Salesforce assessments, architecture and delivery

Independent, architect-led work on your Salesforce org, from a fixed-price assessment through full implementation. Aetrum engages five ways: fixed-scope engagements, implementation programs, fractional architecture, advisory retainers, and prime contractor subcontracting. Work is scoped to fixed outcomes where the requirements support it, and time and materials where they don't.

Full org review

Architecture Assessment

Independent. Architect-led. Fixed price, scoped after a short call.

An independent, read-only review of your whole Salesforce org across six frameworks. Know what your org does well, what it lacks, and what to fix first.

See the assessment
Start here

Org Access Assessment

Fixed price, scoped after a short call.

A focused review of access, credentials, and integration dependencies. Twelve ranked findings, scoped and priced after a discovery call.

See the assessment
Ongoing oversight

Fractional Architecture & Governance

Senior oversight without a full-time architect.

Independent review of the architecture decisions a full-time architect would own. Three tiers, differentiated by who owns the decision.

See the advisory
For nonprofits

Salesforce for Nonprofits

Bounded, fixed-price work sized for a nonprofit budget.

Practical NPSP work delivered in weeks, not months. Starting with a constituent self-update portal that takes contact and household data entry off your staff.

See nonprofit work
How we work

Where engagements go next

The assessment tells us what the org needs. These are the shapes that work usually takes from there.

Fractional Architecture

Senior Salesforce architectural leadership on a part-time basis, for organizations that need architecture-level decisions and roadmap ownership but do not need or cannot justify a full-time architect.

See fractional architecture and governance advisory

Architecture Oversight Design Review Roadmap Governance

Advisory Retainer

Ongoing senior advisory for organizations in steady state: architecture review, change advisory, integration guidance, and a direct line to senior expertise when platform-level decisions come up.

See the advisory tiers

Advisory Change Review Architecture Continuity Security Posture

Fixed-Scope Engagements

A defined engagement of 4 to 6+ weeks: architecture review, security posture review, integration assessment, or migration readiness. Defined deliverable, fixed price where the requirements support it.

Architecture Review Security Posture Integration Assessment Migration Readiness

Implementation Programs

End-to-end Salesforce implementation, migration, or modernization, typically running 3 to 6+ months. Senior-led delivery with specialists added per engagement need.

Implementation Migration Modernization Senior-Led Delivery

Prime Contractor Subcontract

Structured separately for federal and SLED engagements. Aetrum operates as a teaming partner or subcontractor on prime contractor vehicles. NAICS 541512, 541511, 541519.

Federal SLED Teaming Partner NAICS 541512
What we do

Capabilities

The platform capabilities Aetrum brings to every engagement model, backed by senior architectural leadership and specialists tailored to project needs. Aetrum works with nonprofits and associations, healthcare and HealthTech organizations, and teams in financial services, federal, and other industries who need the same answers.

Salesforce Consulting & Implementation

End-to-end Salesforce consulting, implementation, and custom development across CRM and connected business systems. From requirements through architecture, configuration, and go-live support.

Sales Cloud Service Cloud Platform Architecture Custom Development

Integration Architecture & Delivery

Design and implement reliable integrations across Salesforce and the systems around it. Scalable API architectures, middleware orchestration, authentication best practices, and the patterns that keep connected systems reliable and secure.

API Architecture Data Integration Security Middleware

Salesforce Security Architecture & Governance

Sharing and visibility architecture, permission set design, integration governance, certificate and credential lifecycle reviews, and AppExchange security posture assessments. For organizations where a misconfigured org is an audit finding, not a ticket.

Need to know who can reach what, and what breaks when it changes? See the Org Access Assessment.

Sharing & Visibility Integration Governance Credential Lifecycle Security Reviews

Agentic AI Architecture and Agent Governance

Agent architecture on Salesforce with Agentforce, and Salesforce integration architecture when the agent platform sits outside the org. Covers agent identity and permission scope, action blast radius, consumption and cost review, and use case triage. Designed with the governance and explainability that regulated industries require.

Agentforce Agent Architecture Agent Identity and Scope Consumption Cost Review

Product & Application Engineering

Purpose-built products and business applications from concept through production. Clean architecture, scalable design, and engineering practices that support long-term evolution.

Product Development Application Architecture Scalable Delivery
Typical engagements

Common consulting engagements

Aetrum works with organizations from mid-size nonprofits and associations to large institutions, on focused initiatives that assess what an org contains, improve CRM adoption, streamline integrations, and modernize legacy platforms.

Get in touch

Start a conversation with Aetrum

Tell us where your organization is today and which model fits. Aetrum's founder reviews every inquiry and responds personally.