Service · Design and build

Salesforce implementation, planned and built to last

Syntmatic implements Salesforce for Australian public sector agencies, small and medium businesses and consulting firms. We plan the work with you, configure Sales Cloud, Service Cloud or Experience Cloud around how your teams operate, migrate your data and hand over a documented system your people can run.

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What an implementation with us covers

An implementation is more than switching on licences. It is a sequence of decisions about your data model, security, automation and reporting, and each one is cheaper to get right early than to fix later. We work through those decisions with the people who will use the system, record why each was made, and build only what the requirements support.

Most engagements take one of two shapes. A new org starts from requirements and a clean data model. A rebuild starts from an existing org that has drifted, with duplicated fields, competing automation or permissions nobody can explain, and brings it back to a design you can maintain.

How the work runs

We run implementations in short, visible stages, so you can see progress and change course without waste.

Discover: workshops with the people who do the work, current processes mapped, requirements agreed and prioritised.
Design: data model, security model, automation and integration points documented and signed off before build.
Build: configuration first and code only where configuration cannot meet the need, delivered in a sandbox you can test as it grows.
Migrate: data cleansed, mapped and loaded through trial runs, with reconciliation reports you can check.
Go-live and handover: training for administrators and users, a cutover plan, and documentation your team keeps.

Built for the way government and growing businesses operate

Public sector teams need a system that survives audit, records obligations and changes of staff. We design permissions on least privilege, keep separate environments for build, test and production, and release through a controlled process with a record of every change.

Growing businesses need something different: quick adoption and sensible running costs. We keep the design close to standard Salesforce features so upgrades are painless, and we avoid custom code that only one developer understands.

Choosing the right Salesforce products

We work across Sales Cloud for pipeline and account management, Service Cloud for cases and service requests, and Experience Cloud for portals used by citizens, members or partners. Where your needs are simple, we will tell you which features you do not need to buy. Licences are one of the largest ongoing costs of Salesforce, and an honest licence plan at the start saves money every year. We can also advise on add-ons such as Shield, Field Service or an industry cloud when there is a clear need for them.

Data migration you can check

Moving data is where many implementations slip. We profile your existing data early, agree with your business owners what is worth keeping, and clean duplicates and inconsistencies before anything is loaded. Each trial load comes with a reconciliation report that compares record counts and key values against the source, so you can see the migration is complete before go-live rather than hoping it is. The final load is planned around a cutover window that suits your business, with a rollback plan if anything unexpected happens.

You talk to the person doing the work

Syntmatic is led by Rami, our CEO and co-founder, a Salesforce developer and architect who has delivered for the public sector since 2019. You deal directly with the senior consultants designing and building your system, not an account manager relaying messages. When the project ends, the same team is available for support.

What you get

Deliverables

Requirements and priorities agreed with your stakeholders
Solution design covering data model, security, automation and integrations
A configured Salesforce org, built and tested in a sandbox before release
Data migration with trial loads and reconciliation reports
Training for users and administrators
Release, cutover and rollback plan
Handover documentation your team owns

Common questions

How long does a Salesforce implementation take?

A focused implementation for one team often takes six to twelve weeks. Larger programmes with several business units, integrations or data from multiple systems take longer and are usually delivered in stages. We give you a realistic timeline after discovery, once requirements and data are understood, rather than a guess at the first meeting.

Do we need to buy Salesforce licences before we start?

No. It is better to plan licences once requirements are clear, so you buy the editions and add-ons you will actually use. We can help you compare editions and prepare the figures for your business case. You then buy licences directly from Salesforce or through your existing procurement arrangement.

Can you take over an implementation someone else started?

Yes. We start with a short review of the org, its documentation and the open work, then agree what to keep, what to fix and what to finish. You receive a written assessment before any build begins, so decisions about the remaining work are based on what is actually there.

In practice

Selected experience

Anonymised experience of our leadership team, including work delivered through partner consultancies. We never name clients.

A national cultural institution, Canberra

A first CRM for partner and enquiry management

Problem: The institution managed a national network of partner organisations, their sites, group memberships and billing arrangements, along with incoming enquiries, across spreadsheets and email. Staff needed one system they could trust, designed so it could connect to other systems later without a redesign.
Approach: We wrote the high-level solution design and environment strategy, then designed and built the data model. It covers partner organisations, sites with unique identifiers, group memberships with start and end dates, and billing relationships, all protected by validation rules so duplicates cannot creep in. Each staff role got least-privilege permission set groups, and enquiries are routed through queues. Every change moved through source control and pull requests across development, QA and training environments, and user acceptance testing defects were fixed and retested before promotion.
Outcome: The first release was deployed to production with all 164 components passing, backed by a release runsheet, a training environment for staff and documentation the institution owns. Later releases, such as web enquiries and integrations, can build on the same design.