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Your Trusted Salesforce® Partner

Codleo empowers businesses to grow, engage, and transform using the full potential of Salesforce CRM solutions.

Codleo is a leading Salesforce partner providing various solutions and services. We use the Salesforce platform's power to transform businesses digitally so that they are future-ready in their quest for growth and enhanced revenue.

Codleo and Salesforce help brands create personalized and engaging experiences throughout the customer journey. Their goal is to make these experiences relevant and memorable.

We help our clients find the right customers and build lasting relationships through connected marketing. We support their sales teams to achieve steady and profitable growth. Together, we enhance their customer service so they can provide a better experience every time.

Our extensive and certified team of experienced Salesforce personnel uses their knowledge and expertise on every project, whether implementing new Salesforce solutions, making changes to existing solutions or organs, or enhancing user adoption via customized training and support services. Our services as best Salesforce partner are customized to meet the unique needs & challenges of each of our clients, with each solution as unique as each of our 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 & developments, thereby getting benefits of the latest solutions in the market.

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

Explore How These Services Fit Your Business

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 over a decade of Salesforce expertise, we help organizations enhance customer experiences while gaining actionable insights for future growth. We leverage the Salesforce ecosystem — including platforms like Force.com, VMforce, and MuleSoft — to build scalable, customized solutions. Our in-house Application Factory accelerates delivery by combining best practices with 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.

Codleo + Salesforce: Leveraging data and technology to create experiences that foster strong, lasting relationships.

Ready to explore how we can deliver this value to your business and customers?

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Our Sector expertise

At Codleo, we understand that technology needs vary across industries. As a Salesforce Consulting Partner, we collaborate closely with Salesforce to deliver tailored solutions for key sectors, including automotive, consumer products, retail, and financial services. We design each solution to meet the unique needs of our clients, helping them achieve scalable and sustainable growth.

Our Sector

Consumer products and retail

Drive innovation and growth in your retail business with Codleo’s Salesforce-powered solutions. Personalized voice assistants help build deeper customer relationships, while our Quick Start Commerce solution enables grocers and quick-serve restaurants to achieve an omnichannel experience in just 10 weeks — responsive, functional, and future-proof.

Our Sector

Financial services

Transform your financial services with Codleo and Salesforce. Our Innovative Banking solution empowers businesses to develop new products and offerings rapidly. Meanwhile, Open Insurance Transformation connects and optimizes your services, unlocking new revenue streams and driving customer satisfaction through greater flexibility and innovation.

Our Sector

Real Estate

Revolutionize your real estate business with Codleo’s Salesforce solutions. Whether you’re a realtor or broker, our tools automate lead management and enable personalized client engagement, helping you close deals faster. With our Real Estate Quick Start Package, you get a comprehensive view of properties, prospects, and performance — all in one place. It enables smarter selling and accelerated growth.

Why Choose Us ?

24 x 7
Support

5+ Years Salesforce Platinum Partner

450+ Salesforce Certifications

99.99% Happy
Customers

L0, L1, L2 and L3 Salesforce Support Levels

Dedicated Customer Portal

Weekly and Monthly Reports

A Large and Growing Team of Experienced Experts

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

"Codleo Support solved all our Pardot queries. We understood functionalities of Pardot. Mayank explained it very well. Thank you for your time."

Healthcare & Life Sciences

"I'm satisfied with the product delivery on time and weekly update. But lack with the admin training to the client for product knowledge"

Financial Services

"Excellent Support and implementation from Codleo team. Awesome support providing by the Codleo Spoc Akshay. Thanks for the support and expecting the same for the future."

Financial Services

"It is amazing to experience this partner know how and determination towards implementation & consulting. They deliver product & services in time. They have the know how of all industries and ability to understand business process very fast."

Manufacturing

"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

"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 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
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COMPANY IN NUMBERS

180
+
Experience Resources
500
+
Certifications
1
M+
Community Followers
10
K+
Users Support
99.99
%
Happy Clients

Find out what Codleo can do for you

Talk to a Salesforce® solutions expert

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.