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We have expertise in following domains:

  1.  Sales Cloud – Complex Lead Management, Custom Lead conversion, Person Accounts, Mapping business to opportunity, Products, Pricing, CPQ, Forecasts, Territory Management
  2. Service Cloud – Live Agent, Case Management, Email to case, Web to Case, Omni Channel, Call Center setup, Social Media integration, Knowledge Base implementation
  3. Community Cloud – License based optimization, custom UI using VF/lightning, Click & configure using template
  4. Field Service Lightning – This is the newest product from Salesforce to target field service. We have done 3 implementations on it and have got a good hand at it. We can help customers set up this product, as well as integration inventory, scheduling and dispatching.
  5. Integration – REST/SOAP based integration with external systems to synchronize data live or based on schedule.
  6. Custom Development – Custom application development
  7. Data Migration –  DM strategic planning & Data migration

This includes platform features like but not limited to :

  1.       Workflows
  2.       Process Builder
  3.       Email Templates
  4.       Email Services
  5.       Record Types & Page layout associations/customization
  6.       Security (OWD, Sharing Rules, Profiles & Roles, Apex Managed sharing)

AppExchange Expertise:

We also have expertise in following apps from AppExchange:

  1.       Docusign
  2.       Drawloop
  3.       Conga Composer
  4.       EcoSign

Integration Expertise:

Here is a partial list of our integration projects:

  1.    Shopify
  2.    Azure Blob/Azure Queue
  3.    Amazon MWS
  4.    Sharepoint
  5.    JD Edwards
  6.    SAP BusinessOne
  7.    Google Calendar
  8.    Quickbooks
  9.    Xero
  10.   Harvest
  11.   Accompa (Requirement management software)
  12.   Alfresco
  13.   Exact Online
  14.   RingCentral

Partial Technical Expertise:

  • Creating custom controllers , visualforce pages and Lightning
  • Writing apex triggers and bulkifying triggers
  • Overriding default behavior
  • Future methods and Batch apex
  • Developing custom visualforce components
  • Record sharing through apex
  • Integrating YUI (Yahoo UI)/jQuery components in Visualforce
  • Inbound and Outbound Email services
  • Web service callouts and creating web services to be called from external
  • applications
  • Scheduled Jobs/Bulk Jobs

Partial List Of Salesforce Projects:

  • Community for Suppliers and Builders
  • Community and Internal implementation for LED lights importer
  • Community and Internal implementation for Mortgage and Refinancing
  • organization
  • Community and Internal implementation for Motor Vehicle Insurance
  • provider
  • Construction tracking app for Builders
  • Guide app for Tour Operator (Force.com site)
  • Clinical trial tracking/management
  • Medical billing application for US based medical billing market
  • Rental Space Tracking – Hawthorne Retail Partner
  • Advertising Order booking for print media company
  • Purchase Order Management and Carrier booking
  • Knowledgebase Creation – Salesforce Content

Salesforce Integration Projects:

  • Salesforce – SAP BusinessOne integration (native)
  • Salesforce – CMS (SharePoint, Alfresco)
  • Salesforce – JD Edwards integration (middleware)
  • Salesforce – Quickbooks integration (middleware/native)
  • Salefsorce – FogBugs integration (middleware)


Our approach is to always try to implement requirements using click & configure methodology (Out of the Box – OOTB). This way we can keep the maintenance easy and cost effective. If any requirement is not possible using click and configure, then only we implement it using Apex, VF  and/or Lightning. We consider Salesforce governor limits as part of designing system.