Salesforce Managed Services is a proactive strategy that provides businesses with knowledgeable guidance to efficiently run and manage Salesforce CRM. You may save time, guarantee data security and quality, keep current on Salesforce developments, increase user adoption, and gain access to experts with the aid of Salesforce Managed Services. If your company uses Salesforce, Salesforce Managed Services can assist you in making the most of your investment and achieving your corporate objectives.

  • To access expert support
  • Enhance User Adoption
  • Save Time and Resources
  • To optimize your Salesforce Content
  • To ensure System reliability and security
  • To stay up-to-date with the latest features
  • To free up your internal IT resources
  • Ensure Data Quality and Security
  • Fill Resource gaps with diverse talents
  • Get proactive, innovative business solutions

At Lean IT, we are dedicated to providing premium Salesforce Managed Services that satisfy your company requirements and go above and beyond your expectations. To find out how we can assist you in achieving your Salesforce Managed Services objectives, get in touch with us right away.

  • Customized Service Plans: We recognize that every company has particular needs and demands. We provide personalized Salesforce Managed Services plans in order to satisfy your unique requirements and financial constraints. Our service packages may also include services for user adoption and training, as well as continuous maintenance, support, and optimization.
  • Experienced Salesforce Experts: Our group of certified Salesforce professionals has a wealth of expertise working with companies of all sizes and in a variety of sectors. We can assist you with problem-solving, Salesforce instance optimization, and best practice recommendations thanks to our experience and knowledge.
  • Proactive Maintenance and Support: To guarantee that your Salesforce instance is constantly up to date, secure, and operating at its peak, we offer proactive maintenance and support. Our staff can keep an eye on your system around-the-clock, spot problems early on, fix them, and give your Salesforce users ongoing support.
  • Data Management and Cleanup: Any CRM system’s success depends on the quality of the data it uses. By regularly doing data cleanup and deduplication tasks, we can assist you in maintaining high-quality data in your Salesforce instance and guarantee that your data is correct and current.
  • User Adoption and Training: For any CRM system to be successful, user acceptance is crucial. By giving your Salesforce users support and training so they can utilize the system efficiently, we can aid in improving user acceptance.
  • Flexible and Cost-Effective Plans: We provide adaptable plans that may be customized to your unique requirements, giving you the freedom to select the amount of assistance that’s best for your company. The cost-effectiveness of our Salesforce Managed Services allows you to save time and money while guaranteeing that your Salesforce instance is operating at peak efficiency.


Salesforce outsourcing services refers to the process of delegating specific tasks or functions to a third-party service provider. It involves working with a different business to manage particular facets of your Salesforce instance, like development, customization, integration, and support. Businesses can take use of the knowledge and resources of the outside company by contracting out for these services, freeing up internal resources to concentrate on their core competencies.

  • Cost Savings on training resources
  • Access to expertise
  • Increased Efficiency
  • Scalability as per business needs
  • Risk Management
  • Improved Quality of Delivery
  • Flexibility to scale operations
  • Access to Advanced technology
  • Minimize administrator turnover
  • Decrease ramp time to total productivity

Businesses can gain access to specialised knowledge, cutting-edge technology, and affordable solutions by working with Lean IT to help them reach their outsourcing objectives. We can assist you in achieving your outsourcing goals and enhancing overall performance, whether you’re trying to save expenses, increase efficiency, or get better results.

  • Salesforce Developers for Custom Developments
  • Admins for Administrative Tasks
  • Cloud Specialists to implement Salesforce Products
  • Certified Industry Experts for Development
  • Technical Architects for solving Complex problems
  • Solution Architects for advice


The process of modifying the Salesforce platform to suit a company’s unique requirements is known as customization. This may entail altering the platform’s user interface, data fields, operational procedures, and workflows, among other features. Businesses may increase efficiency, improve user experience, boost data quality, and expand flexibility by customizing Salesforce.


By partnering with our company, businesses can achieve Salesforce customization that is tailored to their specific needs and aligned with their unique business goals. Whether you’re looking to increase efficiency, enhance the user experience, improve data quality, or achieve greater flexibility, we can help you achieve your Salesforce customization objectives and improve your overall performance.

  • Understand Business Requirements: Understanding our clients’ unique business needs is the first step in the Salesforce customisation process. We closely collaborate with stakeholders to ascertain their particular needs and how the platform may be tailored to satisfy them.
  • Develop a Customization Plan: Our team creates a customisation strategy based on the business needs, outlining the precise modifications and improvements required to achieve the intended results. This plan covers all required resources and tools, along with a timeframe, milestones, and deliverables.
  • Customisation Implementation: Our team starts implementing the required modifications and upgrades to the Salesforce platform as soon as the customisation plan is accepted. This entails setting up the platform’s user interface, data fields, workflows, and other components to correspond with the client’s business procedures and needs.
  • Testing and Quality Assurance: Our team performs thorough testing and quality assurance after the customization is put into place to make sure the platform is operating as intended and fulfilling the needs of the client. To make sure the customisation is working effectively and producing the desired outcomes, we employ a number of testing tools and procedures.
  • User Training and Adoption: We offer user training and adoption support after the customisation is finished and thoroughly tested to make sure the client’s team is completely prepared to use the platform efficiently. To ensure that users are familiar with the new platform, this includes offering training materials, holding training sessions, and providing continuous support and advice.
  • Ongoing Maintenance and Support: In order to ensure that the Salesforce platform continues to meet the client’s changing business needs, we also offer continuous maintenance and support services. To keep the platform safe, reliable, and usable throughout time, we provide a variety of support options, such as troubleshooting, bug fixes, feature upgrades, and platform updates.
Services covered under our Salesforce Customisation Offerings:
  • Sales and Marketing Cloud – Sales Cloud, Pardot, marketing Cloud, CPQ
  • Case Management Clouds – Service Cloud, Field Service, Lightning
  • PaaS Service – Heroku
  • Legacy System Modernisation – MuleSoft
  • Special Purpose Cloud – Non Profit Cloud, Health Cloud, Education Cloud


Application programming interfaces (APIs) are used to integrate Salesforce with other platforms, systems, and applications. This process is known as Salesforce API Integration. The potential of Salesforce and other systems may be used by organisations to improve their operations and procedures thanks to this interface, which enables seamless data and information flow between various platforms.

  • Seamless Data Exchange
  • Increased Automation
  • Improved Collaboration
  • Enhanced Customer Experience
  • Scalability and Flexibility
  • Achieve a 360 degree customer view

By offering professional advice, customization, configuration, strategy planning, testing, implementation, maintenance, and support services, our company can assist organisations in achieving Salesforce Integration.

  • Expertise and Experience: Our team of Salesforce integration specialists has a wealth of experience connecting Salesforce with a range of platforms and tools, such as customer service, marketing automation, and ERP. Based on their unique requirements and goals, we can assist organisations in choosing the appropriate integration strategy.
  • Customization and Configuration: In order to fulfil unique business needs, our organisation can assist businesses with customising and configuring Salesforce Integration solutions. This includes configuring workflows, data mapping, and integration rules to ensure seamless data transfer and synchronization between Salesforce and other systems.
  • Integration Strategy and Planning: Our organisation can assist organisations in creating a thorough integration strategy and plan that takes into account their unique business objectives, IT environment, and available resources. Businesses can work with us to determine the optimal integration strategy, calculate expenses, and set up a schedule for integration.
  • Testing and Deployment: Our organisation can assist businesses in testing and implementing Salesforce Integration solutions to make sure they function properly and satisfy their unique business needs. To make sure that the integration is robust, dependable, and secure, we employ best practices for testing and deployment.
  • Maintenance and Support: In order to keep Salesforce Integration solutions functioning perfectly and meeting shifting business needs, our organisation may offer ongoing maintenance and support. To ensure that organisations can get the most out of their investment in Salesforce Integration, we regularly provide updates, upgrades, and technical help.


Salesforce Lightning Migration is the process of upgrading a Salesforce Classic environment to the Lightning Experience. Lightning Experience is the modern, intuitive user interface that offers advanced features, improved productivity, and enhanced user experience.

  • Improved User Experience
  • Enhanced Productivity
  • Increased Mobility
  • Better Collaboration
  • Future Proofing
  • Advanced Analytics and AI
  • Customization and Flexibility

Our company has extensive experience in helping businesses migrate from Salesforce Classic to Salesforce Lightning, and we can help clients achieve these goals in the following way:

  • Lightning Readiness Assessment: The analysis of the client’s current Salesforce environment is the first stage in the Lightning Migration process. This entails locating any adjustments, integrations, or third-party applications that would require updating or reconfiguring for Lightning.
  • Create a Plan: Making a plan for Lightning Migration is the next stage once the current environment has been examined. This include figuring out the Lightning features the client wants to employ, setting up a schedule for the migration, and identifying any potential difficulties or problems that may emerge.
  • Configure Lightning Experience: The next stage after creating the plan is configuring Lightning Experience to meet the client’s business requirements. Custom Lightning pages, components, and apps are all included in this.
  • Migrate Data: Once Lightning Experience has been configured, the next step is to migrate data from Salesforce Classic to Salesforce Lightning. This involves performing data mapping, data cleansing, and data validation to ensure a seamless transition to Lightning.
  • Train Users: Training users on how to use Lightning Experience is crucial when the transfer is finished. To ensure that users are at ease with the new interface, this entails offering specialized training materials, user manuals, and videos, as well as continuing assistance and troubleshooting.
  • Test and Deploy: Finally, the Lightning Migration solution needs to be tested and deployed to ensure that it works seamlessly and meets the client’s business needs and requirements. This includes performing testing and quality assurance, as well as using best practices for deployment to ensure that the migration is stable, reliable, and secure.


Salesforce consulting is the practice of giving knowledgeable counsel and direction to businesses on how to make the most of the Salesforce platform to meet their objectives. Sales, marketing, customer service, and operations are just a few of the many topics that Salesforce consulting may address. Businesses who want to make the most of the Salesforce platform can take advantage of Salesforce consultancy. Businesses may maximize their Salesforce investment, restructure their operations, and more effectively accomplish their objectives by engaging with a certified Salesforce consultant.

  • Validate your competitive edge by utilizing Salesforce Cloud’s capabilities.
  • Analyze risks and possibilities in accordance with particular business goals to propose appropriate solutions.
  • Help plan the IT landscape optimization by using the Salesforce platform solution to replace scattered legacy systems.
  • Create a roadmap for the Salesforce transformation and provide an action plan.
  • Discovery: In order to fully grasp your company’s requirements, objectives, and pain areas, our team will begin by completing a thorough exploration process. Information on your present Salesforce implementation, current business procedures, and any unique difficulties you are having are all gathered during this process.
  • Analysis: Our team will perform a thorough analysis based on the data acquired during the exploration phase to pinpoint areas where Salesforce may be optimized to better meet your company’s needs and objectives.
  • Solution Design: Our team will create a customized solution design that includes suggestions for improving your Salesforce setup using the knowledge gathered during the analysis process. Depending on your particular needs, this can involve specialized workflows, automation, reporting, or third-party integrations.
  • Implementation: Our team will start the implementation process as soon as the solution design has been accepted. This entails setting up Salesforce to precisely match your needs, developing unique workflows, automated processes, and reporting, as well as integrating any required third-party software.
  • Testing and Validation: Our team will carry out extensive testing and validation before launching the new Salesforce solution to make sure everything is operating as planned.
  • Training and Support: For your staff to be completely prepared to utilize the new Salesforce deployment successfully, our team will offer in-depth training and assistance. To assist you maximize your investment, this entails user training, documentation, and continuous support.
  • Continuous Improvement: Our team will collaborate with you on a constant basis to optimize your Salesforce implementation in response to user input and changes in your company’s demands.


Salesforce Implementation Service refers to the process of setting up and configuring the Salesforce platform to meet the specific needs and requirements of a business. It involves designing and building a tailored Salesforce solution that aligns with the organization’s business processes and goals.

  • Streamlined Processes
  • Bring your operations to one place
  • Improved Data Management
  • Better Collaboration
  • Enhanced Reporting and Analytics
  • Scalability

Our organization is well-equipped to provide comprehensive Salesforce Implementation services to help your organization achieve its goals. By leveraging our expertise, experience, and dedication to customer success, you can rely on us to guide you through the Salesforce Implementation journey and help you achieve your desired outcomes efficiently and effectively.

  • Marketing Cloud Implementation
  • Commerce Cloud Implementation
  • Health Cloud Implementation
  • Financial Services Cloud Implementation
  • Sales Cloud Implementation
  • Salesforce Service Cloud Implementation
  • Pardot Cloud Implementation


Salesforce AppExchange is a marketplace for third-party Salesforce applications that help businesses extend the capabilities of their Salesforce platform. Salesforce App Exchange App Development refers to the process of creating and publishing custom applications on the Salesforce AppExchange platform.

These custom applications can be developed to meet specific business requirements, streamline processes, and integrate with third-party systems. The Salesforce AppExchange platform provides a range of tools and resources to help developers create and publish their applications, including development tools, testing environments, and support resources.


When it comes to AppExchange App Development, trust is a crucial factor in selecting the right partner for your organization. Here are some compelling reasons why clients can trust our organization with their AppExchange App Development needs:

  • Extensive Experience
  • Salesforce Certified Professionals
  • Tailored Solutions
  • Transparent Communication
  • Commitment to Quality
  • Client Satisfaction
  • Ongoing Support

When clients choose our organization for their AppExchange App Development needs, they can trust that they are partnering with a reliable and experienced team that is dedicated to their success. We bring expertise, tailored solutions, transparency, and a commitment to quality and client satisfaction, ensuring a trustworthy and fruitful collaboration.


Salesforce Data Migration refers to the process of transferring data from one system or source into the Salesforce platform. It involves extracting data from the source system, transforming it to match the structure and format required by Salesforce, and then loading it into Salesforce objects and fields.

Data migration is often necessary when an organization transitions from a legacy system or another CRM platform to Salesforce. It ensures that existing data, such as customer records, leads, opportunities, and other relevant information, is accurately transferred to Salesforce, allowing businesses to continue working with up-to-date and comprehensive data.
Salesforce Data Migration requires careful planning, execution, and validation to ensure a successful transition of data into Salesforce. It is essential to maintain data integrity, minimize disruptions to business operations, and ensure a seamless transition for users.


When it comes to Salesforce Data Migration, our organization stands out as the best choice to handle the process efficiently and effectively. With our extensive experience in Salesforce implementations and data management, we have a deep understanding of the intricacies involved in migrating data to Salesforce. Our skilled team of experts follows a meticulous approach, ensuring accurate extraction, mapping, transformation, and loading of your data into Salesforce.

We prioritize data integrity and quality, employing industry best practices and advanced tools to validate and test the migrated data. With our commitment to excellence and client satisfaction, you can trust us to seamlessly migrate your data to Salesforce, enabling you to harness the full power of the platform and drive business success.


Salesforce QA Testing refers to the process of validating and verifying the functionality, quality, and performance of Salesforce applications, customizations, and configurations. It involves systematically testing various aspects of a Salesforce implementation to ensure that it meets the desired requirements, performs as expected, and delivers a seamless user experience.


Our company is the ideal option to execute the procedure with the utmost precision and competence when it comes to Salesforce QA & Testing. We have a team of skilled QA experts who specialize in Salesforce, and we have a thorough understanding of the platform and all of its nuances. Through the use of exhaustive testing methodologies and a methodical approach, we make sure that every component of your Salesforce deployment has been carefully examined and verified.

We take every precaution to guarantee the quality and dependability of your Salesforce application, including functional, performance, security, and integration testing. We give our clients the assurance and peace of mind that their Salesforce deployment is of the highest caliber because to our dedication to excellence, attention to detail, and vast experience in Salesforce QA & Testing.