Customers First, Salesforce Second

Who we are

Soleil Consulting Group is a boutique Salesforce Consulting firm specialized in providing customers tailored solutions to their Salesforce environments.

With almost a decade of experience in Salesforce expertise across a number of verticals, we look to tailor your Salesforce to work how you need it to, not how Salesforce wants it to.

What we do

We specialize in tailoring your Salesforce Sales Cloud environments to your specific business needs.

We work directly with key stakeholder groups to identify business needs and configure the Salesforce solution around your needs.

How We Can Help

Implementation

Deploy new instances of Salesforce, define business processes, and implement streamlined product features.

Optimization

Standardize and stream-line your existing Salesforce environment and update and enhance workflow and business processes.

Visualization

Collaborate with stakeholders to bring your data to life with robust and simple to use Salesforce or Tableau dashboards.

Documentation

Clearly define business requirements, map technical solutions, and create a detailed change log of customizations made in Salesforce.

User Support

Provide front-line support to users. Troubleshoot errors, help with setup, build reports & dashboards, lead trainings, and more.

Business Analysis

Serve as an advisor to stakeholders and users. Help identify areas for improvement, recommend new tools and features available.

Who We've Helped

Deployed a new instance of Sales Cloud from scratch for a team of 5 users. Developed a custom set of fields and flows with Person Accounts enabled to help the team track transactions.

Crypto FinTech

Toronto Based FinTech Startup

Redefined Sales Cloud usage by re-configuring each major object and streamlining field usage across all objects. Developed new formulas, flows, processes, and reports.
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Kuali

Utah Based EdTech Startup

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Optimized business usage of Sales cloud across Sales, Marketing, CS, and Finance teams with key custom fields and flows configured for each stakeholder group.
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Utilities Tech

NYC Based Utilities Startup

Let us know how we can help

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