Enhance Customer Connect. Amplify Opportunities. 

Transform Your Business With Salesforce.

salesforce consulting & intigration partner

Salesforce Integration Services

As a Salesforce Partner, Yantra Inc. has been at the forefront of helping customers resolve real-world challenges of CRM through our robust and gold-standard knowledge centre and expertise with Salesforce Integration Services.

Yantra’s Salesforce Development Services bring companies and customers together, as it unites the marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers SalesForce’s entire suite of connected apps. With Customer 360, you can focus your employees on what’s important right now: stabilizing your business, reopening, expanding, or getting back to delivering exceptional customer experiences.

Our Salesforce Integration Services experts and Salesforce managed service team work closely with you to traverse the Salesforce journey for your business transformation initiatives. Going step by step, we help simplify complexities, remove impediments, and minimize risks in Salesforce Integration and CRM solutions. We streamline your business processes and map workflows accurately to help you maximize your sales & marketing ROI.

With Yantra Inc. Salesforce Managed services we help set up, configure, or customize your Salesforce platform through business process automation, custom workflows, security access setup & approval processes to revolutionize the way your organization gains value from your sales & marketing functions.

Yantra’s experts are certified and well-equipped to support any industry-specific customization of Salesforce Integration Services with your other existing systems. We provide maintenance and continuous improvement services and work with you as your guide in navigating your digital transformation.

System Integration
As a part of our Salesforce Development Services, Yantra’s Salesforce development consultants build real-time or batch data exchange and workflow links to seamlessly integrate external applications with Salesforce to ensure accurate data flow, through API, connectors, and middleware.


Salesforce Integration Services are the key to unlocking the full potential of your Salesforce CRM. With the right integration strategy and tools, your organization can achieve various benefits, including:

  1. Improved Efficiency: Streamline processes and reduce manual data entry, boosting overall productivity.

  2. Enhanced Customer Experience: Personalize interactions, resolve issues faster, and provide better customer service.

  3. Real-time Data Sync: Ensure teams have the latest information for informed decision-making.

  4. Streamlined Business Processes: Automate tasks across systems for smoother operations.


Salesforce is used for a variety of purposes across different industries and business functions. It is primarily known as a customer relationship management (CRM) platform, but its capabilities extend far beyond that. Here are some of the primary use cases for Salesforce:

1.     Sales Management: Salesforce’s Sales Cloud is widely used by sales teams to manage leads, opportunities, and customer interactions. It helps sales professionals track prospects, forecast sales, and collaborate with team members.

2.     Marketing: Salesforce’s Marketing Cloud enables organizations to create and manage marketing campaigns, automate marketing processes, and analyze customer data to personalize marketing efforts.

3.     Customer Service and Support: The Service Cloud is used for managing customer service inquiries, and support cases, and providing a platform for customer support teams to efficiently resolve issues and provide excellent customer service.

4.     E-commerce: Commerce Cloud is employed by businesses to create and manage online stores, enabling them to sell products and services to customers over the Internet.

5.     Community Building: Community Cloud allows organizations to build online communities or portals for customers, partners, and employees to collaborate, share information, and engage in discussions.

6.     Analytics and Reporting: Salesforce provides robust analytics and reporting capabilities through Einstein Analytics, helping organizations gain insights from their data and make data-driven decisions.

7.     Custom Application Development: Salesforce’s platform allows developers to build custom applications and integrations tailored to the specific needs of their business.

8.     Internet of Things (IoT): Salesforce IoT Cloud is used to connect, analyze, and take actions based on data from IoT devices, enabling businesses to leverage IoT data for various purposes, such as predictive maintenance.

9.     Workflow Automation: Salesforce offers tools for automating business processes, including approval workflows, email notifications, and task assignments, streamlining operations and increasing efficiency.

10.  Data Management: Salesforce serves as a centralized repository for customer and business data, ensuring data accuracy and providing a 360-degree view of customers and prospects.

11.  Partner Relationship Management: It’s used to manage and collaborate with partners, distributors, and resellers, facilitating channel sales and partner engagement.

Salesforce’s versatility and scalability make it applicable to a wide range of industries and business functions. Yantra assists organizations in using Salesforce to improve their customer relationships, enhance operational efficiency, and drive business growth through data-driven decision-making.

Services We Offer


We help accurately setup, configure, and customize your Salesforce platform through business process automation, custom workflows, security access setup & approval process to revolutionize the way your organization gain value from your sales & marketing functions. Hence, salesforce implementation.


Our experts are certified and well-equipped to support the transformational experiences of the Salesforce platform with our maintenance and continuous improvement services. We work as a business consultancy services also.

System Integration

In Salesforce integration, Our experts build real-time or batch data exchange and workflow links to seamlessly integrate external applications with Salesforce to ensure accurate data flow, through API, connectors and middleware.

Sales Cloud

Service Cloud



Marketing Cloud

Community Cloud

Social Studio


Retail & CPG



Warehouse & Distribution



Life Sciences


Frequently Asked Questions

We understand that navigating through various aspects of our products/services can sometimes raise questions, and we’re here to provide clarity and support. If you can’t find the answer you’re looking for or have specific inquiries, don’t hesitate to reach us. We’re here to assist you and provide personalized assistance whenever you need it.

Category: Salesforce Service

Salesforce is a powerful customer relationship management (CRM) platform used by businesses to manage their sales, marketing, customer service, and other related activities. It helps organizations streamline their processes, track customer interactions, and drive growth through effective sales and marketing strategies.

Category: Salesforce Service

No, Salesforce is not an ERP (Enterprise Resource Planning) system. While it does offer some functionalities that overlap with ERP systems, such as managing customer data and workflows, Salesforce primarily focuses on CRM (Customer Relationship Management) capabilities and does not provide the comprehensive suite of integrated applications typically found in ERP systems.

Category: Salesforce Service

Salesforce Cloud refers to the various cloud-based solutions offered by Salesforce that cater to specific business needs. These include Sales Cloud (for sales automation and management), Service Cloud (for customer service and support), Marketing Cloud (for marketing automation), Commerce Cloud (for e-commerce), and more. Each cloud product is designed to address different aspects of a company’s operations and can be customized to fit specific requirements.

Category: Salesforce Service

Yes, NetSuite offers robust integration capabilities with Salesforce, allowing businesses to synchronize data and processes between the two platforms seamlessly. This integration enables companies to streamline their operations by connecting sales, finance, and other departments, resulting in improved efficiency and better decision-making.

Transform Your Sales & Marketing And Maximize Your Salesforce ROI, Today.