Data Management:

New Fields, Layouts, Record Pages, Record Types, etc:

Our expert team crafts tailor-made solutions by introducing new fields, layouts, record pages, and record types to optimize your Salesforce instance for your unique business needs.

Role & Access Management:

We ensure a secure and streamlined environment through meticulous management of users, profiles, permission sets, and roles, empowering you with precise control over data accessibility.

Mass Data Operations:

Effortlessly manage data with capabilities for mass upload, insertion, updating, upserting, and deletion of objects, ensuring efficiency in handling large datasets.

Integration:

API Integration:

Seamlessly connect Salesforce with external systems such as Verizon, Boomi, Auth0, Form Assembly, WordPress, LOS, LMS, eCommerce systems, leveraging API integrations for a cohesive and connected ecosystem.

Third-Party Tool Integration:

We integrate third-party tools like Prioritization Helper and Spanning Backup to enhance functionality and provide a comprehensive solution tailored to your unique business requirements.

Automation:

Smart Record Ownership:

Implement intelligent automation to auto-assign record owners based on specified criteria, ensuring efficient ownership management.

Lead Conversion Automation:

Streamline your lead management process by auto-converting specific leads after submission and triggering additional desired operations.

Email Notification Automations:

Boost communication efficiency with automated email notifications triggered by specific events or criteria.

Large-Scale Record Handling:

Our team has successfully implemented various automations to handle over 400,000 records, ensuring scalability and reliability.

Migration:

Process Builder and Workflow Migration:

Migrate seamlessly from Process Builders and Workflow to Flows, optimizing your automation processes for enhanced performance.

Visualforce to Lightning Web Components (LWC):

Upgrade your Salesforce instance by migrating Visualforce pages to Lightning Web Components, ensuring a modern and responsive user experience.

Secure and Efficient Data Migration:

Migrate your data seamlessly to the Salesforce cloud, ensuring data integrity and security.

Reports and Analytics:

Tableau Dashboarding:

Integrate Tableau seamlessly with Salesforce for dynamic and interactive data visualization, empowering your team with insightful analytics and actionable business intelligence.

Customized Reporting:

Create a robust reporting infrastructure with new report types, charts, groupings, and cross-object filters for effective visualization and decision-making.

Advanced Analytics:

Leverage Lightning Web Components (LWC) and Apex classes to create custom-coded reports, providing in-depth insights crucial to your organization.

Pardot Integration:

Seamless Pardot Integration:

Integrate Pardot with Salesforce to synchronize data seamlessly, providing a unified platform for marketing and sales alignment.

Pardot Classic to Lightning App Upgrade:

Upgrade your Pardot Classic app to the Lightning app for enhanced functionality and a modernized user experience.

Salesforce Reports based on Pardot Data:

Generate Salesforce reports based on Pardot data to gain comprehensive insights into your marketing and sales performance.

Lightning Experience Consultancy:

Salesforce Classic to Lightning Migration:

Migrate effortlessly from Salesforce Classic to Lightning Experience, unlocking the full potential of Lightning’s modern interface and features.

Custom Lightning Web Components (LWC) Reports:

Develop custom-coded Lightning Web Components (LWC) reports to visualize and export critical data tailored to your organization’s unique requirements.

User Migration to Lightning:

Ensure a smooth transition for your users by migrating them from Classic to Lightning, optimizing their experience and leveraging Lightning’s advanced features.