How We Automate Salesforce
Every Salesforce cloud, configured and optimized with AI-assisted tooling. Click any cloud to see our implementation approach.
Sales Cloud
5 capabilitiesComplete sales lifecycle management. We configure lead routing, opportunity stages, forecasting, territory management, and Einstein AI predictions tailored to your sales motion.
Service Cloud
5 capabilitiesMarketing Cloud
5 capabilitiesCommerce Cloud
5 capabilitiesExperience Cloud
5 capabilitiesPlatform (Apex / LWC)
5 capabilitiesAI Agent Capabilities for Salesforce
Purpose-built AI agents that automate the most time-consuming parts of every Salesforce implementation.
Test Automation Agent
Generates end-to-end test scripts for Salesforce configurations. Validates Flows, Apex triggers, validation rules, and permission sets across sandboxes automatically.
Data Migration Agent
Automates data extraction, transformation, and loading from legacy systems. Validates referential integrity, deduplicates records, and generates reconciliation reports.
Configuration Review Agent
Scans your Salesforce org for security gaps, governor limit risks, unused components, and configuration drift. Provides actionable remediation plans.
Flow Optimization Agent
Analyzes existing Flows for performance bottlenecks, redundant paths, and bulkification issues. Suggests refactored versions with measurable improvements.
Apex Code Generation Agent
Generates production-quality Apex code from natural language requirements. Includes test classes, error handling, and governor limit compliance.
Documentation Agent
Auto-generates technical documentation from your Salesforce metadata. ERDs, data dictionaries, process flow diagrams, and user guides produced in minutes.
Salesforce ↔ Infor Integration
We bridge the gap between your CRM and ERP. Bi-directional data flows built on proven integration patterns.
Salesforce to Infor ERP (M3 / LN)
Bi-directional sync for customer master, sales orders, pricing, and inventory availability. Real-time ATP checks from Infor surfaced in Salesforce.
Salesforce to Infor CloudSuite
Cloud-to-cloud integration via Infor ION and Salesforce APIs. Automated order-to-cash flow from quote creation to ERP fulfillment.
Salesforce to Infor SyteLine
Manufacturing-specific integration. BOM visibility, work order status, and production schedules visible to sales teams in Salesforce.
Field Service + ERP Parts
ServiceMax or Salesforce Field Service connected to Infor inventory. Real-time parts availability, consumption posting, and reverse logistics.
Migration Paths
Proven playbooks for migrating from any CRM or upgrading legacy Salesforce orgs.
Microsoft Dynamics 365
ComplexSalesforce
8-14 monthsKey Migration Activities
Traditional vs. Netray Timeline
AI-accelerated implementations that cut project timelines in half.
36 weeks
14 weeks
Ready to Transform Your Salesforce?
Book a free discovery call. We will assess your current state, identify AI agent opportunities, and show you what an accelerated Salesforce implementation looks like.