Most Salesforce orgs aren't broken — they're just undersized for the business running on top of them. Flows built for a five-person sales team are still firing for fifty. Fields nobody uses anymore still show up on every page layout. Reports that took two minutes in year one now time out.
Julian Privett Consulting LLC works as an extension of your team, not a drive-by implementation shop. Julian Privett is a 22x certified Salesforce Architect and the first Salesforce Certified B2B Solution Architect in the world, with experience both in-house and as a consultant across nearly every industry — retail, financial services, healthcare, manufacturing, and more.
Engagements run as managed services: architecture and data model work up front, Flow and Apex development where automation earns its keep, and ongoing configuration and maintenance after go-live so the org keeps pace with the business instead of drifting back into workarounds.
At a glance
- Architecture before automation
- 22x certified, both sides of the table
- B2B Solution Architect expertise
- Managed services, not a one-and-done build
Why work with us
Why Julian Privett Consulting LLC
Architecture before automation
The data model, object relationships, and sharing rules get settled before a single Flow is built — the difference between automation that scales and automation that becomes next year's technical debt.
22x certified, both sides of the table
Julian has run Salesforce as an in-house admin and as an outside consultant, which means recommendations account for who actually has to maintain the org after the invoice is paid.
B2B Solution Architect expertise
As the first Salesforce Certified B2B Solution Architect in the world, Julian brings deep experience with complex account hierarchies, partner relationships, and multi-org B2B sales processes.
Managed services, not a one-and-done build
Configuration, Flow maintenance, and release-readiness testing continue after launch, so seasonal Salesforce updates and growing data volumes don't quietly degrade performance.
Automation tied to measurable work
Every Flow, validation rule, or Apex trigger replaces a specific manual task — not automation for its own sake, but automation you can point to and say what it saved.
Does this sound familiar
Signs you need Salesforce Consulting
- Reps are building the same records twice because two teams don't trust the same object
- Reports and dashboards take too long to load, or the numbers don't match what leadership expects
- Workflow Rules or Process Builder flows are still running years after Salesforce deprecated them
- Every new hire needs a spreadsheet of manual workarounds nobody wrote down
- A Salesforce release or new AppExchange package broke something nobody had touched in months
- Leadership wants a forecast, territory, or approval process Salesforce should handle but currently doesn't
How it works
Our process
- 01
Discovery and org audit
A working session covering the current data model, automation inventory, and the specific business process driving the request — plus a technical pass through the org to see what's actually configured versus what's documented.
- 02
Architecture and scope
A written plan covering object and data model changes, the automation approach (Flow versus Apex, and why), and a phased rollout if the work spans multiple teams or business units.
- 03
Build and configure
Implementation in a sandbox first — declarative configuration, Flows, and any Apex development — with the client reviewing along the way rather than seeing the org change all at once.
- 04
Testing and deployment
User acceptance testing with the people who'll actually run the process daily, then a scheduled deployment to production timed around the client's business calendar.
- 05
Managed support
Ongoing monitoring, release-readiness checks ahead of Salesforce's seasonal updates, and ad hoc configuration as the business changes — the relationship continues past go-live.
What it costs
Cost & what drives it
Org complexity and edition
A single-cloud org with a handful of custom objects scopes very differently than a multi-cloud deployment spanning Sales Cloud, Service Cloud, and custom apps with dozens of integrations. Edition (Essentials through Unlimited) also caps what's available declaratively before Apex is needed.
Declarative work versus custom development
Flow Builder, validation rules, and page layout changes are faster and cheaper to build and maintain than Apex triggers, batch classes, or Lightning Web Components. Custom code is sometimes the right call, but it carries a higher build and long-term support cost.
Data quality and migration
Orgs with years of duplicate records, inconsistent picklist values, or data sitting in spreadsheets need cleanup and migration work before new automation can trust the data it's acting on — this is often underestimated in scope.
Integrations and AppExchange packages
Connecting Salesforce to accounting software, marketing platforms, or a custom API adds both build time and ongoing maintenance, since each integration has its own release cycle to track.
Every engagement starts with a scoped, written quote based on the discovery session — there's no generic hourly rate that fits a five-object cleanup and a multi-cloud implementation the same way. Managed services retainers are sized to the org's ongoing configuration and support needs.
Get an exact quoteBefore you get in touch
Frequently asked questions
It depends on org complexity, how much is declarative configuration versus custom Apex development, and whether data migration or third-party integrations are in scope. Every project starts with a discovery session and a written quote before any work begins, so there are no surprise hours on the invoice.
A focused configuration change can turn around in days; a multi-object architecture rebuild or new Cloud implementation runs weeks to a few months. Timing depends on scope, sandbox testing needs, and whether the change has to land around a specific business deadline like a fiscal year-end.
Yes — a lot of engagements are architecture reviews or specific builds alongside an existing admin, not a full takeover. Julian has worked in-house himself and structures the handoff so the admin can maintain what's built after the engagement ends.
Flow Builder handles most business automation declaratively — approvals, record updates, notifications — and is easier for an in-house admin to maintain long-term. Apex is reserved for logic Flow genuinely can't handle, like complex bulk processing or callouts to external systems.
Yes — this is a common starting point. The discovery audit maps what's actually configured, what's deprecated (like old Workflow Rules or Process Builder flows), and what's safe to build on versus what needs to be rebuilt.
Sales Cloud and Service Cloud are the most common, along with B2B-focused configurations like complex account hierarchies and partner relationships — an area Julian specializes in as the first certified B2B Solution Architect. Scope and experience for a specific Cloud is confirmed during discovery.
Both. Some engagements are scoped, one-time builds; most run as managed services, with ongoing configuration, release-readiness checks ahead of Salesforce's seasonal updates, and support as the business changes.
Urgent production issues get prioritized — reach out directly with the specifics and Julian will confirm turnaround. A quick discovery call is usually enough to triage whether it's a fast configuration fix or something that needs a deeper look before touching production.
The next step
Get a scoped Salesforce consulting quote today
Tell Julian what your team is actually fighting with. You get a straight read on the work involved and a free quote — no intake queue, no sales sequence.
No-cost scoping call
Get a free quotejulian@jpconsulting.cloudEvery message is read and answered by Julian himself.