We help organisations design, build and scale Salesforce — from architecture and custom engineering to Agentforce, Field Service, integrations and operational automation.
Architecture, implementation and engineering for teams that need Salesforce to operate as part of the business — not as a disconnected CRM.
Topics, actions, orchestration, grounding and custom Apex/Flow actions.
Scheduling, work orders, mobile execution, resource logic and operational automation.
Custom business logic and modern Salesforce user experiences built for scale.
REST, SOAP, OAuth, Microsoft, ERP and event-driven Salesforce integrations.
LightningNEX can support business-facing CRM work, operational service workflows, portals, sector-specific journeys, AI, automation and custom engineering.
Lead, opportunity, account and pipeline processes tailored around how the sales team actually works.
Case management, queues, service processes, routing, escalation and operational automation.
Partner, customer and community experiences with secure access and tailored journeys.
Support for mission-led operations, constituents, programmes and service delivery patterns.
Student and programme workflows, engagement processes and connected Salesforce experiences.
Work orders, appointments, scheduling, mobile execution, inspections and resource logic.
Topics, actions, custom actions and AI experiences connected to Flow, Apex and Salesforce data.
Record automation, orchestration, approvals, guided flows and reusable process patterns.
We do not position LightningNEX around one isolated tool. Solutions can be designed to connect Salesforce with AI services, automation platforms, APIs, Microsoft services, ERP systems and other operational technology where the requirement needs it.
Selected delivery examples showing the kind of Salesforce outcomes, architecture and operational improvements we can support.
For a property-management organisation, we delivered a Salesforce operating model spanning maintenance jobs, work orders, engineer scheduling, mobile inspection experiences, operational forms and automation.
An integration-led programme connecting Salesforce processes with external business systems, Microsoft calendar workflows and backend operational data.
Not every requirement needs the same engagement model. LightningNEX can support a full workstream or a focused technical need.
Clarify the business process, Salesforce boundaries, data model, security and integration ownership.
Configuration, Flow, Apex, LWC, integrations and AI actions delivered around the agreed solution.
Enhance current processes, remove bottlenecks, modernise automation and address technical debt.
Bring in concentrated capability for Agentforce, Field Service, LWC, Apex or integrations.
Short technical notes help prospective clients and Salesforce professionals understand how LightningNEX approaches delivery.
Flow is excellent for visible business automation. Apex becomes valuable when logic is highly reusable, transaction-sensitive, complex or performance-heavy.
A good integration has authentication, validation, timeouts, logging, retries and a clear owner when a remote system is unavailable.
Before building assignment logic, define skills, geography, working hours, duration, priorities, absences and conflict rules.