12 verified engagements

Case studies.

12 real client engagements with named companies, impact metrics, documented deliverables, and verified reviews. Every one of these shipped.

Results wall
Outcomes, not just output.
Headline impact from the 12 engagements below — real numbers, named clients.
At a glance
12 projects · 2,500+ hrs · 5.0★ avg · US · AU · CA · CR · IN
1,900+
Hours on enterprise SF architecture
Technology Risk Consulting
53%
Faster lead routing after MCA overhaul
BCG / MCA Fintech
75+
Listings auto-generated via S-Docs
JLL Canada
100%
Omni-Channel routing accuracy
InCompany / Service Cloud
2-day
FSL + Scheduler turnaround
Elyse Daniels Pty Ltd
5.0★
Average verified Upwork rating
4 verified reviews
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No case studies match the current filters.
🇺🇸 USAIn Progress
1,900+
Hours on enterprise SF architecture & .NET integration
Frantz Arty
Technology Risk Consulting LLC
Consulting · Architecture

Enterprise Salesforce Architecture & .NET Integration

Challenge
Complex in-flight SF implementation with no architectural map and .NET systems that needed to talk to it.
Approach
Full-time architect seat — deep technical assessment, dependency mapping, .NET ↔ Salesforce integration, CI/CD guidance.
Outcome
12+ months ongoing, 50+ docs shipped, 100% satisfaction — our largest and longest engagement.
✓ What we shipped▾
Complete Salesforce architecture documentation & dependency mapping
.NET ↔ Salesforce integration design and implementation
CI/CD pipeline setup and DevOps workflow guidance
Security architecture review and scalability recommendations
Ongoing architectural consulting and code reviews
StackSalesforce ArchitectureApex.NET / C#REST APIsCI/CDDocumentation
🇺🇸 USAIn Progress
53%
Faster lead routing after MCA sales-floor overhaul
Jerry Hopkins
BCG · MCA Fintech
Fintech / MCA · Integration

MCA Salesforce Overhaul & CallTools Integration

Challenge
A brokerage sales org drowning in clutter, slow lead routing and reps hunting for their next call.
Approach
Full org cleanup, high-intent funnel, round-robin + 24h auto-reassignment, CallTools webhook sync, renewal carve-out.
Outcome
Dummy-proof funnel, 6+ campaign sources ingested, 35 hrs/week active — sales floor on autopilot.
✓ What we shipped▾
Full org audit — removed redundant fields, simplified page layouts
High-intent lead funnel with speed-to-contact prioritization
Round-robin assignment + 24-hour inactivity auto-reassignment
CallTools webhook integration — call/SMS/email history sync
Webhook/API campaign intake with source tagging
Renewal opportunity surfacing — separated from cold outbound
StackSales CloudApexFlowsWebhooksCallToolsMCA / Fintech
🇨🇦 CanadaIn Progress
75+
Listings auto-generated via S-Docs, zero manual entry
Brandon Gorman, EVP
JLL Canada
Commercial Real Estate · Custom Dev

S-Docs Listing Activity Report — 75+ listings

Challenge
Brokers manually assembling listing activity reports in Excel — hours lost, inconsistent data, missed tours.
Approach
Institutional S-Docs HTML template with auto KPIs, dead-inquiry muting, conditional Executive Summary, 1-click Quick Action.
Outcome
75+ listings on the template, 0 manual data entry, landscape PDF exports at the push of a button.
✓ What we shipped▾
KPI dashboard — 5 automated metrics with conditional logic
Auto-sorted inquiry table with NEW tags and visual dead-muting
Tour table from Events (Property Tour type, last 30 days)
Conditional Deals Completed KPI for multi-space properties
Quick Action button for one-click generation from Deal records
StackS-DocsHTML/CSSSOQLPDF GenerationManaged PackageCRE
🇨🇷 Costa RicaCompleted
100%
Omni-Channel routing accuracy, zero duplicate sessions
Martin Perez Sanabria
InCompany · Service Cloud
Customer Service · Integration

WhatsApp + Omni-Channel Integration

Challenge
Salesforce’s native WhatsApp only works with Leads — most of InCompany’s conversations lived on Contacts.
Approach
Extended messaging to Contacts — dynamic Meta templates, preferred-agent Omni-Channel routing, session dedup.
Outcome
100% routing accuracy, zero duplicate sessions, 2-tier agent routing — finished 5.0★.
✓ What we shipped▾
Contact-level Quick Action with phone validation & Messaging User linking
Dynamic Meta WhatsApp template selection UI
Custom Omni-Channel routing — preferred agent first, queue fallback
Session management — reuse, duplicate prevention, transcript continuity
★★★★★ 5.0
Akshay did a great job in the first place, and he was always there very attentive and aware of any issues to help.
Martin Perez Sanabria · InCompany
StackService CloudWhatsApp / MetaOmni-ChannelApexFlow
🇨🇷 Costa RicaCompleted
Real-time
Bi-directional Jira ↔ Salesforce sync, 0 manual ops
Martin Perez Sanabria
InCompany · DevOps engagement
DevOps / PM · Integration

Salesforce ↔ Jira Bi-Directional Sync

Challenge
Status, assignee and sprint updates made in Jira weren’t reaching Salesforce — manual fix-ups every day.
Approach
Reverse sync via the Jira Connector API — full field mapping, webhook triggers, retry logic on failures.
Outcome
Real-time bi-directional sync, 0 manual intervention, 5.0★ follow-on engagement.
✓ What we shipped▾
Bi-directional sync automation — Jira → Salesforce
Status, assignee, due date, sprint field mapping
Jira Connector API configuration and webhook setup
Error handling and retry logic for failed syncs
★★★★★ 5.0
Akshay did a great job in the first place, and he was always there very attentive and aware of any issues to help.
Martin Perez Sanabria · InCompany
StackJira IntegrationAPI AutomationBi-Directional SyncWebhooks
🇺🇸 USACompleted
200+
Crunch-mode hours of senior-complexity Apex
John Francis
WealthVest · Wealth Management
Financial Services · Custom Dev

Custom Financial Subsystem — Apex Development

Challenge
A senior Apex seat on a complex custom financial subsystem opened up mid-crunch with production deadlines.
Approach
Backfilled the role with production-grade Apex — triggers, batch, queueable jobs, financial business logic.
Outcome
200+ hours delivered in crunch mode, full test coverage, 5.0★ client rating.
✓ What we shipped▾
Complex Apex development — triggers, batch, queueable jobs
Financial workflow automation and business logic
Integration with existing subsystem architecture
Production-grade code with full test coverage
StackApexBatch ProcessingTriggersFinancial Services
🇺🇸 USACompleted
365+
Hours of full-stack SF development across accounts
Mark Crawford
CloudROI · CRM Consulting
CRM Consulting · Custom Dev

Senior Salesforce Developer — Cross-Functional

Challenge
A consulting shop needed a senior SF dev who could span multiple client orgs and mentor juniors on EST hours.
Approach
Full-stack SF (Apex, LWC, Visualforce), REST/SOAP integrations, code reviews, and junior developer mentorship.
Outcome
365+ hours across multiple clients, 4.3★ review calling out detail and proactive communication.
✓ What we shipped▾
Custom solution design and architecture
Apex, LWC, and Visualforce development
REST/SOAP API integrations with external systems
Code reviews and junior developer mentorship
★★★★ 4.3
CielRoi handled complex data integration challenges with ease. Attention to detail and proactive communication made the entire process smooth and successful.
Mark Crawford · CloudROI
StackApexLWCVisualforceREST/SOAP APIsCode Reviews
🇺🇸 USAIn Progress
100%
Data integrity preserved across a packaged migration
Shua Levenberg
AirClient · SaaS / Technology
SaaS / Technology · Data Migration

Salesforce Account Migration

Challenge
Account data lived inside a packaged structure where standard export methods wouldn’t apply.
Approach
Custom migration strategy — dependency analysis, sequenced load, integrity validation, post-migration cleanup.
Outcome
100% data integrity, zero data loss, custom-object handling end-to-end.
✓ What we shipped▾
Custom migration strategy for non-standard package structure
Dependency analysis and migration sequencing
Data integrity validation and reconciliation
Post-migration verification and cleanup
StackData MigrationCustom ObjectsData IntegritySalesforce Admin
🇺🇸 USAIn Progress
OAuth
Sandbox ready for Delphi (Amadeus) SaaS integration
David Julia, CTO
Hospitality SaaS · Amadeus Delphi
Hospitality / SaaS · Setup

Delphi (Amadeus Hospitality) — Sandbox Setup

Challenge
SaaS integration needed a sandbox against Delphi (Amadeus) but the Salesforce admin wasn’t deep-technical.
Approach
Sandbox type selection, production-data seeding, OAuth/Connected App reconfig, guided pre-call for the admin.
Outcome
Secure non-prod environment with OAuth configured and the admin walked through every step.
✓ What we shipped▾
Sandbox type assessment based on edition and license availability
Sandbox Setup Pre-Call Guide for non-technical admin
OAuth and Connected App reconfiguration for sandbox
Production data subset seeding with dependency-aware loading
StackSandbox ManagementAmadeus DelphiOAuth / APIManaged PackagesHospitality
🇦🇺 AustraliaCompleted
2-day
FSL + Scheduler turnaround — days, not weeks
Elyse Daniels
Elyse Daniels Pty Ltd
Field Service · Rapid Setup

Salesforce Scheduler on Field Service Lightning, live in 48 hours.

Challenge
Elyse needed the Salesforce Scheduler add-on running inside an existing Field Service Lightning org — and she needed it now. A slow rollout would stall field bookings and frustrate her team.
Approach
Parallel-tracked the FSL base config, Scheduler add-on setup, and service territory / resource modelling. Skipped ceremony, kept a tight Loom + WhatsApp feedback loop, and validated end-to-end with live test bookings before handover.
Outcome
Scheduler + FSL fully configured and accepting real bookings within two working days. Five-star review, zero post-launch tickets, and a client who now recommends us for future work.
✓ What we shipped▾
Salesforce Scheduler add-on configuration
Field Service Lightning environment setup
Service territory and resource configuration
End-to-end testing and validation
★★★★★ 5.0
Working with CielRoi Technosoft has been a game-changer for our business. Their understanding of Salesforce and commitment to our success helped us achieve exceptional results.
Elyse Daniels · Elyse Daniels Pty Ltd
StackField Service LightningSalesforce SchedulerConfigurationRapid Delivery
🇺🇸 USAIn Progress
2 CRMs
Salesforce + HubSpot, one unified broker workflow
Joshua Harmon Sr.
HREC Investment Advisors
Commercial Real Estate · Hospitality

Unified pipeline across Salesforce, Buildout & HubSpot.

Challenge
A hospitality-focused CRE brokerage was running deals across Salesforce + Buildout while the broader team leaned on HubSpot. BOV tracking, listing funnels, and broker activity were scattered, making forecasting and territory scorecards nearly impossible.
Approach
Stood up as ongoing Salesforce specialist: rebuilt the Sales Cloud pipeline around BOV tracking, listing conversion funnels, and territory scorecards; kept the Buildout + Salesforce integration healthy; and led a full HubSpot CRM setup for the wider team with pipelines, templates, sequences, and dashboards.
Outcome
Full pipeline visibility for leadership, broker activity reporting running on autopilot, and the whole team onboarded onto a CRM stack they actually use. Retained on ongoing support.
✓ What we shipped▾
Sales Cloud pipeline — BOV tracking, listing funnels, territory scorecards
Buildout CRM + Salesforce integration management
HubSpot setup — pipelines, templates, sequences, dashboards
Broker activity reporting and automation
Team onboarding and training
StackSales CloudBuildout CRMHubSpotDashboardsCommercial Real Estate
🇦🇺 AustraliaCompleted
OmniStudio
Guided case management for a financial services org
Arsalan Khan
REVO LOGICS PTY LTD
Financial Services · OmniStudio

OmniScript-driven case flows with brand & branch-aware routing.

Challenge
A multi-brand Australian financial services client needed guided case management in Salesforce: member identification with field dependencies, branch-aware case routing, brand-specific UI filtering, and record-type-specific picklists — all on top of OmniStudio.
Approach
Built a Member Identification OmniScript with field dependency, wired branch-based owner auto-assignment on save, and layered brand-based filtering into the branch-name display logic. Did the research to make RecordType-specific picklist value loading work inside OmniStudio where it normally doesn't.
Outcome
Full OmniStudio case management suite delivered: automated case routing, brand-aware filtering, guided member flows, and picklists that respect record type — 100% shipped and signed off.
✓ What we shipped▾
OmniScript — Member Identification with field dependency
Branch-based owner auto-assignment logic on save
Brand-based filtering for dynamic branch name display
RecordType-specific picklist value loading research & implementation
StackOmniStudioOmniScriptFlexCardsDataRaptorsCase Management
Verified reviews
Straight from real clients.
Every review below is publicly verifiable on Upwork — not curated, not paid for.
★★★★★ 5.0
Akshay did a great job in the first place, and he was always there very attentive and aware of any issues to help.
Martin Perez SanabriaInCompany · Costa Rica
verified Upwork verified
★★★★★ 5.0
Working with CielRoi Technosoft has been a game-changer for our business. Their understanding of Salesforce and commitment to our success helped us achieve exceptional results.
Elyse DanielsElyse Daniels Pty Ltd · Australia
verified Upwork verified
★★★★ 4.3
CielRoi handled complex data integration challenges with ease. Attention to detail and proactive communication made the entire process smooth and successful.
Mark CrawfordCloudROI · USA
verified Upwork verified
★★★★★ 5.0
Salesforce ↔ Jira sync automation was exactly what we needed — zero manual intervention, real-time updates, delivered on spec.
Martin Perez SanabriaInCompany · DevOps engagement
verified Upwork verified

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