Clearway Logic
Salesforce Consulting

Salesforce that works the way you were promised.

Clearway Logic builds, fixes, and automates Salesforce for companies who need it done properly — and need to talk to the person actually doing the work.

Services

Three ways I usually get called

Most engagements start in one of these and grow from there. All of them are delivered by me — not scoped by one person and handed to another.

01

Build

New implementations and net-new capability inside an existing org, set up so your team can actually maintain it.

  • Sales & Service Cloud configuration
  • Custom objects and data modelling
  • Flows and process automation
  • Experience Cloud portals
02

Automate

The work between systems — where most manual effort hides and most projects quietly stall.

  • Document generation & e-signature
  • Integrations and API work
  • SharePoint and Google Drive
  • Bulk and batch processing
03

Fix

Implementations that were delivered but never worked right. Usually diagnosable faster than you'd expect.

  • Rescue and remediation
  • Migrations off legacy tools
  • Performance and limits issues
  • Technical debt cleanup
Where I go deeper than most

Plenty of consultants can configure Salesforce. Far fewer can tell you why the document it produces looks wrong.

Document generation, e-signature, and forms are where a surprising number of Salesforce projects stall — and where the problem is almost never Salesforce itself. It's the template: section breaks, headers that shift mid-document, conditional content, tables that fall apart across page boundaries.

That's a document-engineering skill rather than a Salesforce one, which is exactly why it's so often the missing piece. It also transfers — the same expertise applies whether the output comes from Salesforce, a reporting system, or a Microsoft stack.

Representative work

  • Document platforms at scale. Five years supporting document generation, e-signature, and dynamic forms across hundreds of Salesforce orgs — nearly always on implementations that had already gone wrong.
  • Migrations off legacy tooling. Moving organisations from established document platforms without losing formatting, logic, or history.
  • Cross-platform automation. Built an automated pipeline pulling operational reports, generating per-recipient PDFs, and distributing them by email — outside the Salesforce ecosystem entirely.
  • Bulk operations. Generating and delivering personalised documents across large record sets without hitting platform limits.
Approach

How engagements run

On most projects, the person who understood your problem in the first meeting isn't the person who ends up building it. That handoff is where the value leaks out — so it doesn't happen here.

1

Diagnose first

A short conversation about what's actually broken, before anyone proposes a solution. Usually free and usually clarifying.

2

Fixed scope, fixed price

You get a written proposal with defined deliverables and a number. No hourly meter running in the background.

3

Built to be handed over

Documented, maintainable, and explained to your team. The goal is that you don't need me indefinitely.

4

Continuity

The person who scoped it is the person who builds it. No handoffs, no account manager relaying messages.

5 yrsSpecialising in the Salesforce document ecosystem
100sOf orgs supported across nearly every industry
0Handoffs between scoping and delivery
Who I work with

Probably a fit if…

Something isn't right

Your org was implemented, it technically works, and everyone quietly works around it. You need someone to find out why rather than rebuild from scratch.

You're outgrowing manual work

Documents, approvals, and handoffs are still partly manual because automating them properly never made it to the top of anyone's list.

You need a specialist, not a team

You're a consulting partner or software company that needs specific expertise on a project, without adding headcount.

Tell me what's breaking.

Or what you're trying to build. Short conversations are free, and usually clarifying either way.

jeremy@clearwaylogic.com