Tag: salesforce

Platform events in Salesforce

Platform Events In Salesforce

Salesforce Platform Events are data-contained messages that are secure and scalable. Businesses now use them to integrate Salesforce business processes with external apps by exchanging real-time event data. 

Platform Events is based on event-driven software architecture that allows an application to identify “Events” or critical business moments in real-time and act on them. 

But what exactly is event-driven software, you might ask? Event producers, event consumers, and channels create event-driven software architecture. Because it decouples event producers from event consumers, the architecture is ideal for large distributed systems. This simplifies the communication model in connected systems.

Each Platform event message is published to the event bus, where they’re stored temporarily and can be retrieved using a CometD (Streaming API) client.

Critical features of Platform Events in Salesforce

  • Allows programs to communicate inside and outside of Salesforce using an event-driven messaging architecture.
  • It is made up of event producers, event consumers, and channel operators (Event Bus)
  • Publishers and subscribers exchange information through events.
  • One or more subscribers can listen to and act on the same event.

Understanding Platform Events in Salesforce

Let’s take a look at some often used vocabulary and what exactly they are to grasp better what Platform Events are and how they work:

#1 Event

In a business process, an event is a significant state change. For example, placing a return order is essential since the relevant department anticipates receiving notification before processing the transaction.

#2 Event message

It’s a message with information on the event. An event message could, for example, be a notification about a return that includes information about the reason for the return placement.

#3 Event producer

An event producer is a publisher who sends out the event message.

#4 Event channel

A series of events in which an event producer sends out event messages, which event consumers read, is an event channel. The channel for platform events is either for a single platform event or a custom channel that collects event messages from many platform events.

#5 Event consumer

A channel subscriber who gets messages from the channel is an event consumer. Consider an order fulfilment app that receives notifications when a new order is placed.

#6 Event bus

The event bus uses a time-ordered event log to ensure that event messages are kept and delivered in the order in which they are received.

Types of Platform Events

The two different types of Platform Events in Salesforce are:

  1. Standard PE- These are the Salesforce-provided pre-defined events. The following are some examples of Standard PE:
  • AssetTokenEvent: Keeps track of OAuth 2.0 authentication.
  • BatchApexErrorEvent: This event logs errors in batch apex jobs.
  1. High-Volume PE- These are customized PEs that may be used to effectively publish and process millions of events and grow your event-based apps.

Subscription in Platform Event

The Platform events can be subscribed to in the following ways:

  • Apex Trigger: To subscribe to incoming events, create an “after inserting” Apex trigger on the event object. Event notifications are received by triggers from various sources, including Apex and APIs.
  • You can also use Lightning Components to subscribe to a Platform Event.
  • CometD can also be used to subscribe to events in an external app.

Defining Objects and fields in Platform Events

You can follow these easy steps to define a custom object in Platform events:

  • Enter Platform Events in the Quick Find box in Setup, then pick Platform Events.
  • Click New Platform Event on the Platform Events page.
  • Create a Notification platform event with the following settings:
    • Notification as the name of the label.
    • Notifications as Plural Label
    • Notification is the name of the object.
    • Real-time notifications as the Description 
  • Save the file.

Use of Platform Events in Salesforce

Here’s a rundown of how Platform Events are used in Salesforce:

  • Platform events are an essential element of Salesforce’s corporate communications platform and are used to provide custom notifications. The platform includes an event-driven messaging system that allows programs to communicate inside and outside of Salesforce.
  • Real-time Event Monitoring Object- Salesforce event objects store the event data for most Real-Time Event Monitoring platform events.
  • In a Shield Encryption org, you can encrypt platform event messages while they’re stored in the event bus for added security.
  • Platform event messages are published using an API by external apps. Insert events in the same way as you insert objects to publish them. To create platform events, you can utilize any Salesforce API, such as the SOAP API, REST API, or Bulk API.

Wrapping Up

Platform events in Salesforce make it easier for businesses to communicate and respond to changes without writing sophisticated logic. Its unique feature is that publishers and subscribers can exchange real-time information through events. Also, one or more subscribers can listen to and act on the same event.

To get the most out of this Salesforce feature, ensure you work with the best Salesforce development company like CEPTES. A global Salesforce service provider with over a decade of experience, CEPTES can help you accelerate the business value of your Salesforce.com investment through consultation, digitalization, and innovation. Click here to learn how to avail customized Salesforce solutions.


Salesforce PDO
PDO, Salesforce PDO

CEPTES Announces Ankur Desai as Vice President for PDO

CEPTES SOFTWARE, a leading Salesforce development company, announces its new executive hire for its renowned PDO division.

Bengaluru, September 05, 2022 – CEPTES Software announced Ankur Desai as its new Vice President for the PDO division

CEPTES’s PDO division is helping enterprises with their SaaS-based requirements globally. With a team of certified Salesforce PDO experts, CEPTES assists organizations in thriving on the AppExchange.

Ankur, “In a short period, CEPTES has been recognized as a leading PDO partner and successfully delivered to 15 clients in the past year. It has served clients(ISVs) across the industry sectors and developed solutions for many business problems.

As part of the PDO (Product Development Outsourcer) Service offering, CEPTES provides Advisory and Consulting services, AppExchange Product Development, and Post listing (Go-Live) services.”

More About Ankur Desai

Ankur has over 22 years of functional and leadership expertise in the IT industry; most recently, he joined CEPTES as VP of PDO. In his last role, Ankur served as Strategic Program Leader for Hybrid Cloud Services for UKI Market in IBM, a renowned technology company.  

Ankur has IT services and products experience across industries and holds specialities in Complex Programs and Product Portfolio Management; IT Managed Services, Account Delivery, CxO Relationship, Contract Management, IT services Delivery, IT Strategy & Governance, IT Services and Cloud Transformation, Product Management and Digital Transformation, Telecom Mobile Data Platforms, IT security and compliance, Vendor & Partner Relationship, IT Budgeting, People Management.

Comment on the news

Ankur is the right leader for the PDO division, said PriyaRanjan Panigrahy, CEO of CEPTES Software. Ankur’s extensive experience, knowledge and skills will help the PDO division and allow us to expand our services to more and more enterprises globally.

Ankur, “I’m very excited to join CEPTES SOFTWARE as Vice President,” said Ankur Desai. Adding to it, Ankur said- As a leader, I have a flair for finding optimum collaborative solutions and the ability to implement them qualitatively. Inducing innovative solutions in various environments to attain a larger goal is something I count on.”

Further he added, Developing and launching commercial apps on AppExchange is a complex project to manage various aspects of the application life cycle like Business Model/Value proposition, Architecture & UX design, Development, QA, Release Management and Security Review, AppExchange Listing, Package Review & Optimization, Product and Marketing support etc.

This is where PDO partners like CEPTES can help with their expertise to minimize the efforts and cost and achieve a faster time to market.


CEPTES is a leading cloud service provider that offers innovative business solutions on the world’s #1 cloud platform. In its 12+ years of inspirational journey, they have enabled 1000+ companies across industries to transform multiple key business verticals. 

Widely considered a leader in building future-ready products & offering managed services, CEPTES has 7+ vastly popular applications, including DataArchiva, DataConnectiva, DataBakup, XfilesPro, DocuPrime, RealE 360, and 200 OK

To know more, please visit www.ceptes.com.

Media Contact

Ceptes Software



Salesforce Career
Salesforce Developer

5 Common Mistakes To Avoid When Starting A Salesforce Career

In a short time, Salesforce development has evolved into the most demanding service in the IT world. As a result, Salesforce developer has become a high-paying IT job with much room for growth. It also allows individuals to put their talents to the test and demonstrate them, ensuring job satisfaction. 

According to market research, the typical Salesforce developer salary in the United States is $120,000 per year or $61.54 per hour. Starting salaries for entry-level positions start at $100,000 per year, with most skilled professionals getting up to $150,000.

This guide is a must-read for anyone interested in becoming a renowned Salesforce developer.

Also, this guide will assist you in determining the best path to your goals. We’ll also go through the top mistakes every Salesforce developer should avoid when starting their career.

Salesforce developers: A quick overview

Salesforce Developers are accountable for overseeing and enhancing the technical aspects of an organization’s Salesforce instance to assist the organization in achieving its specific business goals through unique Salesforce development. Salesforce developers often use three core technologies, including: 

  • Apex
  • Visual force
  • Lightning component framework

Salesforce developers use Salesforce’s robust CRM platform to manage various tasks. They can build plans and deploy specific software solutions for businesses by meeting with department heads and project managers.

These Salesforce developers can develop and maintain useful apps and software, including employees and clients. They’ll also combine third-party suites and native software that the organization already uses. 

Below are the key roles and responsibilities of Salesforce developers, which every organization expects or looking for:-

  • Custom Salesforce development.
  • Make project timelines and development planning.
  • Application functioning is tested, troubleshot, and maintained.
  • Creating documentation for Salesforce employees and serving as a knowledge resource.
  • Work in an Agile development environment.
  • Collaborate with the Salesforce team regularly to better grasp the scope of technological limits and solutions.
  • Create code that is both clean and functional.
  • Create software that can handle a large volume of requests. 
  • Working with customer-facing interfaces is a plus.
  • Expertise in Salesforce CRM development.
  • MYSQL, Apex, JavaScript, Native, and VisualForce are all skills must-have.
  • MavensMate or Eclipse experience is a plus. 

The overview and roles & responsibilities for Salesforce developers areas you’ve seen. Now, let’s move forward and discuss, 

Also read: Salesforce Career Path: A Complete Guide to look out in 2022

Top mistakes every Salesforce developer must avoid

Here are the critical mistakes that every Salesforce developer must avoid:

#1. Never depend on many resources

Salesforce developers frequently do this to learn as much as they can about the stuff available on the Internet. However, they must recognize that not all resources are trustworthy or provide high-quality information. Some people may take you down a path that isn’t worthwhile. Only a few websites offer helpful Salesforce development tips and discussions. 

#2. Not taking requirements seriously

As they don’t fully comprehend the requirements, Salesforce developers overlook critical steps. Every project has its own requirements, and a lack of understanding can lead to future mistakes.

One of the most critical things you can do is look over the Salesforce development documentation and plan as often as possible. When clients anticipate a one-of-a-kind result, Salesforce developers must deliver.

It’s also crucial to verify and validate the customer’s requirements. Regular progress communication is critical at every level of the development cycle to ensure that the requirements are on a relatively similar page. 

#3. Not following the trends 

Keeping up with new resources and developments in the developing sector can be challenging. As a result, maintaining consistency in programming processes is critical. Additionally, use the most recent libraries, implementations, and technical advancements. 

Salesforce developer career

#4. More focus design part instead of the development part

Experts in Salesforce development make the technical mistake of obsessing about the software’s design. While aesthetics are important, functionality is critical. However, in a rush to attract their first clients, developers overlook the importance of fully functional software.

The functionality of the software should take precedence over its appearance. The features supersede the appearance. The goal should be to create user-friendly software with a good design and navigation system.

The most critical component in ensuring a positive user experience is utility. Clients are more interested in software that can assist them in solving problems than visually appealing software.

#5. Establishing data types and fields inappropriately

There are multiple data types in Salesforce that store various kinds of information. Text fields, lookup values, and picklist fields are common examples. It’s critical to select the appropriate data types. If done wrong, however, it might result in data loss because all of the records stored incorrectly are destroyed.

This problem can also occur when creating custom objects; therefore, ensure you know what type of object your database table will be before employing any Salesforce automated function. 

Salesforce developers


Salesforce developers are currently at the centre of attention. By avoiding the mistakes mentioned above during the Salesforce development process, Salesforce developers are more likely to accomplish the desired results.

Are you looking for a potential team of Salesforce developers to help you with your dream project? Reach out to us today. We are a leading Salesforce development company that helps companies globally with the best Salesforce-based products and services. Our team of certified Salesforce developers will help you with the best solutions.

Connect with us today and learn more about how Salesforce works and how it will bring value to your dream project. 

Salesforce PDO
Salesforce PDO

How does PDO work? The process and benefits of using PDO in 2022

Salesforce has become a widely used CRM platform among businesses today. With more than 6000 add-ons, Salesforce allows you to do almost anything to fulfill your customers’ demands. However, this can also make it difficult for Salesforce users to keep up with the platform and get the best out of it.

Today, having a good Salesforce team isn’t enough in the competitive business world. This is why big and small companies are choosing to partner with Salesforce PDO. PDOs are familiar with managing packages for scalability and modularity and dealing with many customer host orgs.

In this post, we discuss what PDO is, what types of PDO exist, and what are the benefits of using PDO. 

What is Salesforce PDO?

PDO is an acronym used for Product Development Outsourcer. Salesforce PDOs represent a diverse group of consulting partners and vendors with experience developing commercial AppExchange applications. They also help businesses with third-party integrations, technical configuration, implementation, and customized development.

These outsourcers deeply understand the Salesforce ecosystem and can build apps to support various business lines in multiple organizations. Many companies outsource PDOs to deal with the technical functionalities of their Salesforce org to provide the best solutions. 

Much like any other Consultants, there are tiers within the Salesforce PDO, depending upon the domain expertise and the relationship between the PDO and Salesforce. The levels are as follows: 

  • Tier 1- Certified Specialist 
  • Tier 2- Certified Navigator
  • Tier 3- Specialist Navigator 
  • Tier 4- Master Navigator

Benefits of using PDO

A good Product Development Outsourcer (PDO) can save your company time, money, and headaches. They understand the Application Lifecycle Management Processes, among other things and have mastered the security review as seasoned Salesforce specialists. Other such advantages include:

1. Bringing your Product Idea to life

During the conceptualization and development of a product, PDOs do competitive analysis, technology risks, user interviews, project risk assessment, mitigation paths, and proof of contacts. They also ensure that your prototype and design are a go-to marketing strategy so that you can efficiently navigate through the product development journey.

They can not only develop the product for you but also “pressure test” your product concept ahead of time through a thorough discovery process to ensure a product-market fit that will result in the planned outcomes.

2. Experts at Handling Projects

PDOs are Salesforce professionals with extensive knowledge of the complete technology spectrum of projects and are more than competent in handling any stage of the development process. They can also manage the entire technical scope of any Salesforce project, from ideation to app deployment on AppExchange or project delivery for implementation projects. They collaborate with your business team to ensure that you don’t have any technical project needs problems.

They can assist you through rigorous and complex Salesforce reviews with their skills. One such process is technical documentation. The PDO team can help your business get more out of a product or app idea by preparing and transferring technical documentation, codebase updates/improvements, press kits, integration APIs, and pre-sales campaign data.

3. Building Apps On AppExchange

PDOs are very familiar with Salesforce’s AppExchange ecosystem. There is no better way to get listed on AppExchange than to partner with a PDO.

Developing apps for the Salesforce AppExchange differs significantly from developing apps for other platforms. Salesforce demands extensive technical knowledge of best practices, patterns, and scalable methodologies, so becoming a Salesforce ISV is a complicated and time-consuming process. Because PDOs primarily handle custom development, integrations, and app deployments, you can focus on the most significant business and product challenges. They understand what it takes for a product to become commercially viable and successful.  

4. Well-versed in the security review process

The Salesforce Security Review process is complicated. It is tough to understand, and extensive process and preparation might take a long time. Without an expert’s knowledge and consultation, it is quite impossible to get through the review independently. 

Let’s face it- you don’t know what you don’t know, which is why working with a PDO is so beneficial. They know what to expect because they always do it by helping you create a plan to pass Security Review. No matter what stage of the development process you are in, a PDO will take care of the security process.

5. Cut Cost and Time

PDO helps companies to save money and time. Using a PDO to manage your project is both faster and less expensive. You’ll pay less in the long run, and your software will be available sooner.

Your staff will be able to concentrate on their current tasks rather than a new project on an unfamiliar platform. Because PDOs work in the Salesforce ecosystem every day, they can quickly navigate the Salesforce ecosystem and manage complex processes throughout the app development process. Another benefit of working with PDOs is that they can multitask and frequently collaborate with your business team to ensure that technical project needs are met.

Summing Up

PDOs should be regarded as a feasible AppExchange Application go-to-market strategy. They can aid businesses in collaborating as support staff to improve user adoption, which leads to faster client acquisition. Only a PDO with experience in various industries can understand the issues you and your clients will face.

Want to know more about PDOs? Contact us HERE


Integrating Third Party Application
Salesforce Integration

How to integrate Salesforce with third-party applications?


There’s no doubt that Salesforce is the most popular CRM software in the world. However, just like any other CRM platform, integration is also an essential part of Salesforce.

Businesses can integrate their Salesforce CRM platform with various CRM platforms to streamline their operations, add an extra layer of effectiveness or put things to good use. Third-party apps and software such as Google Cloud, MailChimp, QuickBooks, WhatsApp, LinkedIn and Dropbox, to name some.

So, how can your business integrate third-party applications into your Salesforce CRM? Moreover, what are the challenges that you might face while doing so? Let us find out the answers to all these questions.

What is Salesforce Integration?

Salesforce Integration is the solutions and processes generated for efficiently and effectively integrating two software, i.e. Salesforce and a third-party application.

A proper Salesforce Integration uses APIs to communicate between Salesforce CRM and other third-party systems. It provides a more holistic and full-fledged view of the different departments functioning within an organization.

It further brings consistency by collaborating the data from various departments, such as HR, finance, marketing etc., so it can be monitored effectively. This further brings consistency and eases the scope of work across all fronts.

Benefits of Salesforce Integration For Your Business

Since we’re aware of what Salesforce Integration is, let us understand the benefits and advantages that it brings along. Here’s a list of benefits for your business that Salesforce Integration has.

  • An enhanced information accuracy across all platforms by collaborating data and eliminating duplicate data.
  • Effective communication which keeps your customers engaged and active
  • Automation of business workflows, without any requirement for complex coding and configuration structures
  • Innovative methods to ensure an increased team productivity
  • Better collaboration and integration across various organization functions provide seamless communication, reducing the delays and time it takes to track a prospect. Hence, securing you more revenue.

Tools You Can Use For Implementing a Successful Salesforce Integration

Now that we’re aware of what Salesforce integration is, let’s figure out the right tools you might need to execute your Salesforce Integration flawlessly. We’ve divided these tools into three categories for a better understanding.

1. Salesforce Native Tools: These tools ensure seamless integration between the Salesforce CRM and any other application developed and designed by Salesforce. One of the significant examples of this kind of tool can be AppExchange and the MuleSoft Anypoint platform.

While the former is like a store for searching for the perfect third-party app, and then Salesforce recommends installing it in your CRM, MuleSoft is different. MuleSoft Anypoint facilitates a seamless integration of third-party apps, which is incompatible with Salesforce.

2. App-native Tools: App-native tools are one of the significant reasons behind Salesforce’s popularity amongst independent developers and organizations. Salesforce’s push towards developers and organizations who want to develop integration capability within their tools has worked well.

Tools like Google Cloud, and Outlook, among others, can allow easy integration with Salesforce without coding or complicated configuration methods.

3. Third-Party Tools: Third-party tools act as the last resort for Salesforce integrations. The third-party tools are challenging to implement and require expert know-how. Most people prefer these tools when neither App-native nor Salesforce native can work.

Best Practices to be followed for Salesforce Integration

While businesses bring in the requirement for their good, certain things should be kept in mind. However, when it comes to integrating a third-party application for your needs, it isn’t easy to assess which apps will be able to check all the right boxes. Therefore, there are certain best practices that every business should follow before integrating third-party applications with Salesforce.

1. Figure out what your business requires

Before going out to shop for a third-party application to be integrated with your Salesforce CRM, it is essential to figure out your requirement. Determine the problems that your business is currently facing and what tools are available for the same.

2. Let your team know

When it comes to using the third-party applications that you’ll be integrating with your Salesforce, your team will use it. Hence, keeping your team in the loop at each step is essential.

Moreover, informing them about the process, the changes, and how the process will unfold is essential. Inform them of the same, and consider any critical feedback that might work.

3. Scan your competitors

Staying a step ahead of your competitors is never the wrong place to be at. When integrating a third-party application into your Salesforce CRM, try figuring out your competitors’ applications.

This might help you make a more informed decision considering the mistakes they made and the shortcomings which their applications might have.

4. Scrutinize The Product

Before finalizing a product, as you’re narrowing down, this is the time to scrutinize every option inside out. Integration of a third-party application can be a long-term investment. Examine the terms & conditions involved, the after-sales support and whether there is an inclusion around training your team for the software.

At last, ensure the product you finalize follows your organization’s ethical codes and corporate policies.

Conclusion: Should You Go For Salesforce Integration?

Salesforce is a compelling platform with many tools that any business can use. However, bringing in the capabilities and functionalities of many third-party applications can further enhance its effectiveness. So, the answer to that question is- YES. You definitely should go for a Salesforce third-party integration.

Although, Salesforce third-party integrations should be conducted through a certified Salesforce partner only to avoid ambiguities and future complications. Furthermore, before finalizing a product, ensure that you follow all the best practices mentioned above for seamless integration.


Salesforce PDO
Salesforce, Salesforce PDO

Salesforce PDO: The best way to start an AppExchange Business


For the past several years, Salesforce has been a massive success. For years, it has consistently been the leading provider of CRM solutions. Salesforce revenue for the twelve months ending April 30, 2022 was $27.940B, a 25.01% increase year-over-year, with 83 percent of Fortune 500 companies using it in 150,000 prospective enterprises. 

The main goal is to increase the number of products and businesses in Salesforce’s marketplace, allowing them to sell their services. Professional Salesforce developers, often known as Product Development Outsourcers or Salesforce PDO, help with this.

These PDOs are particularly well-versed in the technical aspects of Salesforce operations. They are familiar with the business models used by Independent Software Vendors’ ISVs. 

As a result, this post will focus on Salesforce PDO (Product Development Outsourcers), emphasizing their key advantages, types, and how to identify Salesforce PDOs on AppExchange. 

What is AppExchange, and how does it work?

A marketplace listing on AppExchange offers a suitable solution or extension. It gives vendors a place to define their products in-depth, including pricing and support options, videos, and other content possibilities. Based on the solutions, these lists are categorized. 

To be approved by Salesforce, apps on the AppExchange must undergo a vetting and testing procedure. This approval procedure assures Commerce Cloud clients that an app (or integration) is secure, well-designed, and ready to use. SFCC customers are adopting fewer and fewer vendor integrations that are not approved on the AppExchange. 

What is a Product Development Outsourcer (PDO) for Salesforce?

PDO (Product Development Outsourcers) are a Salesforce consulting firm with experience developing commercial apps. They are usually matched by industry and cloud product knowledge to provide product expertise, development, and technical support to businesses. 

Independent Software Vendors (ISVs) can use a noteworthy PDO to help them form good business values with their clients from the Salesforce software ecosystem, also known as the Salesforce AppExchange. Independent Software Vendors (ISVs) who integrate their existing systems or create new ones for the AppExchange marketplace might have a lot of success. Salesforce consultants with extensive experience developing AppExchange apps could save ISVs time, money, and headaches. 

Salesforce PDO

How does it function?

Salesforce PDO have a thorough understanding of the Salesforce system and can create apps to support numerous lines of business across multiple enterprises. Salesforce PDOs must have extensive Salesforce knowledge, a track record of exceptional project delivery, and a commitment to quality for product development services. 

Using a PDO can improve an ISVs chances of creating a fantastic solution because most PDOs use solid configuration and UX design standards with native Salesforce frameworks.

It’s not enough to have solid Salesforce development skills. PDOs understand how to design managed packages for scale, modularity, and varied customer host organizations and how to prevent common security mistakes detected during the rigorous security review process, which takes about eight weeks after development. 

It’s exceedingly tough to pass the security evaluation the first time, yet it’s critical for speed to market and gain a competitive advantage.

Also read: 6 best tips for Salesforce ISV Success

What are the benefits of working with a Salesforce PDO Partner?

Certified Specialist, Certified Navigator, Specialist Navigator, and Master Navigator are the four clusters and degrees for PDO businesses. 

It might be tough to locate the proper specialist for your business needs because the Salesforce ecosystem is continually growing and evolving, and there are many Salesforce partner organizations. Selecting from the pool of Salesforce PDOs ensures that your app will be of top quality and that you will receive excellent product development services. 

PDOs are well-positioned to incorporate new features into the product roadmap because they stay up-to-date with the Salesforce platform and technology releases. They will always choose the best approach based on their experience with what has worked and failed in the past.

Some valid arguments for hiring a Salesforce PDO team include the following:

#1 PDOs in Salesforce are in charge of the entire product lifecycle:

Salesforce PDO can provide you with vital information to help with the future scalability of your project, from vision to delivery. Whether you’re just brainstorming or stalled in the AppExchange security review process, the PDO team is in the best position to deliver your software to the finish line.

#2 PDOs can assist you in closing a sale more quickly:

PDOs can accurately analyze the budget and schedules by executing a successful technical pre-sales process. This would allow the sales staff to quickly close the business by having all the answers to the client’s questions. 

#3 PDOs will assist you in completing the Security Review:

The Appexchange Security Review is a lengthy and challenging process. PDOs have a lot of expertise in navigating products through reviews. They’ll make sure the product is scalable and adaptable.

#4 PDOs can help with market strategy and consumer satisfaction:

PDOs can assist you in determining the appropriate method and gathering the necessary data to bring your product to market. They have extensive experience with the most effective business methods for promoting and distributing AppExchange startups’ products. PDOs can also advise you on if your idea is commercially viable and how to improve its chances of success. 

Hire Salesforce PDO

Salesforce PDO can assist with the preparation of technical documentation in the following ways:

  • The PDO team can assist your business get more out of a product or app idea by preparing and transferring technical information, codebase updates/improvements, press kits, integration APIs, and pre-sales campaign data.
  • Time and Cost Savings: Using a PDO to manage your project is faster and less expensive. You’ll pay less in the long run, and your software will be available sooner.
  • Passing the Security Review is a given: Your PDO will take care of the entire security evaluation procedure, increasing the likelihood of your product’s success. 
  • Salesforce development: PDOs must be skilled in creativity, product support, package review, and optimization, and they must also be familiar with several well-known Salesforce design patterns. This expertise will improve your app’s chances of being accepted by the AppExchange in a short period.


The Appexchange Security Review is a lengthy and challenging process. PDOs have a lot of expertise in navigating products through reviews. Partnering with a Salesforce PDO team to manage your project is both faster and less expensive. PDOs thoroughly understand the Salesforce system and can create apps to support numerous lines of business across multiple enterprises. 

PDO understands how to design managed packages for scale, modularity, and dealing with various customer host organizations. You’ll save money in the long run, and your software will be available sooner.

Partner Benefit with Ceptes

Partner benefits with CEPTES

Choosing the right partner is essential for achieving your Salesforce dreams and product success. And it’s a serious decision. One that could determine your project outcome and can have long-term effects on your business.

At CEPTES Software, we believe that a collaborative partnership offers up new opportunities for both companies in a variety of ways. A good partnership, in our opinion, is one in which everyone wins, and a success story is created.

A leading reason our clients partner with us is that we’re closely entwined with the norms of the Salesforce industry. You can rely on us for quick response times, creative solutions, and exceptional customer service.

As a trusted Salesforce partner to businesses worldwide, we have a proven track record of assisting them in bringing their ideas to reality.

Here are the top five reasons that encourage our clients to choose CEPTES so you can decide if we are the perfect partner for you.

A decade of experience

Since we opened for business almost twelve years ago, we are helping businesses get the most out of their Salesforce investments. With such a long history, our clients feel confident considering that they have a partner who is well familiar with their work. Whether your requirements are straight or complex, there’s a good possibility that our team has already dealt with something identical before and is fully aware of what it takes to succeed in your project.

Passionate and qualified experts

Over 90% of our team members are Salesforce certified. In addition to their competence, our experts are passionate about assisting our clients in achieving success. Look no further if you want assurance that your partner will be there for you when you need them. We will put all of our attention into assisting you in resolving your problems from the moment of our initial contact.

Our CSAT score of over 95% reflects that one of the primary factors in why clients select us as their partner and stick with us over the long term is the quality of service we offer. 

Global knowledge

We have worked with more than 1000 customers globally across 5 continents. Due to our extensive experience at the top of the IT industry, we have knowledge in a variety of sectors. No matter where in the world you are or whatever is your target market, CEPTES has the global infrastructure, in-depth understanding of local regulations, and track record of market success to support you.

Proactive approach

We continually work to find solutions, even for problems our clients aren’t yet aware of, because we have a great sense of identification with client projects. To achieve this, we leverage cutting-edge technologies and our business acumen. 

We feel a responsibility to get the best for our clients. Having a sense of duty drives us to constantly look for ways to offer value, solve issues before they arise, and follow client standards with enthusiasm.

Unique strategies

Our approach is undoubtedly innovative. We are always seeking new ways to execute the projects accurately and with minimal resources. Likewise, we aim to make the most of Salesforce’s technological advancements. 

We carefully choose teams for each project to ensure that the people with the most relevant technical expertise are paying close attention to each stage.

Bottom line:

With a global footprint and a history of innovation and customer satisfaction, we can assist you in pioneering, expanding your foothold, and boosting business success.

Owing to our industry presence of 11 years & comprehensive range of technological solutions, we can assure you successful business outcomes along with an augmented market worth.


Connect with us today.

Salesforce Consulting Companies

Top 15 Salesforce Consulting Companies -2022 (Appexchange Reviews , Projects..)

Salesforce consulting is the process of identifying, evaluating, analyzing and implementing the right Salesforce solution that addresses current business objectives. 

The greatest benefit of hiring a Salesforce consulting Partner is the ability to add additional value during your Salesforce implementations. These companies provide leading Salesforce consultants and experts who are dedicated to helping you achieve your business goals as quickly and easily as possible. 

Our mission is to help you get the most out of Salesforce. Therefore, we have compiled a list of the best and most trusted Salesforce consulting companies that are dedicated to helping you achieve your goals through customized salesforce roadmaps and custom workbooks.


What are the advantages of partnering with Salesforce consultants?

Salesforce consulting is one of the most in-demand services worldwide. Businesses seek partners with such enterprises to boost their profits, sales, and customer service. As a result of the rising demand, various Salesforce consulting services companies have sprung up.

Salesforce Consulting firms help businesses achieve their objectives by aiding them with Salesforce deployment, data integration, customization, AppExchange, and other activities. 

Companies/businesses who require assistance with software migration, implementation, systems integration, and custom application development can turn to these companies for aid. They demonstrate their expertise by maintaining current Salesforce certifications and displaying portfolios of successful projects. They assist you in improving and growing your business while also increasing your experience. 

The benefits of partnering with salesforce consultants are:-

  • Simplifies operations
  • Ensures effortless salesforce implementation
  • Save time
  • Enhances productivity
  • Helps to evaluate processes and strategies
  • Improves decision making
  • Boost ROI

Choosing the ideal salesforce partner can be difficult, especially if you have no prior expertise in the process. Below are the Top 15 Salesforce consulting companies based on their reviews and projects completed


#1. Iflexion

Appexchange Rating : 5 *****

Completed Projects : (35)

Iflexion focuses on Salesforce consulting projects of all sizes and scopes, addressing the needs of SMEs and large corporations. They’ve been with Salesforce since its inception as the world’s most popular CRM platform, and they’re now certified to assist you in leveraging its capabilities professionally. Today, they help businesses take their first steps toward business process automation, upgrade existing Salesforce-based solutions, and boost their operations with custom apps. 

They assist businesses with improving their Salesforce solutions by resolving performance issues and introducing upgrades through AppExchange plugins, custom-coded features and UI, or third-party software integrations. After examining the system, their team identifies inefficiencies and device solutions to address them and fulfil your requirements. Iflexion, a Salesforce consulting company, offers a comprehensive approach to solving business problems.

#2. CEPTES Software

Appexchange Rating : 5 *

Completed Projects : 56 

CEPTES Software understands particular business demands and helps you transform your organization beyond conventional functionality thanks to their decade of experience in the Salesforce ecosystem and their work with 250+ customers throughout the globe from various sectors and sizes. They assist businesses in improving their productivity by providing multiple Salesforce solutions. 

You can work with Ceptes to meet your custom Salesforce development demands and provide you with the best CRM solution for various customer needs across multiple industries. They provide high-end Salesforce consulting services. You also can partner up with Ceptes for the following services:-

  • Salesforce QA services
  • Salesforce Analytics
  • Salesforce advisory
  • Salesforce integration
  • Salesforce customization
  • Salesforce implementation
  • Data backup & recovery
  • Field service operations
  • Lighting migration
  • Salesforce Development

Get Your Salesforce Roadmap Now!


    #3. Abelian

    Appexchange Rating : 4.3*

    Completed Projects : 04

    Among the services Abelian, a certified Salesforce consulting partner, are Salesforce configuration, app development, system integrations, and support. Their staff is made up of seasoned pros with more than 50 Salesforce certifications. Abelian’s goal as a Salesforce consulting firm is to assist clients in creating a personalized Salesforce experience, which they execute using an agile methodology. 

    #4. iTechArt 

    Appexchange Rating : 5 *

    Completed Projects : 24

    With over a decade of experience in creating customer-centric solutions, we are one of the next-generation Salesforce consulting firms. iTechArt has experience in more than 30 industries, which means their qualified consultants have the essential abilities to dig into your company’s specific demands and objectives.

    iTechArt collaborates with fast-growing startups and cutting-edge tech firms to develop products that improve operational efficiency and customer experience and maximizes ROI. Through iTechArt’s Salesforce practice, you can fully utilize the power of digital, innovate at speed and scale, and achieve profitable Salesforce development

    #5. Bluewolf

    Appexchange Rating : 0

    Completed Projects : N/A

    Bluewolf works with and empowers small, medium, and big businesses to increase profits and revenues. One of Bluewolf’s key goals is to ensure that businesses provide exceptional customer service, increasing their reputation and customer base. Companies can save money on extra expenses, such as higher marketing costs, thanks to their excellent reputation. The company takes advantage of IBM’s dominance in cloud services to assist customers in meeting increased service standards. Clients can save money by implementing Salesforce and cloud services. It has substantial consulting experience in a variety of industries. 

    #6. Fexle

    Appexchange Rating : 5 *

    Completed Projects : 72

    Fexle Services is a top-rated Salesforce consulting firm in the United States and India that ensures you get the most out of your Salesforce investment. It also has a highly trained team of Salesforce consultants who leaves no question unanswered in providing out-of-the-box Salesforce solutions and the greatest of the Salesforce platform to bolster your CRM efforts. Fexle has acquired the Gold Consulting Partner badge, indicating that you can count on us for high-quality solutions. This Salesforce CRM software firm employs a highly qualified staff of Salesforce consultants, administrators, and developers who work around the clock to resolve all your Salesforce-related issues and create custom Salesforce-based applications. 

    #7. ScienceSoft

    Appexchange Rating : 0

    Completed Projects : 03

    Salesforce consulting services from ScienceSoft are designed to help you with your sales, marketing, and customer service needs. They leverage their extensive CRM consulting knowledge to help businesses in professional services, retail, IT, manufacturing, financial services, healthcare, and other areas reap the benefits of Salesforce implementation. 

    #8. Cymetrix

    Appexchange Rating : 0

    Completed Projects : 01

    Cymetrix is an offshore software development business and a Salesforce Consulting partner with experience working with customers across multiple Industry clouds. They will help you start and deploy Salesforce products into your business process by employing industry standards for Salesforce implementation by redefining your Salesforce Consulting verticals by Sales, Service, and Marketing Cloud.

    #9. Extentia

    Appexchange Rating : 5*

    Completed Projects : 71

    Extentia is a Salesforce Silver Product Development and Consulting partner dealing in Lightning Ready services, third-party integrations, and AppExchange development. Salesforce’s app development team has a lot of experience in this industry. Aside from that, customers have access to a wide choice of high-quality and very effective Salesforce products. Service cloud, community cloud, financial services cloud, marketing cloud, and more are all included.

    #10. Zensar

    Appexchange Rating : 5*

    Completed Projects : 81

    Zensar has been a prominent Salesforce Silver Consulting and Implementation partner for more than ten years. It is well-positioned to lead award-winning projects for clients in the Insurance, Financial, Retail, Hi-Tech, and Manufacturing industries. Their CRM knowledge allows them to provide end-to-end modernization solutions for old applications. 

    #11. Strategic Growth Inc

    Appexchange Rating : 5*

    Completed Projects : 399

    Strategic Growth Inc. is a highly regarded Salesforce consulting firm. They do, however, employ more than 50 people. They specialize in enterprise application modernization, custom software development, and application management, in addition to Salesforce application development. 

    Get Your Salesforce Roadmap Now!


      #12. Creative Sparq

      Appexchange Rating : 5*

      Completed Projects : 11

      Creative Sparq is one of the best Salesforce Consulting companies in the USA. They have decades of experience offering complete digital solutions and world-class customer service. Furthermore, their committed team of professionals helps organizations grow faster by streamlining inefficient processes and implementing the appropriate technologies.

      #13. Cloud Analogy

      Appexchange Rating : 5*

      Completed Projects : 23

      Cloud Analogy is a leading Salesforce Development Company that specializes in end-to-end Salesforce consultation. Customization and execution are included in the consultation service. As one of the top Salesforce Development firms, Cloud Analogy tries to provide top-notch Salesforce products, solutions, and services to help businesses become more connected, more innovative, and sustainable. 

      #14. Cyntexa

      Appexchange Rating : 5 *****

      Appexchange Reviews : (35)

      Cyntexa is a relatively new Salesforce consulting partner with offices in the United Kingdom, the United States, the United Arab Emirates, Singapore, Australia, and India. The company began operations in 2018 and has an entire staff of Salesforce-certified specialists to provide comprehensive Salesforce solutions. They assist businesses in planning, building, and implementing end-to-end Salesforce Development Solutions depending on their company needs with one of the leading Salesforce Development companies.

      #15. Ergonized

      Appexchange Rating : 4.2*

      Completed Projects : 08

      The organization is a Salesforce Consulting Company with over 12 years of consulting and development experience. Their goal is to assist clients in achieving their key business objectives in a more aligned with their specific needs and preferences. They help businesses implement Salesforce successfully and cultivate positive customer relationships. 


      There are numerous top salesforce consultants. However, not all of them may be able to suit your company’s specific requirements. It would be best to consider several aspects before deciding on an appropriate salesforce business. Services provided, experience, competitive advantage, and other benefits such as long-term relationships are all examples. These characteristics will assist you in finding the best salesforce consulting companies dedicated to meeting your requirements.

      Salesforce Consultant
      Salesforce, Salesforce Consulting

      Why You Should Hire Salesforce Consultant for Your Business?

      Salesforce is without a doubt, one of the most widely utilized business software platforms today. For businesses looking to manage their business solutions seamlessly, Salesforce offers a wide range of products and services – that can do just that and more. It’s a one-stop solution for companies to manage their CRM, marketing, and all of their data in the cloud form.

      However, many businesses today cannot get the most out of what the application has to offer. What goes wrong, you might wonder? What could be the potential flaws in their Salesforce implementation? To start, the software’s size and robust features mean one thing: it can be challenging to design, install, maintain, and use. 

      Therefore, considering hiring a trained and experienced Salesforce consultant to assist you to get the most out of this CRM, is not a bad idea. Doesn’t matter if you are a small business or a big company with thousands of employees, hiring professionals with a significant level of experience, skill and insight can only take your business up. A reliable and cost-efficient way- if you ask us. 

      In this article, we discuss a list of reasons explaining why your business should right away invest in a Salesforce Consultant. However, before attempting to understand all the benefits, let’s take a look at Salesforce as a platform.  

      What is Salesforce?

      Salesforce is one of the world’s leading cloud computing services as a software (SaaS) firm and specializes in customer relationship management (CRM). Be they Fortune 500 corporations or small startups, every business today is acquainted with the functionalities and benefits of the software.

      Some of its most products are :

      • Salesforce Sales Cloud
      • Pardot
      • Salesforce Marketing Cloud
      • Salesforce Service Cloud

      Benefits of Hiring Salesforce Consultants

      • Get experienced professionals

      Salesforce experts, without a doubt, have more expertise and knowledge of the Salesforce platform than your admin team. A Salesforce consultant can assist you in overcoming frequent roadblocks that they have when using the software for the first time as well as regularly. 

      They offer a well-established methodology with a broad viewpoint, so you can see how your consumers’ needs relate to your business more clearly. With the skills and experience of skilled Salesforce consulting teams, you won’t have to worry about losing time with Salesforce implementation.

      • Avoid the most common blunders

      Prevention is better than cure- businesses know this saying all too well. Even a rapidly growing successful business can become prey to internal technical issues, resulting in huge losses. Salesforce being a vast platform, it does leave space for such issues to arise in the future.

      When you hire a Salesforce Consultant, you get to gain a comprehensive understanding of the issues that might develop with any CRM system, such as the fact that a specific solution does not suit your firm despite suiting other companies in your industry.

      • Stay updated with all the features

      Salesforce keeps launching updates, add-ons, and features, increasing the utility and efficiency of the platform. Salesforce consultants stay up to date on all the newest Salesforce platform updates, adds-on, and best practices. 

      They work with a large number of clients regularly and are well-versed in innovations as they emerge, keeping them updated on how to best use those changes to meet the enterprise’s goals. In short, hiring a Salesforce consultant makes sense because they are always working on the platform and can maximize Salesforce capabilities.

      • Support is always one click away

      You can always have access to the consultants in case any technical problem related to CRM occurs, and know that they are the best people to deal with it.  

      You can confidently transfer over support to the consulting firm once the project is concluded. Then you and your workers can focus on tasks that provide results rather than system maintenance and administration. 

      • Save time and resources

      Time is money in business and nothing is more frustrating in business than wasted potential. A Salesforce consultancy will ensure you are efficient with your time and resources. The professional consultants are experts at providing your business with tailored resources in a manner that is cost-effective and worth your time. Ultimately, when Salesforce is used properly, it can help you save time and resources across the board.

      • Save money

      Cost, maintenance, and human resources are all major determining elements that might result in a variety of charges. A Salesforce consultant does not have to work for your company full-time. You can employ Salesforce consultant(s) for specific project requirements, who are billed by the hour, whether you are a small business, a startup, or a huge corporation. 

      You may then use the Salesforce consultant’s experience for your specific needs. Further, there is no need for you to hire a full-time employee or team of employees as Salesforce admin, thus again saving you a lot of money.

      • Train your internal staff

      With the Consultant’s experience and expertise in this technology, a certified Salesforce consultant can also train your internal team and gain knowledge about the in and outs of the platform. A qualified consultant will also be able to assist you with future Salesforce projects, training, support, and issue resolution.

      To Sum Up

      We hope this article has given you an insight into how hiring a Salesforce Consultant can have many advantages. Let us know your thoughts on the same in the comments below!

      7 Ways to Unify Data and Create Connected Customer Experience
      Customer Experience, Salesforce

      7 Ways to Unify Data and Create Connected Customer Experience


      Brand marketers and advertisers spend a lot of time coming up with unique campaigns, tactics, and processes while keeping prices low and assuring a solid return on investment (ROI). But the business dynamics keep changing continually, generating new trends in the market that businesses need to keep up with to stay in the market. Connected Customer Experience is one such trend in the Experience Economy which is making waves.

      What is Connected Customer Experience?

      The COVID pandemic has impacted everyone’s lives and lifestyles. People today are more connected than ever before, communicating with friends and family through various channels, and their interactions with businesses are no exception.

      Connected Customer Experience includes your client’s experiences with your business and the whole customer journey, from initial contact to becoming a happy and loyal customer. To keep up with today’s fast-paced business environment, you’ll need to design connected user experiences that allow you to acquire real-time information that enables responsive and relevant experiences across all touch-points.


      Customer Touch-Points

      (Customer  Touch-Points)


      People interact with businesses via various devices and touch-points, from websites to apps. What is the challenge? To create a connected customer experience, companies must find a means to connect all of these diverse touch-points and combine several channels.

      Building a connected customer experience is more complex than it appears, as it necessitates bringing together segregated consumer data, which is sometimes scattered over hundreds of systems.

      Role of Data in the Economy

      Data is critical for building unified consumer experiences in today’s business environment. To provide essential insights that shape the customer journey, firms must now be able to access and consolidate various sources of consumer data.

      Many marketing leaders are gaining an advantage over their competitors by leveraging data and using it to develop new, imaginative ways to engage their target audiences. Top digital platforms are employing personalisation as a strategy to provide an exceptional experience to their audiences, resulting in a higher return on investment.

      As a result, data is undoubtedly fueling today’s Experience Economy, and an innovation plan can assist you in thriving in the era of mass personalization.


      Customer Experience Stats

      (Customer Experience Statistics)

      7 ways to create the connected customer experience

      A defined roadmap around customer needs

      The first step in developing a customer experience plan is to develop a clear customer-centric vision that you can share with your team. Companies combine previously segregated channel strategies to create unified marketing, advertising, commerce, and service strategies.

      At the outset, a roadmap for product launches, marketing campaigns, and other initiatives can be established, taking into account top customer pain issues and technology and data. Make sure that this roadmap should be known by heart by every team member, and they should be incorporated into all aspects of training and development.

      Identifying Your Customers and their Needs

      Customers are important, but not all customers are created equal; some earn more revenue than others. The next step in putting these customer service standards into practice is to identify all the types of customers interacting with your web interface, customer service agent, or both.

      You must first identify these clients and classify them into several groups before constructing your strategy around them. High spender, regular shopper, and high influencer are common segment splits, although these are ultimately unique to your organization. You can create great marketing campaigns and strengthen your marketing, commerce, sales, and service teams because they will have access to all of the data on the customers they are dealing with.

      Creating a connection with Customers

      When a team member establishes an emotional connection with a customer, the best customer experiences are achieved. According to a survey, a company that optimizes for emotional connection outperforms competitors in terms of sales growth by 85 per cent.

      This is because word-of-mouth is no better way to develop your business organically. Happy clients are more likely to submit positive reviews or tell their friends about your service, which helps your company. Do you see how vital, connected user experience can be?

      Make a Measurement Model

      Because providing customer experiences necessitates a significant investment of time and money, it’s critical to demonstrate quick returns on investment through monitoring performance and effect.

      Some ways to achieve that include:

      • Auditing crucial touch-points in your customer journey framework to find measurement gaps is one approach.
      • Standardizing data collecting naming conventions across channels
      • Begin gathering relevant data as soon as possible so that you may utilize metrics to analyze the impact of your strategy and prioritize it.
      • Using critical indicators to get information on consumer engagement and return on investment.

      Unify your Data

      Today’s businesses employ a variety of applications to store their data. Various teams in the same organization may utilize different applications at times. The only thing this accomplishes is to cause uncertainty among the teams. Missed opportunities to track client journeys can result from isolated data.

      We now have the technology to integrate data across many platforms, allowing you to have all your business customer data in one place. Salesforce Customer 360 Data Manager is the name of the technology. Data unification is a daunting task; therefore, unify your data using a use case–driven method before establishing your customer data platform (CDP).

      Invest in effective change management to ensure long-term success

      Change management is generally the last item on a company’s mind regarding digital transformation, yet it’s the most important. Make time to train your teams on your ideal customer experience vision. By explicitly laying out your freshly generated roadmaps, show how they are vital in achieving that perfect experience.

      Set up an input procedure for ongoing feedback on improving the experience once your teams have been aligned. Take client feedback seriously and keep your company accountable to avoid a disconnected customer experience.

      Continuously test, evaluate, and optimize

      Finally, use the metrics you’ve selected to track the progress of your customer journey and use cases to demonstrate success.

      Ensure that technical teams have an efficient means to communicate outcomes back to the business so that the roadmap can be improved continuously. You will gain confidence in the data as a result of this collaboration.

      Finally, have quarterly business reviews to bring together marketing, advertising, commerce, and service to examine the program’s results and adjust the roadmap based on the results.

      Summing Up

      Consumers today search for more than just transactions; they want to build relationships. Customers want a consistent, connected customer experience, which you can provide by encouraging API reuse. Are you interested in learning more about API Integration?


      Don’t hesitate to get in touch with us right away.