Salesforce Consulting Services

Consulting That Everyone Loves!
Don't Spend A Penny More Than Necessary - No Unnecessary Customizations

We understand the true power of the Salesforce platform, and we always strive to address your needs using out-of-the-box features of Salesforce to the maximum extent. We will resort to custom development only in cases where it is absolutely necessary. Also, our Onsite / Offshore / Remote work model offers better savings on your overall development costs.


tailor made Salesforce Consulting services to meet your unique needs

Unlock the true power of Salesforce and drive performance across your entire business operation

Salesforce Implementation

Experienced and certified salesforce consultants delivering solutions, driving customer and business values

Salesforce Administration

Dedicated Salesforce administrators for point & click development, process automations, user support and more

Customizing Salesforce

Apex, Visualforce, point & click, and Lightning development to expedite unique and complex needs

Force.Com Development

Build apps for all your business divisions with the mobile first salesforce platform


End-to-end Appexchange development services for ISVs, from design and app development to post deployment support.


Integrating Salesforce with internal or external third party SaaS or on-premise apps

Einstein Analytics

Advanced self-service analytics and reporting using Einstein Analytics Cloud

B2B Automation

Automate end to end touch points of your marketing activities using Pardot


Data migration from your legacy on-premise application or cloud based SaaS to Salesforce platform

Salesforce Automation

Enhance business process & improve productivity by complete automation using salesforce platform tools

Support And Managed Services

Leverage our Salesforce experts for any support requirements like ongoing advice, quick enhancements and maintenance / administration of your cloud solutions

Lightning Experience

Enabling and migrating users to the new Salesforce lightning experience

Challenges we can solve with our Salesforce Consulting Services

  • New implementations
  • Rescue failed implementations
  • Quick start implementations
  • Administration issues
  • Data migration
  • Data cleansing / duplication
  • Integrating disparate systems
  • 360-degree view of sales / customers
  • Complex APIs
  • Marketing automation
  • Smart Data – Insight from your data
  • Custom dashboards and reporting
  • Transitioning to Lightning UI
  • Interdepartmental collaboration
  • Event management
  • Quote-To-Cash process
  • Sales workflows
  • Payment integration
  • Order / invoice automation
  • Salesforce adoption
  • User training

Carefully Constructed Process Methodology For A Successful Salesforce Implementation

One step at a time

  • Expert functional consultants to discuss and understand your business needs
  • Comprehensive study of your current system, identify gaps between your current setup and objective
  • Design and architect solution to address the gaps and achieve your objective
  • Certified developers and engineers to develop, configure & test the solution
  • Securely load data from source systems
  • User training to help your organization adopt better to the new solution
  • Continued support to handle any issues, updates, upgrades and enhancements

Happy Customers Around The World

Our Salesforce Competencies

Sales & Service Cloud

  • Consulting & Implementation
  • Administration
  • Customization - Point & click and advanced coding
  • Integration with other business applications

App Cloud

  • Designing custom app for Classic, Lightning and Salesforce1
  • Integrating custom app with other Salesforce apps or external applications

Community Cloud

  • Configure, develop, implement and manage your customer, employee & partner communities using community builder

Buildings Apps For AppExchange (App Store)

  • Consulting, design and building apps on while strictly adhering to Salesforce security review guidelines

Einstein Analytics

  • Integrating with external data sources
  • Building Datasets
  • Creating customized dashboards


  • Consulting and configuration
  • User training and administration
  • Integration services
Salesforce Technologies
  • Lightning Web Components
  • Apex, Visualforce, Angular JS
  • HTML5, AngularJS, JQuery, SLDS
  • Salesforce mobile SDK
  • Salesforce connect
  • Lightning components and advanced JavaScript framework
  • REST and SOAP APIs
  • Data loader, Jitterbit data loader, Apex Data Loader, Informatica cloud

Why Congruent for Salesforce Consulting Services

Congruent is a Salesforce consulting partner equipped with certified & experienced resources to understand your unique business requirements and advice on best fit Salesforce solutions. We are committed to help you realize the true possibilities offered by Salesforce products and its platform to improve your business operations.

Congruent assists organizations to get all the benefits from Salesforce standard functionalities and also develop custom Salesforce applications using to satisfy unique business requirements wherever the standard functionalities are inadequate.

Ability to identify your business pain points and develop solutions to drive customer value.
Experience of working with leading and referenceable enterprises, SMBs and Salesforce ISVs.
Certified Salesforce consultants, administrators and developers with 10+ years of experience.
Highly competent across Salesforce ecosystem.
Onsite/offshore model offering you the arbitrage advantage, thereby delivering cost-effective solutions.
Agile, iterative, feedback based development to ensure continuous improvement.
Scale up/scale down resources to fit your project requirements without any interference to production.

Case Studies – Salesforce Consulting Services

Implementation, Development, Integration, Administration & End User Support

Customer: Renewable Energy Provider


  • A custom private chatter
  • Timesheet mobile app built entirely on Salesforce platform
  • Tooling API to generate report on Data utilization on Salesforce
  • Command Line data loader to upload data that is passed by .Net application


  • Salesforce with Amazon Web Services for file sharing
  • Salesforce with Custom .Net built systems for WorkOrder creation - followed SOAP Protocol.
  • Salesforce with Conga Composer to automate manual document generation processes.


  • Classic Visualforce pages to Lightning Framework.


  • Established Federated Single Sign On between .Net and Salesforce application
  • Real time synchronization was established to transfer Account and Contact creation from .Net to Salesforce

Tools: Lightning Framework, Point & Click tools, Visualforce, AWS, Conga Composer, Apex, Sourcetree

Development & Administration

Customer: Salesforce ISV providing CPQ & CLM solutions

Development work on Configure Price Quote (CPQ) and Contract Lifecycle Management (CLM) products using Apex / Visualforce / JS Remoting / Angular JS UI / SOAP API.


  • New features to the existing product, fixing real-time bugs faced by the customer and customer specific patches that are rolled out individually


  • New feature releases that are targeted for Spring, Summer and Winter releases on a yearly basis


  • Manual testing and automated testing using selenium. We have automated close to 1500 test cases in 3 months
  • Provide controlling test coverage, following pre-defined deployment process


  • Maintaining code version using Sourcetree, tracking development activities in JIRA ticketing system and code review /approval process through bitbucket

Tools: Point & Click tools, Apex, Visualforce, and JIRA

Administration, Development And End User Support

Customer: Fundraising agency for non-profit organizations


  • A community portal for fund raisers and maintaining all the community users
  • Custom duplicate management logic using Visual flows and Process Builders to flag and list out duplicate donors


  • Custom objects and custom fields for tracking donors, donations, payments and invoices
  • Visualforce Email Templates for different purposes and added various kind of UI components (logo, images, tables etc.)
  • A Lightning component to list out donors based on their fundraisers region
  • Automated all the donation process using Process Builders and Visual flows
  • Enriched the donations app that supports both the browser and iPad with more new features using REST APIs and AJAX calls
  • Updated bulk records through batch apex, scheduled apex


  • Salesforce with payment gateways like Flo2Cash, Payment Express and Bambora to validate the payments made by the donors and track the successful transactions
  • Paydock to process the payments with different type of gateways to comply with PCI standards
  • Third party address lookup products like Sensis Data and MasterSoft to provide auto completion feature for address field

Tools: Apex, Visualforce, Process builder, Visual flows, Approval process, Email templates, SOAP and REST APIs

Administration, Development And End User Support

Customer: Financial Service Company


  • A service console app and maintaining access of call center agents to console app


  • Coordinated with Salesforce support team, performed pre-org migration and post-org migration activities to migrate Salesforce org from North America to Australia data center
  • Sales cloud users into Lightning platform


  • Advanced reports & dashboards as per the customer business needs
  • Automated owner assignments for Lead, Account and Contact objects based on respective state and country
  • Worked with third party for CTI integration in service cloud and changed historical phone numbers into new international phone format


  • Took over the production support and maintenance with minimal level of Knowledge Transfer from the customer
  • Maintaining sandboxes, weekly data backups

Tools: Process builder, Visual flow, Data Loader, Workbench, Apex & Visualforce

Implementations, Administration, Development, Support & Maintenance

Customer: Real Estate Investment Trust


  • As standard Salesforce forecast does not support the customer need, implemented custom forecasting model to track the business goals and actuals using custom objects


  • Salesforce with external SAGG financial system using REST API to convert each transaction into account, contact & opportunity in Salesforce


  • Customized reports & dashboards as per the business needs


  • Handled the challenges faced while converting raw data in excel sheet into JSON format

Tools: Process builder, Visual flow, Data Loader, Workbench, REST API, Apex & Visualforce

Development, Integration and End User Support

Customer: Healthcare Organization

Based on analyzing the customer requirements, Congruent proposed Sales Cloud to meet core CRM requirements. Other business specific use cases were fulfilled with custom development in platform.


  • A website was designed and incorporated with their existing site for online appointment
  • Designed Tour planner module in platform for the sales team to engage the doctors effectively
  • Altered standard SFDC look and feel by using bootstrap and jQuery. This application helped the users to access in their mobile devices too
  • Designed approval processes, workflow rules and custom reports using sales force’s point and click function


  • Developed web services in platform to integrate SFDC with their existing Hospital Management System (HMS)


  • Maintenance and support on regular basis.
  • Minor enhancements / customizations without code whenever required.

Tools: Apex, Visualforce, Jquery CSS, Triggers, Workflow rule, Approval process validation rule, Data loader

Design, Development and End User Support

Customer: Service Industry


  • Designed ad-hoc reports and dashboards to meet the specific business needs by using VisualForce page and apex code
  • Implemented E-mail to Case creation to track customer requests
  • Automatic approval process and notifications for technicians on Leave / unavailability
  • Implemented work allocation process where managers can assign work through SMS alerts to technicians


  • Performed SMS integration to alert the technicians


  • Fix run time live errors
  • Generate custom reports on ad-hoc basis

Tools: Apex, VisualForce, Jquery Workflow rule, validation rule, Approval process, Data loader

Let's Connect To Address Your Salesforce Consulting Needs

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