To Top

We as Salesforce® Partner

Bring Your Customer and Company Together

Codleo is a leading Salesforce partner providing various solutions and services. We use the Salesforce platform's power to transform businesses digitally so that they are future-ready in their quest for growth and enhanced revenue.

Our extensive and certified team of experienced Salesforce personnel uses their knowledge and expertise on every project, whether implementing new Salesforce solutions, making changes to existing solutions or organs, or enhancing user adoption via customized training and support services. Our services as best Salesforce partner are customized to meet the unique needs & challenges of each of our clients, with each solution as unique as each of our client.

As the best Salesforce partner, we deploy the latest tools and resources from Salesforce, such as the latest technology and best practices. Our team is always updated with the latest industry trends & developments, thereby getting benefits of the latest solutions in the market.

We Provide The Following
Salesforce® Services For You

Salesforce Consulting

We are a Salesforce Summit Partner and one of the top Salesforce partners in the USA. We provide comprehensive consulting services that focus on ensuring the effectiveness of solutions, assessing readiness, onboarding, developing strategies and roadmaps, and managing change.

Read More
  • CRM Strategy & Assessment
  • Salesforce Roadmap
  • CRM Onboarding

Salesforce Implementation

We are a top Salesforce Summit Partner. We help organizations improve their performance by implementing various Salesforce Cloud platforms.

Read More
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Nonprofit Cloud
  • Salesforce CPQ
  • Marketing Cloud
  • Analytics Cloud
  • Financial Services Cloud
  • Salesforce Pardot
  • Data Cloud

Salesforce Development

We help businesses improve their customer relationship management (CRM) using the Salesforce platform. Our team consists of certified Salesforce developers and architects, making us a trusted partner for many companies.

Read More
  • Custom App Cloud Development
  • AppExchange Product Development
  • Hire Salesforce Developers
  • Mobile-First Solution Rollout
  • Salesforce Customization

Salesforce Integration

We are a trusted Salesforce Summit partner and Salesforce Integrator. We ensure easy integration with various tools and platforms. This helps streamline processes and workflows, creating a collaborative ecosystem.

Read More
  • Tableau Integration
  • SharePoint Integration
  • ERP Integration
  • DocuSign Integration
  • Stripe Integration
  • Call Center Integration
  • Outlook Integration
  • MailChimp Integration
  • SAP Integration
  • SOAP API
  • Informatica Integration

Migration Services

Our Salesforce experts identify functionality gaps and manage transitions. We help you overcome challenges like security issues, data loss, and disruptions to your business operations with effective migration services.

Read More
  • Classic to Lightning
  • Third-Party to Salesforce Migration

Salesforce Managed Services

As a Salesforce Summit Consulting Partner, we offer monitoring, maintenance, and management services. Our technical support is available 24/7 to help ensure that users adopt our solutions effectively.

Read More
  • Remote Administrator
  • User, Admin, and Management Training
  • Production Support and Administration

Salesforce AI

We help businesses reach their transformation goals by using Salesforce Einstein and Agentforce. Our AI solutions improve business intelligence, automate workflows, and enhance customer experiences.

Read More
  • Agentforce
  • Einstein AI Services

We Are Here To Help!! Talk With An Expert Today!

Salesforce® Summit Tier Accreditation

Salesforce licensed partnership program has four levels – Base, Crest, Ridge, and Summit. Earlier, it was known as Registered, Silver, Gold, and Platinum. These levels are allocated as per Salesforce Inc.’s strict evaluation criteria for quality. To become the Best Salesforce Partner and reach the status of ‘Summit Consulting Partner, ’ the Best Salesforce Partner must accumulate the minimum points via a specific, algorithm-based point system known as the ‘Partner Value Score.’ The Partner Value Score is for client satisfaction scores, certifications, projects, etc. Only 10% of the partners have reached this status, and we are very proud that we got this distinction within 3 years of our launch, a rare feat. As the Best Salesforce Partner, we help you achieve your business goals via the correct roadmaps, technology choices, solution design, and architecture. Our services are second to none and are reflected in our growing list of customers, services, and products as the Best Salesforce Partner.

Explore Related Success Stories

Explore our extensive portfolio to gain insight into our wide-ranging expertise within the Salesforce ecosystem.
Salesforce Consulting Services

Learn how a financial services firm went from chaos to clarity by improving team...

Salesforce Consulting Services

See how this nonprofit simplified how they manage donors, budgets, and projectsâ...

Salesforce Consulting Services

See how one non-profit simplified donor and campaign operations with Salesforceâ...

Salesforce Consulting Service

Discover how digital transformation drives financial excellence. Learn how innov...

Salesforce Consulting Service

Explore how a unified digital solution transformed sales operations, improved ef...

Salesforce Support

Learn how integrating Salesforce improved communication, streamlined operations,...

Salesforce Consulting Service

Learn how a nonprofit improved donor relationships, streamlined communication, a...

Salesforce Integration Services

Discover how Salesforce integration streamlined operations, boosted sales produc...

Salesforce Consulting Service

Discover how improving user experience and optimizing system performance can dri...

Autism Testing in Michigan

See how Salesforce helped streamline healthcare operations, improving patient ca...

Salesforce Consulting Service

Learn how Salesforce integration and system unification helped streamline operat...

Salesforce Consulting Service

Discover how Salesforce streamlined payment solutions, enhanced sales pipeline v...

Why Choose Us ?

24 x 7
Support

5+ Years Salesforce Platinum Partner

450+ Salesforce Certifications

99.99% Happy
Customers

L0, L1, L2 and L3 Salesforce Support Levels

Dedicated Customer Portal

Weekly and Monthly Reports

A Large and Growing Team of Experienced Experts

Feedback from our clients

"I was really impressed with the turnaround speed of the team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"

Project Coordinator, University

"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."

CTO, Manufacturing Company

"Codleo Support solved all our Pardot queries. We understood functionalities of Pardot. Mayank explained it very well. Thank you for your time."

Healthcare & Life Sciences

"I'm satisfied with the product delivery on time and weekly update. But lack with the admin training to the client for product knowledge"

Financial Services

"Excellent Support and implementation from Codleo team. Awesome support providing by the Codleo Spoc Akshay. Thanks for the support and expecting the same for the future."

Financial Services

"It is amazing to experience this partner know how and determination towards implementation & consulting. They deliver product & services in time. They have the know how of all industries and ability to understand business process very fast."

Manufacturing

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Healthcare & Life Sciences

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services
Google My Business logo
Appexchange logo
Logo of Crunch base
Clutch logo

COMPANY IN NUMBERS

180
+
Experience Resources
500
+
Certifications
1
M+
Community Followers
10
K+
Users Support
99.99
%
Happy Clients

Find out what Codleo can do for you

Talk to a Salesforce® solutions expert

FAQ

Salesforce is a cloud-based software service (SaaS) that optimizes various business operations including sales, marketing, customer relationship management, and more. Implementing solutions from top Salesforce partners allows organizations to seamlessly unify, manage, and streamline diverse functions, resulting in enhanced performance and improved ROI.

A lack of practical know-how and technical skills can disrupt business operations. Hiring a Salesforce certified partner, who has proven expertise in customizing, implementing, and integrating Salesforce products, helps organizations mitigate risks and overcome challenges during Salesforce adoption and upgrades.

The cost of working with a Salesforce partner can vary depending on a number of factors, including:

  • The size and complexity of your project

  • The level of expertise and experience of the partner

  • The specific services that you need

  • The length of the engagement

Salesforce partners in the USA, with diverse expertise, are authorized to offer a range of services. Salesforce Platinum Partners or integrators with a strong track record assist organizations with customization, implementation, integration, and migration of Salesforce solutions, in line with the partnership criteria.

Salesforce development involves analyzing business processes, creating CRM workflows, and customizing Salesforce products to meet specific business needs. A Salesforce Platinum Partner offering development solutions can help organizations scale their operations with optimized workflows and processes.

When selecting Salesforce partners in the USA or India, organizations should look for partners with extensive experience in their industry. Additionally, they should evaluate the partner's team for relevant Salesforce certifications, review proof of concepts and case studies to confirm their domain expertise, and ensure a good cultural fit.