Salesforce Implementation Services

Our Salesforce Experts follow the best practices to implement Salesforce to address your unique business needs.

Salesforce Implementation Services
Salesforce Implementation Services

Salesforce Implementation Services

Our Salesforce Experts follow the best practices to implement Salesforce to address your unique business needs.

YAALI- Your Trusted Salesforce Implementation Company

YAALI isn't just a Salesforce Implementation Company - we're your strategic partner in unlocking Salesforce's true potential for your business. We tailor our implementation services to fit your needs and budget. Having a strategic partner in Salesforce implementation means you get access to a team of experienced Salesforce experts, who can provide guidance and support throughout the implementation process.

salesforce administration certificate

Our team of Salesforce Experts holds certifications that include Salesforce Developer and Salesforce Administrator. Having these certifications demonstrates their profound knowledge and expertise in the Salesforce platform. With their extensive skills and experience, they can provide expert guidance to help businesses like yours to achieve the desired outcomes and maximize their return on investment in Salesforce.

Salesforce Sales Cloud certificate
Salesforce-sales-cloud-consultant-certificate image Salesforce Sales Cloud certificate

Don't settle for any Salesforce implementation partner. Choose YAALI and unlock Salesforce's full potential for your business.

You can count on our Salesforce Expert who can help you get the maximum value out of Salesforce for your business.

Our Salesforce Implementation Services

Our implementation process typically involves analyzing your business requirements, designing and configuring the Salesforce platform to match your specific needs and goals, data migration, integrating salesforce with third-party apps, user training, and ongoing support. Our team of certified Salesforce developers will work closely with you throughout the entire process to ensure a smooth and successful implementation of Salesforce.

1. Salesforce Sales Cloud Implementation

Sales Cloud implementation is the process of configuring and customizing Salesforce's Sales Cloud platform to streamline your sales operations and boost overall efficiency

Here's a breakdown of the typical stages involved:

  • Planning and Discovery: This phase involves defining your goals, understanding your current sales process, and identifying areas for improvement. YAALI, as your trusted implementation partner, will help you create a clear implementation roadmap based on the requirements you provide.

  • Data Migration and Cleansing: Existing customer and lead data is crucial. Our Salesforce developer will help you migrate your data to Sales Cloud and ensure it's accurate and up-to-date for optimal use. We will also cleanse your data to remove redundant or outdated information, ensuring only the most accurate and relevant information is used

  • Automation and Workflows: Automation can streamline the sales process, allowing for faster lead qualification and conversion. This frees up your sales team's time to focus on building relationships and closing deals. Workflows can help to automate the sales process, ensuring that every step is completed in the right order and on time. This helps to ensure that all leads are followed up on and that any potential issues are addressed quickly

  • Reports and Dashboards: Data is gold, but only if you can visualize it effectively. Our Salesforce developer will build custom reports and dashboards to track key sales metrics and KPIs (Key Performance Indicators), allowing you to track progress and make data-driven decisions. Visualize your sales data with charts and graphs for easy analysis and informed decision-making.

  • Go-Live and Ongoing Support: After successful testing and training, it's go-live time! As your trusted Salesforce implementation partner,we will provide ongoing support, address any challenges, and optimize your Salesforce instance as your business evolves. Please feel free to contact us whenever you need advice and guidance.

The full potential of Sales Cloud can be unlocked by partnering with an experienced Salesforce implementation company like YAALI.

Salesforce Implementation Plan by YAALI

Salesforce Customization and Configuration Services

2. Salesforce Customization

Sales Cloud is a powerful CRM platform, but its true magic lies in its customizability. Out of the box, it offers a robust set of features, but what if you need something more specific? That's where Salesforce customization comes in. Salesforce customization involves tailoring the Salesforce platform to meet specific business needs and requirements.

This customization can encompass various aspects such as creating custom objects, fields, and relationships to capture unique data requirements, designing custom user interfaces and page layouts to optimize user experience, implementing automation through workflows, process builders to streamline business processes, and integrating with other systems, and developing custom applications using Salesforce's built-in tools like Apex (for backend logic) and Visualforce/Lightning (for frontend customization).

With our Salesforce expertise, we can customize your Sales Cloud to create a more tailored experience for your users, ultimately improving efficiency and productivity.


3. Salesforce Migration

Salesforce migration involves transferring your valuable data, configurations, and customizations from another system (like a legacy CRM) or even a different Salesforce environment to your new Salesforce org. However, migration can be a challenge. This is where a Salesforce expert comes in as your trusted guide.

Here's how our Salesforce data migration expert tackles your migration project:

  • Planning and Analysis: They'll work with you to understand your current system, data structure, and business goals. This deep dive ensures a smooth transition and identifies any potential roadblocks.

  • Data Cleansing and Preparation: Not all data is created equal. Our data migration experts will meticulously clean and prepare your data, ensuring accuracy and eliminating inconsistencies that could hinder the migration process.

  • Choosing the Right Migration Approach: There's no one-size-fits-all migration approach. Our Salesforce experts leverage various tools and techniques (like Data Loader or Salesforce Migration Tool) for your data migration and will recommend the most efficient method for your specific needs.

  • Configuration and Customization Mapping: Your existing configurations and customizations might not translate perfectly into the new Salesforce instance. To guarantee a seamless transition and preserve the functionality you rely on, our data migration experts meticulously map these elements. We analyze your current configuration and customizations and make sure they are replicated in the new instance. We also test the mapping to make sure all the components are working properly. Finally, we provide training and support to ensure a successful transition.

  • Testing and Validation: Our Salesforce developer will thoroughly test the migration to ensure everything works as expected. The testing includes data integrity checks as well as functionality tests.

Salesforce Data Migration

Salesforce Integration Services

4. Salesforce Integration

Businesses often use other software tools in addition to Salesforce CRM. This can create data silos, where information gets trapped in individual systems. That's where Salesforce integration comes in. Salesforce Integration is the process of connecting your Salesforce CRM platform with other business applications like accounting software, marketing automation platforms, or even custom-built applications you need to facilitate seamless data flow.

There are multiple ways to integrate systems – from pre-built connectors to custom APIs,REST and ,SOAP APIs, as well as middleware tools like MuleSoft. Our Salesforce Integration experts will navigate the challenging integration process by assessing your needs and recommending the most efficient and secure way to integrate with the application you need.


5. Salesforce Support and Maintenance

Salesforce is a powerful CRM platform, but it needs regular maintenance and attention to function properly. That's where Salesforce Support and Maintenance comes in. It's a proactive approach to keeping your Salesforce instance up-to-date and functioning flawlessly. It's a two-pronged approach to keeping your Salesforce instance running smoothly and optimized.

Salesforce Support and Maintenance from a qualified expert is an investment in your CRM's long-term success. Our team of experts will provide timely and reliable support to ensure your CRM runs optimally.You can be assured that your CRM is in good hands when you work with us.

Needless to say, we have a proven track record of successful implementation of Salesforce and are committed to delivering the most effective results for you and your business, helping you to get the most out of your Salesforce investment.

Salesforce Support and Maintanence Services

Our Salesforce Implementation Services

Our implementation process typically involves analyzing your business requirements, designing and configuring the Salesforce platform to match your specific needs and goals, data migration, integrating salesforce with third-party apps, user training, and ongoing support. Our team of certified Salesforce developers will work closely with you throughout the entire process to ensure a smooth and successful implementation of Salesforce.

1.Salesforce Sales Cloud Implementation

Salesforce Implementation Plan by YAALI

Sales Cloud implementation is the process of configuring and customizing Salesforce's Sales Cloud platform to streamline your sales operations and boost overall efficiency

Here's a breakdown of the typical stages involved:

  • Planning and Discovery: This phase involves defining your goals, understanding your current sales process, and identifying areas for improvement. YAALI, as your trusted implementation partner, will help you create a clear implementation roadmap based on the requirements you provide.

  • Data Migration and Cleansing: Existing customer and lead data is crucial. Our Salesforce developer will help you migrate your data to Sales Cloud and ensure it's accurate and up-to-date for optimal use.We will also cleanse your data to remove redundant or outdated information, ensuring only the most accurate and relevant information is used

  • Automation and Workflows: Automation can streamline the sales process, allowing for faster lead qualification and conversion. This frees up your sales team's time to focus on building relationships and closing deals. Workflows can help to automate the sales process, ensuring that every step is completed in the right order and on time. This helps to ensure that all leads are followed up on and that any potential issues are addressed quickly

  • Reports and Dashboards: Data is gold, but only if you can visualize it effectively. Our Salesforce developer will build custom reports and dashboards to track key sales metrics and KPIs (Key Performance Indicators), allowing you to track progress and make data-driven decisions. Visualize your sales data with charts and graphs for easy analysis and informed decision-making.

  • Go-Live and Ongoing Support: After successful testing and training, it's go-live time! As your trusted Salesforce implementation partner,we will provide ongoing support, address any challenges, and optimize your Salesforce instance as your business evolves. Please feel free to contact us whenever you need advice and guidance.

The full potential of Sales Cloud can be unlocked by partnering with an experienced Salesforce implementation company like YAALI.


2. Salesforce Customization

Salesforce Customization and Configuration Services

Sales Cloud is a powerful CRM platform, but its true magic lies in its customizability. Out of the box, it offers a robust set of features, but what if you need something more specific?That's where Salesforce customization comes in. Salesforce customization involves tailoring the Salesforce platform to meet specific business needs and requirements.

This customization can encompass various aspects such as creating custom objects, fields, and relationships to capture unique data requirements, designing custom user interfaces and page layouts to optimize user experience, implementing automation through workflows, process builders to streamline business processes, and integrating with other systems, and developing custom applications using Salesforce's built-in tools like Apex (for backend logic) and Visualforce/Lightning (for frontend customization).

With our Salesforce expertise, we can customize your Sales Cloud to create a more tailored experience for your users, ultimately improving efficiency and productivity.


3. Salesforce Migration

Salesforce data Migration

Salesforce migration involves transferring your valuable data, configurations, and customizations from another system (like a legacy CRM) or even a different Salesforce environment to your new Salesforce org. However, migration can be a challenge. This is where a Salesforce expert comes in as your trusted guide.

Here's how our Salesforce data migration expert tackles your migration project:

  • Planning and Analysis: They'll work with you to understand your current system, data structure, and business goals. This deep dive ensures a smooth transition and identifies any potential roadblocks.

  • Data Cleansing and Preparation: Not all data is created equal. Our data migration experts will meticulously clean and prepare your data, ensuring accuracy and eliminating inconsistencies that could hinder the migration process.

  • Choosing the Right Migration Approach: There's no one-size-fits-all migration approach. Our Salesforce experts leverage various tools and techniques (like Data Loader or Salesforce Migration Tool) for your data migration and will recommend the most efficient method for your specific needs.

  • Configuration and Customization Mapping: Your existing configurations and customizations might not translate perfectly into the new Salesforce instance. To guarantee a seamless transition and preserve the functionality you rely on, our data migration experts meticulously map these elements. We analyze your current configuration and customizations and make sure they are replicated in the new instance. We also test the mapping to make sure all the components are working properly. Finally, we provide training and support to ensure a successful transition.

  • Testing and Validation: Our Salesforce developer will thoroughly test the migration to ensure everything works as expected. The testing includes data integrity checks as well as functionality tests.


4. Salesforce Integration

Salesforce Integration Service

Businesses often use other software tools in addition to Salesforce CRM. This can create data silos, where information gets trapped in individual systems. That's where Salesforce integration comes in. Salesforce Integration is the process of connecting your Salesforce CRM platform with other business applications like accounting software, marketing automation platforms, or even custom-built applications you need to facilitate seamless data flow.

There are multiple ways to integrate systems – from pre-built connectors to custom APIs,REST and ,SOAP APIs, as well as middleware tools like MuleSoft. Our Salesforce Integration experts will navigate the challenging integration process by assessing your needs and recommending the most efficient and secure way to integrate with the application you need.


5.Salesforce Support and Maintenance

Salesforce Support and Maintenance Services

Salesforce is a powerful CRM platform, but it needs regular maintenance and attention to function properly. That's where Salesforce Support and Maintenance comes in. It's a proactive approach to keeping your Salesforce instance up-to-date and functioning flawlessly. It's a two-pronged approach to keeping your Salesforce instance running smoothly and optimized.

Salesforce Support and Maintenance from a qualified expert is an investment in your CRM's long-term success. Our team of experts will provide timely and reliable support to ensure your CRM runs optimally.You can be assured that your CRM is in good hands when you work with us.

Needless to say, we have a proven track record of successful implementation of Salesforce and are committed to delivering the most effective results for you and your business, helping you to get the most out of your Salesforce investment.


No matter where you are on your Salesforce journey, we can help you get the most out of Salesforce.

We're here to support you in every step of the way in your Salesforce journey.

Why should you choose YAALI to implement Salesforce for your organization?


Ready to unlock the full potential of Salesforce for your business?
Whether you're just started using Salesforce or looking to optimize your existing implementation, we're here to assist you every step of the way.

Hire Salesforce Developer

Hire Salesforce developers at competitive rates

Simple & Transparent Pricing | Fully Signed NDA |Fluent English-speaking developers

Different developers have different specializations, so decide which one is right for your project by evaluating their expertise.

You can hire the following types of Salesforce developers from us:

1. Hire Apex Developer

A Salesforce Apex developer may be your best option if you need complex custom applications or integrations. Their expertise lies in the Apex programming language, which is used to build Salesforce solutions

2. Hire Lightning Developer

If you need modern, responsive user interfaces on the Salesforce platform, a Lightning developer may be the best choice. The developers use the Lightning framework to develop UIs optimized for various devices and screens.

3. Hire Integration Developer

Hire an integration developer if you're trying to integrate Salesforce with other systems. Integration developers specialize in connecting two or more systems so they work together. They can help ensure that data is exchanged accurately and securely, and can also troubleshoot any issues that may arise.

4. AppExchange Developers

Businesses can buy and sell apps that integrate with Salesforce through the Salesforce AppExchange. AppExchange developers can create custom apps tailored to specific business needs. These apps are then available for purchase by other businesses that need them. AppExchange developers can also develop apps for specific industries, such as healthcare or finance.

FYI: WE have developed an extension - Salesforce CRM for Zoho Mail and published it in Zoho Marketplace.

Hire Salesforce developers at competitive rates

We have a team of certified Salesforce developers ranging from 2+ years to 5+ years of experience. So you can choose the one based on your requirements.