Salesforce Clouds & Solutions

Our Salesforce experts are fully accredited in Salesforce Financial Services and Health Clouds and are well-versed in both CPQ and Field Service Lightning solutions.

Salesforce Health Cloud

Salesforce Solutions & Clouds

With Salesforce Health Cloud healthcare institutions can focus on keeping the patient at the centre of care. Health Cloud offers a 360 view of a patient’s profile and health timeline, so that caregivers are able to focus more on patient relationships and deliver smart patient care.

WHISHWORKS certified consultants will help you implement, integrate and tailor Salesforce Health Cloud to meet the specific needs of your organisation, with embedded best practice, governance and adherence to corporate, industry and regulatory standards.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running on Health Cloud in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.


  • patient profile


    Easily browse tasks, review all the conversations regarding your patients and see your assigned patients with a clear priority of tasks that need attention. Patient profiles give you a panoramic view of your patients with rich contextual data from electronic medical records like their medications and communication preferences.

  • iot


    Wearable device data is integrated directly into Health Cloud so you have access to relevant patient data like glucose levels and sleep data to inform smart care decisions.

  • patient history


    The UEBA Accelerator enables the security team to focus on real threats based on an automated detection process that leverages machine learning.


    Communicate with patients sending secure messages surveys and appointment reminders directly to patients and their caregivers. Patients can simply access those messages and take action.

Salesforce Financial Services Cloud

Salesforce Solutions & Clouds

Salesforce Financial Services Cloud lets bankers, insurers and advisers build trust by unifying the customer experience to grow their business and deepen customer relationships.

With Financial Services Cloud, Financial Institutions can accelerate digital transformation while delivering the personalised service that customers expect with a single view of each customer’s household, across channels, geographies and lines of business. Whether you are new to Salesforce, or an existing user, WHISHWORKS domain-experts together with our Financial Services Cloud Accelerator, will ensure you enjoy fast ROI and time-to-market, whilst staying in compliance with corporate, industry and regulatory requirements.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running on Financial Services Cloud in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.


  • unified view

    Unified view

    360-degree visibility into clients’ financial profiles puts your customer at the centre of every interaction.

  • context

    Rich context

    A richer context helps personal bankers understand who their customers are, what financial products they have, and what they can use to achieve their life goals.

  • new insights

    New insights

    Insight into a client’s family wealth ecosystem helps advisors grow their book of business across multiple networks.

  • Development


    New productivity tools help advisors and personal bankers work faster and smarter than ever.

Salesforce CPQ

Salesforce Solutions & Clouds

Our Salesforce experts will help you implement and tailor Salesforce CPQ so you can quickly and accurately generate quotes for orders and accelerate your quote to cash conversion.

CPQ is a sales tool for companies to quickly and accurately generate quotes for orders. CPQ applications often work in tandem with CRM platforms, ERP programs, and other business technology, which helps ensure integrated data from Salesforce as well as accuracy.

Quotes produced with CPQ software are automated according to a preprogrammed set of rules, ensuring error-free pricing that takes into account quantities, discounts, customizations, optional features of products, multiple revenue types, and incompatibilities.


  • productivity


    Give your sales and channel partners the tools, accessibility and flexibility they need to make that sale. We will help you create the assets (solutions, deal scenarios, pricing models and branded quotes) and processes, tailored to your product, sales and customer characteristics.

  • Price

    Process orders and quotes quickly and accurately and break down front and back office silos. We will help you streamline order processing and electronic payments and customise invoicing and revenue attribution to ensure efficiency, without jeopardising transparency and compliance.

  • Quote

    Streamline pricing and align quotes with your customers’ needs with subscriptions and usage billing options. We will help you configure, customise and automate your quote generation process, embedding intelligence so you don’t miss out on hidden opportunities like cross-selling, up-selling and renewal.

Salesforce Field Service Lightning

Salesforce Solutions & Clouds

Salesforce Field Service Lightning improves first-visit resolution with a complete field service solution for dispatchers, mobile workers, and managers. It delivers AI-powered scheduling and resource optimisation, access to job schedules, van inventory, knowledge articles, and more — with or without internet.

Our Salesforce experts will help you set up Field Service Lightning according to your unique business needs, so you can automate field operations, optimise your resources and offer excellent customer service.

This includes installing the Field Service Lightning managed package and Field Service Lightning mobile app. We’ll help you get complete control and visibility over your open cases, optimise your resources and offer excellent customer service.


  • Core features

    When Field Service Lightning is enabled, you gain access to a suite of standard objects that you can find in Setup and as tabs in Salesforce. These objects make up the core field service features, including work orders and service appointments.

  • Managed package

    The Field Service Lightning managed package builds on the core features and includes a Guided Setup tool, a dynamic scheduling console, a scheduling optimiser and scheduling policies and triggers.

  • Mobile app

    The offline-friendly Field Service Lightning mobile app for iOS and Android makes work a pleasure for technicians in the field. App users can update work orders, track parts, gather customer signatures, and connect with dispatchers from their mobile devices.