The CoreFlex Salesforce Practice

The CoreFlex Salesforce Practice is designed to support the business needs of our customers by maximizing the value of their investment in the Salesforce Platform. Our unique blend of business and technology consulting expertise, combined with our supporting practices in Data Management, Analytics, Automated Testing, and Integration, is helping companies worldwide to leverage the power of Salesforce CRM to grow their businesses.

We offer our customers a comprehensive range of services, starting from early planning, design, implementation, testing, and managed services support. Our delivery philosophy emphasizes transparency and predictability, providing a fixed price and deliverable-based model for outcome-based implementation.

Our Approach for Salesforce Customers

New and Existing Salesforce Customers

Figure: CoreFlex Approach for Salesforce Customers

Our team of highly skilled Salesforce consultants, who are experts in all major Salesforce products and services, are dedicated to driving transformational outcomes for our customers.

How we help?


Discover your best Salesforce strategy for delivering new innovations


From early thinking to commercialization- you got covered with us

Automated Testing

Click 'start' to give a superior quality to your Salesforce users


Easily integrate your applications to Salesforce to maximize the power of your CRM

Data Management and Analytics

Empower your data to be an asset to your Salesforce ecosystem

Managed Services

Focus on your strategic priorities with CoreFlex managed services

Why CoreFlex for Salesforce?

Rich domain experience

With deep experience in Consumer Products, Distributions & Logistics, Software, Healthcare and Education industries we understand the problems faced by businesses very well and know how to solve them with the power of Salesforce.

Data Management and control frameworks for customer 360 programs

Gain a comprehensive view of your customers with effective data management and control frameworks. Now collect, store, manage, and analyze customer data effectively, ensuring accuracy and consistency across all touchpoints in your business.

Integration framework

We are experts at integrating your way to reap the maximum value out of your Salesforce investment. Our Integration framework for Salesforce frees you with the worries of system integrations and focus on the value that you desire from the final implementation.

Predictable value and cost structure

Our fixed price Implementation services and consumption based support model help you choose the most convenient delivery structure that reaps you maximum value

Utilities and Framework for accelerated value

We've built some utilities and framework to automate the common problems faced by Salesforce companies to automate their solution and reach the desired outcomes faster.

Products and Innovations

Solving some of the common problems of our customers made us ponder- How could we maximize their effectiveness by automatically handling those common problems all the time? How could we take our customers closer to their goals faster?

We decided to innovate.

We developed multiple customizable utilities and solutions that enable us to solve common problems of our other customers faster and better. We consciously focused on areas of white spaces from the current ecosystem of Salesforce solutions out in the market and are unique to our customer requirements. This has enabled us focus on the larger, complex problems of our customers helping them to continue winning over their customers.

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.


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.


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.


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.


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.


Case Studies

360-degree transformation of patient and doctor experience

Migration of third-party forms to Salesforce LWC and dynamic forms

View More

Salesforce Integration for improved productivity and sales

Integration between Salesforce and NetSuite for a seamless experience

View More

Salesforce implementation to streamline operations and enhance outcomes 

Integration solution for an ecosystem with diverse systems

View More

Strategy definition and validation for leveraging the Salesforce platform

Created an ITSM Case Management Process using standard Salesforce Service Cloud

View More