Bringing a Salesforce org up to best practice for a finance division
Finagy needed a certified developer who could both build and advise. The engagement covered customisation, best-practice review and hands-on consulting across their Salesforce instance.
- Practice
- Salesforce development and consulting
- Period
- Sep 2025 to Jan 2026
- Client rating
- 5.0 out of 5
A finance division running on an unoptimised org
Finagy, a division of TOSD Corporation, was already live on Salesforce but wanted expert eyes on the setup before adding more to it.
The brief was explicit: a skilled Salesforce developer with a valid certification and extensive experience in the development environment, able to provide expert consultation on optimising the instance.
What the brief asked for
The scope was written as development plus advisory rather than a single build.
- Customise the Salesforce instance around how the business actually works
- Review the org against platform best practice
- Provide strategic guidance on where to invest next
- Stay available for consultation through the engagement
How we worked
We ran the engagement part time over four months, which suited a consulting-led scope: review, recommend, build, then hand back with documentation.
Every recommendation came with the practical trade-off attached, so their team could decide what to action now and what to defer.
Outcome
Delivered across development and consulting, closed on time, and rated 5.0. The client endorsed the work as reliable, collaborative, committed to quality, clearly communicated and professional.
“Umer did an excellent job on this project. He demonstrated deep expertise in the Salesforce development environment and provided thoughtful, practical guidance throughout the engagement. His Salesforce knowledge is strong, he follows best practices, and his recommendations were clear and actionable. He was professional, reliable, and easy to work with, and completed the work successfully and on time. We would absolutely work with him again.”
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