Salesforce Implementation Partner

Implementation and rescue for Salesforce orgs: Sales Cloud and Service Cloud configuration, data migration, ERP and marketing integration, and Agentforce enablement.
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Definition

What does a Salesforce implementation partner do?

A Salesforce implementation partner designs, builds, and fixes Salesforce orgs: the object model, Sales Cloud and Service Cloud configuration, data migration, integrations with ERP and marketing systems, and the enablement that turns licenses into logged activity. The difference from an in-house admin is scope. An admin keeps an org running, while an implementation team re-architects data models, builds integrations, and merges orgs after an acquisition, work that calls for skills an org needs a few times, not daily. BD Emerson does this work as an independent consultancy. We are not Salesforce, we claim no partner tier or certification count, and we resell no licenses, so our advice on scope and licensing carries no margin.

We also enable Agentforce, Salesforce's AI agent platform. Our guide to Agentforce covers what the platform does, how topics and actions work, and what it costs under Flex Credits.

Services

Salesforce implementation services we deliver

Org design and configuration
Implementation rescue
Data model and migration
ERP and marketing integration
Agentforce and AI features
M&A org consolidation

Org design and configuration

A new org designed around how your team actually sells and serves, or a re-architecture of one that grew by accretion: object model, record types, page layouts, Flows, validation rules, and permission sets reps do not have to fight.

Implementation rescue

Stalled or failed builds restarted: we audit what exists, keep what works, fix the data model, and get to a go-live people use. Most rescues keep 40 to 70 percent of the original build, which is why a rescue usually costs less than a rebuild.

Data model and migration

Legacy CRM data cleaned, deduplicated, mapped, and migrated with reconciliation counts on the other side. Bad data is the most common reason a new org loses adoption, so migration runs as its own workstream with its own owner.

ERP and marketing stack integration

Salesforce connected to your ERP, billing, and marketing stack on supported APIs and middleware, so quote-to-cash runs without re-keying. Integration contracts are documented, monitored, and owned after go-live rather than left as one-off scripts.

Agentforce and AI enablement

Agentforce agents scoped against real case volume, wired to the Flows you already own, and tested adversarially before a customer sees them, plus the Einstein features that pay for themselves. Sized honestly: if the volume math does not work yet, we say so.

Org consolidation after M&A

Two orgs into one after an acquisition: a surviving org chosen on evidence, duplicate accounts and pipelines resolved, and process differences decided rather than papered over. Migration waves are timed with the wider integration plan.

Our approach

Our approach

01

Scope against the process

We map how you sell and serve before configuring anything, and we say plainly which requirements are process problems Salesforce will not fix. Scope, data model, and price are agreed before the build starts.

02

Build and migrate

Configuration happens in sandboxes with working software demonstrated weekly. Data migrates with reconciliation counts, and integrations are tested against production-shaped data before anyone calls them done.

03

Enable and go live

Admin enablement, rep training on real records, and go-live with support standing by. Adoption is measured in logged activity and pipeline hygiene, not in training attendance.

04

Support after go-live

A defined stabilization period fixes what real use uncovers, then hands your admin a documented org. Teams that want a standing bench convert to ongoing admin and roadmap support.

contact us

Starting or rescuing a Salesforce org?

Talk to BD Emerson about your org, your integrations, and what go-live should look like.

Our Advantage

Why BD Emerson for Salesforce implementation

Independent of Salesforce

We are not Salesforce and we claim no partner tier or resale margin. Scope, licensing, and Agentforce advice is priced against your outcome, not a sales quota.

Rescue experience

Restarting failed builds taught us why orgs fail: dirty data, over-customization, and process mismatch. New implementations are built to avoid exactly those failure modes.

Integration depth

The same firm does ERP integration, data engineering, and security, so Salesforce lands connected and governed instead of becoming another silo.

Reviews

What our customers say

Great consulting firms for scaling security, compliance, and appsec.

Outstanding partner in Technical and Cyber Due Diligence

Appsec maturity and application hardening.

BD Emerson helped us simplfiy our compliance management.

BD Emerson did such a phenomenal job. What started as privacy support quickly became a full partnership across compliance, engineering, and even business operations. They’re embedded with our team. They understand our product. They move fast. They’re simply invaluable.

Adam Ben Jacobs

CTO @ OneStep GPS

Great consulting firms for scaling security, compliance, and appsec.

Outstanding partner in Technical and Cyber Due Diligence

Appsec maturity and application hardening.

BD Emerson helped us simplfiy our compliance management.

BD Emerson did such a phenomenal job. What started as privacy support quickly became a full partnership across compliance, engineering, and even business operations. They’re embedded with our team. They understand our product. They move fast. They’re simply invaluable.

Adam Ben Jacobs

CTO @ OneStep GPS

We had a hard time finding the right company to partner with in support of our compliance journey. Some vendors sell the idea that they do the work, but then you end up doing everything. The ambiguity is what killed our last project. BD Emerson’s team has such great technical knowledge and understands the standard so well that they made us comfortable with moving fast. This has led to us closing major enterprise customers that were previously out of reach because of security and compliance.

Tom Watkins

CEO @ AMI AssetTrack

Lead an enterprise initiative to overhaul the organization's technology stack from ecommerce, corporate tech, and corporate security.

Supported ISO 42001 exercise and served as internal auditor.

Rubrik's privacy and compliance team began with the backbone of BD Emerson. BD Emerson supported building out the privacy program, GRC (ISO 27001, SOC 2, CMMC, FedRAMP), and the appsec function.

We needed a partner who could move quickly, without sacrificing precision. BD Emerson brought the expertise, structure, and speed we were looking for. Their team became an extension of ours, embedding themselves across the organization, guiding us step by step, and giving us confidence in areas we hadn’t tackled before. The internal audit they conducted was so detailed that even the external auditors called it out. Achieving ISO 27001 with zero nonconformities says everything you need to know about the quality of the partnership.

Walid Souilem

CTO @ FGI Worldwide

We had a hard time finding the right company to partner with in support of our compliance journey. Some vendors sell the idea that they do the work, but then you end up doing everything. The ambiguity is what killed our last project. BD Emerson’s team has such great technical knowledge and understands the standard so well that they made us comfortable with moving fast. This has led to us closing major enterprise customers that were previously out of reach because of security and compliance.

Tom Watkins

CEO @ AMI AssetTrack

Lead an enterprise initiative to overhaul the organization's technology stack from ecommerce, corporate tech, and corporate security.

Supported ISO 42001 exercise and served as internal auditor.

Rubrik's privacy and compliance team began with the backbone of BD Emerson. BD Emerson supported building out the privacy program, GRC (ISO 27001, SOC 2, CMMC, FedRAMP), and the appsec function.

We needed a partner who could move quickly, without sacrificing precision. BD Emerson brought the expertise, structure, and speed we were looking for. Their team became an extension of ours, embedding themselves across the organization, guiding us step by step, and giving us confidence in areas we hadn’t tackled before. The internal audit they conducted was so detailed that even the external auditors called it out. Achieving ISO 27001 with zero nonconformities says everything you need to know about the quality of the partnership.

Walid Souilem

CTO @ FGI Worldwide

BD Emerson didn’t just help us meet our compliance goals; they integrated security and privacy into the core of our operations. I highly recommend BD Emerson to anyone seeking SOC 2 or GDPR compliance, or simply looking to enhance their security team and boost customer trust in their product and services. Their dedication and expertise have been invaluable to our success.

Padraig Reilly

CEO, Boxcore

BD Emerson understood our business requirements and worked side-by-side with us. The policies and controls we developed together not only meet compliance standards but improve how we operate day to day.

Matt Meierdierks

IT Manager, Lincoln Industries

From day one, BD Emerson brought urgency, clarity, and a sharp understanding of what truly matters to our business — earning and keeping customer trust. They went beyond helping us meet compliance requirements; they helped build a foundation for secure, scalable growth. That kind of partnership is rare.

Jason Marker

CEO @ LifeLenz

BD Emerson didn’t just help us pass an audit—they helped us build a sustainable culture of security.

Alexey Indeev

CTO Spare

BD Emerson was essential in helping our company navigate the daunting process of leveling up our security infrastructure. BD Emerson’s impressive expertise and confidence throughout the process helped our team exceed HIPAA and SOC 2 Type 1 standards quickly, distilling what can be an overwhelming process into a streamlined, organized effort. From day one they began adding value and getting us on course. With their help we delivered on a massive security overhaul with both extreme efficiency and thorough attention to details. Because of BD Emerson’s support, we’ve increased our clients’ trust in Titan Intake and the life-changing work it accomplishes for those seeking specialist referrals.

Patrick Bruce

CEO, Titan Intake

BD Emerson didn’t just help us meet our compliance goals; they integrated security and privacy into the core of our operations. I highly recommend BD Emerson to anyone seeking SOC 2 or GDPR compliance, or simply looking to enhance their security team and boost customer trust in their product and services. Their dedication and expertise have been invaluable to our success.

Padraig Reilly

CEO, Boxcore

BD Emerson understood our business requirements and worked side-by-side with us. The policies and controls we developed together not only meet compliance standards but improve how we operate day to day.

Matt Meierdierks

IT Manager, Lincoln Industries

From day one, BD Emerson brought urgency, clarity, and a sharp understanding of what truly matters to our business — earning and keeping customer trust. They went beyond helping us meet compliance requirements; they helped build a foundation for secure, scalable growth. That kind of partnership is rare.

Jason Marker

CEO @ LifeLenz

BD Emerson didn’t just help us pass an audit—they helped us build a sustainable culture of security.

Alexey Indeev

CTO Spare

BD Emerson was essential in helping our company navigate the daunting process of leveling up our security infrastructure. BD Emerson’s impressive expertise and confidence throughout the process helped our team exceed HIPAA and SOC 2 Type 1 standards quickly, distilling what can be an overwhelming process into a streamlined, organized effort. From day one they began adding value and getting us on course. With their help we delivered on a massive security overhaul with both extreme efficiency and thorough attention to details. Because of BD Emerson’s support, we’ve increased our clients’ trust in Titan Intake and the life-changing work it accomplishes for those seeking specialist referrals.

Patrick Bruce

CEO, Titan Intake

Certificates

Our accreditations

At BD Emerson, we believe that our team's extensive certifications not only set us apart but also ensure that we provide the highest level of service to our clients.
FAQ

Frequently asked questions

How much does a Salesforce implementation cost?

Should we buy fixed scope or time and materials?

What is the difference between an implementation and a rescue?

How long does a Salesforce implementation take?

How does Agentforce change staffing?

What support do you provide after go-live?

Can you merge Salesforce orgs after an acquisition?

Blog

Related Articles

Insights on strategy, transactions, technology, security, and compliance from BD Emerson's practitioners