Salesforce, built around how your organisation works.
Astario is a Salesforce partner. We use the platform to build custom business process solutions for public bodies, universities, funded programmes and charities, from grant and case management to portals for applicants and partners.
Salesforce partner. We reply within one working day.
Application
GR-0142 · Community Energy Fund
- Applicant
- Example Community Trust
- Amount requested
- £48,000
- Programme
- Round 2 · 2026/27
- Eligibility
- Passed (automated)
Panel scores 3 of 4 complete
Activity
- Moved to Panel reviewFlow · today 09:12
- Eligibility checks passedAutomated · yesterday
- Budget and constitution uploadedApplicant portal · 2 days ago
Illustrative example of a grant application record in Salesforce
Platforms we work with
- Nonprofit Cloud
- Experience Cloud
- Grants Management
- Sales & Service Cloud
- Flow, Apex & integrations
Custom business processes on Salesforce
Out of the box, Salesforce rarely matches how a grant programme, university or public service really runs. We map your process first, then configure and extend the platform around it, so the system follows your work and not the other way round.
Grants and funding programmes
Every stage from application to award, payment and monitoring in one place, with an audit trail funders can rely on.
- Application and eligibility portals
- Assessment, scoring and panel workflows
- Award, payment and milestone tracking
- Monitoring and reporting for funders and boards
Case and stakeholder management
Business support programmes, enquiries and casework, with a single view of every organisation and person you work with.
- Case and enquiry workflows with service levels
- Adviser and programme activity tracking
- Partner and stakeholder relationship management
- Consent, data protection and retention controls
Portals and self-service
Experience Cloud portals that let applicants, partners and suppliers serve themselves, securely and in your branding.
- Applicant, partner and supplier portals
- Online forms with live status tracking
- Secure document upload and sharing
- Accessible, mobile-friendly design
Rescue, consolidation and migration
For implementations that have stalled, sprawled across several orgs or need data moved in safely.
- Rescue of stalled or underused orgs
- Multi-org consolidation
- Data migration and reconciliation
- Integrations with finance, HR and legacy systems
One process, one system of record
Most of our Salesforce work replaces spreadsheets, inboxes and disconnected tools with a single, joined-up process that staff, applicants and managers can all see.
Example processGrant application to award, automated.
Salesforce Flow does the routine work: checking eligibility, routing applications to the right panel and keeping applicants informed. Your team keeps the judgement calls.
- Record-triggered flows replace manual checks
- Applications routed to the right panel automatically
- Applicants updated at every stage, by email and portal
Illustrative example
Why work with a Salesforce partner
As a Salesforce partner we stay close to the platform, its roadmap and its release cycle, and design with all three in mind.
Configuration before code
We use standard features and Flow first, and write custom code only where it earns its place, so upgrades stay painless.
Designed for governance
Role-based access, audit trails and documentation that stand up to assurance boards and data protection reviews.
Ready for each release
Salesforce ships three releases a year. We plan for them, so new features help you rather than break things.
Owned by your team
Admin training, plain-English documentation and a clean handover, so your people can run and extend the system after go-live.
How we work
No hand-offs from a sales team to juniors. The people who map your process are the people who configure, build and support it.
Right tool, not our tool
We partner with both Salesforce and Odoo. If Odoo fits your needs and budget better, we will tell you. See our Odoo work
Public sector literate
A background in UK procurement and bid writing means we understand frameworks, governance and how projects get approved.
How a project runs
Process mapping
Workshops with the people who do the work, ending in a clear process map and agreed scope.
Design and configure
A solution design you can read, then iterative configuration with regular demos.
Build, migrate and test
Custom components, integrations and data migration, tested with your team before go-live.
Launch and support
Training, handover documentation and ongoing support from the people who built it.
Salesforce delivery from a small, senior team
Astario is a Cardiff-based consultancy and software company. Salesforce is one of the two platforms we partner with, and the one we recommend for complex, multi-stakeholder processes that need portals, fine-grained security and room to scale.
Every project is led by senior people with hands-on Salesforce experience, from the first conversation to go-live and beyond.
- Partner status
- Salesforce partner
- Clouds
- Nonprofit, Experience, Grants Management, Sales & Service
- Best for
- Complex, multi-stakeholder processes and portals
- Based in
- Cardiff, working across the UK
Tell us about the process you need to fix
A new Salesforce build, a stalled implementation or a migration: we’ll reply within one working day and tell you honestly whether Salesforce is the right fit.
- Office
- 2 Alexandra Gate, Ffordd Pengam,
Cardiff CF24 2SA