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ADAPTAL / OUR SERVICES

Salesforce consulting,
support and integration.

Implementation, managed services, connected systems and practical AI. Choose the expertise your business needs today, with room to grow tomorrow.

Talk to our team ↗See our work ↗
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Your Salesforce partner, from setup to ongoing support.

We bring implementation, custom development, integration and ongoing improvement together. Start with a specific challenge or plan a wider programme of work.

Body Fit Training · Carpet Court · Titanium Caravans
164+Projects delivered
20+Industries served

FIND THE RIGHT EXPERTISE

Salesforce services for each stage of your business.

01
Salesforce Consulting illustration

Salesforce Consulting

We partner with your team to design, implement and optimise Salesforce solutions that fit the way your business actually works. Not a generic out-of-the-box setup. From Sales Cloud to Service Cloud, we configure every detail to drive real outcomes.

Whether you're starting from scratch, migrating from another CRM, or fixing a Salesforce org that's grown messy over time, we bring the expertise and honesty to get it right.

For an end-to-end view of discovery, design, migration, integration and launch, explore our Salesforce implementation services.

For location-focused support, meet our Salesforce consultants in Melbourne or explore our Salesforce services for Brisbane.

Talk to us about consulting →
  • Sales Cloud & Service Cloud implementation
  • Custom object & workflow configuration
  • CRM migration from HubSpot, Dynamics, legacy systems
  • Data migration & cleansing
  • User training & change management
  • Health checks & optimisation audits
02
Managed Services illustration

Managed Services

Keep your team focused on running the business and supporting customers. We take care of Salesforce support, releases and ongoing improvements — streamlining workflows and making customer information easier to access, so your team can respond with confidence.

Agree a support scope and improvement backlog around your team’s needs. If you are unsure where to start, a Salesforce health check can identify the most useful changes before you commit to ongoing work.

Talk to us about managed services →
  • Dedicated support desk & SLA response
  • Quarterly release management
  • Continuous improvement roadmap
  • User administration & licencing
  • Reporting & dashboard upkeep
  • Proactive health monitoring
03
System Integration illustration

System Integration

Disconnected systems cost time, create errors and slow your team down. We design integrations that give each team the information it needs, with record ownership and sync timing agreed for each system.

Explore our guides to Salesforce and Xero, Salesforce and MYOB and Salesforce and Cin7. We confirm API access, record ownership, sync timing and error handling before agreeing the integration scope.

Talk to us about integration →
  • ERP & finance system integration (Xero, MYOB, NetSuite)
  • REST & SOAP API development
  • MuleSoft & middleware solutions
  • Real-time data sync & event streaming
  • Legacy system modernisation
04
AI & Agentforce illustration

AI & Agentforce

Start with a workflow your team wants to improve. Our Agentforce consulting helps you assess readiness, choose a first use case and plan a controlled pilot. We confirm the relevant Salesforce products and licences before defining what to build.

Define the information an agent can use, the actions it may take and when a person should step in. We plan testing and ownership alongside delivery, so the work can be evaluated against a clear business outcome. Read our practical Agentforce implementation guide for the decisions to make first.

We also help organisations assess and design secure Salesforce and Claude integration use cases.

Talk to us about AI →
  • Agentforce agent design & deployment
  • Einstein AI configuration & tuning
  • Predictive scoring & lead prioritisation
  • Automated case resolution workflows
  • AI strategy & readiness consulting

HOW WE DELIVER

Discovery, delivery and ongoing improvement.

Agree the priorities before building.

We work with the people using your systems to understand the process, the friction and the outcome you want.

  • Current processes and systems
  • Scope and priorities
  • A practical delivery plan
Discuss your project ↗

SELECTED CUSTOMER PROJECTS

Salesforce in real businesses.

Scroll down to explore customer stories

CUSTOMER FEEDBACK

Support that makes a difference.

“They reviewed our setup and helped us get back on track. In just 4 months, our logins have increased to 1,000 per month.”Lochie Park · Titanium Caravans

Excerpt from feedback already published on Adaptal’s homepage.

COMMON QUESTIONS

Planning your Salesforce project.

Where should we start?+

Tell us what you want to improve and which systems you use. We can help determine whether you need a focused fix, a health check or a wider implementation.

Can you work with our existing Salesforce setup?+

Yes. We review your current setup and priorities before recommending changes. Your team’s workflows and adoption are part of that conversation.

Can you connect our other systems?+

We assess API access, data ownership, synchronisation and error handling for your systems before agreeing integration scope.

How long will the work take?+

Timing depends on scope, data readiness and the people involved. We agree a delivery plan after discovery rather than promising a timeline before understanding the project.

What happens after launch?+

We can agree ongoing support, release management and a prioritised improvement backlog. The support scope is tailored to your needs.

Talk to our Salesforce team.

Tell us your priorities, systems and ideal timeline.

Start a conversation ↗