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Strategic summit Salesforce partner

Our deep expertise and understanding helps our customers maximize returns from their Salesforce implementation.

Cutting-edge Salesforce Implementations

Partner with our team of Dreamforce Speakers, Community Leaders and Salesforce experts to empower your business. We can handle everything starting from strategic consulting and architecture, to product engineering, to implementation, administration and support.
We work across the entire Salesforce technology ecosystem. 

Our innovation & solution based approach delivers value and maximizes adoption. Plus we have key partnerships with a number of OEMs to reduce your cost of implementation.

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Our experience with InfoBeans over the past several years has been very positive. They are patient, excellent in communication, organized and dedicated.
Global Delivery Director
9000 +

Salesforce trailhead badges with 30+ rangers

98 %

OEM-certified professionals

1700 +

Project implementations

> 80%

Certified consultants

> 30

AppExchange products implemented

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Highly experienced, global team

We have over 300 experienced & certified Salesforce & Force.com consultants who have delivered over 1700 marquee global projects. Our team is well-versed in multi-locale implementations and serve our global clients as their one-stop partner for all Salesforce requirements.

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Orchestration of highly complex implementations

We have worked on hundreds of Salesforce projects across industries. We have dealt with countless integrations and custom and complex solutions. Whatever problem you have, we can solve through our innovative approach.

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Designed for adoption

Many Salesforce implementations are successful at launch, but face adoption issues over time. Salesforce can be challenging to use, which means that you won’t get the maximum benefit from it. We examine implementations from a technical and design perspective to maximize ease of use.

Business Consulting & Architecture

Identify gaps in your process, take a look at your licensing and 3rd party apps and plan your Solution Architecture.

Implementation & Configuration

End-to-end Salesforce implementation including custom UX/UI, Lightning Components and enterprise data integration.


Migrate to Lightning, clean up your data and offer ongoing managed services for your Salesforce implementation.

Quote to Cash

We can setup, manage and handle your entire quote to cash process with our deep expertise and knowledge of relevant plugins.


Configure and integrate necessary tooling, set up your user management, workflows and automations.

Product Engineering

We can build AppExchange, Lightning Ready or any custom Salesforce application.

Our Salesforce tech focus

Sales Cloud
  • Campaign Influence and ROI MeasurementCampaign Influence and ROI Measurement

  • Lead Qualification and NurturingLead Qualification and Nurturing

  • Dedupe Management for Data IntegrityDedupe Management for Data Integrity

  • Product Catalog and Price Catalog ManagementProduct Catalog and Price Catalog Management

  • Discounting & ApprovalsDiscounting & Approvals

  • Quotation ManagementQuotation Management

  • Order ManagementOrder Management

  • Sales Forecast (Target Vs Actuals, Best Case)Sales Forecast (Target Vs Actuals, Best Case)

  • Territory ManagementTerritory Management

  • Channel Sales ManagementChannel Sales Management

  • Collections ForecastCollections Forecast

Revenue Cloud (CPQ)
  • Configuration : Products, Pricing, Quote TemplatesConfiguration : Products, Pricing, Quote Templates

  • Plugins : QCP, PSPPlugins : QCP, PSP

  • Billing & Taxation SetupBilling & Taxation Setup

  • Payments & Refund ManagementPayments & Refund Management

  • 3rd Party Integration : DocuSign, AdobeSign etc.3rd Party Integration : DocuSign, AdobeSign etc.

  • CPQ for Self Service Customer CommunityCPQ for Self Service Customer Community

  • Advanced ApprovalsAdvanced Approvals

  • System Decommissioning and CPQ MigrationSystem Decommissioning and CPQ Migration

  • Revenue Management & ConfigurationRevenue Management & Configuration

  • Amendments & RenewalsAmendments & Renewals

  • CPQ for Partner Relationship ManagementCPQ for Partner Relationship Management

Experience Cloud
  • Customer ServiceCustomer Service

  • CPQ for Partner Relationship ManagementCPQ for Partner Relationship Management

  • Native Template CustomizationNative Template Customization

  • Mobile-first CommunitiesMobile-first Communities

  • Licensing AdvisoryLicensing Advisory

  • Partner Relationship ManagementPartner Relationship Management

  • Vanilla Digital Experience SetupVanilla Digital Experience Setup

  • Bespoke Lightning ComponentsBespoke Lightning Components

  • Branding & Personalization using ThemesBranding & Personalization using Themes

  • Data Service and Advance AnalyticsData Service and Advance Analytics

  • Predictive AnalyticsPredictive Analytics

  • Extension and IntegrationExtension and Integration

  • Network enable extensionsNetwork enable extensions

  • Comprehensive and strategic reportsComprehensive and strategic reports

  • Dashboard performance enhancement with semantic layersDashboard performance enhancement with semantic layers

  • Analytics dashboard setup and optimizationAnalytics dashboard setup and optimization

  • Data Modeling and PreparationData Modeling and Preparation

  • Dashboarding, BI Modernization, Custom VisualizationDashboarding, BI Modernization, Custom Visualization

  • Einstein discovery and dashboard extensionsEinstein discovery and dashboard extensions

  • Tableau IntegrationTableau Integration

  • Seamless data extraction and integrationSeamless data extraction and integration

  • ETL to ETL migrationETL to ETL migration

  • Tableau managed serviceTableau managed service

Service Cloud
  • Auto-Response RulesAuto-Response Rules

  • Service Console ConfigurationService Console Configuration

  • Multi-Channel Omnichannel ConfigurationMulti-Channel Omnichannel Configuration

  • Knowledge ManagementKnowledge Management

  • Social Customer Service (Facebook, Twitter, Instagram, YouTube)Social Customer Service (Facebook, Twitter, Instagram, YouTube)

  • Live AgentLive Agent

  • IntegrationsIntegrations

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

  • Inbound Case ManagementInbound Case Management

  • Skill and Capacity Based Agent RoutingSkill and Capacity Based Agent Routing

  • SLA Compliance using Entitlement & Service MilestonesSLA Compliance using Entitlement & Service Milestones

  • Turn-Around-Time (TAT) MonitoringTurn-Around-Time (TAT) Monitoring

  • Digital Engagement using WhatsApp, Text etc.Digital Engagement using WhatsApp, Text etc.

  • Einstein Bots & Data Set TrainingEinstein Bots & Data Set Training

  • API integrations with JIRA, External Helpdesk & ITSM systemsAPI integrations with JIRA, External Helpdesk & ITSM systems

Lightning Development
  • Product DevelopmentProduct Development

  • AppExchange Lightning Component DevelopmentAppExchange Lightning Component Development

  • DXDX

  • Industry-specific TemplatesIndustry-specific Templates

  • System Integration -  ERP, Payment Gateways, Captive systems etc.System Integration – ERP, Payment Gateways, Captive systems etc.

  • Implementation/Migration to Lightning Experience (Component/Lightning Readiness)Implementation/Migration to Lightning Experience (Component/Lightning Readiness)

  • Digital Experience Template using Experience CloudDigital Experience Template using Experience Cloud

  • Lightning Out AppsLightning Out Apps

Field Service
  • Work Order SchedulingWork Order Scheduling

  • Process CustomizationProcess Customization

  • Digital Signatures & NotificationsDigital Signatures & Notifications

  • Job Generation through CasesJob Generation through Cases

  • Geo Tagging & FencingGeo Tagging & Fencing

  • Dispatch Console ConfigurationDispatch Console Configuration

  • Field Service MobilityField Service Mobility

  • Skill Set Matrix ProfilingSkill Set Matrix Profiling

  • ETA CalculationsETA Calculations

  • Integration with Einstein AIIntegration with Einstein AI

  • Territory Management, SLAs & Business PrioritizationTerritory Management, SLAs & Business Prioritization

  • Job Schedule ReportJob Schedule Report

  • Work Order Closure using Happy Code GenerationWork Order Closure using Happy Code Generation

Data Migration
  • Migration Strategy Planning, Analysis & System ReviewsMigration Strategy Planning, Analysis & System Reviews

  • Data TransformationData Transformation

  • Data Cleansing & ImportData Cleansing & Import

  • TalendTalend

  • Relational Junction etc.Relational Junction etc.

  • Data DiscoveryData Discovery

  • De-Duplication ManagementDe-Duplication Management

  • Informatica/Informatica Cloud,Informatica/Informatica Cloud,

  • JitterbitJitterbit


  • SaaS Integration SolutionsSaaS Integration Solutions

  • Integrated Managed ServicesIntegrated Managed Services

  • Design & Development of APIs for ESBsDesign & Development of APIs for ESBs

  • IoT devices IntegrationIoT devices Integration

  • Legacy System ModernizationLegacy System Modernization

  • Data Transformation SolutionsData Transformation Solutions

  • API ManagementAPI Management

  • MicroservicesMicroservices

Org Auditing and Compliance
  • Governor Limit ConsumptionGovernor Limit Consumption

  • Coding & Design ComplianceCoding & Design Compliance

  • Release Strategy and GovernanceRelease Strategy and Governance

  • User Adoption & ROIUser Adoption & ROI

  • Performance OptimizationPerformance Optimization

  • Data Privacy Compliance (GDPR, PII, HIPPA)Data Privacy Compliance (GDPR, PII, HIPPA)

  • Implementation Best Practice ComplianceImplementation Best Practice Compliance

  • Security Policy ComplianceSecurity Policy Compliance

  • Process Evaluation and OptimizationProcess Evaluation and Optimization

  • License AdvisoryLicense Advisory

  • Data Quality ReviewData Quality Review

App Exchange Development
  • Managed Package DevelopmentManaged Package Development

  • AppExchange Security Review expertsAppExchange Security Review experts

  • License ManagementLicense Management

  • Lightning AccreditationLightning Accreditation

  • AppExchange Listing AdvisoryAppExchange Listing Advisory

  • Solution Advisory & OptimizationSolution Advisory & Optimization

  • Trial ManagementTrial Management

  • LMA Installation & ConfigurationLMA Installation & Configuration

  • AppExchange Release & Change ManagementAppExchange Release & Change Management

  • Product Release Lifecycle ManagementProduct Release Lifecycle Management

Custom Product Development
  • Agile Scrum MethodologyAgile Scrum Methodology

  • Continuous IntegrationContinuous Integration

  • Product Research, GTM Strategies & Roadmap PlanningProduct Research, GTM Strategies & Roadmap Planning

  • Quality Engineering, Assurance & ComplianceQuality Engineering, Assurance & Compliance

  • Processes, Best Practices and Coding StandardsProcesses, Best Practices and Coding Standards

  • Product Release Lifecycle ManagementProduct Release Lifecycle Management

  • Troubleshooting Product IssuesTroubleshooting Product Issues

  • Product Release on MarketplacesProduct Release on Marketplaces

Salesforce solutions

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.


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.

Lighthouse Logo

Lighthouse provides Insight into your Salesforce.com system limits. The Lighthouse utility provides smart recommendations and alerts in real-time.

The sense of ownership demonstrated by InfoBeans helps us put aside the technology complexities, focus on our business strategies and increasing client satisfaction.

Chief Financial Officer


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

Developing a climate action plan based on your situation

Streamlining carbon emission data toward Salesforce Net Zero cloud

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


Let's explore how we can create WOW for you!