Our Approach
Build what your users need. Connect what makes it useful. Add intelligence where it adds value.
Oak Experience designs and delivers Salesforce digital experiences around the people who use them and the business processes they need to complete.
Core → Connected → Intelligent
Build the experience you need — and take it further where it adds value.
Every project starts with the experience itself. We then connect it to Salesforce data, processes and systems, and introduce Agentforce or Salesforce AI only where they improve the result.
Core
Build the experience.
Design and deliver the digital experience around what your users need to achieve.
Connected
Connect it to your business.
Bring Salesforce data, processes, automation and integrations into the experience.
Intelligent
Make it intelligent.
Use Agentforce and Salesforce AI to answer questions, guide users and perform appropriate actions where useful.
Core, Connected and Intelligent are flexible capability levels, not fixed packages.
How we deliver
A clear path from idea to launch.
We keep delivery focused, collaborative and practical — with the work shaped around your users, Salesforce environment and objectives.
Understand
Clarify the users, journeys, business goals, constraints and measures of success.
Design
Shape the experience, information architecture and interaction patterns before build begins.
Build
Configure and develop the Experience Cloud solution, connecting Salesforce and other systems where required.
Test
Validate the experience with the people who will use and support it.
Launch
Prepare the experience for release, support adoption and identify sensible next steps.
Why Oak Experience
Specialist delivery without the layers.
Clients work directly with the specialist responsible for shaping and delivering their solution — from understanding the requirement and designing the experience through to technical implementation and launch.
End-to-end expertise
Experience Cloud delivery from initial requirements through implementation and launch.
Specialist focus
Focused specifically on Salesforce digital experiences.
Direct delivery
Work directly with the specialist shaping and building your solution.
Planning a Salesforce digital experience?
Tell us what you’re looking to build or improve. We’ll discuss your requirements, the right approach and the likely scope and investment.