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Salesforce partner

We as Salesforce® Partner


Codleo is a leading Salesforce partner providing a range of Salesforce solutions and services. We use the power of the Salesforce platform to transform businesses digitally to be future-ready in their quest for growth and enhanced revenue.

Our large and certified team of experienced Salesforce personnel use their knowledge and expertise on every project, be it implementing new Salesforce solutions, making changes to existing solutions or orgs, or even enhancing user adoption via customised training and support services. Our services as the best Salesforce partner are customised to meet the unique needs and challenges of each of our clients, with each solution as unique as each client.

As the best Salesforce partner, we deploy the latest tools and resources from Salesforce, such as the latest technology and best practices. Our team is always updated with the latest industry trends and developments, thereby getting the benefits of the latest solutions on the market.


  • We are Summit tier partners, the best of the best.
  • A large and growing team of experienced experts
  • Highly skilled and certified team
  • We are foremost a client-centric company that bats for their client's success
  • We use best practices and the latest tech solutions
  • Our solutions are customised as a Salesforce partner
  • Our services & solutions are economical
  • Innovative solutions and box ideas make us the best
  • A customer satisfaction score of 4.9/5 as best Salesforce partner
  • Proven track record of delivering successful projects within timelines and budgets
  • Wide range of services from implementation to support & training
  • Global Customer feedback

We are here to help!! Talk with an expert today!


Salesforce licensed partnership program has four levels – Base, Crest, Ridge, and Summit. Earlier known as Registered, Silver, Gold, and Platinum. These levels are allocated as per Salesforce Inc.’s strict evaluation criterion for quality. To become the Best Salesforce Partner and reach the status of ‘Summit Consulting Partner’ the Best Salesforce Partner must accumulate the minimum points via a specific, algorithm-based point system known as the ‘Partner Value Score.’ The Partner Value Score is for client satisfaction scores, certifications, projects, and so on. Only 10% of the partners reach this status and we are very proud that we got this distinction within 3 years of our launch, a very rare feat.

As the Best Salesforce Partner, we help you achieve your business goals via the correct roadmaps, technology choices, solution design, and architecture. Our services are second to none and is reflected in our growing list of customers, services, and products as the Best Salesforce Partner.

Our Products POWERED BY Salesforce®

Projecleo logo
Project Management Application on Salesforce® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

Venleo logo
Vendor Management Application powered by Salesforce®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

Hireleo logo
Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

Outleo logo
Daily Travel & Expense Management

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

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Philips is a Trailblazer

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Vertical Solutions

Salesforce Industry Vertical Solutions

CodleoSalesforce health cloud mobile logo
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Codleo Salesforce retail cloud logo
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Codleo Salesforce manufacturing cloud logo
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Codleo Salesforce education logo
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Codleo Salesforce partner professional services logo
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Codleo Salesforce non-profit logo
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Run your whole business on a single platform

Grow every part of your company business with the complete Salesforce® suite of business applications. Monitor and manage everything from sales leads to support tickets, and from channel marketing to website analytics — all from any desktop or device.

Sales in Salesforce Sales Cloud
Web sales in salesforce

Salesforce® Sales Cloud is a customer relationship management platform designed to support in both business-to-business (B2B) and business-to-customer (B2C) contexts. It enables businesses to grow, scale, and serve their customers better than ever before. With customizable features, top-notch security, in-depth reporting & analytics, and a mobile app that works as fast as you do, Sales Cloud is the World's #1 CRM.

Company with a heartService Cloud
Web service in salesforce

Salesforce® Service Cloud is a customer service platform to help you get faster and reliable case resolution. It lets you deliver smarter service with a 360-degree view customer, resolve issues across any channel, and increase CSAT. It offers the most complete customer service platform with features and capabilities that include service console, omni-channel routing, social media customer service, self-service, live chat, and more.

Logo of Salesforce marketingMarketing Cloud
Marketing screen in Salesforce

Salesforce® Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships & campaigns with customers. The Marketing Cloud incorporates integrated solutions for customer journey management, email, mobile, social media, web personalization, advertising, content creation, content management and data analysis.

Salesforce communityCommunity Cloud
Salesforce Community

An online community is a great platform to connect with customers, partners, and employees in a new and different way. Partner Relationship management: Grow and scale by connecting your channel partners to Salesforce® automation and Self-Service: Improve the customer experience by giving customers an online destination to access business data, process, content and experts B2B Commerce: Use the power of Salesforce® platform to create custom applications specific to your business.

Heart of SalesforceHealth Cloud
Salesforce health cloud

Enable healthcare teams to collaborate seamlessly from a single point of engagement for all patient data. With intelligent technology, you’ll be able to maximise efficiency while delivering exceptional patient experiences. Connect to patients with a single engagement platform that helps them access the right services faster and drives higher satisfaction, all while reducing your operational costs.

Salesforce universityHeigher Ed
Salesforce data architecture HEDA

EDA is a community-driven data architecture and set of best practices designed to configure Salesforce® out of the box for Higher Ed institutions. EDA makes it even easier for an institution of any size to become a Connected Campus and enables richer and dynamic, 1-to-1 engagement across the student journey.

Salesforce analyticsEinstein Analytics
Salesforce analytics

Einstein Analytics allows you to explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce®. It brings actionable insights to the business user.Create Analytics datasets and produce useful charts from those datasets. With Analytics charts, you can transform tables of data into beautiful and informative visuals that won't require your audience to do math in their heads.

Recieving cashQuote-to-Cash
salesforce cpq

Quote-to-Cash begins with Configure, Price, Quote (CPQ)—configuring the offer, developing the appropriate pricing, and creating the quote. It continues on through negotiations, invoicing, payment, and even renewals and renegotiations.

iOT Cloud

Salesforce services

App Cloud

Salesforce services
Salesforce shoppingCommerce Cloud
Salesforce - commerce

Commerce Cloud is the world's leading B2C and B2B commerce solution. It is a multi-tenant, cloud-based commerce platform that empowers brands to create intelligent, unified buying experiences across all channels — mobile, social, web, and store. B2B Commerce empowers you to generate revenue faster, and scale easily as your brand grows. B2C Commerce solution provides a rich set of capabilities, including marketing, merchandising, content, promotions, customer service, fulfilment, and artificial intelligence.

Salesforce welfareNon-Profit Success
Salesforce- non profit

Salesforce®.org empowers tens of thousands of nonprofits and educational institutions through technology, grants, and volunteering programs. Streamline fundraising processes and manage mission objectives in real time. Seamless volunteer management; NPSP empowers nonprofits with the ability to track all volunteer jobs, allow volunteers to sign up directly for shifts online and match volunteer skills to opportunities available.

Mule Salesforce ConnectorMulesoft
Mulesoft Salesforce

Salesforce® Integration solution – “MULESOFT” connects Salesforce® to enterprise applications in the cloud or on-premises with Anypoint Platform. Mulesoft provides easy-to-use development environment in order to increase productivity and lower development cost.

Salesforce messages Pardot-Marketing Automation
Salesforce marketing automation tool pardot

Pardot provides a full solution that helps marketers create meaningful connections, generate more pipeline, and empower sales to close more deals. Build intelligent, data-driven programs that generate new leads and speed up your sales cycle - all while allowing customers to forge their own path to purchase.

Salesforce manufacturingManufacturing Cloud
Manufacturing screen in Salesforce

Manufacturing Cloud, the newest industry-specific product from Salesforce®, delivers a new level of business visibility and collaboration between the sales and operations of a manufacturing company. This allows them to have a better view of their customers through new sales agreements and account-based forecasting solutions, providing visibility into their customer interactions and enabling them to generate more robust sales forecasts.

Wave Anlytical

Salesforce service cloud dashboard

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Our Products

Salesforce Product We Work With

Feedback from our clients

"I was really impressed with the turnaround speed of the team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"

Project Coordinator, University

"We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"

CEO, Immigration Company

"Codleo has a team of dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"

CEO, Healthcare Company

"It was a very wonderful experience to work with Codleo. Codleo was very helpful for our company from the Salesforce® platform set up to implementation and customization- CODLEO proved what it committed."

CTO, Manufacturing Company

We are here to help!! Talk with an expert today!

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There are many benefits of hiring Salesforce partners that accrue to a business. They include:

  • You can focus on your core business leaving all Salesforce related work to the Salesforce partner.

  • All issues and challenges are resolved / avoided by the Salesforce partner during the project.

  • A Salesforce partner ensures a smooth & seamless project implementation.

  • The project is completed within budget and timelines by the Salesforce partner.

  • The Salesforce partner provides training to users and support services that are essential to the project success.

A Salesforce Partner offers a range of Salesforce related services from A to Z. These services include:

  • Salesforce Consulting involves strategize on the pros & process of a successful Salesforce CRM implementation.

  • Salesforce implementation services include configuration, customization, and deployment of the Salesforce solution(s).

  • Salesforce migration services by a Salesforce Partner includes smooth transfer from the Classic to the Lightning version.

  • Salesforce integration services refers to integrating Salesforce CRM or other products with third party apps & systems in use or planning to be deployed by the business.

  • Salesforce support services by a Salesforce Partner keep your Salesforce solutions stable and ensure its fast evolution.

  • Salesforce training services ensure that the user adoption is strong by customised & focused training, and refresher training sessions.

There are certain basic factors that all organisations should consider when choosing Salesforce partners in India. They include:

  • The Salesforce partner should be a Summit Tier Partner (The highest rank for a partner).

  • The Salesforce partner should have a large team of certified and experienced personnel.

  • The Salesforce partner should have a good customer satisfaction. score. This is an assessment of its performance by the clients themselves.

  • The partner should have domain expertise in your industry.

  • The partner has visibility on social media..

Salesforce is the world’s #1 customer relationship management (CRM) platform. Set up and manage cloud-based CRM applications for sales, service, marketing and more without the aid of IT experts.

Types of Salesforce® Clouds are as follows:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Commerce Cloud
  • Community Cloud
  • Integration Cloud
  • Analytics Cloud

Salesforce® works only in the public cloud model. This means that:

  • All customers use exactly the same version of software

  • Updates are automatic and are installed 3 times a year for all

  • The Salesforce® user community helps one another within the framework of the forum, discussing the same functionalities that work in the same way for every customer

  • The Trailhead free training package is synchronized with the current Salesforce® version and is developed in the same update cycle as the entire platform.

You can find the list of all Salesforce partners in your local area on Salesforce AppExchange.

Whether you are a small or large firm, these are some top qualities of a Salesforce Partner to look before finalizing any company.

  • Certified Salesforce Employees

  • A partner with diverse experience

  • CSAT Score

  • Salesforce Partner Status

  • Compatible & understanding partner

  • Good Knowledge of Salesforce Products

  • A Great decision maker & problem solver

  • Have clear idea about the project

Salesforce® now providing four types of Sandboxes Salesforce® provides integration with any system, whether in the cloud or in the customer’s environment, it can actively refer to (call API) other systems or be called by other systems.

Yes, this is what Partner Community and Customer Community licenses are used for. These functionally limited licenses are intended for large volumes of users who are not employees of the company and should have access to the Salesforce® application. Using the configurator, you can prepare dedicated data and process views for these users in Salesforce®.

Salesforce® Security can be Two-factor authentication – in addition to a login and password, in the second step of signing in you have to use a generated PIN within a specific time IP-restricted signing in SSO – Single Sign On, signing in to Salesforce® using sign-on mechanisms already existing in the company makes it possible for the user to access all applications in the company using only one login and one password. Time-restrictive sign-on to the system for business hours.

Salesforce® server locations are: Chicago, Illinois, United States (USA) Dallas, Texas, United States (USA) Frankfurt, Germany (GER) Kobe, Japan (JPN) London, United Kingdom (UK): London, UK (North) & London, UK (West) Paris, France (FRA) Phoenix, Arizona, United States (USA) Tokyo, Japan (JPN). You can go to trust.Salesforce®.com and find more details on Salesforce® Servers.

You can find out which instance your Salesforce® org is on by viewing your browser address bar, viewing your Company Information, or by using the Domain Lookup tool.

Before you start your quest for a Salesforce Partner, put your association under the magnifying instrument to increase a superior comprehension of your remarkable business needs and desires for the undertaking. This data is basic while talking with potential partner since it will assist you with deciding if partner's basic beliefs line up with your own and whether they can incorporate flawlessly into the exceptional manners by which your business capacities.

There are 5 Salesforce Partnership Level

  • Global Strategic

  • Platinum

  • Gold

  • Silver

  • Registered

Salesforce Partners work in sync with Salesforce and help your business to implement, enhance and upgrade the Salesforce CRM as their highest growth while delivering customer success. Also, Salesforce Partners help in market research, which can satisfy your target sales goals with high profit and upgrade the Salesforce skills, which can boost your business to the highest peak in the market.

100% yes! A good Salesforce partner will not only do your Salesforce implementation but they’re committed to get you the desired results out of your investment.

The Salesforce Partner Community is a portal built and maintained specifically for Salesforce partners. It's where these partners manage their business, learn best practices, get support, and engage with Salesforce employees in a secure environment.

Salesforce partners can grow a profitable business by building expertise, leading differentiated practices, and leveraging innovative tools according to your business needs.