal can prompt the client contact with a popup asking them to leave a Google Review. The timing rules, review questions, and Google Review URL are all configurable from Settings. The prompt is non-intrusive — it appears once, respects dismissal, and tracks who has already been asked.
Filters & Export
Every data view in the portal supports multi-criteria filtering: by engineer, by client, by contact, by date range (presets and custom), by case status, and by priority. The Dashboard table supports full-text search across all fields. Export functionality generates PDF reports formatted for client distribution — used by the 1st-IT team to send regular performance reports to demanding enterprise clients who expect formatted, branded documentation.
Settings
Super Admin only. Controls SLA targets (response and resolution thresholds in hours), notification sound URLs (custom upload with test playback), Google Reviews configuration (URL, timing rules, review questions), Login Sync management (auto-create portal logins for all Salesforce contacts, targeted welcome email sending with multi-select client and contact dropdowns), portal branding (logo upload, organisation name), and skin selection (Default, Dark, Night Glass, Aurora Glass).
Security
Per-user nonce tokens (hash includes user ID — one user's nonce cannot forge requests for another). XSS hardening with an esc() helper applied to all dynamic HTML strings. Password hashing with password_hash/password_verify. Cookie-based authentication with 7-day expiry and database token validation. LiteSpeed Cache bypass headers to prevent user-specific content from being cached and served to other users.
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.
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