What Apero builds in Salesforce

What we build in Salesforce

Salesforce has one of the better build experiences of any CRM because its CLI is so good. The work is CRM design that mirrors the sales process, admin and bulk changes through the CLI, account scoring, guarded writes, and pipeline visibility where leadership already lives.

For a site services company, we rebuilt how its sales team works inside Salesforce. Each role got its own workspace with a daily lead queue. We added two timers: new leads go into a sequence within two days, and positive replies get answered within one day. Calls and emails from Reply.io sync in automatically. A rep can't create an opportunity without a completed qualification form, and an opportunity can't move to proposal without a linked quote. A duplicate check runs on every bulk lead upload, because duplicates were breaking the sync. We rolled it out to a pilot group first, so the rest of the team kept working as before.

For an environmental services company, we built a Salesforce pricing and quoting tool that generates property-level quotes and pushes them to HubSpot.

For Stayterra, a short-term rental software company, Apero built a custom data app alongside the CRM. This was not a Salesforce build. Listing coordinates are often wrong, so reps could not reach owners. The app scrapes listings and booking calendars, resolves the real street address via web search, reverse geocoding, and an AI vision model that compares Street View imagery to listing photos, and gives each address a confidence score. It then finds owners across several data providers, sees through LLC ownership, and adds the property manager plus 30/60/90 day booking rates. Across about 3,000 properties, confirmed address accuracy reached 97%. A HubSpot integration is planned.

Apero also runs a bot that watches closed-lost accounts for news. One PE firm deferred working with Apero. The bot later flagged an acquisition in that firm's portfolio, which became a new opportunity to professionalize the sales motion at the acquired portfolio company.

Example workflows

1. 01

   Admin and bulk changes through the Salesforce CLI

   Trigger

   Opportunity stages, fields, profiles, or records need a change that would take days of clicking.

   System

   Claude Code drives the Salesforce CLI with the permissions of the person running it. Requests like bulk updating stages based on last activity date are done in plain language, no Apex or SOQL required.

   Output

   The change made, with a record of what was run.

   Operator outcome

   Admin work stops waiting on a developer queue.

2. 02

   Score every account already in the org

   Trigger

   Salesforce is full of accounts nobody has looked at in a while.

   System

   The whole CRM is pulled into a Clay table. An agent reads each website and scores accounts 1 to 4.

   Output

   A tier and a short note an AE would actually read, per account.

   Operator outcome

   Reps start from accounts with a reason to be there.

3. 03

   Guarded writes back into Salesforce

   Trigger

   Enriched or classified records are ready to load.

   System

   Agents review each record before it loads (reason behind the classification, confidence, LinkedIn match, overwrite risk). A human approves a preview per batch. Contact state is saved before enrichment so writes can be rolled back.

   Output

   Reviewed batches, with edge cases called out and a way back.

   Operator outcome

   The org gets fuller without silently overwriting what reps entered.

4. 04

   Pipeline visibility without making the CEO log in

   Trigger

   Leadership wants to know about big deals, stage changes, stalled opportunities, and forecast flips.

   System

   Salesforce changes post to a Slack feed, with a ping to leadership when a deal clears a dollar threshold.

   Output

   Pipeline truth in the place the team already works.

   Operator outcome

   Leadership can decide where to spend relationship capital without opening Salesforce.

How we work in your Salesforce org

Access

Client's choice: Apero builds in the client's Salesforce org (sandbox or production, whichever you prefer), or in Apero's. Each person's agent connection mirrors their own Salesforce profile. If you are a sales rep, the CLI sees what a sales rep sees. The tool does not elevate privileges because the access is programmatic.

Change control

Agent write access waits until there is a rollback: contact state saved before enrichment, the write key kept in a separate env file, and a confirm-twice step. Integration and automation code lives in GitHub so the work stays when the person who built it leaves.

Documentation

A coding agent walks the Apex, flows, and other data and config in the org and writes agent handoff instructions, so your team or your own agents can maintain what was built. Stages, fields, and the rules that move them stay in the repo next to the code.

Handoff

Documentation and operator training belong to the client either way. Integration and automation code lives wherever the engagement's repo lives, with agent handoff instructions for the org.

When we would not start in Salesforce

• A heavy Salesforce build before stages, owners, and next steps mirror how the team actually sells. The CRM should mirror the sales process first.
• Forcing executives into Salesforce for visibility. Slack is usually a better interface for them.
• Black-box automation an admin cannot read. Changes are code in a repo, not a mystery flow.

FAQ