Salesforce Consulting & Managed Services
CloudForm Consulting helps growing companies unlock the full value of their Salesforce investment through strategic configuration, process optimization, and ongoing managed support built to scale.
Configuration, automation & org cleanup
Retained support that grows with you
Senior-level expertise without the overhead of a large firm every engagement is handled with precision and care.
About CloudForm Consulting
CloudForm Consulting is a boutique Salesforce practice focused on delivering real, measurable outcomes. We work closely with each client to understand their processes, their team, and their growth trajectory then build a Salesforce environment that genuinely supports how they operate.
Our approach is built on honest assessment, clean implementation, and the kind of long-term partnership that turns one-time projects into lasting operational advantage.
We don't recommend tools you don't need or configurations that create technical debt. Every recommendation is grounded in your actual use case.
Technology follows process not the other way around. We start with how your team actually works, then build Salesforce around it.
Whether you're staying with us long-term or building internal capability, we document everything and train your team. No black boxes.
Service Packages
Every package is designed with a clear outcome and a natural path toward ongoing support for clients who want it.
Tier 1
A thorough diagnostic of your current Salesforce org identifying gaps, inefficiencies, and quick wins before committing to larger work.
From $3,500
Fixed-fee project engagement, scoped to org size
Tier 2
A focused engagement to redesign and rebuild a core Salesforce process, workflow, or object configuration from the ground up.
From $12,000
Fixed-fee project, scoped per engagement
Tier 3
Ongoing Salesforce administration and operational support on a predictable monthly retainer. No headcount required.
From $2,500/mo
Monthly retainer, 3-month minimum
Add-On: Strategic Advisory
Available as a fixed monthly add-on or quarterly engagement. Priced separately at scoping.
Explore Retainer OptionsSpecialized Service
If your team is struggling with release management, sandbox strategy, or deployment coordination across multiple orgs, this engagement is designed for you. We assess your current change management practices and help you design a repeatable, lower-risk deployment process using the tools you already have.
From $5,000
Fixed-fee engagement, scoped per org complexity
No tool purchases required. We work within your existing stack whether that's Gearset, Copado, Change Sets, or a manual process in need of structure.
Discuss Your DevOps NeedsAll packages are scoped and priced based on your specific environment and needs. The ranges above are starting points not ceilings. Let's talk.
Why CloudForm
Large system integrators bring overhead, junior resourcing, and hand-off risk. CloudForm is structured differently: smaller, intentional engagements with senior accountability on every project.
Your engagement isn't handed to a team of junior consultants after the sales call. You work directly with experienced Salesforce practitioners.
We don't sell software or earn referral fees. Every recommendation is based solely on what works for your situation.
We build clean, documented, auditable Salesforce environments that hold up under due diligence or rapid team growth.
"The goal is a Salesforce org that your team actually trusts, your leadership can see into, and your next stage of growth can build on."
CloudForm Consulting
Natural path from engagement to ongoing support
Clean docs, no technical debt, audit-friendly builds
How It Works
A simple, repeatable engagement model designed to build trust at every stage.
A 30-minute conversation to understand your current state, pain points, and goals. No sales pitch just honest exploration of fit.
A detailed, fixed-scope proposal with clear deliverables, timeline, and pricing. No ambiguity, no hidden hours.
Hands-on project work with regular check-ins, transparent progress, and documentation baked in throughout.
Post-project options range from light-touch advisory to full managed services based entirely on what you need next.
Get in Touch
Tell us a bit about where you are and what you're trying to accomplish. We'll respond within one business day with thoughts, questions, and honest feedback no pressure, no pitch.
Considering a managed services arrangement?
Mention it in your message. We're happy to discuss a retainer alongside or following a project engagement.
Thank you for getting in touch. Your inquiry has been received and you can expect a personal response within one business day. We look forward to learning more about your goals.