From Sales Cloud to Agentforce — Appsavio covers every Salesforce product with certified consultants, 200+ certifications, and 50+ successful implementation projects. We configure, customize, and integrate Salesforce to fit your exact business processes.
Every service below includes implementation, configuration, customization, training, and ongoing support — tailored to your business.
Salesforce Sales Cloud is the world's #1 CRM, designed to help businesses manage leads, opportunities, accounts, and revenue pipelines. Appsavio configures it end-to-end — from lead capture via web forms and email, to deal closure — so your sales reps always have a complete view of every customer and deal. We implement Einstein AI scoring, automated follow-up workflows, custom Apex logic, Lightning Web Components, and real-time dashboards tailored to your sales model.
Multi-channel capture, full interaction history, deal stage tracking
Predictive lead & opportunity scoring, next-best-action recommendations
Approval flows, follow-up triggers, task management — zero manual work
Real-time pipeline health, forecast accuracy, team performance
Full access on iOS & Android for field and remote teams
Bespoke objects, UI components, automation for unique workflows
Salesforce Service Cloud transforms customer service operations into a competitive advantage. Appsavio implements Web-to-Case and Email-to-Case capture, case management workflows, service contracts, entitlements, SLA tracking, and omnichannel routing across email, chat, phone, and social. We configure knowledge bases, Einstein Bots for deflection, and agent productivity tools — ensuring your support team resolves more cases faster with consistent quality.
Web-to-Case, Email-to-Case, automatic assignment and escalation rules
Email, chat, phone, social — all cases in one unified agent workspace
AI-powered chatbots to deflect common queries before they reach agents
Centralized articles for self-service portals and agent-assisted resolution
Service contracts, milestone tracking, automated SLA breach alerts
CSAT, AHT, FCR, and backlog dashboards for operations managers
Agentforce is Salesforce's next-generation AI platform that deploys autonomous agents capable of taking action — not just generating answers. Appsavio designs and deploys custom Agentforce agents for sales, service, operations, and HR use cases. Our agents are grounded in your Salesforce data, configured with guardrails and escalation logic, and integrated with your existing workflows.
Goal-based agents built for your specific business function and data
Trust layers, escalation logic, and audit trails for every agent action
Agents trained on your Salesforce CRM, knowledge base, and custom objects
Lead qualification, case resolution, appointment booking — fully automated
Agents that trigger flows, update records, send emails, and call APIs
Conversation traces, resolution rates, escalation trends, and ROI dashboards
Salesforce Marketing Cloud enables businesses to engage customers across email, SMS, social, web, and advertising with personalized journeys. Appsavio implements Journey Builder campaigns, Email Studio templates, Audience Builder segmentation, and Marketing Cloud Connect to sync data with Sales Cloud. We configure Einstein Send Time Optimization, A/B testing, and analytics dashboards so your marketing team can run data-driven campaigns that convert.
Multi-step, multi-channel customer journeys triggered by behavior and data
Branded email templates, dynamic content, and deliverability optimization
Behavioral, demographic, and CRM-based audience builder for precise targeting
Bi-directional sync between Marketing Cloud and Sales Cloud CRM data
AI-driven send time, subject line, and content optimization for higher open rates
Attribution, ROI tracking, and funnel analytics across all channels
Salesforce Experience Cloud (formerly Community Cloud) lets you build branded digital portals for customers, partners, and employees — connected directly to your Salesforce data. Appsavio designs and builds customer self-service portals, partner relationship management (PRM) portals, and employee intranets using LWR and Aura templates. We configure community roles, sharing rules, knowledge bases, case deflection, and Chatter collaboration.
Self-service case submission, account management, and knowledge access
Deal registration, lead distribution, and partner performance dashboards
Custom themes, mobile-responsive layouts, and brand-consistent experiences
Fine-grained sharing rules and community member access control
Community feeds, Q&A forums, and peer knowledge sharing
Engagement metrics, deflection rates, and login/activity tracking
Salesforce CPQ (Configure, Price, Quote) eliminates manual quoting errors, pricing inconsistencies, and approval bottlenecks. Appsavio implements product catalogs, pricing rules, discount schedules, bundling logic, and approval workflows — so your reps generate accurate, professional quotes in minutes. We also configure subscription billing, contract generation, amendment handling, and DocuSign integration for e-signatures.
Complex bundles, option groups, and configurator rules for any product mix
Volume discounts, tier pricing, contracted rates, and promotional logic
Branded quote documents with e-sign integration via DocuSign or similar
Multi-level discount approvals with escalation paths and audit trails
Recurring revenue, amendments, renewals, and co-term handling
Bookings, ARR, churn, and pipeline-to-revenue reporting
Appsavio's Salesforce QA practice ensures that every implementation, customization, and integration works exactly as designed — before it reaches your users. We run functional testing across all standard and custom objects, regression testing after every deployment, integration testing for connected systems, and performance testing under peak load. Our QA process covers both automated test suites (Apex, Selenium, Provar) and manual UAT.
All custom objects, automations, flows, and validation rules tested end-to-end
Every deployment tested against the full feature set to catch side effects
API calls, data sync, and error handling between Salesforce and external systems
Load testing under real-world concurrency to prevent post-launch failures
Structured user acceptance testing with test scripts and sign-off workflows
Detailed test plans, bug logs, resolution records, and go-live checklists
If your organization is still running Salesforce Classic or needs a performance upgrade, Appsavio's Lightning practice handles the full migration and modernization. We audit your Classic org, map all customizations, rebuild Visualforce pages as Lightning Web Components (LWC), and execute a phased rollout that minimizes disruption. Beyond migration, we build net-new LWC components, Lightning App pages, and dynamic forms.
Full org assessment — readiness score, blockers, and migration roadmap
Custom Lightning Web Components for any UI requirement, built to Salesforce standards
Phased, tested rollout with rollback plans and user communication
Context-aware layouts that show the right fields and components per record type
Salesforce mobile app configuration with custom navigation and offline capability
Role-based Lightning training sessions and adoption support post-migration
Appsavio has delivered 50+ Salesforce integration projects — connecting Salesforce with ERPs, marketing tools, accounting systems, e-commerce platforms, data warehouses, and custom applications. We don't just build API connectors; we design integration architecture that handles non-sunny-day scenarios — API failures, data conflicts, duplicate records, and rate limiting — so your data stays clean and your processes stay running. We use MuleSoft, REST/SOAP APIs, Salesforce Connect, Platform Events, and custom middleware.
SAP, Oracle, NetSuite — bi-directional sync of orders, inventory, and financials
HubSpot, Marketo, Pardot — lead sync, campaign attribution, and journey data
QuickBooks, Xero, Tally — invoice, payment, and revenue sync
Custom integration architecture with error handling, retry logic, and logging
Real-time event-driven integration using Salesforce Platform Events and CDC
Snowflake, BigQuery, Redshift — CRM data export for analytics and BI
Salesforce Field Service Lightning (FSL) optimizes field technician scheduling, dispatch, and job execution for companies with on-site service teams. Appsavio implements FSL from the ground up — configuring work order management, territory-based scheduling, AI-powered schedule optimization (Scheduling Policy Engine), the FSL mobile app for technicians, and real-time customer notifications. Whether you run 10 field techs or 1,000, FSL ensures the right person arrives at the right place at the right time with the right parts.
End-to-end work order lifecycle from creation to completion and billing
AI-powered dispatch that considers skills, location, availability, and SLAs
Offline-capable mobile app for technicians — job details, parts, and signatures
Service territories, routing rules, and technician capacity planning
Van stock tracking, parts requests, and consumption logging on each job
Automated ETA alerts, appointment reminders, and post-service surveys
Book a free 30-minute discovery call and our certified consultants will map the right Salesforce solution to your exact business challenges — no sales pitch, just honest advice.