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Salesforce® is a cloud-based customer relationship management (CRM) platform for supercharging every part of your business that interacts with customers — including marketing, sales, commerce, service, and more.

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Project Management Application on Salesforce® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

Vendor Management Application powered by Salesforce®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

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Toyota Financial Services and Salesforce Success Cloud
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Philips is a Trailblazer

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Run your whole business on a single platform

Grow every part of your company business with the complete Salesforce® suite of business applications. Monitor and manage everything from sales leads to support tickets, and from channel marketing to website analytics — all from any desktop or device.

Sales in Salesforce Sales Cloud
Web sales in salesforce

Salesforce® Sales Cloud is a customer relationship management platform designed to support in both business-to-business (B2B) and business-to-customer (B2C) contexts. It enables businesses to grow, scale, and serve their customers better than ever before. With customizable features, top-notch security, in-depth reporting & analytics, and a mobile app that works as fast as you do, Sales Cloud is the World's #1 CRM.

Company with a heartService Cloud
Web service in salesforce

Salesforce® Service Cloud is a customer service platform to help you get faster and reliable case resolution. It lets you deliver smarter service with a 360-degree view customer, resolve issues across any channel, and increase CSAT. It offers the most complete customer service platform with features and capabilities that include service console, omni-channel routing, social media customer service, self-service, live chat, and more.

Logo of Salesforce marketingMarketing Cloud
Marketing screen in Salesforce

Salesforce® Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships & campaigns with customers. The Marketing Cloud incorporates integrated solutions for customer journey management, email, mobile, social media, web personalization, advertising, content creation, content management and data analysis.

Salesforce communityCommunity Cloud
Salesforce Community

An online community is a great platform to connect with customers, partners, and employees in a new and different way. Partner Relationship management: Grow and scale by connecting your channel partners to Salesforce® automation and Self-Service: Improve the customer experience by giving customers an online destination to access business data, process, content and experts B2B Commerce: Use the power of Salesforce® platform to create custom applications specific to your business.

Heart of SalesforceHealth Cloud
Salesforce health cloud

Enable healthcare teams to collaborate seamlessly from a single point of engagement for all patient data. With intelligent technology, you’ll be able to maximise efficiency while delivering exceptional patient experiences. Connect to patients with a single engagement platform that helps them access the right services faster and drives higher satisfaction, all while reducing your operational costs.

Salesforce universityHeigher Ed
Salesforce data architecture HEDA

EDA is a community-driven data architecture and set of best practices designed to configure Salesforce® out of the box for Higher Ed institutions. EDA makes it even easier for an institution of any size to become a Connected Campus and enables richer and dynamic, 1-to-1 engagement across the student journey.

Salesforce analyticsEinstein Analytics
Salesforce analytics

Einstein Analytics allows you to explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce®. It brings actionable insights to the business user.Create Analytics datasets and produce useful charts from those datasets. With Analytics charts, you can transform tables of data into beautiful and informative visuals that won't require your audience to do math in their heads.

Recieving cashQuote-to-Cash
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Quote-to-Cash begins with Configure, Price, Quote (CPQ)—configuring the offer, developing the appropriate pricing, and creating the quote. It continues on through negotiations, invoicing, payment, and even renewals and renegotiations.

iOT Cloud

Salesforce services

App Cloud

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Salesforce shoppingCommerce Cloud
Salesforce - commerce

Commerce Cloud is the world's leading B2C and B2B commerce solution. It is a multi-tenant, cloud-based commerce platform that empowers brands to create intelligent, unified buying experiences across all channels — mobile, social, web, and store. B2B Commerce empowers you to generate revenue faster, and scale easily as your brand grows. B2C Commerce solution provides a rich set of capabilities, including marketing, merchandising, content, promotions, customer service, fulfilment, and artificial intelligence.

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Salesforce- non profit

Salesforce®.org empowers tens of thousands of nonprofits and educational institutions through technology, grants, and volunteering programs. Streamline fundraising processes and manage mission objectives in real time. Seamless volunteer management; NPSP empowers nonprofits with the ability to track all volunteer jobs, allow volunteers to sign up directly for shifts online and match volunteer skills to opportunities available.

Mule Salesforce ConnectorMulesoft
Mulesoft Salesforce

Salesforce® Integration solution – “MULESOFT” connects Salesforce® to enterprise applications in the cloud or on-premises with Anypoint Platform. Mulesoft provides easy-to-use development environment in order to increase productivity and lower development cost.

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Salesforce marketing automation tool pardot

Pardot provides a full solution that helps marketers create meaningful connections, generate more pipeline, and empower sales to close more deals. Build intelligent, data-driven programs that generate new leads and speed up your sales cycle - all while allowing customers to forge their own path to purchase.

Salesforce manufacturingManufacturing Cloud
Manufacturing screen in Salesforce

Manufacturing Cloud, the newest industry-specific product from Salesforce®, delivers a new level of business visibility and collaboration between the sales and operations of a manufacturing company. This allows them to have a better view of their customers through new sales agreements and account-based forecasting solutions, providing visibility into their customer interactions and enabling them to generate more robust sales forecasts.

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Salesforce service cloud dashboard

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"We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"

CEO, Immigration Company

"Codleo has a team of dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"

CEO, Healthcare Company

"It was a very wonderful experience to work with Codleo. Codleo was very helpful for our company from the Salesforce® platform set up to implementation and customization- CODLEO proved what it committed."

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FAQ

Salesforce is the world’s #1 customer relationship management (CRM) platform. Set up and manage cloud-based CRM applications for sales, service, marketing and more without the aid of IT experts.

Types of Salesforce® Clouds are as follows:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Commerce Cloud
  • Community Cloud
  • Integration Cloud
  • Analytics Cloud

Sales Cloud is a cloud-based application designed to help your salespeople sell smarter and faster by centralizing customer information, logging their interactions with your company, and automating many of the tasks salespeople do every day. This means they’ll spend less time on administration and more time closing deals. For sales managers, Sales Cloud gives real-time visibility into their team’s activities, so forecasting sales with confidence is easy. Best of all, Sales Cloud is easy to use and customizable to the way your salespeople work.

  • Close more deals — Sales Cloud helps you keep track of all your customer information and interactions in a single place that’s accessible from anywhere, any time. Always have the most up-to-date contact information, find experts inside your organization to quickly answer customer questions, and see all relevant customer activities to move deals forward.

  • Get more leads — Not everyone who visits a site or responds to an email is a lead. Sales Cloud helps nurture those potential customers along until they’re a quality lead who’s ready to buy, then it automatically routes them to the right reps at the right time.

  • Accelerate productivity — Sales Cloud lets you do more, from anywhere. Log calls, respond to hot leads, work opportunities, and check dashboards no matter where you are. Drive even more productivity by automating complex business processes.

  • Make insightful decisions — Sales Cloud dashboards give salespeople a real-time picture of the business at a glance. Detailed customer activity reports help you track the effectiveness of marketing campaigns, determine business priorities, and make smart decisions based on the most up-to-date information.

Lightning Experience for Sales Cloud is a whole new user experience that helps salespeople sell smarter, faster, and the way they want. Lightning doesn’t have a tab interface like Aloha does; instead, information is surfaced as needed, so you get it when you need it. Lightning also has a new home page with an Account Insights feature that surfaces any news relevant to your accounts and opportunities, as well as an Assistant feature that prompts your next steps to keep things moving forward. Of course, for users who love the original look and feel, Sales Cloud Classic will still be available.

Sales Cloud is a cloud-based, software-as-a-service (SaaS) model, so the software scales easily to accommodate every business size, from sole proprietorships to global enterprises. The benefits and advantages of Sales Cloud apply equally to all businesses regardless of size.

Salesforce® works only in the public cloud model. This means that:

  • All customers use exactly the same version of software

  • Updates are automatic and are installed 3 times a year for all

  • The Salesforce® user community helps one another within the framework of the forum, discussing the same functionalities that work in the same way for every customer

  • The Trailhead free training package is synchronized with the current Salesforce® version and is developed in the same update cycle as the entire platform.

This is an app store created for the Salesforce® platform. Nearly half of these applications are free. They make it possible to expand the capabilities of the platform in a similar way as using phone apps through the stores Google Play and AppStore.

Service Cloud is built on the Salesforce® Customer Success Platform, giving you a 360-degree view of your customers and enabling you to deliver smarter, faster, and more personalized service.In addition to being a pioneer in cloud-based sales force automation, Salesforce® is the recognized leader for CRM customer engagement. With Service Cloud, you can automate service processes, streamline workflows, and surface key articles, topics, and experts to transform the agent experience. Connecting one-to-one with every customer, across multiple channels and on any device, was never easier.

When your customers have questions, your customer service team needs to be equipped to answer them quickly and easily. When your customer service is frictionless, customers are more likely to return to your product or service. Service Cloud gives agents the tools to deliver an outstanding customer experience, enabling them to work faster and more productively, which improves customer satisfaction and reduces costs. And with Service Cloud and Customer Communities, you can create a self-service community that allows customers to tap into the best information about your product, connect with peers, or contact a support agent when needed.

Companies of all sizes, across all industries, are using Service Cloud to transform customer service. With Service Cloud, companies have been able to deliver faster, smarter, and more personalised service to their increasingly connected customers across multiple channels. Companies are empowering their agents with the tools they need to increase customer engagement and are seeing significant improvements in customer satisfaction as a result. Visit our Customer Stories page to see how companies are reimagining customer service with Service Cloud.

There are a variety of ways to customise Service Cloud, and we work with you to build a complete CRM customer service solution that addresses your business needs, is scalable, and allows you to innovate. Service Cloud Enterprise Edition is a comprehensive solution that delivers the Lightning Console a multichannel view of cases, CTI integration, call scripting, knowledge management, developer tools, and more. With Unlimited Edition, you’ll receive access to unlimited online training, 24/7 toll-free support, and over 100 admin services. You can maximise performance across service and sales with Performance Edition — a fully integrated sales and service solution built on the Salesforce® platform.

Marketing Cloud is the platform for delivering relevant, personalized journeys across channels and devices — enabling marketers to deliver the right message at the right time throughout all phases of the relationship. Marketing Cloud includes integrated solutions for customer journey management, email, mobile, social, web personalization, advertising, content creation and management, and data analysis. Every imaginable customer interaction and engagement is covered, and guiding customers on their 1-to-1 journeys with your brand has never been easier or more effective.

Marketing Cloud delivers data and application functionality through the web, rather than having them reside on a user’s desktop/laptop/mobile device, hardware drive, or in what is otherwise known as on-premise solutions. As a result, IT departments no longer need to worry about buying and provisioning servers to hold company data and can instead focus on creating applications that help the business run faster. And they don’t have to worry about installing applications on every device for every user in a business. Instead, users with web access simply log on to an app to access, share, and collaborate on relevant data and business processes immediately.

Social Studio is the easy-to-use single interface from which to operate your marketing strategy across any and all social media channels. Schedule posts and manage your community, all while automatically forwarding important communications to the proper department within your company. For example, quickly get leads from Facebook to your sales department, concerns or queries from Twitter to your customer service department, or requests for new features or advice to your tech support specialists — all automatically and immediately. Even create dynamic content easily with a built-in photo editor.

  • Marketing Cloud has strategic partnerships with all of the major social networks, including Facebook, Twitter, LinkedIn, YouTube, Pinterest, and Google+.

  • Marketing Cloud is one of the select few Facebook Strategic Preferred Marketing Developers, where we gain early access to prelaunch product tests and sit on the PMD executive council.

  • Salesforce® is also the only company to be a charter member of both the Facebook Strategic Partner Program as well as Twitter’s Ads API program.

  • As a launch partner of Pinterest’s MarTech Developer Alpha, Marketing Cloud has access to the Pinterest Business Insights API, providing marketers with data to better understand their brands’ effectiveness on Pinterest.

  • Selected as a LinkedIn Sponsored Updates partner, Marketing Cloud enables marketers to efficiently manage multiple campaigns, target premium audiences at scale with LinkedIn’s unique demographic data, schedule Sponsored Updates, and track and optimise advertising campaign performance using rich reporting dashboards.

Marketing Cloud does more than capture data — it makes it actionable in real time. This is made possible with Journey Builder, which enables marketers to plan, personalise, and optimise customer journeys across channels. Illustrate the customer journey, understand where customers are on their path, and automatically guide them to the next step by detecting triggers. Any change to an individual data record — such an app download — can elicit a pre-approved response, such as an in-app push message thanking the customer and providing tips for use.

Across marketing, sales, and service, Marketing Cloud focuses on the 1-to-1 customer journey through all connected devices on every channel. Connect interactions from anywhere, combining customer data and behaviors to create relevant communications that are delivered in real time, on your customers’ terms.

Sandbox is a copy of your production organization. You can create multiple copies of your organization in separate environments for different purposes such as development, testing and training, without compromising the data and applications in your production organization. Sandboxes are completely isolated from your Salesforce® production organization, so operations you perform in your sandboxes do not affect your Salesforce® production organization, and vice versa.

Salesforce® now providing four types of Sandboxes

  • Developer Sandbox

  • Developer Pro Sandbox

  • Partial Data Sandbox

  • Full Sandbox.

Salesforce® now providing four types of Sandboxes Salesforce® provides integration with any system, whether in the cloud or in the customer’s environment, it can actively refer to (call API) other systems or be called by other systems.

Yes, this is what Partner Community and Customer Community licenses are used for. These functionally limited licenses are intended for large volumes of users who are not employees of the company and should have access to the Salesforce® application. Using the configurator, you can prepare dedicated data and process views for these users in Salesforce®.

Salesforce® Security can be Two-factor authentication – in addition to a login and password, in the second step of signing in you have to use a generated PIN within a specific time IP-restricted signing in SSO – Single Sign On, signing in to Salesforce® using sign-on mechanisms already existing in the company makes it possible for the user to access all applications in the company using only one login and one password. Time-restrictive sign-on to the system for business hours.

Salesforce® server locations are: Chicago, Illinois, United States (USA) Dallas, Texas, United States (USA) Frankfurt, Germany (GER) Kobe, Japan (JPN) London, United Kingdom (UK): London, UK (North) & London, UK (West) Paris, France (FRA) Phoenix, Arizona, United States (USA) Tokyo, Japan (JPN). You can go to trust.Salesforce®.com and find more details on Salesforce® Servers.

You can find out which instance your Salesforce® org is on by viewing your browser address bar, viewing your Company Information, or by using the Domain Lookup tool.

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