CloudAvant
Case Studies

Real engagements, real Salesforce outcomes

A look at how we've partnered with global enterprises to scale platforms, stabilise operations, and unlock new capability on Salesforce.

Featured client engagements

Client stories

Brenntag

Operating a multi-region B2B Commerce and Service Cloud platform

Brenntag

B2B CommerceAgentforceMulti-region Operations

Program Director, Brenntag

The challenge

Multiple markets needed B2B Commerce, Service Cloud, and AI capabilities that streamlined core business processes and could be supported reliably day to day.

“CloudAvant contributed to enhancing Salesforce B2B Commerce and Service Cloud capabilities across multiple markets. The work streamlined core business processes, improved platform usability, and delivered measurable efficiency gains for both internal teams and external customers.”

What we delivered
  • Built custom B2B Commerce storefront capabilities: catalog, cart, and checkout with live inventory and pricing, plus Apex order workflows for validation, payment-API integration, and ERP synchronisation
  • Designed Service Cloud case management across regions, including Qualtrics survey integration and NPS-driven case automation
  • Delivered an Agentforce programme across Sales and Service on Prompt Templates, GenAI Planner Bundles, and Apex-backed AI services, covering account and opportunity intelligence, order and pricing lookup, call logging, and knowledge retrieval
  • Extended it with Data Cloud-powered agents for the public website, e-commerce, and competitive intelligence, built on unified customer profiles
  • Ran EMEA Salesforce operations, coordinating a developer team across production support and Salesforce-SAP integration work
Mastercard

Migrating an acquired business from SAP C4C to Salesforce Service Cloud

Mastercard

Service CloudData migrationM&A integration

Technology Manager, Mastercard

The challenge

A newly acquired subsidiary had to move from SAP C4C onto Salesforce Service Cloud, carrying a large volume of CRM data, with minimal disruption to day-to-day operations.

“CloudAvant supported the delivery of Salesforce Service Cloud for a newly acquired Mastercard subsidiary, including a large-scale data migration. The engagement helped stabilise operations quickly, ensured a smooth rollout, and enabled teams to transition confidently onto Salesforce with minimal disruption.”

What we delivered
  • Delivered the Service Cloud rollout through a multi-functional team of six developers and QA engineers, with code review built into delivery
  • Designed the migration strategy for moving records from SAP C4C CRM to Salesforce, with structured data validation and testing
  • Built Apex batch processing and callout classes sized to the migration's data volume and complexity
  • Troubleshot complex integration issues during the migration
Aldar

Digitising a vendor and construction lifecycle with Experience Cloud

Aldar

Experience CloudVendor collaborationConstruction lifecycle

Project Manager, Aldar

The challenge

Internal teams and external vendors needed a shared place to collaborate across a complex villa construction lifecycle, with clear visibility of progress.

“CloudAvant delivered a Salesforce Experience Cloud solution to support the end-to-end villa construction lifecycle. The platform improved collaboration between internal teams and external vendors, increased transparency, and accelerated execution across complex construction workflows.”

What we delivered
  • Built an external-facing vendor portal on Experience Cloud, with custom Lightning Web Components for the vendor experience
  • Automated key construction-lifecycle processes with Flow and Apex to cut manual handoffs between internal teams and vendors
  • Brought external vendors directly into the platform through the Experience Cloud site, with real-time updates across the construction process
  • Gave internal stakeholders and vendors shared visibility of progress across the lifecycle
Delivery Hero

Scaling a Salesforce Experience Cloud onboarding platform across multiple markets

Delivery Hero

Global rolloutOnboarding platformScale

Senior Product Manager, Delivery Hero

The challenge

Bringing new restaurants and shops onto the platform in many countries at once needed an onboarding experience that could scale with rapid international growth.

“CloudAvant played a key role in scaling a Salesforce-based onboarding platform used globally across multiple countries. The solution enabled faster rollouts, improved user adoption, and provided a reliable foundation to support rapid international growth.”

What we delivered
  • Designed and built an Experience Cloud onboarding portal for bringing new restaurants and shops onto the platform across multiple countries
  • Shaped the onboarding interface with custom Lightning Web Components, built from detailed user-story analysis
  • Connected the platform to surrounding systems through multiple integrations between Salesforce orgs and third-party applications
  • Implemented AppExchange products including DocuSign CLM and Nintex DocGen to meet complex business requirements
Additional experience

More Salesforce delivery experience

Building a multi-region B2B Commerce platform for complex account hierarchies

B2B CommerceExperience CloudAccount Hierarchies

A B2B Commerce and Experience Cloud implementation across EMEA, North America, LATAM, and APAC for a manufacturer's global customer platform, built on Lightning Web Components and Apex over standard B2B Commerce objects.

  • Built catalog, cart, checkout, order history, and account self-service as custom Lightning Web Components and Apex
  • Engineered a custom Feature Management Control Center in Apex and LWC that controls which capabilities, catalogues, and Buyer Group and Entitlement Policy rules apply to each account and location, with bulk-safe Apex for large hierarchies
  • Built shared Lightning components that serve four regions from one codebase without one region's changes breaking another's

Rebuilding a multi-brand customer service experience on Experience Cloud LWR

Experience Cloud LWRService CloudMulti-brand Architecture

Replaced a legacy Aura help site and fragmented CRM orgs with a single public Experience Cloud LWR service site serving 30+ country domains, consolidated onto Service Cloud.

  • Engineered a Custom Metadata-driven header, footer, and locale-routing model so 30+ country domains share one LWR codebase
  • Built a public return portal with custom Lightning Web Components and Apex so customers can look up orders and submit after-sales requests without contacting the service desk
  • Delivered guest-facing Knowledge and FAQ, configured Einstein Bot, and ran the multi-domain go-live cutover

Designing a multi-agent Agentforce and Data Cloud layer across sales, service, and e-commerce

AgentforceData CloudMulti-agent design

16 Agentforce capabilities built on Prompt Templates, GenAI Planner Bundles, and Apex-backed AI services: 11 grounded in CRM data and 5 powered by Data Cloud, which is used only where the question needs anonymous browsing, external signals, or behavioural patterns.

  • Sales and service intelligence inside the CRM: account and opportunity summaries, AI-assisted call logging, order and availability lookup, and knowledge retrieval
  • Customer-facing agents on Data Cloud: a public website assistant for anonymous and identified visitors, and a logged-in e-commerce assistant using purchase history and preferences
  • Market intelligence on Data Cloud: web retrieval for competitive pricing signals, and demand forecasting from unified transactional and behavioural data

Multi-Market B2B Commerce Experience

B2B CommerceExperience CloudMulti-market

A large-scale implementation combining B2B Commerce, Sales Cloud, and Service Cloud for a multi-market enterprise, streamlining order-to-fulfilment for business customers.

  • Built B2B Commerce storefronts on Experience Cloud with custom Lightning Web Components
  • Automated order-to-fulfilment workflows connecting Sales, Service, and Commerce
  • Provided ongoing platform support for the storefront and its integrations

Enterprise Salesforce Operations & Support

Managed SupportSAP IntegrationEMEA Operations

Ran Salesforce operations for a multi-region enterprise: production support, enhancements, and Salesforce-SAP integration issues across EMEA, coordinated through a dedicated developer team.

  • Triaged and resolved tickets across user access, platform errors, and integration failures
  • Resolved recurring Salesforce-SAP integration issues affecting business-critical processes
  • Built a structured support model covering enhancements, bug fixes, and stakeholder communication

Contract Lifecycle Automation

DocuSign CLMIntegrationAutomation

Integrated Salesforce with DocuSign CLM for a finance-sector client, connecting CRM data to contract and approval workflows to reduce manual document handling.

  • Built an API-based integration between Salesforce and DocuSign CLM
  • Automated contract and approval workflows tied to Salesforce records
  • Improved reliability and traceability of the document lifecycle

Multi-Country Sales Cloud Rollout

Sales CloudCPQPartner Community

Rolled out Salesforce Sales Cloud across 15+ sales companies for an international technology and manufacturing enterprise, standardising core sales processes while adapting to country-specific requirements across EMEA.

  • Built a custom-coded CPQ for the three largest sales companies
  • Built a Partner Community on Experience Cloud for partners across Europe
  • Built integrations with third-party and legacy systems using REST, SOAP, and Streaming APIs, and carried the rollout from requirements through post-go-live support

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