Sun Strong Management
Sun Strong acquires portfolios of residential and commercial solar installations and then services the lease and loan contracts behind them — while making sure every panel keeps producing. Cloud Nerd was engaged by K2 Partners, the primary systems integrator, to design and build the Salesforce platform that connects Sun Strong's financial operations, field service, and customer experience in one place.
Engagement at a glance
Financial Services CloudService CloudExperience CloudField Service LightningFSC · Service Cloud · Experience Cloud
Salesforce clouds implemented on a unified data model
Separate portal experiences for each
Customer segments served — residential and commercial
Full lifecycle from onboarding through maturity
Lease and loan contract servicing managed in Salesforce
One data model connecting every team
Platform replacing disconnected financial, operational, and customer systems
Sun Strong Management operates at an unusual intersection: they're a financial services company that services lease and loan contracts, and a field operations company that dispatches technicians to maintain physical assets on rooftops. Financial contract data lived in disconnected systems with no unified client view, maintenance operations were managed separately, and customers had no self-service channel. As Sun Strong continued acquiring new solar portfolios, the lack of scalable operating infrastructure was becoming a growth constraint.
Cloud Nerd, working as the Salesforce architecture and implementation specialist within K2 Partners' delivery team, designed the implementation around Sun Strong's two core business motions: contract servicing and asset maintenance. We chose Financial Services Cloud as the foundation — Sun Strong's business is fundamentally a financial services operation. Service Cloud and Field Service Lightning layered on top to handle the operational reality that those financial relationships are backed by physical assets that need to work. Experience Cloud then exposed a curated slice of that unified record to the customers themselves.
Sun Strong now runs its entire business — financial contract management, field dispatch, and customer self-service — from a single Salesforce platform built on one shared data model. Field technicians have mobile access to work orders and asset history in the field. Customers manage their contracts, request service, and track their solar installation without calling in. The architecture is built to absorb new portfolio acquisitions as Sun Strong scales.
Financial contract data — payment schedules, lease terms, loan structures, portfolio performance — lived in disconnected systems with no unified client view, making it impossible to connect a service request to the underlying financial relationship.
Homeowners and commercial property owners whose panels Sun Strong was responsible for had no way to check on their contracts, request service, or understand their system's performance — every interaction required a phone call.
As Sun Strong continued acquiring new solar portfolios, the lack of a scalable operating infrastructure was becoming a growth constraint. Every new acquisition added operational and financial complexity the existing systems couldn't handle.
Managing contracted financial relationships at scale and dispatching field technicians to maintain physical assets on rooftops are fundamentally different operations — Sun Strong needed both, integrated, on a single platform, with a customer-facing layer on top.
The FSC implementation established the core data model and financial operations layer — the authoritative record for every client, contract, and portfolio Sun Strong manages.
With the financial layer in place, Cloud Nerd implemented the operational layer — connecting every maintenance event back to the underlying financial relationship and asset record.
The final phase brought Sun Strong's customers into the platform — giving residential homeowners and commercial property owners a self-service channel for everything related to their solar installation and contract.
Connects financial contract management, field operations, and customer self-service — no more disconnected systems for each business function
Every lease and loan across every acquired portfolio tracked from onboarding through maturity in Salesforce
Field technicians equipped with mobile access to work orders, asset history, and customer account details via Field Service Lightning
Residential and commercial customers manage contracts, request service, and track their solar installation without calling in
Architecture built to absorb new solar portfolios as Sun Strong acquires them, without rebuilding the operational infrastructure each time
What's next
Sun Strong's Salesforce platform is built to scale with their acquisition strategy. The next phase includes Agentforce-powered service automation to handle routine customer inquiries and service routing without agent involvement, predictive maintenance capabilities that connect monitoring data to proactive work order creation, and expanded analytics across portfolio performance, contract health, and field operations for leadership visibility across the full business.
Technologies in this engagement
Financial Services CloudService CloudExperience CloudField Service LightningReady to do this?
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