Salesforce Services

Transform your business beyond standard functionality with our wide array of Salesforce Services.

Business Consulting, Architecture & Advisory

  • Process Gap Analysis
  • CRM Roadmap & Consulting
  • Solution Architecture
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  • Apps Rationalization
  • Integration Architecture and Tools
  • 3rd party Product and Tools Evaluation
  • End-user Training Recommendations

Product Engineering

  • AppExchange Products
  • Domain Specific Products
  • Mobile-first Products
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  • Lightning-ready Apps
  • Products & Apps on
  • Salesforce
  • Social, Collaboration Products
  • Product Packaging and Deployment
  • Product Maintenance & Support

Implementation, Development & Integration

  • Custom Lightning
  • Components
  • UI/UX Enhancements using LDS
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  • CRM Implementation, Configuration & Customization
  • Custom Application Development
  • Enterprise Data & Systems Integration
  • Data Integration & Backup Tools

Quote-To-Cash Services

  • Configuration: Products, Pricing, Quote Templates
  • Advance Approvals
  • Plugins: QCP, PSP
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  • CPQ Migration
  • Billing & Taxation
  • Revenue Management
  • Payments & Refund
  • Amendments & Renewals
  • DocuSign

Support and Data Migration

  • Migration to Lightning Experience
  • Administration
  • Application Maintenance & Support
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  • Ongoing Enhancements
  • Data Import, Export and Cleansing


  • Configuration
  • Integration
  • User Management and Security
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  • Workflow and Approval Process Automation
  • Customization and Development
  • Content for Administration


Salesforce trailhead
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products implemented


Salesforce Technology Focus

Sales Cloud

  • B2B & B2C
  • Campaign Influence and ROI Measurement
  • Lead Qualification and Nurturing
  • Dedupe Management for Data Integrity
  • Product Catalog and Price Catalog Management
  • Discounting & Approvals
  • Quotation Management
  • Order Management
  • Sales Forecast (Target Vs Actuals, Best Case)
  • Territory Management
  • Channel Sales Management
  • Collections Forecast
  • Integrations

API integrations with HubSpot, External Data Sources

ERP – SAP (B1 / HANA), Oracle Apps, Tally 9.0, External Systems

Service Cloud

  • Auto-Response Rules
  • Inbound Case Management
  • Service Console Configuration
  • Skill and Capacity Based Agent Routing
  • Multi-Channel Omnichannel Configuration
  • SLA Compliance using Entitlement & Service Milestones
  • Knowledge Management
  • Turn-Around-Time (TAT) Monitoring
  • Social Customer Service (Facebook, Twitter, Instagram, YouTube)
  • Digital Engagement using WhatsApp, Text etc.
  • Live Agent
  • Einstein Bots & Data Set Training
  • Integrations

API integrations with JIRA, External Helpdesk & ITSM systems

Computer Telephony Integration (Five9, Knowlarity, Avaya etc.)

Field Service

  • Work Order Scheduling
  • Skill Set Matrix Profiling
  • Process Customization
  • ETA Calculations
  • Digital Signatures & Notifications
  • Integration with Einstein AI
  • Job Generation through Cases
  • Territory Management, SLAs & Business Prioritization
  • Geo Tagging & Fencing
  • Job Schedule Report
  • Dispatch Console Configuration
  • Work Order Closure using Happy Code Generation
  • Field Service Mobility


  • Data Service and Advance Analytics
  • Data Modeling and Preparation
  • Predictive Analytics
  • Dashboarding, BI Modernization, Custom Visualization
  • Extension and Integration
  • Einstein discovery and dashboard extensions
  • Network enable extensions
  • Tableau Integration
  • Comprehensive and strategic reports
  • Seamless data extraction and integration
  • Dashboard performance enhancement with semantic layers
  • ETL to ETL migration
  • Analytics dashboard setup and optimization
  • Tableau managed service

Data Migration

  • Migration Strategy Planning, Analysis & System Reviews
  • Data Discovery
  • Data Transformation
  • De-Duplication Management
  • Data Cleansing & Import

Tools Expertise :

  • Informatica/Informatica Cloud,
  • Jitterbit
  • Talend
  • Relational Junction etc.

Experience Cloud

  • Customer Service
  • Partner Relationship Management
  • CPQ for Partner Relationship Management
  • Vanilla Digital Experience Setup
  • Native Template Customization
  • Bespoke Lightning Components
  • Mobile-first Communities
  • Branding & Personalization using Themes
  • Licensing Advisory

Revenue Cloud(CPQ)

  • Configuration : Products, Pricing, Quote Templates
  • Advanced Approvals
  • Plugins : QCP, PSP
  • System Decommissioning and CPQ Migration
  • Billing & Taxation Setup
  • Revenue Management & Configuration
  • Payments & Refund Management
  • Amendments & Renewals
  • 3rd Party Integration : DocuSign, AdobeSign etc.
  • CPQ for Partner Relationship Management
  • CPQ for Self Service Customer Community

Lightning Development

  • Product Development
  • Implementation/Migration to Lightning Experience (Component/Lighting Readiness)
  • AppExchange Lightning Component Development
  • Digital Experience Templates using Experience Cloud
  • DX
  • Industry-specific Templates
  • Lightning Out Apps
  • System Integration – ERP, Payment Gateways, Captive systems etc.


  • SaaS Integration Solutions
  • Legacy System Modernization
  • Integrated Managed Services
  • Data Transformation Solutions
  • Design & Development of APIs for ESBs
  • API Management
  • IoT devices Integration
  • Microservices

Org Auditing and Compliance

  • Governor Limit Consumption
  • Implementation Best Practice Compliance
  • Coding & Design Compliance
  • Security Policy Compliance
  • Release Strategy and Governance
  • Process Evaluation and Optimization
  • User Adoption & ROI
  • License Advisory
  • Performance Optimization
  • Data Quality Review
  • Data Privacy Compliance (GDPR, PII, HIPPA)

App Exchange Development

  • Managed Package Development
  • Solution Advisory & Optimization
  • AppExchange Security Review experts
  • Trial Management
  • License Management
  • LMA Installation & Configuration
  • Lightning Accreditation
  • AppExchange Release & Change Management
  • AppExchange Listing Advisory
  • Product Release Lifecycle Management

Custom Product Development

  • Agile Scrum Methodology
  • Processes, Best Practices and Coding Standards
  • Continuous Integration
  • Product Release Lifecycle Management
  • Product Research, GTM Strategies & Roadmap Planning
  • Troubleshooting Product Issues
  • Quality Engineering, Assurance & Compliance
  • Product Release on Marketplaces

Salesforce Solutions

Get in Touch

Ultra Field History Tracker

Ultra Field History Tracker is a field auditing tool that enforces governance by tracking history data within Salesforce. This can help enterprises get closer to their data security, privacy, and compliance needs.

Learn more



GoKarma simplifies the grants/donations management lifecycle and transforms how NGOs manage philanthropic giving from start to finish, utilizing easy-to-use tools that are fully customizable to the individual needs of NGOs.

Learn more


Ultra Schema Builder

Ultra Schema Builder is a Force.com utility that enables Salesforce users to create objects, custom fields, and relationships within your Salesforce org.

Case Studies

SFDC - Financial Services HR Application Development - Success Story

Our client needed a new reporting system that could access information faster and provide more detailed reports to managers. We implemented a new analytical system which gave detailed reports of daily transactional information to the relevant managers.

Read Full Case Study

SFDC - Education Communities Portal Implementation and Development

Our client, a US-based Education organization, wanted to implement cloud-based portals using Salesforce Communities, which would enable students and teams to participate in a Robotics Competition. We developed two community portals for the registration and management...

Read Full Case Study
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Salesforce Net Zero Cloud

It is time to enter Salesforce Net Zero Cloud, a business carbon accounting product. Gain access to a 360-degree view of your environmental impact and data-driven insights to take relevant initiatives that the planet will notice.

InfoBeans has partnered with Salesforce to help you move your organization towards net zero emission by

Identifying the right strategy that helps you achieve your sustainability goal.

Streamlining carbon emission data toward Salesforce Net Zero cloud

Developing a climate action plan based on your situation

Tracking, analyzing and reporting reliable environmental data to guide your future decisions.

Value Proposition



Resource Optimization

Business can often be unpredictable; hence, maintaining a pool of skilled and certified resources can be a major challenge. Our vast pool of certified resources helps our ISV partners manage the demand-supply ratio of required skillset, without requiring extensive investment towards their recruitment.

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Enhanced Coverage

We understand that next-gen enterprises need optimal coverage, often requiring things to be done ‘NOW’. When we work as an extension of your team as ‘ONE TEAM’, our geographical advantage helps provide an extended support window to your clients. Seamless handoff between the InfoBeans-ISV teams has led up to 40% more optimized project schedules and exponentially enhanced your clients’ experience.

Minimal Time-to-Market

Product Development can be quite onerous, often leading to multiple iterations and considerable schedule slippage. From product ideation to Go-To Market, our expert Product Lifecycle Management teams ensure the most optimal schedule, without ever compromising on the expected product quality.

Increased Profitability

With a quality/price ratio better than the industry average, we provide expert IT services at a competitive rate, ensuring our ISV partners have the access to excellent expertise within reasonable cost to better their margins.



Technology Expertise

We help enterprises derive sustainable value through cutting-edge technology solutions, enabling our clients to rely on us for technical expertise while they focused on their core business.

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Domain Expertise

We understand your business. And we understand technology. InfoBeans prides itself in deploying teams that are the best mix of domain and technology expertise for every project it undertakes so that we know what to deliver and deliver the best solution for you. Put simply, your investment is in the best hands!


The most significant contribution we can make to our clients' businesses is providing them with exceptional IT services. And that’s what our clients vouch for! Our commitment towards quality is perhaps best because we have executed 98% projects within the desired cost, timeline and quality.

Cost-Effective Services

Why pay more when you can get the desired quality at less? And we completely agree with you! We are committed to providing quality IT services at a rate that is better than the industry average, so you never have to let cost come in the way of your progress.

Key Differentiators

One of the largest

Salesforce delivery center

700+ global

marquee clientele

Center Of Excellence

for CPQ, CLM & QTC solutions

Over 50+ years

of combined industry experience

450+ highly experienced

& certified Salesforce & Force.com

Driven by innovation

and a solution-based approach

Our Clients Speak

‘I highly recommend InfoBeans as a development partner. In the over 3 years my company worked with them, we found them to be knowledgeable, hard working, accessible and dedicated in providing quality work to help us build our Salesforce application. Their expertise and support were critical to us delivering for our clients.’

VP, Product Evangelist – Global ISV

I would like to take this opportunity to thank you for putting together this awesome mobile application team. We had a demo with our client yesterday and he was very happy with what he saw. In his own words, “…this is really much better than what I had expected to see today…I am very extremely happy to see the progress made.

Project Director – US Based ISV