Salesforce consulting from Richmond, Texas
Salesforce that fits the way your team works.
Architect-led Salesforce delivery for companies and public agencies: enterprise integration, Agentforce AI, Data Cloud analytics and managed services that keep complex orgs fast, secure and ready for what comes next.
Everything your Salesforce org needs, from one partner.
Architecture, engineering, AI and data, delivered by certified practitioners. Choose an area to see the depth behind it.
Architecture and implementation
Enterprise-grade Salesforce foundations: a data model, sharing model and integration layer designed to scale for years, not rebuilt in two.
- Solution and org architectureMulti-cloud design across Sales, Service, Experience and Marketing Cloud. Single- versus multi-org strategy, large-data-volume patterns and a sharing model built for complex hierarchies.
- API-led integrationReal-time and batch integration with ERP, billing and data platforms using REST, Bulk API 2.0, Platform Events and Change Data Capture, with idempotent retries, error queues and monitoring.
- Revenue and territory operationsEnterprise Territory Management, account teams, opportunity splits and renewal processes modeled to match how your revenue organization is actually structured.
- DevOps and release engineeringSource-driven development with Salesforce DX, Git-based CI/CD pipelines and Copado, sandbox strategy, automated test gates and zero-surprise production deployments.
- Data migration at scaleProfiling, mapping and deduplication of legacy data, staged high-volume loads, record-level reconciliation and a tested rollback plan before cutover.
One source of truth across sales, service and finance, with a release process your auditors and engineers both trust.
Custom engineering
When declarative tools reach their limits, we engineer on the platform with the discipline of a software team.
- Apex and Lightning Web ComponentsBulk-safe, governor-limit-aware Apex on a trigger framework, and LWC interfaces for complex work such as editable line-item grids and multi-step wizards.
- Asynchronous and event-driven processingQueueable, Batch and Platform Event architectures for heavy processing that keeps the user interface responsive and stays inside platform limits.
- Flow orchestrationMulti-step, multi-user processes with approvals, SLAs and exception paths, built in Flow where it is the right tool and in code where it is not.
- Technical debt remediationAudits that find overlapping triggers and flows, SOQL inside loops and redundant custom objects, followed by consolidation onto standard features.
- Experience Cloud portalsSecure self-service sites for customers, partners or constituents, with external sharing, identity and branded LWC experiences.
Faster screens, fewer failures and a codebase the next developer can understand and extend.
AI and Agentforce
Production AI inside Salesforce, grounded in your data, governed by clear guardrails and measured against real outcomes.
- Agentforce agent designTopics, actions and instructions grounded in your records and knowledge, tested against realistic conversations, with defined escalation to a human.
- Prompt Builder and generative workflowsRecord-grounded prompt templates for case summaries, reply drafts, account briefs and classification, embedded where people already work.
- Intelligent case managementAI classification, related and duplicate case detection, noise filtering and Omni-Channel routing so experts see the right work first.
- Trust, evaluation and governanceEinstein Trust Layer configuration, data masking, audit trails, and evaluation sets that track AI accuracy before and after go-live.
Routine work handled by agents, cleaner queues for your people, and AI decisions you can audit and explain.
Data and intelligence
Beyond reports and dashboards: unified data, predictive models and decision-ready analytics that tell leaders what to do next.
- Data Cloud unificationHarmonize Salesforce, ERP, web and product data into unified profiles, with calculated insights and segments that trigger action across clouds.
- CRM Analytics applicationsInteractive analytics apps built with data recipes and SAQL, multi-source datasets, row-level security and analytics embedded directly on record pages.
- Predictive and prescriptive modelsEinstein Discovery models for win probability, churn risk and next best action, with the drivers behind each prediction shown to the user.
- Executive analytics with TableauCross-system KPI trees and board-level views that connect CRM activity to revenue, margin and service cost, built for decision meetings.
- Data quality and governanceMatching and duplicate rules, completeness scoring, data ownership and stewardship processes, so every model and metric rests on trusted data.
Forecasts you can defend, early warning on churn and risk, and insight delivered inside the record where action happens.
Change and enablement
Adoption treated as an engineering problem: measured, designed for and continuously improved.
- Adoption analyticsLogin, feature and record-level usage tracking that shows which teams and processes are falling behind, and why.
- In-app guidanceContextual prompts and walkthroughs built into the screens people use, instead of manuals nobody opens.
- Persona-based enablementLearning paths for executives, managers, end users and admins, with runbooks and architecture documentation for a clean handover.
- Center of Excellence setupGovernance, demand intake, prioritization and release cadence, so Salesforce keeps pace with the business after the project ends.
Teams that rely on Salesforce daily, and an internal practice that can run and evolve it with confidence.
Managed services and advisory
An architect-led team that runs, protects and evolves your org after go-live.
- Managed servicesSLA-based administration and development, incident triage, monitoring and a steady flow of improvements on a predictable monthly plan.
- Org health assessmentsSecurity health check, limits usage, automation sprawl and technical debt review, delivered as a prioritized remediation roadmap.
- Identity and security architectureSingle sign-on, MFA, permission set architecture, Shield Platform Encryption, Event Monitoring and Field Audit Trail for regulated data.
- Release readinessImpact analysis and regression testing ahead of each of the three annual Salesforce releases, so upgrades never break production.
- CRM strategyCapability maps and multi-year roadmaps that tie Salesforce investment to measurable revenue, service and efficiency goals.
A stable, secure org, predictable costs, and a roadmap aligned to business priorities each quarter.
How an engagement runs
A clear path from first conversation to a system your people use every day. You always know what’s being built, why, and what comes next.
- Step 1
Discover
Stakeholder interviews, process mapping and an org health assessment. You receive current-state findings and a prioritized, costed scope.
- Step 2
Design
A solution blueprint covering data model, sharing, integration patterns and AI guardrails, with architecture decisions documented and signed off.
- Step 3
Build
Sprint-based delivery in source-controlled sandboxes, automated tests and working demos every two weeks.
- Step 4
Launch
User acceptance testing, a cutover runbook, data reconciliation and a hypercare period with the build team on call.
- Step 5
Evolve
Managed services, release readiness and quarterly roadmap reviews tied to the outcomes agreed in discovery.
Built for public sector buyers, too.
We support state, local and federal teams that run case management, constituent services and grant tracking on Salesforce, with documentation and security practices that hold up to procurement review.
Company data
- Legal name
- MB Partner Solutions LLC
- UEI
- XTU4TSJQJHN1
- CAGE code
- Pending
- Entity type
- Texas limited liability company
- Location
- Richmond, Texas
- NAICS
- 541511
- Certifications
- Available on request
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Insights
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A 30-minute call is enough to understand your org and suggest a sensible next step. No obligation.
Richmond, TX 77407
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