We are a Vancouver-based team of AI-enabled Salesforce experts who make the platform work smarter for small and midsize businesses.
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Shinden Consulting will receive
Sales Cloud. Leads, accounts, opportunities and forecasts in one place. Reps work a clear pipeline, and you see exactly what is closing this quarter.
Our certifications cover the platform end to end: administration and business analysis, Experience Cloud and Account Engagement, and the AI and Agentforce credentials behind our agent work.
Platform Administrator
Platform Administrator II
Business Analyst
Agentforce Specialist
AI Associate
Agentforce Sales Consultant
Agentforce Service Consultant
Experience Cloud Consultant
Marketing Cloud Account Engagement Specialist
Start clean, keep it healthy, push it further with AI, or bring Claude into the business. Most clients begin with one and grow into the others.
New to Salesforce, or adding a cloud for the first time? Fixed scope, fixed price, live in weeks. Pick Sales, Service, Marketing, Agentforce, Experience Cloud or Maps and we set it up right.
Compare the six packagesWe are Claude consultants too. We set Claude up for your team, connect it to the systems you already run, and teach people how to use it well day to day.
Claude consultingA retainer for ongoing support, with fast SLAs and flexible plans that give you the right amount of help for long-term success.
Turn on the latest from Salesforce and Slack. Agentforce and Slackbot automate common tasks, update data and streamline the work your team repeats daily.
Fixed-scope, fixed-price implementations for businesses that are new to Salesforce, or adding a cloud for the first time. Three to eight weeks from kickoff to go-live, delivered by a Salesforce Partner. Pick a package to see exactly what is included.
Completion timeline: approximately six weeks
Accelerate your sales cycle and gain total pipeline visibility with a standardized CRM foundation built for growth.
Standardized setup of Leads, Accounts, Contacts and Opportunities to map your sales process.
Tailored fields and streamlined interfaces built specifically for your team's data needs.
Time-saving workflows for lead routing and task reminders to keep deals moving forward.
Real-time visibility into your pipeline, team activity and revenue forecasts.
hands-on training to ensure immediate team adoption.
Completion timeline: approximately six weeks
Empower your support team to resolve cases faster and deliver a consistent, world-class customer experience.
Standardized setup of Cases, Accounts and Contacts to centralize your customer support.
Tailored fields and optimized console views to give agents a 360-degree view of the customer.
Automated case routing and email-to-case setup so every inquiry is handled instantly.
Real-time metrics for resolution times, case volume and agent productivity.
hands-on training to ensure immediate team adoption.
Completion timeline: approximately six weeks
Bridge the gap between marketing and sales with automated lead nurturing and high-impact campaign tracking.
Seamless technical integration so data flows perfectly between your marketing and sales teams.
Custom scoring and grading rules that automatically identify and prioritize sales-ready leads.
Responsive, branded templates and segmented lists ready for your first automated outreach.
High-converting capture forms and tracked pages to monitor prospect behaviour and intent.
Clear dashboards to measure campaign return, open rates and marketing impact on the bottom line.
Completion timeline: approximately four weeks
Deploy a secure, autonomous digital assistant to automate internal tasks and give employees instant, data-driven support.
Activation of the platform and foundational permissions for your autonomous digital assistant.
Configuration of the standard Employee Agent to handle internal queries and everyday workflows.
One prompt engineered to execute a specific business task or data retrieval automatically.
Integration with your Salesforce data so the agent stays accurate, secure and context-aware.
Testing of agent reasoning and a live walkthrough to ensure a successful first day.
Completion timeline: approximately eight weeks
Transform customer engagement with a secure, branded self-service destination that reduces support overhead.
A dedicated digital home where your customers interact with your brand in real-time.
Robust authentication and profile settings so customers only see data relevant to them.
A streamlined interface to submit support requests and track resolution progress around the clock.
Tailored data displays and lists that show users exactly what they need at a glance.
Custom styling to match your identity and a guided tour so your team can manage the site.
Completion timeline: approximately three weeks
Unlock location intelligence to optimize territories, streamline routes and boost field productivity.
Complete backend setup and permission assignment to get your team mapping data instantly.
Automatic geocoding of existing records to visualize exactly where your customers are located.
Visual overlays and colour-coded markers that differentiate accounts by status, priority or industry.
Powerful overlays that let you filter and segment prospects by location and proximity.
hands-on training to ensure immediate team adoption.
Dozens of implementations across industries, systems and clouds. Here is the ground we have already covered.
Fourteen integrations we have shipped for clients, grouped by what they do. Gold flows into Salesforce, blue flows out. Click any logo to see exactly how it works and what we build.
SalesforceEinstein Activity Capture connects each rep's Microsoft 365 or Google Workspace mailbox. Sent and received emails and calendar events are matched to the right leads, contacts, accounts and opportunities and shown on the activity timeline, with no manual logging. The Outlook and Gmail side panel shows the matching Salesforce records while you read an email, so you can log it, add a contact or open a case without leaving your inbox.
We set up the capture rules, sharing defaults and the side panel layout, and decide with you whether Activity Capture or classic email logging fits your reporting, since captured activity lives in Salesforce-managed storage rather than standard objects.
DocuSign eSignature for Salesforce lets a rep send a contract from the opportunity, quote or any record, with names, amounts and terms merged from Salesforce. As people sign, DocuSign writes status back: sent, viewed, completed, date signed. The finished PDF lands on the record.
Envelope templates, writeback field mapping, and Flow automation, for example moving the opportunity to Closed Won and starting onboarding the moment the envelope completes.
Create proposals and quotes from an opportunity with PandaDoc tokens filled from Salesforce and the pricing table built from opportunity products. It is a true two-way sync: as the buyer edits or signs, PandaDoc updates the opportunity.
Token and field mapping, status-driven automations, and custom triggers through the PandaDoc API when the standard ones do not fit. Needs Enterprise, or Professional with the API add-on.
S-Docs runs entirely inside your org, with no external servers. A button on a record generates a quote, contract or statement from a template that pulls data from any related records, then emails it or sends it for e-signature with S-Sign.
Template design, related-list data, conditional sections, and buttons or Flow steps that generate documents automatically.
With Breadwinner for QuickBooks installed natively in Salesforce, invoices, customers and payments exist as Salesforce records. Reps raise an invoice from the opportunity, finance sees it in QuickBooks, and payments and balances flow back to the account.
Object and field mapping, invoicing flows tied to stages, and when a connector is the wrong fit, a direct build on the QuickBooks API.
The same pattern as QuickBooks. Breadwinner for Xero pipes Xero contacts, invoices, payments and credit notes into native Salesforce objects in near real time, and lets you create Xero invoices from Salesforce without double entry.
Mapping Salesforce accounts to Xero contacts (one account can hold several Xero customers), invoice automation, and custom Apex against the Xero API for edge cases.
Flywire takes the payment and Salesforce stays the record of truth. From an opportunity or invoice, a rep sends a secure payment link. The customer pays on a checkout page that carries your brand, and Flywire calls back to Salesforce with the result, so a Payment record with the amount, method and reference lands on the record within seconds and the balance updates.
We have built this end to end: the Salesforce action and email, the branded payment page, the Flywire webhook that writes the payment back, and the reporting on top. It is the same flow shown in the hero above.
Customers, orders, products and fulfilment status flow from your store into Salesforce so sales and service see the whole picture. Most clients only need the inbound sync. Updates can be pushed back to the store when that earns its keep.
Choosing between an AppExchange connector and a direct webhook build, de-duplication rules, and mapping orders onto your Salesforce data model.
A submission creates or updates records in any object, including custom ones, with uploads and the submission PDF attached to the record. In the other direction, forms are prefilled from Salesforce, including live prefill that finds the matching record as someone types.
Object mapping, duplicate handling, and Flow that emails a prefilled link at the right step.
The HubSpot to Salesforce connector keeps contacts, companies and deals in step in both directions. An inclusion list decides which HubSpot contacts are allowed to sync, and marketing activity shows on the Salesforce record.
Lead versus contact strategy, field mapping, sync rules and the inclusion list, so the two systems stop fighting over ownership.
Leads and contacts sync into Mailchimp audiences on a schedule with the fields you choose. Engagement flows back: opens, clicks, bounces and unsubscribes appear on the lead, so sales knows who is warm.
Audience mapping, what qualifies a record to sync, and engagement reporting inside Salesforce.
Salesforce for Slack sends record alerts to channels, a big deal closing or a case escalating, and lets people act from Slack: search records, add notes, or attach a message to a record with Add to Salesforce. Flow posts to Slack with clicks, not code.
Alert rules built in Flow, channel conventions, and Agentforce answering questions in Slack.
Schedule and launch Zoom meetings from leads, contacts and events. When the meeting ends, Zoom writes attendees, duration, recording links and AI summaries back to the record as activity.
Field mapping and the page layouts that put meeting history where reps look.
When an opportunity closes, a project is created in Asana from a template with the deal data mapped in. As delivery progresses, status flows back so account managers can see it on the account without leaving Salesforce.
The AppExchange app was retired in 2026, so we pick the right route for you: Asana Rules, a sync platform such as Unito, or a direct build.
We have shipped Salesforce for constructionmanufacturingsoftwareprofessional serviceshospitality and tourismagriculturenon-profitretailtransportationmediafield servicesenergy businesses.
Construction & Building Products. Bid and tender management across long cycles, quote and estimate configuration, project and site tracking, homebuyer appointment scheduling, and ERP and material-supplier integrations. Marketing Cloud for buyer nurture at homebuilders.
Set up end to end across the clouds your teams live in every day.
Short reads on real projects: the problem, the industry it showed up in and the solution we shipped. Tagged by solution and by industry so you can find the one closest to yours.
We are small business owners too. We speak the language of SMBs and know how important it is to get the most out of systems and the investments made into them.
With dozens of successful implementations behind us, we bring the experience of larger firms with the mindset of a small business.
You might even say we have our heads in the cloud.
Work experience combining business administration and computer science. My passions lie in enabling business processes through the innovative use of technology. After time as a web developer I shifted into consulting to more directly impact business value.
LinkedIn
I started my career in investment banking and earned my CFA Charter. Now I apply that financial and technical knowledge to supporting small and medium businesses across North America in their growth efforts by applying Salesforce functionality.
LinkedIn“The Shinden team was able to help us migrate off our legacy system in a quick and smooth fashion.”
“They clearly understood our requirements and customized Salesforce to suit our needs. Salesforce has automated a lot of our processes and is saving us time with things like email sending and tracking our customers more clearly. The data we have is better and our reporting has improved as well. Shinden's kindness and technical understanding made the project easy and enjoyable.”
Send us an email, give us a call, or book a consultation straight into our calendar.
A free consultation and a straight answer about what your org needs next.