DALLAS SALESFORCE
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DESSS provides Salesforce consulting services in Dallas for companies that want Salesforce to reflect how they actually sell and serve customers. We cover implementation, customization, development, integration, data migration and managed support.
Dallas-Fort Worth’s financial services, commercial real estate, distribution and B2B services firms often run Salesforce across many regions and teams. Common needs include territory and forecast management, partner communities and connecting Salesforce to ERP.
Our Salesforce services in Dallas include Salesforce consultant, Salesforce implementation services, Salesforce integration services, Salesforce customization, Salesforce data migration, Salesforce managed support and Salesforce development.
Process-led
We map your sales and service process before configuring Salesforce.
Admin and developer skills
Flow automation for most needs, Apex and LWC when code is justified.
Support after launch
Managed admin, enhancements and release readiness.
How we work in Dallas
Remote delivery with on-site workshops across Dallas-Fort Worth, from our Houston headquarters and Austin office.
DALLAS SCENARIOS
Salesforce consulting projects we see in Dallas
These are the Salesforce projects Dallas-Fort Worth companies ask us about most.
Territories and forecasts
Territory models and forecasting for multi-region teams.
Financial services
Client onboarding, compliance tasks and relationship tracking.
Real estate pipelines
Deals, properties and tenants tracked in Salesforce.
Partner communities
Experience Cloud portals for dealers and partners.
ERP integration
Orders and invoices synced between Salesforce and ERP.
Org cleanup
Simplifying orgs that have grown complicated.
SALESFORCE SERVICES
What our Salesforce consulting covers
Salesforce projects range from first implementation to fixing an org that has grown complicated. These are the areas we help with.
Salesforce implementation services
What does a Salesforce implementation include? Requirements, data model, pipelines, automation, security, reports and training, delivered in phases so users see value early.
See Salesforce Sales Cloud and Service Cloud.
–Process mapping
–Configuration and security
–Reports and dashboards
–Training and launch
Salesforce customization
How much should we customize Salesforce? As little as needed. We use standard features and Flow first, and add custom objects or code only where they clearly pay off, so upgrades stay smooth.
–Standard-first design
–Flow automation
–Custom objects and fields
–Page layouts and Lightning pages
Salesforce development
When is custom development needed? For complex logic, integrations or custom interfaces, we write Apex and Lightning Web Components with test coverage and deployment pipelines.
–Apex classes and triggers
–Lightning Web Components
–Test coverage
–CI/CD deployment
HOW WE WORK
How a Salesforce engagement runs
Six steps take a Salesforce project from discovery to adoption.
STEP 01
Discover
Processes, data, users and goals.
STEP 02
Design
Data model, automation, security and integrations.
STEP 03
Build
Configuration and development in sprints.
STEP 04
Migrate
Clean data loaded and reconciled.
STEP 05
Train and launch
Role-based training and go-live support.
STEP 06
Support
Managed admin and ongoing improvements.
WHY DESSS
Why Dallas teams choose DESSS for Salesforce consulting
A Salesforce partner should keep your org simple enough to run, and powerful enough to grow.
Standard first
We favor standard features and Flow over custom code.
ERP experience
We also implement ERP, so Salesforce-to-ERP flows are familiar.
Texas-based team
Headquartered in Houston with an office in Austin, and on site in Dallas-Fort Worth when it matters.
Yes. DESSS provides Salesforce consulting services in Dallas.We work with Dallas clients remotely and on site, from our Houston headquarters and Austin office.
Yes. Clients work with a named Salesforce consultant who knows their org, supported by our admins and developers for larger changes.
They include implementation, customization, Apex and LWC development, integration, data migration, training and managed support across Sales Cloud, Service Cloud and other Salesforce products.
SALESFORCE IN DALLAS
Get more from Salesforce in Dallas
Book a call to discuss your Salesforce plans, from a new implementation to cleaning up an existing org.
RELATED
Related Salesforce Pages
The main DESSS salesforce consulting page, the same service in other Texas cities, and related services.