Salesforce Consulting

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Salesforce Consulting & Development – Accelerate CRM Success with Tailored Salesforce Solutions

Unlock the full potential of Salesforce with our consulting, customization, and integration services. From strategy to execution, we optimize Salesforce for your unique workflows and customer relationships.

Salesforce Services Overview

Digitrix provides end-to-end Salesforce services, including implementation, customization, automation, and integration across all Salesforce Clouds.

Salesforce Implementation

Set up and configure Salesforce from scratch based on your business structure, processes, and goals.

Salesforce Integration

Seamlessly connect Salesforce with ERPs, marketing platforms, payment gateways, and third-party tools using REST, SOAP, and middleware.

Salesforce Automation (Flow & Apex)

Automate lead assignments, approvals, and notifications using Flow Builder, Process Builder, and Apex triggers/classes.

Salesforce Customization

Build custom objects, workflows, reports, dashboards, and user interfaces to align with specific business requirements.

Salesforce App Development

Develop custom Lightning apps or Salesforce AppExchange-ready products for internal or external use.

Lightning Migration

Migrate from Classic to Lightning with full component redesign, data migration, and user training.

Partnership Approach

Partnership Approach

We work closely with your team to understand business logic, ensure branding consistency, and deliver measurable value.

Innovation Culture

Innovation Culture

We embrace new tools and frameworks like Jamstack, PWAs, headless CMS, and responsive design principles.

Security & Compliance

Security & Compliance

Adherence to secure coding practices, data protection laws (GDPR, HIPAA), and SSL compliance for every project.

Engagement Invite

Partner with Digitrix to turn Salesforce into a growth engine for your sales, service, and marketing teams.

Why Choose Us

Complete Services

We manage every step from design to deployment, ensuring scalable and effective chatbot solutions.

Innovation-Driven

We keep your business at the forefront with modern AI methodologies and breakthrough thinking.

Security & Privacy

We ensure your chatbot systems are fully secure and data compliant at every level.

Tech Stack

Salesforce Tools

Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Commerce Cloud, Pardot

Languages & Frameworks

Apex, Lightning Web Components (LWC), Visualforce, SOQL, JavaScript

Integration Tools

MuleSoft, Jitterbit, Zapier, Workato, REST/SOAP APIs

DevOps & Deployment

Copado, Gearset, Jenkins, Bitbucket, SFDX CLI

Analytics & BI

Salesforce Reports, Dashboards, Tableau CRM (formerly Einstein Analytics)

Security

Salesforce Shield, 2FA, OAuth, IP whitelisting, Field-level security

Our work process
01

Requirement Analysis

Understand your communication goals and user needs for targeted chatbot development.

02

Solution Design

Create a custom chatbot architecture to fit your brand, tone, and functionality requirements.

03

Data Preparation

Collect and prepare conversational data to train responsive, helpful bots.

04

Model Development

Build and refine chatbot models to handle real-world queries with accuracy.

05

Deployment

Launch your chatbot seamlessly across platforms, integrated with your systems.

06

Optimization

Continuously improve chatbot performance through user feedback and analytics.

We're Delivering The Best Customer Experience since 2021

Our Industries

Real Estate

Use chatbots for appointment booking, property suggestions, and virtual tours.

Healthcare

Automate patient communication, reminders, and health tracking with intelligent bots.

Education

Use chatbots for course guidance, FAQs, and student support services.

Fintech

Chatbots provide instant support, transaction queries, and secure identity verification.

Travel & Hospitality

AI chatbots help book trips, answer inquiries, and provide real-time travel updates.

Media & Entertainment

Enable content search, recommendations, and personalized user engagement with bots.

Retail & eCommerce

Offer 24/7 product assistance, deal alerts, and personalized suggestions to users.

Government

Bots support citizens with service info, applications, and documentation guidance.

TESTIMONIALS

What Our Customer Says

Get In Touch

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    FAQ's

    Keeping Your Business
    Safe and Available.

    Do you support all Salesforce Clouds?

    Yes, we support Sales, Service, Marketing, Experience, and Commerce Cloud implementations.

    Can you help migrate from another CRM?

    Absolutely. We handle data mapping, cleansing, and secure migration from CRMs like HubSpot, Zoho, and Dynamics.

    Do you provide ongoing support?

    Yes. We offer monthly support, admin services, enhancements, and release management.

    Is Salesforce suitable for small businesses?

    Yes. Salesforce offers editions and features tailored to the needs and budget of growing businesses.

    How secure is Salesforce?

    Salesforce is enterprise-grade secure, and we further enforce data security via access controls, encryption, and compliance measures.
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