Implementing Platform Solutions

Implementing software can be time consuming and careful thought needs to go into its use. Leave that to us so you can focus on your business. We specialize in implementing HEDA®, Lightning Experience®, Community Cloud®, Marketing Automation, and AppExchange and® solutions.

Administration and Security

All users should not be able to access the same information. Protecting your data and keeping it secure is equally as important. We can assist with administering users with profiles and permission sets while defining record and field access controls.

Configuration and Customization

Nearly any business requirement can be solved with Salesforce® and there are usually multiple solutions available. Choosing the right solution for a business requirement can be a daunting task. Let us help with the appropriate configurations and customizations to optimize your business so you can rest easy.

Data and Reporting

When using Salesforce®, you will be capturing data that can be leveraged in reports and dashboards. You might want to migrate data to Salesforce® from another system or export data from Salesforce®. We can assist with data migration, deduplication strategies, reporting, and dashboard creation so you have the right information in the right place at the right time.

Custom Development

If you have a business requirement that is not covered by out of the box solutions, we’ll meet with you to scope out a suitable solution that is sustainable. Then we can design, implement, and maintain it. This type of engagement might include data modeling, defining architecture, integrating systems, and building custom pages.


In today’s information technology environment, it’s difficult to hold onto top talent and institutional knowledge. Without the appropriate documentation and training, knowledge silos exist and the risk associated with losing knowledge can be detrimental to your business. We work with organizations to provide the appropriate documentation, training, and support to mitigate this risk.

How can we help...

Let's have a conversation and see how Cloud Geared Solutions can assist you in getting the most out of your Salesforce org.