At CoreFlex we assist our clients in overcoming complex business challenges in Salesforce through a tailored strategy mix that aligns with their specific needs. Our advisory services ensure that our clients’ Salesforce CRM is free from technical debt and secure against adoption, customization, and implementation challenges.

Today, many businesses struggle with adopting, customizing, or implementing Salesforce CRM to meet their goals. At CoreFlex, our Salesforce consulting services are designed to address these challenges by catering to the unique requirements of our customers. Whether you are starting a new Salesforce implementation or already using Salesforce, CoreFlex helps you identify the most effective strategy to optimize your Salesforce platform. We assist you in selecting the right products, implementing the appropriate strategy, and customizing your Salesforce platform to exceed customer expectations.

Our well-established methodology involves conducting a thorough assessment of your current landscape and extracting actionable insights. This approach has enabled our clients to unlock their potential and achieve success with Salesforce.

How we help?

Salesforce Strategy

Salesforce Roadmap

Salesforce Org Assessment

Salesforce Optimization

Salesforce Adoption

Salesforce Health Check

Our Products and Utilities

Provisioning the right access, to the right people, at the right time.

accessnow© is our premier Salesforce Privileged Access Management (PAM) application that can minimize your company’s risk and actively take steps to mitigate loss related to unauthorized access. With accessnow©, our automation streamlines the process of obtaining privileged, emergency access and helps achieve audit compliance goals. It can also expedite your 911 teams’ access into a system without compromising compliance.

By managing large Salesforce implementations, accessnow© can help organize and schedule elevated access in production with high vigilance of audit enabled. It allows you to plan and schedule elevated access for resources for a stipulated duration and rolls back the access to the pre-approved stage automatically. This tool enables you to maintain security compliance while serving business needs to onboard resources with elevated access and downgrade access levels. During the period of elevated access, accessnow© captures extensive audit data by recording every operation performed by the user.

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Integration Framework for Salesforce

To alleviate integration-related support issues, such as reachability, retry attempts, replaying, and tracking, our Integration Framework for Salesforce provides the necessary assistance. This framework is designed to perform configured retries of the integration, capture request and response payloads, and record the turnaround time of the API, in the Salesforce ecosystem.

Furthermore, our support team is capable of tracking integration or data sync-related issues independently, without relying on the end systems involved in the integration.

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Error Logger

Managing incidents can become cumbersome, especially when it involves addressing critical issues in a production environment. This challenge is commonly faced by our clients and throughout the service desk industry. To overcome this, we’ve innovated a solution.

Error handling is a CoreFlex utility that was built to help overcome the discovery time for any incident that gets raised in the production environment. Error handling can reduce the aging of the tickets by approximately 40% thereby ensuring faster ticket resolutions and product releases.

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Leonardo for Test Automation

Leonardo for Test Automation is a proprietary tool built by CoreFlex that is designed to solve common testing issues for our clients. This test automation utility is built on top of Selenium and is AI-powered, helping to churn out faster automation for Salesforce and other digital projects. With Leonardo, clients can run their tests and achieve their goals in just “2 clicks”.

This tool is a win-win for all parties involved. If you choose to part ways at the end of the agreement, you get to keep the utility with you. Alternatively, if you do not choose to have Leonardo, since it is all native Selenium scripts, you can retain the asset by keeping the scripts.

To learn more about this product, click the button in the banner below.

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Onboarding for Salesforce

Onboarding is a utility developed by CoreFlex to address the onboarding problems of Salesforce users in CPG and logistics businesses. This utility creates a user-friendly, automated, and cost-effective application that would ease the customer and equipment onboarding process.

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Case Studies

Salesforce implementation to streamline operations and enhance outcomes 

Integration solution for an ecosystem with diverse systems

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Strategy definition and validation for leveraging the Salesforce platform

Created an ITSM Case Management Process using standard Salesforce Service Cloud

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