Our Services
Implementation
We provide end-to-end implementation services from discovery to post go-live support, using best practices to ensure a smooth transition to the Salesforce platform.
Automation
Our team of Salesforce experts will identify key processes that can be automated, streamlining your workflows, and enhancing productivity across the board.
Integrations
Leverage third-party applications to enhance Salesforce functionality, improve data synchronization, and ensure a unified view of information across different applications.
Data Migration
Migrate your legacy data into the Salesforce data model with a tailored data migration plan. Leverage our technical expertise to help you achieve an accurate and secure migration.
Training
Through one-on-ones and group sessions we'll equip your team with the expertise to navigate your specific Salesforce instance with confidence and achieve peak user adoption.
Managed Support
We provide continuous support and optimization to ensure your Salesforce instance evolves alongside your business. We'll monitor performance, address technical challenges, and provide recommendations for enhancements.
CloudVeritas
CloudVeritas is here to lay the foundations for future business growth with innovative Salesforce Solutions.
Here are some of the services we have provided:
Salesforce Automation with Workflows, Process Builder, Validation Rules, Lightning Flows, Assignment Rules, Approval Processes, Escalation Rules
Salesforce Security with Users, Roles, Profiles, Permission Sets, OWDs, Sharing Settings
Customized Applications with Custom Objects and Fields, Record Types, Page Layouts, Email Templates, Reports & Dashboards
Web to Lead, Web to Case, Email to Case
Salesforce Classic to Lightning (LEX) Migration
End User Training and Managed Support
Third Party Integrations from the AppExchange
Duplication Management and Data Cleanup
Sandbox Creation for Building & Testing
Manage Deployments using DevOps tools (Copado)