01 Discovery
Ask the right questions first.
Before anything gets designed, we sit with your team and dig in. What is the problem actually costing? Who feels it? What have you already tried? Every later step rests on the answers we get here.
Folio Consulting
Folio Solutions handles Folio Docs implementations and general Salesforce consulting work. Either way, we're the kind of partner who'll ask first and build second.
Our Method
The best consulting work starts with asking the right questions.
Too many Salesforce projects collapse in the last 10% because nobody validated the first 10%. We front-load the time spent understanding the problem and re-validate at the end, so the middle takes care of itself.
Every engagement follows the same four-stage rhythm. Each stage produces something concrete you can push back on before the next one starts — no surprises, no late-stage rework, no handing you a finished system you've never seen.
02 Functional
Solve it on paper first.
We map the solution in business language — process flows, user journeys, data shapes — before a single Apex class is written. If the functional design doesn't hold up under questioning, the technical one never will.
03 Technical
Then in the platform.
Object model, automation, integrations, code. We design technically only after the functional design is signed off, so engineering decisions always trace back to a business outcome.
04 Validation
Re-validate before deploy.
We close the loop: walk the built solution back against the original discovery, with the same people who answered the first questions. Final alignment before release.
What We Do
Full-stack Salesforce capability — design through delivery.
New org implementations
Greenfield Salesforce builds, designed around the business that exists — not a textbook template. We tailor the org to the real-world processes you already run, so adoption isn't a fight.
Org mergers & consolidation
Two orgs, three orgs, an acquisition you inherited — we plan and execute the merge with object mapping, dedupe strategy, and a sharing model that survives the cutover.
Apex & Lightning Web Component development
Custom Apex, triggers, batch jobs, Lightning Web Components, Flows. Production-grade code with test coverage, governor-limit discipline, and best-in-class architecture.
Data architecture
Object models that age well. Reporting structures that don't collapse under pressure. We design with the long term in mind — for what the business will need three years out, not just at go-live.
Data migrations
Legacy CRM, spreadsheets, custom databases — into Salesforce, cleanly. We profile, cleanse, map, load, and reconcile, with a cutover plan that makes sense.
Integration architecture
Salesforce talks to everything else in your stack — ERPs, billing, marketing, data warehouses. We design integrations that are debuggable, observable, and replayable.
Our Values
What you're signing up for when you hire us.
Outcome over output.
We measure success by what actually moves — efficiency gained, dollars in, customer experience improved. The work isn't done when we ship; it's done when a number you care about has changed.
Alignment, then action.
Different stakeholders see the problem differently, and that's a good thing. We surface where perspectives diverge, respect how each team actually works, and get to a shared answer before anyone touches the system.
Build for the long haul.
Data, process, and systems built to stand the test of time. We work from proven design principles that prioritize scalability and change, so you don't need to rebuild anything down the road.
Let's Talk
Tell us how we can help.
We'll book a 30 minute intro call. No deck, no pitch. Tell us what problems you're facing, expect us to ask a lot of questions, and you'll walk away with a clearer picture whether we're the right fit or not.
Contact Sales