Success Story

Salesforce Engineering for Gusto's HR Operations

Zoolatech provided a 5-person nearshore Salesforce engineering team supporting Service Cloud, Sales Cloud, integrations, DevOps, Benefits Operations, and production reliability.
Nearshore delivery
with 5 senior engineers aligned closer to US product and engineering teams.
Reliable operations
across CRM operations, integrations, and deployments.
Gusto case study
Gusto case study

Technologies

Technologies

Expertise

Expertise
Client Overview

Gusto

Gusto provides cloud-based payroll, HR, and employee benefits software for US businesses. Salesforce supports customer service, benefits operations, CRM workflows, revenue processes, and integrations with upstream business systems.

Industries

HR technology

Headquarters

San Francisco, CA, USA

Company size

3,000+ employees
The Challenge

Scaling a Business-Critical Salesforce Ecosystem

Gusto needed senior Salesforce engineers to improve delivery, reliability, integrations, and customer operations.
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Engineering capacity

Growing Salesforce workstreams required more senior engineering support across Service Cloud, Sales Cloud, Benefits team operations, and revenue systems.
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Nearshore alignment

Gusto was replacing offshore capacity with engineers closer to US time zones to improve collaboration and responsiveness.
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Complex integrations

Salesforce exchanged data with Ruby-based HR platforms through MuleSoft and Kafka, increasing synchronization and data consistency complexity.
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Operational reliability

Support routing, email automation, case handling, Benefits workflows, and CRM records required continuous production improvements.
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Why They Chose Us

Nearshore Salesforce Specialists for US-Aligned Delivery

Gusto selected additional Salesforce specialists to increase capacity and improve time-zone collaboration.
Tailored AI strategy for each client

Nearshore collaboration

Zoolatech provided engineers closer to US teams, supporting faster communication, daily collaboration, and production responsiveness.
Tailored AI strategy for each client

Senior Salesforce expertise

The team contributed across Apex, LWC, Flows, Omni-Channel, MuleSoft, Kafka, DevOps, bulk data operations, SEV response, and production support.
Zoolatech is a senior-heavy engineering firm with Silicon Valley roots and a Miami HQ, specializing in legacy modernization, system re-architecture, and AI deployment to drive long-term, compounding value.

2017

Year Founded

600+

Employees

96%

Client Satisfaction
Workflow

Embedded Salesforce Delivery

Zoolatech followed Gusto's planning, validation, review, and release workflow.
Phase 1

Business analysis & backlog refinement

The business system analysts translated stakeholder requests into detailed Jira tickets supported by documentation, recorded walkthroughs, reports, and acceptance criteria. Before the development began, technical leads and engineers reviewed each requirement to validate feasibility, refine implementation approaches, and identify architectural considerations.
Phase 2

Salesforce development

Engineers enhanced Gusto's Salesforce platform following established engineering standards and reusable architectural patterns. Work included:
  • Apex development and automation
  • Lightning Web Components enhancements
  • MuleSoft and Kafka integrations
  • Omni-Channel routing improvements
  • Performance and reliability optimizations
Phase 3

Business validation

Completed functionality was demonstrated to the business system analysts in sandbox environments for functional validation. The feedback was incorporated iteratively until the solution met business requirements before entering technical review.
Phase 4

Quality assurance & code review

Every change passed through multiple quality gates before production:
  • Business validation
  • AI-assisted code review
  • GitHub peer review
  • Technical approval
  • Automated CI/CD validation
Phase 5

Production deployment

Approved releases were deployed through GitHub Actions, Buildkite, and SFDX pipelines. Following deployment, engineers monitored production behavior, supported SEV incidents when necessary, and continued improving platform reliability through incremental enhancements.
Nearshore engineering helped Gusto improve Salesforce delivery, integrations, and operational reliability.
Solution

Production Salesforce Improvements

Zoolatech enhanced existing Salesforce capabilities rather than rebuilding the platform from scratch.
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Deployment automation

Replaced Gearset with Buildkite, GitHub Actions, and SFDX, enabling automated nightly production deployments and improved revenue-team version control.
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Event-driven synchronization

Implemented Kafka-based ZenPayroll ↔ Salesforce synchronization through MuleSoft to support cross-platform data exchange and new-product workflows.
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Support routing reliability

Restored live chat intake during a SEV, fixed after-hours case handling, improved Omni-Channel routing, added duplicate guards, fixed Tier-2 transfers, and improved auto-close stamping.
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Benefits operations

Implemented ADR-006 email compliance changes, removed BCC behavior, fixed Email-to-Case threading, added weekend-send protection, improved Benefits automation, and optimized performance validation.
Risks and Mitigations

Ensuring Reliable Salesforce Delivery

Quality controls and governance helped reduce technical and operational risk throughout the engagement.
Option
Risk
Mitigation
AI-generated code affecting existing workflowsAI-generated code could satisfy a ticket while unintentionally affecting existing workflows.Gusto combined AI-assisted reviews with human PR reviews, BSA validation, CI checks, and rollback procedures.
Incomplete process documentationIncomplete documentation increased the likelihood of AI-generated implementation assumptions.Engineers created Claude Code skills, requested implementation drafts before changes, and manually verified business logic.
Complex cross-platform integrationsDependencies across Salesforce, MuleSoft, Kafka, and Ruby increased integration complexity and production risk.Technical reviews, standardized integration patterns, sandbox validation, and staged releases reduced production exposure.
Salesforce deployment complexityRevenue deployments required Salesforce-specific version control and release management.Buildkite-based automation replaced Gearset and standardized deployments through GitHub and SFDX.
Results

Improvements Across Delivery, Data Quality, and Reliability

Gusto gained stronger Salesforce operations without disrupting production workflows.
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2,016 records closed

Bulk operations closed 1,472 stale opportunities and 544 customer service cases after integration cleanup.
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8 to 0

Weekend-send safeguards reduced unintended weekend email sends from 8 to 0.
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Nightly production deployments

Buildkite replaced Gearset, enabling automated nightly Salesforce production deployments.
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Better support reliability

Live chat intake, after-hours case handling, duplicate protection, Omni-Channel routing, and Tier-2 transfers were improved.
Empowerment & Value

Scaling Operations With Greater Engineering Confidence

Nearshore engineering, automation, and proven delivery practices positioned Gusto to scale Salesforce operations with greater speed and confidence.
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Faster delivery

Nearshore engineers, AI-assisted development, GitHub reviews, and automated CI/CD help Gusto release Salesforce changes more efficiently.
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More resilient operations

Improved routing, integrations, email safeguards, observability, and CRM data quality support more reliable customer and Benefits Operations.