Salesforce Financial Services Cloud Consultant

Amazing GDPR management app for AppExchange

Challenge

The implementation of the GDPR policy by the EU posed a significant challenge for Salesforce marketers, particularly in ensuring data consistency.

Solution

MagicFuse developed and launched an AppExchange app ensuring company-wide GDPR compliance, featuring permission tracking, data requests, marketing integrations, data expiration, Customer360 consent, and a preference center.

Technologies used:

Visualforce, APEX, Salesforce Lightning, CSV Reader, Salesforce Communities, Generic Batches.

Pain killer app to clean up your Salesforce Org

Challenge:

Elements.cloud faced the task of constructing a secure and scalable Salesforce managed package and deploying it to the AppExchange.

Solution:

Our team built a faultless AppExchange package that passed security reviews, enabling seamless integration between Salesforce and Elements. This achievement was driven by our deep understanding of Salesforce, streamlined data processing, optimized queries, and detailed monitoring with AWS CloudWat.

Technologies used:

Visualforce, APEX, Lightning, Salesforce Communities, Generic Batches, CSV Reader.

Custom Salesforce Revamp for Seamless Event Management

Challenge:

SaaS Success needed to modernize its event management processes, replacing outdated Excel-based workflows with a fully optimized Salesforce Sales Cloud solution to streamline operations and improve efficiency.

Solution:

We restructured workflows using Lightning App Builder, conducted a complex data migration, and developed reports and dashboards for better data visualization. Additionally, we customized an unmanaged AppExchange package for seamless event management integration.

Technologies used:

Sales Cloud, Data Loader, Lightning App Builder.

Salesforce managed package for Surfly

Challenge:

Surfly needed a Salesforce-managed package enabling users to collaborate through co-browsing sessions within Salesforce, requiring seamless integration with their external service.

Solution:

MagicFuse developed an LWC component that connects to Surfly’s external service, generating a co-browsing session link. The system creates and stores user IDs within Salesforce, allowing users to initiate and manage sessions effortlessly while leveraging Surfly’s advanced proxy technology.

Technologies used:

LWC, APEX, Custom Metadata.

Real-Time Salesforce-Postgres Sync at Scale

Challenge:

The client needed real-time, bi-directional sync between Salesforce and Postgres, handling thousands of records with no risk of sync loops.

Solution:

Built a Heroku Node.js integration for Postgres event listening. Implemented Change Data Capture to detect and process data updates. Designed conflict-prevention logic and advanced mapping layers for Salesforce-Postgres alignment.

Result:

Thousands of records synchronized in real time, ensuring accurate data across platforms.

Cloud-Based Transformation of a Legacy Onboarding System

Challenge:

A leading financial institution needed to transition its legacy C#-based client onboarding application to a modern, cloud-native Salesforce environment, without compromising complex business rules or external data integrations.

Solution:

MagicFuse developed custom UI components in Salesforce to manage the onboarding journey while integrating real-time synchronization with external databases. Using configurable metadata and low-code automation tools like Flows and Triggers, the onboarding process became scalable, maintainable, and independent of hardcoded logic.

Technologies Used:

Apex, Aura, Lightning Web Components, Flows, Triggers, Custom Metadata, SOQL

CRM Implementation & Sales Process Optimization

Challenge

The client, an IT solution provider and reseller, had no CRM system in place. Customer and partner data were scattered across different tools, making it difficult to manage relationships and prepare offers efficiently. They needed one centralized platform to support the full sales cycle.

Solution

We implemented and customized Salesforce Sales Cloud to fit the client’s processes. The setup included activity tracking, file management, mass email capabilities, quoting, and automated PDF offer generation in multiple languages. This helped standardize and streamline their day-to-day sales operations.

Technologies Used

Salesforce Sales Cloud

Advanced Salesforce Customization for Sales Excellence

Challenge

A cybersecurity client was already using Salesforce but lacked key functionalities required for effective sales management. Missing capabilities included project tracking, opportunity profitability calculation, sales target setup, dynamic Exhange rate fetching, and HR system integration. These limitations reduced visibility and control over their sales performance.

Solution

We enhanced their existing Salesforce Sales Cloud by implementing advanced customizations tailored to their needs. New features included project management, profitability dashboards, automated sales targets, real-time currency exchange rate integration, and seamless HR system connectivity. This empowered the client with a holistic and data-driven sales process.

Technologies Used

Sales Cloud, Salesforce Flow, Apex, REST API

Salesforce Transformation and Service Cloud Implementation for De Gruyter Brill Poland

Challenge

De Gruyter Brill Poland had an overcomplicated Salesforce setup with poor data structure, duplicated records, limited reporting, and underused Sales Cloud. Sales teams also struggled with a mobile app that wasn’t practical for field use.

Solution

We conducted a full Salesforce health check, improving security and access control, cleaning and deduplicating data, and redesigning the Sales Cloud data model with custom objects. We fully implemented Service Cloud with routing logic, case lifecycle automation, and pre-sales support. New dashboards and reports were built to give Sales and Management better insights.

Technologies Used

Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Mobile App, Apex, Lightning App Builder, Custom Objects, Reports & Dashboards

Agent-Powered In-Calendar Chat

Challenges

Enabling AI-driven chat directly in calendar events, supporting multiple use cases, and passing Salesforce data for context-aware responses.

Solutions

Built chat into event details, enabled per-calendar agent setup, passed Salesforce data for personalized answers, and integrated Apex-invokable Agentforce execution.

Technologies Used

Apex Invokable Agents Execution

Agentforce for Hospitality Automation

Challenges

Delivering real-time, location-aware guest responses, speeding up disruption (“glitch”) reporting, and ensuring accurate Salesforce data capture.

Solutions

Integrated Google Maps API for local intelligence, built a custom “Glitch” object with guided flows, configured Omni-Channel routing, embedded guest messaging, and deployed Agentforce in Experience Cloud.

Technologies Used

Agentforce, Apex, Flows, REST API, Postman, Service Cloud, Experience Cloud

Agentforce for IT & Consulting Engagement

Challenges

Providing intelligent website chat, automating lead qualification, reducing sales workload, and keeping brand voice consistent.

Solutions

Integrated Agentforce-powered messaging with Omni-Channel, built SDR logic for lead qualification, created structured flows, and automated scheduling and follow-ups in Salesforce.

Technologies Used

Agentforce, Sales Cloud, Service Cloud, Experience Cloud, Apex, Flows, Web Development

Non-Profit Education Organization

Challenge

The organization struggled with no prior CRM experience, fragmented donor and volunteer communication, and inefficient reporting processes. Staff had difficulty navigating Salesforce’s Nonprofit Cloud data model, which led to unnecessary complexity and slowed adoption.

Solution

MagicFuse optimized the Nonprofit Cloud setup by focusing on relevant objects, streamlined reporting with standard dashboards, and integrated Mailchimp for donor and volunteer outreach. We also provided tailored training to empower staff with CRM best practices.

Result

The organization achieved stronger donor and volunteer engagement, faster access to insights through simplified reporting, and a scalable CRM that avoids over-customization. This foundation now supports long-term growth and system sustainability.

Delta Dental: Salesforce Audit & Best Practice Alignment

Challenge

Delta Dental had mature Sales Cloud & Marketing Cloud orgs but sought an external audit to validate internal reviews, ensure licensing/permissions/security followed Salesforce best practices, and uncover overlooked risks affecting scalability and compliance.

Solution

MagicFuse performed a structured Salesforce audit using Elements.Cloud and expert consulting. We confirmed strong data, file, and API management, identified governance & security gaps (e.g., license capacity, admin access), and delivered actionable recommendations to streamline permissions, modernize processes, and strengthen compliance.

Technologies Used

Salesforce Sales Cloud, Salesforce Marketing Cloud, Elements.Cloud

Industrial Equipment & Services (US/Germany)

Challenge:

Aging Salesforce setup with legacy automations, outdated API versions, inconsistent lead management, fragmented campaign processes, and reporting gaps. The company needed a modernized, compliant environment and a cleaner “Top of the Funnel” process.

Solution:

MagicFuse provided a dedicated Salesforce Architect and Admin team to migrate legacy automations to Flows, upgrade API versions, standardize objects, clean and restructure data, refine lead and campaign workflows, and improve reporting. We also introduced custom Campaign Influence Models and delivered training and documentation for smooth adoption.

Technologies Used:

Salesforce Sales Cloud, Salesforce Administration

Cell Therapy Logistics Coordination Portal

Challenge

Key challenges included creating a personalized, user-friendly portal, improving Salesforce UI, coordinating time zones, automating workflows, ensuring compliance, integrating external systems, supporting mobile use, and onboarding multiple stakeholder types.

Solution

A Salesforce Experience Cloud portal was built with role-based dashboards, custom Lightning components, and smart automation. A multi-time zone calendar system streamlined scheduling, while integrated document generation and e-signature workflows simplified paperwork. Real-time REST API integrations connected to external logistics systems, and mobile support enabled on-the-go access.

Technologies Used

Apex, Flows, Triggers, SOQL, Lightning Web Components, Custom Metadata, Custom Settings, REST API, Salesforce Standard Functionality, Service & Experience Clouds.

Revolutionizing the International Aviation Market

Challenge

The need for a more efficient system to handle customer inquiries, manage product information, and improve team collaboration was critical.

Solution

We integrated the Enquiry and Contact Us forms on Savback's website with Salesforce CRM, ensuring smooth data flow from the website to the CRM system.

Technologies

Sales Cloud, Apex, WordPress, Python, Salesforce Flows, Lightning Email Templates, Lightning Web Components.

Breathing Life into Buildings: Ventilation and Daylighting Solutions

Challenge

The company wanted to improve its sales and operational processes by addressing Salesforce CPQ and Sales Cloud issues, expanding CPQ capabilities, enhancing the Salesforce UI, integrating Salesforce with Microsoft Dynamics, and implementing a custom order management system.

Solution

We resolved system issues to enhance reliability and performance, ensuring smoother sales operations.

Technologies

Salesforce Sales Cloud, Salesforce CPQ with Custom Extensions, Microsoft Dynamics Integration, Lightning Web Components (LWC).

Salesforce Calendar for Ascent Solutions

Challenge:

Ascent Solutions needed to implement Lightning styles on existing Visualforce pages and develop a Reservation Calendar application for tracking rental items, shipment locations, and availability.

Solution:

We designed and developed two distinct calendar components with unique UI and functionality, ensuring seamless integration with the Ascent Rental package. Additionally, we enhanced backend features and upgraded Visualforce components with Lightning styles for a modernized user experience.

Technologies used:

LWC, Aura, JavaScript, Visualforce, Apex.

Streamlining Processes at Auto Service Repairs

Challenge

As the company expanded, Auto Service Repairs needed to automate manual processes that relied heavily on external data entry, causing delays and errors.

Solution

Developed a mobile-optimized portal connecting garage technicians and drivers to CRM data, enabling real-time progress tracking and on-the-go insights. Integrated mobile photo capture for vehicles before pickup/delivery, instantly uploading images and comments to Salesforce.

Technologies

Salesforce Experience Cloud, Salesforce Sales Cloud, Apex, WPForms, Drive Connect, Lightning Email Templates, Salesforce Flows.

Leader in AI robotics for e-commerce

Challenge

The client wanted to enable real-time access to key documents and data improve analytics capabilities to monitor deal progress and success, aiming to strengthen partnerships and boost revenue growth.

Solution

Developed a user-friendly portal enabling Nomagic’s partners to collaborate seamlessly with internal teams. The portal supports account, opportunity, and lead sharing, secure file and document exchange, integrated Chatter groups, record feeds, and task management.

Technologies

Salesforce Experience Cloud, Chatter Groups and Record Feeds, Custom Sharing and Security Models.

Client testimonials

Hear from our satisfied clients who have experienced transformative results with MagicFuse.

Amaury de Closset

Co-Founder and CEO at Limio

Brian Waterson

Senior Director, Operations

Ian Gotts

Founder & CEO at Elements.cloud

Adrian King

Co-founder & CTO at Elements.cloud

Joe Beech

Lead Salesforce Developer at Atamis

Fabio L. Massetta

VP of Sales & Marketing Ascent Solutions

Mike McIntyre

Founding Partner at Xenogenix

Mo Salam

Co-founder at Purlos

Michael Dalton

Principal Salesforce Consultant at Xenogenix

Pia Oenning

Senior Operations Manager at Salesfive Consultingo

Moataz Gouda

Head of Product at Movinga

Scott Reynolds

Sales Technology Product Leader

Rob Sheehan

Head of Product at ID-PAL

5.0

Salesforce developers who can be trusted to code to a high standard with an adequate level of supervision. We are happy with the outcome they have delivered.

London, UK

5.0

Collaborating with MagicFuse has allowed me to rapidly develop and deploy Salesforce functionality, giving our business the tools they need to be successful...

Boston, MA, USA

5.0

I cannot express how impressed we are by the commitment and dedication of your team. The recent set backs are frustrating but we will work through them. The comments and enthusiasm from early users is really, really encouraging...

London, UK

5.0

They have a very good balance of understanding our goals, knowing when to take pragmatic decisions.

London, UK

5.0

We have been working with MagicFuse for more than 12 months, involving them to support our development projects. We have found them to be diligent, hard-working, and very effective...

Cardiff, UK

5.0

Continuing our collaboration has been a natural choice, driven by the successful outcomes we’ve achieved together. Looking ahead, we’re excited about the prospect of further enhancing our Salesforce native applications in tandem with MagicFuse.

New York, USA

5.0

Great development team. Great knowledge, highly recommended!

London, UK

5.0

MagicFuse completed the project on time and rectified issues quickly. They produced high-quality work despite the complex tasks. Virtual meetings and emails ensured seamless project management.

Hoxton, England

5.0

I have worked with MagicFuse on a number of complex projects and they are always professional and helpful. I would have no issue recommending these guys to anyone. Thanks for the good work

London, UK

5.0

Super and competent partner who built a custom solution for a resource planning tool for us. The project is still running and the tool is still being developed. Good communication with MagicFuse, very short response time and fast help.

Munich, Germany

5.0

Great service and motivated Salesforce team. I have been working with a developer from MagicFuse for a year, I must say that the quality is amazing and they are very professional and fun people to know! Highly recommend their services.

Berlin, Germany

5.0

The MagicFuse team did a brilliant job, and when I get another project, I'd be delighted to work with them again if they are available. I had a call with the client's CEO, and he was delighted with all of the work

Leamington Spa, UK

5.0

MagicFuse have been instrumental in helping us establish our Salesforce offering and bring our best in class identity verification solutions to the App Exchange.

Dublin, Ireland