---
title: Salesforce and Odoo Consulting Services | Orbital Objectives
description: Salesforce development, CPQ, Service Cloud, Experience Cloud, integrations, Account Engagement, HubSpot, Odoo ERP, AI agents and ongoing support, delivered by one senior consultant.
image: https://orbitalobjectives.com/hubfs/oo-social-share.png
---

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[rbital bjectives](https://orbitalobjectives.com/?hsLang=en)

- [Services](https://orbitalobjectives.com/services?hsLang=en)
- [Our Work](https://orbitalobjectives.com/work?hsLang=en)
- [About](https://orbitalobjectives.com/about?hsLang=en)
- [Insights](https://orbitalobjectives.com/insights?hsLang=en)

[Discuss Your Project](https://orbitalobjectives.com/contact?hsLang=en)

Services

# Salesforce consulting, and the systems around it

Ten areas I work in. Each one below lists what the work includes and the signs you need it, with a related project where there is one.

- [Salesforce Consulting & Development](https://orbitalobjectives.com/services#salesforce-consulting-development)
- [Salesforce CPQ & Revenue Operations](https://orbitalobjectives.com/services#salesforce-cpq-revenue-operations)
- [Service Cloud & Automation](https://orbitalobjectives.com/services#service-cloud-automation)
- [Experience Cloud & Partner Portals](https://orbitalobjectives.com/services#experience-cloud-partner-portals)
- [Salesforce Integrations & Data Migration](https://orbitalobjectives.com/services#salesforce-integrations-data-migration)
- [Account Engagement & Marketing Automation](https://orbitalobjectives.com/services#account-engagement-marketing-automation)
- [HubSpot CRM & Marketing Hub](https://orbitalobjectives.com/services#hubspot-crm-marketing)
- [Odoo ERP Consulting & Integrations](https://orbitalobjectives.com/services#odoo-erp-consulting-integrations)
- [AI Agents & Agent-Ready Systems](https://orbitalobjectives.com/services#ai-agents)
- [Ongoing Salesforce Support](https://orbitalobjectives.com/services#ongoing-salesforce-support)

01

## Salesforce Consulting & Development

I design the data model and automation, then build it: declarative where Salesforce does the job natively, code where it does not. You get an architect and a developer in the same person, so the design survives contact with the build.

[Case study: Merging and carving out Salesforce orgs →](https://orbitalobjectives.com/work/org-consolidation-carve-out?hsLang=en)

#### What it includes

- Org reviews, data model and automation design
- Flow, Apex triggers and classes with test coverage
- Lightning Web Components and custom page layouts
- Profiles, permission sets and sharing rebuilt around how teams work
- Sales Cloud setup: stages, forecasting, reports and dashboards
- Sandbox development, UAT support and production deployment

#### Signs you need it

- Automation nobody on the team can explain any more
- A backlog of requests your admin has no time for
- A project your last partner scoped but could not finish

02

## Salesforce CPQ & Revenue Operations

CPQ rewards people who know where its edges are. I build product and price rules, lookup-driven pricing and quote templates, and I know which requirements the template engine will fight you on before you commit to them.

[Case study: Monthly financing on a CPQ quote →](https://orbitalobjectives.com/work/cpq-financing-quote?hsLang=en)

#### What it includes

- Product bundles, options and configuration rules
- Price rules and lookup queries against custom rate tables
- Quote templates, including financing and payment summaries
- Discount schedules and approval thresholds
- Quote-to-order handoff into Salesforce or an ERP

#### Signs you need it

- Reps export quotes to a spreadsheet to finish the math
- Quote PDFs that show merge-field names instead of values
- A price rule that works in testing and never fires in production

03

## Service Cloud & Automation

I set up service operations so cases land with the right team and move through their lifecycle without agents updating fields by hand. I start with the routing and status rules you actually need and leave the rest as later phases.

[Case study: Service Cloud for US and EU teams →](https://orbitalobjectives.com/work/service-cloud-two-regions?hsLang=en)

#### What it includes

- Email-to-Case and Web-to-Case, including mail routing and DKIM
- Queues, assignment rules and regional routing
- Status lifecycle automation with Flow and scheduled paths
- Customer acknowledgement and closure notifications
- Omni-Channel, Service Console and team dashboards
- Lightning Knowledge and customer-facing search

#### Signs you need it

- Someone triages every incoming case by hand
- Customers reply to closed cases and nobody sees it
- One email creates three cases

04

## Experience Cloud & Partner Portals

A portal is mostly a security project. I build Experience Cloud sites where each customer or partner sees exactly their own records, with custom Lightning components where the standard ones fall short.

[Case study: A customer order history portal →](https://orbitalobjectives.com/work/customer-order-portal?hsLang=en)

#### What it includes

- Authenticated customer and partner sites on LWR or Aura templates
- Order history, invoices, files and renewals for the signed-in account
- Order request and case submission flows
- Sharing rules, roles and profiles for external users
- Branding and theme overrides to match your site
- Admin training and a written how-to for user management

#### Signs you need it

- Customers email your reps to ask what they ordered last year
- A partner community that has not been touched since launch
- A public form that needs to create records without a login

05

## Salesforce Integrations & Data Migration

I move data between systems and keep it in step afterwards. That covers one-time migrations, with the mapping and reconciliation they need, and running integrations built on webhooks, serverless functions or middleware.

[Case study: Moving service history from Salesforce into Odoo →](https://orbitalobjectives.com/work/salesforce-to-odoo-migration?hsLang=en)

#### What it includes

- Org-to-org consolidation after an acquisition
- Business-unit carve-outs with scoped exports by object
- Zendesk to Service Cloud migration planning and extraction
- Salesforce to Odoo data migration, including files and case history
- HubSpot, Salesforce and Odoo sync through webhooks and middleware
- Field mapping, deduplication and load reconciliation

#### Signs you need it

- Two orgs after an acquisition and one sales team
- A divestiture with a deadline to hand over clean data
- Teams retyping the same record into two systems

06

## Account Engagement & Marketing Automation

I have worked in Account Engagement (Pardot) for years: forms and form handlers, scoring models, dynamic lists and the connector settings that decide what sales actually sees. I also handle the website side, where most form problems start.

[Case study: Forms and scoring through a website rebuild →](https://orbitalobjectives.com/work/marketing-forms-scoring?hsLang=en)

#### What it includes

- Forms and form handlers, including multilingual and address-autocomplete forms
- WordPress and CMS integration
- Scoring and grading models, and audits of how scores accumulate
- Database hygiene: bounce, inactivity and data-quality segments
- Gated content and landing pages
- Email authentication and deliverability checks

#### Signs you need it

- Lead scores that no longer mean anything
- A website rebuild that is about to break your forms
- A signup form flooded by bots

07

## HubSpot CRM & Marketing Hub

Orbital Objectives is a HubSpot Solutions Partner. I set up and tidy Marketing Hub and Sales Hub, build on HubSpot CMS, and connect HubSpot to the CRM or ERP that sits behind it, so marketing and sales stop arguing about whose data is right.

#### What it includes

- Marketing Hub and Sales Hub configuration
- Lifecycle stages, lead status and routing rules
- Forms, lists, workflows and lead scoring
- HubSpot CMS themes, templates and modules
- HubSpot sync with Salesforce or Odoo through webhooks and middleware
- Migrations into or out of HubSpot

#### Signs you need it

- Contacts in HubSpot that never reach the system sales works in
- Lifecycle stages nobody trusts
- A HubSpot website only a developer can change

08

## Odoo ERP Consulting & Integrations

Few Salesforce consultants also build in Odoo. I work in Odoo 17 to 19 on Odoo.sh, writing custom modules that inherit from the standard ones so upgrades stay possible, and connecting Odoo to the CRM and marketing tools around it.

[Case study: A custom pipeline module on Odoo 19 →](https://orbitalobjectives.com/work/odoo-pipeline-module?hsLang=en)

#### What it includes

- Custom modules for CRM, Helpdesk, Sales, Manufacturing and eLearning, including SCORM
- Odoo.sh environments, staging and deployment
- Subscriptions, pricelists and tax configuration
- Lead and pipeline reporting beyond the standard CRM
- HubSpot and Salesforce integration with Odoo
- Migrations into Odoo from Salesforce and other systems

#### Signs you need it

- Odoo CRM that cannot tell you which leads have gone quiet
- A quote in one system and the order in another
- An inherited Odoo instance full of modules nobody owns

09

## AI Agents & Agent-Ready Systems

An agent can only act on what it can see, and it will act on whatever it can reach. I use AI agents in my own delivery every day, and I bring the same discipline to yours: get the data and permissions right first, then build the agent on the platform you already own.

#### What it includes

- Readiness review: data quality, field access and what an agent should never touch
- Agentforce setup with scoped topics, actions and permissions
- Agents and AI features on HubSpot and Odoo
- Custom agents that work across your CRM and ERP through their APIs
- Model Context Protocol servers for Odoo and Salesforce, read-only unless you opt in to writes
- Human approval steps and an audit trail for anything that writes data
- Plain-language guidance on AI data handling for your own clients and vendors

#### Signs you need it

- Leadership wants an agent and nobody can say what it should do
- A pilot that works in a demo org and fails on real data
- Questions from customers about how their data is used with AI

10

## Ongoing Salesforce Support

After a project ships, most clients keep me on for the steady stream of requests that follow. You email me directly, and anything non-trivial is scoped with you before I start.

#### What it includes

- Request triage, with larger requests scoped before work starts
- Reports, dashboards and small automation changes
- User, permission and licensing questions
- Preparing for platform changes such as MFA enforcement
- Troubleshooting sync, email and integration faults
- New phases scoped as short written statements of work

#### Signs you need it

- No in-house admin, or one who is stretched thin
- A Salesforce release note that might affect you and nobody has checked
- Small requests that have waited for months

Next step

## Not sure which of these you need?

Describe the problem in your own words. Working out which system and which fix is part of the first conversation.

[Discuss Your Project →](https://orbitalobjectives.com/contact?hsLang=en) [Explore Our Work](https://orbitalobjectives.com/work?hsLang=en)

[rbital bjectives](https://orbitalobjectives.com/?hsLang=en)

Everything orbits your objective

Independent Salesforce, HubSpot and Odoo consulting. Massachusetts.

#### Services

- [Consulting & Development](https://orbitalobjectives.com/services#salesforce-consulting-development)
- [CPQ & Revenue Operations](https://orbitalobjectives.com/services#salesforce-cpq-revenue-operations)
- [Service Cloud & Automation](https://orbitalobjectives.com/services#service-cloud-automation)
- [Experience Cloud & Partner Portals](https://orbitalobjectives.com/services#experience-cloud-partner-portals)
- [Integrations & Data Migration](https://orbitalobjectives.com/services#salesforce-integrations-data-migration)
- [All services](https://orbitalobjectives.com/services?hsLang=en)

#### Practice

- [Our Work](https://orbitalobjectives.com/work?hsLang=en)
- [About](https://orbitalobjectives.com/about?hsLang=en)
- [Insights](https://orbitalobjectives.com/insights?hsLang=en)
- [Contact](https://orbitalobjectives.com/contact?hsLang=en)

#### Contact

- [info@orbitalobjectives.com](mailto:info@orbitalobjectives.com)
- [Discuss Your Project](https://orbitalobjectives.com/contact?hsLang=en)

© 2026 Orbital Objectives LLCSalesforce and Odoo are trademarks of their respective owners.

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