01
Sales Cloud Setup
Leads, opportunities, forecasting, and CPQ configured for your sales motion.
Salesforce
Salesforce implementation, customization, and integration.
Salesforce Implementation & Custom Development
Salesforce is powerful — but only when configured for your business. Our certified team implements Sales Cloud, Service Cloud, and custom Apex solutions that maximize your ROI.
From initial setup to complex integrations, we make Salesforce work the way your teams need it to.
Why this matters
Many Salesforce investments underdeliver because of poor configuration. Expert implementation unlocks automation, visibility, and integrations that transform sales and service operations.
Key Features
- Dedicated expert team aligned to your goals
- Agile delivery with transparent milestones
- Security-first architecture and best practices
- Scalable solutions built for long-term growth
Capabilities
Capabilities
What we deliver for your project — end to end.
02
Service Cloud
Case management, omnichannel support, and knowledge base for customer success.
03
Custom Apex Development
Triggers, batch jobs, and REST APIs for logic beyond standard config.
04
Lightning UI Customization
Custom pages, components, and mobile layouts for user adoption.
05
Integration (MuleSoft/API)
Connect Salesforce to ERP, marketing, billing, and data warehouses.
06
Admin Training & Documentation
Empower your team to manage and extend the platform independently.
Why Choose Xinfini
Why Choose Xinfini
What sets our delivery apart from typical vendors.
Expert Delivery Team
Senior engineers, designers, and architects assigned to your project — not junior-only benches.
Agile & Transparent
Sprint reviews, clear milestones, and direct access to your delivery lead every week.
Security-First
Best practices baked in from day one — secure code, access controls, and compliance awareness.
Built to Scale
Architecture and infrastructure designed for growth, not costly rewrites after launch.
Our Step-by-Step Process
Our Step-by-Step Process
A proven path from discovery to launch and beyond — transparent at every stage.
1
Process Discovery
Map current workflows, pain points, and KPIs to define Salesforce requirements with stakeholders.
Process Discovery
Map current workflows, pain points, and KPIs to define Salesforce requirements with stakeholders.
1
2
Platform Configuration
Core modules, fields, roles, and permissions configured to match your operating model.
2
Platform Configuration
Core modules, fields, roles, and permissions configured to match your operating model.
3
Customization & Integration
Custom logic, APIs, and third-party integrations connect the platform to your ecosystem.
Customization & Integration
Custom logic, APIs, and third-party integrations connect the platform to your ecosystem.
3
4
Data Migration
Clean, validate, and migrate legacy data with reconciliation and audit trails.
4
Data Migration
Clean, validate, and migrate legacy data with reconciliation and audit trails.
5
UAT & Training
User acceptance testing, admin training, and documentation for smooth adoption.
UAT & Training
User acceptance testing, admin training, and documentation for smooth adoption.
5
6
Rollout & Support
Phased go-live with hypercare support and post-launch optimization.
6
Rollout & Support
Phased go-live with hypercare support and post-launch optimization.
What You Receive
Tangible outputs at the end of every engagement.
- Technical documentation and architecture diagrams
- Source code with version control and CI/CD setup
- QA reports and performance benchmarks
- Deployment runbooks and handover sessions
- Post-launch support and optimization plan
Industries We Serve
Sector experience that informs better decisions for your project.
Financial ServicesHealthcareTechnologyManufacturingNon-ProfitRetail
Related Services
Explore complementary capabilities from our portfolio.
Related Case Studies
All case studiesRelated Case Studies
Xinfini
Ready to Scale Beyond Limits?
Let's build something extraordinary together.