We Deliver Success on Cloud

Kreya Consulting is an emerging salesforce and force.com consulting company primarily focused on salesforce.com products, force.com platform and ISV services.

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About Us

We believe in sureness of great results and are committed to high quality continuous improvement in our engagements.

Kreya Consulting is proud to be an official consulting partner of Salesforce. While our technical experience extends well beyond basic CRM, the Salesforce suite of applications and its ecosystem of 3rd party tools remain at the very heart of the work we do.

With over 40 years of combined experience in salesforce eco system, providing the right solutions to solve difficult business problems is at the heart of our company’s drive to achieve unparalleled customer success.

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What We Do

We help accelerate your business growth through our customized Salesforce consulting solutions to meet your business needs!! Our competent Salesforce consultants offer the following services:

Sales Cloud

Implemented Sales cloud for customers spanning from Retail, Banking, Healthcare to Not for profit. We specialize in custom lead scoring, system automation, multi- language, chatter implementations and what not Building visibility into progress and enabling measurement of KPIs via reports and dashboards.

Service cloud

Automate ticket management, case escalation, case assignment, Implemented Customer portal solutions and Communities, Customized process development, Salesforce1 platform compatible implementations, Content Management, and knowledge management implementations.

Marketing Cloud

Salesforce Marketing Cloud is a marketing platform with capabilities to support the various facets of marketing including multi-channel campaign execution, dynamic customer journeys, pre-and post-campaign analytics including audience building and segmentation, social media engagement and advertising, and data management platform.

Experience Cloud

Communities are branded spaces for your employees, customers and partners to connect. Connecting and collaborating with your employees, customers and partners is the key success factor in today’s super-connected world. We can help you with best practices for creating communities.

Revenue Cloud

Configuration & Customizations of Salesforce CPQ to meet your needs. Setting up Product and Product\Bundle Configuration, Quote Configurations and Customizations, Guided Selling, Multi-Dimensional Quoting, Advanced Approval & CLM Integration.

FSL

We have expertise in implementing field service for various customer by automating processes for capturing work orders, scheduling, and enabling mobile workforce by installing and setting field service app, scheduling optimizer that allocates resources to appointments, setting offline-friendly Field Service mobile app for iOS and Android.

Salesforce Optimization

We have extensive expertise in org migration. We follow industry best practices, a set of processes and technologies that move a production org from a source Salesforce instance to a target Salesforce instance. The org move is orchestrated by copying and/or regenerating customer data and metadata.

Outsourced Administration

We manage some of the large and small clients for their salesforce administration needs as we feel experts can manage jobs better. Our team members are certified engineers with the experience to solve any Salesforce administration problem.We are a cost-effective solution.

Lightning Migration

Discovery to align with the business on key Program Objectives, Chart out the Lighting roadmap for the organization Health Check - assess current level of customization, Lightning Readiness Check, Gap Identification and Analysis + Data-driven Impact Assessment, UI and UX - focus on optimizing process efficiency and enhancing productivity.

Quick Start Packages

Quickstart is a fast, straightforward, four to six-week implementation practice to implement Salesforce products focused on critical planning, decision making, custom configuration, and more. Quickstart implementation provides results-driven value to your business from day one. We offer various quickstart to set you up and running on below listed platforms:

Sales Cloud

Setup of up to 25 users
Lead, Campaign, Account, Contact, Opportunity and Product setup
5 lead assignment rules
Web 2 Lead implementation(Only HTML Code generation)
5 formula fields, 8 validation rules, 4 workflow rules/Flows, 2 approval process
5 HTML email communication templates
Security Settings
Custom profiles, roles and queues (up to 5 each)
Sharing rules and public groups (up to 5 each)
Import up to 50,000 Leads from single excel file
Import up to 50,000 Accounts/Contacts from single excel file
10 custom reports & 2 dashboards with up to 4 components each
2-2 hour user training and admin training session

Service Cloud

Setup of up to 25 users
Account, Contact, Case and related process setup
Case management and Solutions setup
Service cloud console setup
Web-to-case, Email-to-case setup
5 formula fields
8 validation rules
4 workflow rules, 2 approval process
5 HTML email communication templates
Security Settings
Custom profiles, roles and queues (up to 5 each)
Sharing rules and public groups (up to 5 each)
Import up to 50,000 Leads from single excel file
Import up to 50,000 Accounts/Contacts from single excel file
10 custom reports & 2 dashboards with up to 4 components each
2-2 hour user training and admin training session

Pardot

Install & setup the Pardot Connector Package/Bundle
Modify the Lead and Contact Pages
Map Salesforce Custom Fields to Pardot Custom Fields
Map Lead fields to Contact fields
Setup Tracking Code to log activities in Pardot
Setup Vanity Tracker Domain
Setup Email automation to optimized email deliverability
Setup the basic/initial folder structure
Automation Rule setup
Drip Program setup
Setup up Email Templates(3-5 max)
Custom Field Setup(Considering max 15-20 field)
User Setup
Setup Automation Rules
Setup rules for basic Lead Scoring & Grading
Setup Web Forms(1-2 Max)

Marketing Cloud

Sender Authentication Package (SAP) Activation
The basic configuration of Reply Mail Management
Sender and Delivery Profile(s) Creation
Send Classification Setup
IP Warmup process for total 1 dedicated IP
Mobile Connect Setup
Activation of Long Code and DND set up testing
Upload existing brand creative assets
Pre-identified Dynamic Content Block creation
5 custom data base tables (Data Extensions)
Mobile Opt-In automation set up
1 Import File (external flat file) activity configuration
Pre-Identified reports configuration from the SFMC tool
Control Group Testing of 3 emails and 1 SMS sends to max 20 contacts

CPQ

Setup base service cloud
Install CPQ package in your Salesforce org
Setup product and pricebook(max 25-30 products and 1 procebook in single currency)
30 product bundle
10 product rules
10 price rules
10 discount schedule
Configure quotes and Quotes line editors
10 serial approvals with 3 steps
3 approval email templates
Max 2 standard quote template
Guidance for data migration and migrate upto 10000 records data for all CPQ setup data
Custom Reports & Dashboards
2-2 hour user training and admin training session

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Support Services Package

Get the right level of Salesforce support and maintenance services for your Salesforce products from us. Leverage our Salesforce support services to create a functional salesforce environment to provide quality services to your end-users. From easy-to-use resources to embedded experts, find the right level of support and expert guidance for your business.

Basic

Minimum 40 Hrs Per Quarter of Support
Basic User Setup
Security Settings
Configure Objects and Fields
Workflows
Approvals Process
Validation Rules
AppExchange Installation
Data Load
Chatter – Configuration
Billed Monthly or Quarterly
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Standard

Minimum 80 Hrs Per Quarter of Support
Basic User Setup
Security Settings
Configure Objects and Fields
Workflows
Approvals Process
Validation Rules
AppExchange Installation
Data Load
Chatter – Configuration
Development using LWC, Visual force, Apex Triggers
Billed Monthly or Quarterly
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Premium

Minimum 160 Hrs Per Quarter of Support
All Features of Developer Lite +
Integration Via Web Service API
Single Sign-On Configuration
Communities Configuration and Customization
Custom App Development
Complex Data Management and Support
Lightning and Salesforce1 Support
Documentation
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Useful Resources

To know more about our solution and approach , please feel free to go with below blog post in detail.

Seamless Salesforce Integration: Creating Leads with Attachments using Python and Flask

Feb 26, 2024 | Integration

Integration with Salesforce using Python is a powerful capability, particularly when leveraging the simplicity of the Simple Salesforce API. In this use case, the objective is to create leads with attachments using Python and Flask, making use of Salesforce's...

Using Lightning Web Components to Check Salesforce Feature Enablement

Dec 26, 2023 | Uncategorized

Here, we are creating an LWC (Lightning Web Components) to check whether the "Enable Opportunity Team" , "Enable OpportunitySplit" and "Multi-Currency" features are enabled. We have designed an LWC component along with a button. When the button is clicked, it invokes...

Stripe payment gateway integration with salesforce

Dec 26, 2023 | Uncategorized

Setting up Stripe in your app is relatively straightforward. Begin by creating your account on Stripe and obtaining the secret access keys. Once you have these keys, you are ready to utilize their API for processing payments. For testing purposes, Stripe offers test...

Xero Integration with Salesforce

Dec 26, 2023 | Uncategorized

XERO is a cloud-based accounting software platform that allows businesses to manage their finances in real-time. "Here, we have integrated Xero with Salesforce. First, you need to create a Xero account. Inside the account, create an app and generate the client ID and...

Sync invoice with Quickbooks invoice (Part 2)

Dec 8, 2023 | Uncategorized

OpportunityController public class OpportunityController { public Id oppId{get;set;} public Opportunity opp {get;set;} public List<OpportunityLineItem> olis {get;set;} public OpportunityController(ApexPages.StandardController controller) { oppId =...

Sync invoice with Quickbooks invoice (Part 1)

Dec 8, 2023 | Integration

QuickBooks Integration with Salesforce

Dec 8, 2023 | Integration

Series (1/4) A Comprehensive Guide to Automating Statistics and Business Processes through QuickBooks-Salesforce Integration" Unlock the potential of seamless automation for your business statistics and processes with the strategicintegration of QuickBooks and...

Sync Salesforce Accounts to QuickBooks Customers

Dec 8, 2023 | Integration

Note: "Please refer to the previous post for instructions on configuring if you haven't created a QuickBooks account or Salesforce accounts and configured these settings before." First, you have to create a field in the Account object, QBO_Id__c (external), and...

Salesforce for Slack – Unlock collaboration across sales and service

Aug 30, 2023 | Integration

Streamlining Communication and Collaboration: Integrating Salesforce with Slack In today's fast-paced business environment, effective communication and collaboration are paramount to success. Companies are constantly on the lookout for innovative ways to bridge the...

Custom KanBan Using Lwc with Apex Cotroller

Aug 29, 2023 | Uncategorized

Welcome to the technical documentation for the Drag-and-Drop Lightning Web Component (LWC). This guide will walk you through the implementation and usage of this component, which provides a streamlined interface for managing opportunities using a Kanban-style view,...

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Quick Stats



250 +

HAPPY CUSTOMERS



50 +

YEARS COLLECTIVE CRM EXPERIENCE

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350 +

FINISHED PROJECTS

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100 +

YEARS COLLECTIVE EXPERIENCE

Testimonials

Kreya Consulting has been nothing but a pleasure to work with. He is very professional, exceeds expectations when given deadlines and he's very thorough. His approach to implementation and answering any questions we had was nothing but a truly enjoyable experience. I plan on working with him for years to come..

Michael Robert

CEO & Founder

Kreya Consulting has been a staple with our company for years now. Anytime we need assistance with efforts relating to Salesforce, he's the man we go to. He has helped transform our company into a much more mobile entity keeping up with the demands for our modernizing industry. I can't attest to it enough about the immense value Amul has provided Flow Wine Group. We truly appreciate his hard work and look forward to continuing our relationship with him for years to come.

Chad Davis

Manager