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Salesforce Implementation Services
Make Salesforce work Smarter For Your Business
Many Salesforce implementations end up overcomplicated or underutilized. At Hexaview, we simplify, optimize, and extend Salesforce to align with your workflows, compliance needs, and growth goals. From setup to automation, we make Salesforce the backbone of your digital operations.
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Full-Cycle Services
Services
Complete Salesforce implementation and optimization
1.
Org Audit and Optimization
Assess and streamline your existing Salesforce setup to improve performance, security, and usability.
2.
Data Migration and Cleanup
Migrate data from legacy systems with zero loss, ensuring accuracy, governance, and structure.
3.
Agentforce-Powered Automation
Enable AI-driven workflows such as triage, case summaries, and next-best-action suggestions with built-in guardrails.
4.
Custom Development & Integration
Extend Salesforce with custom modules, API integrations, and analytics dashboards tailored to your business needs.
5.
Ongoing Support & Maintenance
Continuous monitoring, enhancement, and compliance management to keep Salesforce evolving with your business.
Trusted by companies around the globe
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How We Deliver
Solutions We Deliver
Every Salesforce journey is unique. We help enterprises unlock the full potential of Salesforce by focusing on automation, clarity, and business value.
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Salesforce Org Optimization
We clean up complex Salesforce orgs by removing redundancies, streamlining workflows, and restructuring objects for better usability and adoption.
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Agentforce AI Workflows
We implement Agentforce flows that combine automation with human review, ensuring accurate, explainable outcomes for tasks like triage and customer communication.
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Seamless Data Migration
We move your data safely and accurately, validating every field and maintaining relationships for complete integrity across systems.
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Compliance-Driven Integration
We design integrations and automations that meet enterprise-grade security and compliance standards while reducing manual workload.
Book a callOur Salesforce solutions make systems simpler, smarter, and more human-centric.
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Capability Overview
From cluttered to clean, from manual to intelligent
We help organizations streamline their Salesforce environments, clean up data, and enable smarter automation using Agentforce and human-in-the-loop AI. Our approach ensures every integration, dashboard, and automation adds value, reduces effort, and stays compliant.
Key Capabilities
Audit and simplify Salesforce orgs to improve performance and adoption.
Design workflows powered by Agentforce for triage, summaries, and insights.
Ensure every automation remains measurable, traceable, and reversible.
Deliver clean data migrations and fully governed integrations.
Technology Toolbox
Our Salesforce and AI technology stack
We use the latest Salesforce tools, AI frameworks, and integration technologies to deliver reliable, compliant, and intelligent systems.
Salesforce Products
Sales Cloud
Service Cloud
Experience Cloud
Agentforce
Tableau CRM
Integration Tools
MuleSoft
Boomi
Workato
REST APIs
GraphQL
Automation and Testing
Flow Builder
Selenium
Apex Test Framework
CI/CD Pipelines
Data and Analytics
Tableau
Power BI
Einstein Analytics
Customer Dashboards
Compliance and Security
ISO 27001
SOC 2
Role-Based Access
Encryption-in-Transit
All Salesforce projects are delivered under strict governance with continuous validation and security monitoring.
Case Study
Salesforce modernization for a financial advisory firm
A financial advisory company faced challenges with a bloated Salesforce setup that slowed processes and created compliance risks. Hexaview redesigned the org, migrated clean data, and implemented Agentforce automation. The result was faster case handling, improved adoption, and complete compliance sign-off.
Key Actions
Conducted full org audit and cleanup.
Performed structured data migration with zero loss.
Built AI-driven Agentforce workflows with human guardrails.
Validated compliance across all workflows before deployment.
Key Metrics
30%
Faster Case Handling
2x
Higher Adoption
45%
Reduction In Manual Work
100%
Compliance Sign-Off
Got a complex product that you need to migrate, redesign or architect to AI first or Cloud first environment. Or need to architect your data foundation to move set to go AI first in your regulated environment
