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Summit-Level Salesforce
Expertise for Your Business Success

Codleo helps businesses unlock the true power of Salesforce CRM to drive growth and digital transformation. As a Summit-Level Consulting Partner and proud member of the Agentforce Partner Network, we deliver tailored Salesforce solutions that help brands build stronger relationships, enhance customer experiences, and achieve lasting success.

With global expertise across industries—Consumer Goods, Dining, Financial Services, Health & Wellness, Retail, and Travel & Hospitality—we tailor every project to fit your vision. Our approach blends the latest Salesforce technology and co-innovation, ensuring you get future-ready solutions that boost engagement and profitability.

Our certified team is here to support you at every stage of your journey, from implementation and optimization to training. We ensure a smooth and impactful adoption of Salesforce. Let us help you identify the right customers, empower your sales teams, and create memorable experiences throughout your customer journey.

Partner with Codleo for personalized solutions, industry-leading practices, and continuous innovation—all designed to help your business achieve more.

Our Salesforce® Services That
Drive Real Business Results

Salesforce Consulting

As a Salesforce Summit Partner, Codleo offers strategic consulting services that align your business goals with the proper CRM roadmap. From readiness assessments to change management, we ensure successful digital transformation.

Get expert guidance on your Salesforce journey
  • CRM Strategy & Assessment
  • Salesforce Roadmap
  • CRM Onboarding

Salesforce Implementation

We implement Salesforce Cloud solutions—including Sales, Service, and Marketing Clouds—to improve your team’s productivity and ROI. Codleo helps you roll out Salesforce quickly, smoothly, and with minimal disruption.

Launch faster with trusted implementation experts
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Nonprofit Cloud
  • Salesforce CPQ
  • Marketing Cloud
  • Analytics Cloud
  • Financial Services Cloud
  • Salesforce Pardot
  • Data Cloud

Salesforce Development

Our certified Salesforce developers build custom apps, workflows, and automation to help you get the most out of your CRM. We turn your ideas into scalable digital experiences.

Need a custom Salesforce solution? We can build it
  • Custom App Cloud Development
  • AppExchange Product Development
  • Hire Salesforce Developers
  • Mobile-First Solution Rollout
  • Salesforce Customization

Salesforce Integration

Integrate Salesforce seamlessly with third-party platforms, including ERP systems, payment gateways, and communication tools. We create unified systems that boost collaboration and reduce friction.

Create a connected business ecosystem with Codleo
  • Tableau Integration
  • SharePoint Integration
  • ERP Integration
  • DocuSign Integration
  • Stripe Integration
  • Call Center Integration
  • Outlook Integration
  • MailChimp Integration
  • SAP Integration
  • SOAP API
  • Informatica Integration

Salesforce Data Migration

We manage secure and accurate data migration from legacy CRMs to Salesforce. Codleo ensures zero data loss, minimal downtime, and full functionality from day one.

Migrate safely without compromising business continuity
  • Classic to Lightning
  • Third-Party to Salesforce Migration

Salesforce Managed Services

Get 24/7 support, maintenance, and user training through our Managed Services. We help increase user adoption, reduce downtime, and maximize ROI from your Salesforce investment.

Let us handle the backend while you focus on growth
  • Remote Administrator
  • User, Admin, and Management Training
  • Production Support and Administration

Salesforce AI & Automation

Leverage the power of Salesforce Einstein and Agentforce to drive intelligent automation. Improve forecasting, personalize customer journeys, and enhance decision-making.

Make smarter decisions with AI-driven Salesforce tools
  • Agentforce
  • Einstein AI Services

How we can help

At Codleo, we work closely with Salesforce to deliver smarter, faster, and more impactful digital transformations for our clients. Our services encompass CRM and cloud advisory, application design and customization, as well as Salesforce implementation, integration, and migration.

With 10+ years of Salesforce expertise, we enhance customer experiences and deliver insights that drive growth. Using Force.com and MuleSoft, we build scalable, customized solutions. Our Application Factory accelerates delivery with best practices and reusable assets.

As a Salesforce Global Summit Consulting Partner, we’re proud to have earned a 4.8/5 rating on the Partner Value Index, reflecting our commitment to quality and client satisfaction

We also empower businesses to unlock their full commerce potential through seamless, personalized omnichannel experiences. This enables deeper engagement with customers and improved productivity across teams — at scale.

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Why Choose Codleo as a
Best Salesforce® Partner

Codleo is a top Salesforce implementation partner. We have a strong partnership with Salesforce and follow their best practices. Our goal is to provide reliable, stable, and secure Salesforce solutions.

Team of Certified Experts

Our certified Salesforce experts, including consultants, designers, and developers, help businesses automate key processes such as customer service and sales. It improves client management and boosts customer satisfaction.

Custom Implementation Services

We offer customized Salesforce implementation services that incorporate additional features tailored to meet your specific business needs. Our Salesforce consultants focus on delivering reliable, scalable, and innovative software to help your business grow.

Follow Aglie Methodology

Our team uses an agile approach to manage the quality of the Salesforce solutions we create. It helps us deliver the results we promised. As a result, we improve teamwork, boost productivity, and increase customer satisfaction.

Ongoing Support & Maintenance

We understand the importance of providing support and maintenance after development. By offering ongoing support services, we help businesses stay current with the latest trends and remain competitive.

Our Strategy for Your Salesforce® Success

1

Identify your solution

Know your needs and choose a solution that matches your business goals.

2

Improve Performance

Boost your efficiency and reduce your costs with a strategy tailored to you.

3

Unify the customer journey

Speed up, improve the quality, and strengthen connections at all your customer touchpoints.

4

Increase flexibility

Create a platform that adapts to new conditions and scales as your business grows.

5

Maximize Opportunities

Increase your profits by finding new ways to connect with your customers

6

Build Customer loyalty

Build strong relationships with your customers and encourage their loyalty to your brand.

Recognized by Salesforce with Top Navigator Rankings

Feedback from our clients

"I wanted to take a moment to express my sincere gratitude and appreciation for the exceptional work your team has done as our Salesforce partner. Your team's ability to understand our business needs and deliver beyond our expectations has been truly remarkable. Not only have you consistently provided us with the necessary support and solutions for complex integrations with Salesforce, but your team has also gone the extra mile by providing valuable suggestions to improve our overall experience. Your team's extensive experience and efficient style of working have put us at ease and allowed us to set high expectations that you consistently surpass. Your dedication to ensuring our success is evident in every interaction we have with your team. We highly recommend Codleo for any organization seeking a partner for complex integrations with Salesforce. Your team's professionalism, expertise, and commitment to excellence are unmatched. Thank you again for your outstanding work and support. "

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Engineering, Construction, & Real Estate

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Travel, Transportation, and Hospitality

"Great customer experience for small businesses!!! The team is very experienced and hands-on in onboarded a small business like ours onto Salesforce. They adapted almost every requirement and even suggested improvements in implementing processes that shall better the current functioning of our organisation."

High Tech

"It's been good working with the team. They are very cooperative & understanding. They ensure the development done is inline with the requirements submitted. The Project Manager, Rohit Gupta takes the ownership of the tasks & gets the job done."

Engineering, Construction, & Real Estate

"Our experience is good working with the Codleo teams. They understand your requirements and deliver within a timeline. I appreciate the teams."

Healthcare & Life Sciences

"Everyone in the team is knowledgeable and helpful. They go above and beyond to make sure that we are well versed with the software use."

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash and Gaurav make a brilliant team to work with. Look forward to more projects with them!!"

CMO, Healthcare & Life Sciences Industry

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Real Estate Industry

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech Industry

"Codleo team is quite young, however, very enthusiastic about their deliverables. It was very easy to deal with them as their project management communication process is not bureaucratic. They are upfront on what is doable and what is not, and they do put effort to research around solutions before they communicate. So overall very satisfactory work they did for us."

CMO, FinTech Industry

"Codleo has marked a very good footprint in the Ed-tech Companies. During the lockdown, we faced a lot of disruptions because of the complicated system, where all the data was siloed and we were unable to get complete information on any student or school, on a single page. No single sign was there from where one could see data in an integrated manner. With the help of Salesforce CRM and Codleo who implemented it with a better solution, we can now work & track everything from the single sign-on and can internally collaborate to crack any deal."

Marketing Lead, Educational Institute

"We have been very pleased with our relationship with Codleo. The team is very knowledgeable and efficient . We are in a different time zone, but their team is always available if any help is required by us. They have beautifully implemented our system and we are happy to partner with Codleo in the future as well."

CEO, Healthcare Company

"We have been engaged with Codleo from the past one year. They helped us to design & implement top notch end to end solutions on top of Salesforce. We had issues with our earlier CRM. Data was in silos and the team was unable to update. Codleo has a competent technical team who have innovative ideas to provide solutions industry-wise. Codleo designed our structure in such a way that the whole team is now on a single platform and can collaborate with each other without wasting time."

Project Manager, Professional Services

"We have been working with Codleo for over 3 years now and continue to be very pleased with our relationship. The team is very knowledgeable and extremely helpful. We are in different time zones and still Codleo is always very accommodating to our needs and request. They are very efficient in implementing our needs and expressing our vision. We are happy to partner with Codleo in the future as well."

Lisa, Director (BD), Caliber Autism

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LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

FAQ

A Salesforce Partner is a certified expert who helps businesses implement, customize, and manage Salesforce solutions to achieve their goals. With deep product knowledge and technical skills, partners like Codleo simplify complex deployments and create scalable, business-aligned solutions.

Salesforce Partners are ranked in four tiers: Base, Ridge, Crest, and Summit. These levels reflect the partner’s expertise, certifications, customer success, and innovation. Codleo is a Summit-level partner, the highest designation, known for delivering exceptional value and results.

You can explore registered Salesforce consulting partners using the official Partner Finder tool. Filter by location, industry expertise, or cloud specialization to find a partner that fits your needs — including Codleo!

Salesforce currently has over 2,000 certified consulting partners worldwide. These range from niche, industry-specific consultancies to global firms offering end-to-end Salesforce services.

To become a Salesforce partner, a company must demonstrate technical expertise, business acumen, and a commitment to customer success. Partners must complete Salesforce certifications, participate in training, and consistently deliver high-quality implementation and integration services.

Select a Salesforce partner with:

  • Industry experience relevant to your business

  • Certified Salesforce consultants

  • Proven project success and client reviews

  • Custom solution capabilities and post-implementation support

Codleo, as a Summit-tier Salesforce partner, checks all these boxes — making us a reliable choice for your Salesforce journey.

Costs vary depending on the project scope, complexity, and the partner's experience. Small projects (e.g., basic setup, training) may cost a few thousand dollars. In contrast, large-scale Salesforce implementations can go upwards of $100,000 or more. Codleo offers flexible engagement models tailored to your budget and goals.

A certified Salesforce Partner provides:

  • Deep platform expertise and best practices

  • Custom solutions aligned to your business needs

  • Faster, smoother implementations

  • Strategic support, training, and ongoing optimization

Codleo brings all this and more, helping you maximize your Salesforce ROI from day one.