Roadmap
Starting with Sales Cloud. Built for all of Salesforce.
Mack's first release moves the core of a sales org: customers, contacts, leads, deals and their history. Every new area reuses the same safety model, so it can grow into the rest of Salesforce without starting over.
Swipe sideways to see the whole board. Stops are listed in detail below.
Sales Cloud core
Accounts for businesses and households, Contacts, Leads, Opportunities and record types.
Revenue history
Payments and orders as Opportunities, installments grouped under one parent, and a contact role naming each buyer.
Activity and visit history
Booking and email history summarized on each customer.
Sources
Stripe, Squarespace, Acuity and Gmail, plus exports from any system as Excel, CSV, Google Sheets or JSON.
Safety model
Dry run, exact-plan approval, backup, rollback of any run, and reconciliation.
Products and price books
Opportunity line items, so you can report on what sells.
Service Cloud
Cases, entitlements and service history.
Direct connections
Live connections to the major CRMs, accounting and field service tools, so fewer moves need manual exports.
Catch-up syncs
Scheduled runs that bring over only what changed while your team keeps working in the old system.
Salesforce to Salesforce
Org-to-org moves and consolidations, including after an acquisition.
Salesforce CPQ
Products, price rules, quotes and quote lines, moved with their configuration intact.
Revenue Cloud Advanced
Product catalog, pricing, orders, assets and contracts aligned with how you bill.
Field Service
Work orders, service appointments and customer assets.
Marketing Cloud
Subscribers, consent and engagement history.
Ask Salesforce in plain English
After the move, your team looks up and updates records by asking Claude, with their own logins and permissions.
This roadmap shows direction, not delivery dates. Priorities follow what our clients need first.