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Unlock the Full Potential of Salesforce with Our Managed Services

At Legendary Solutions, we understand that maximizing the benefits of Salesforce goes beyond just the initial setup. Our Salesforce Managed Services offer a comprehensive partnership tailored to your unique business needs. As a registered Salesforce partner, we provide ongoing support, enhancements, and expert guidance to ensure your Salesforce instance is not only up-to-date but also driving optimal results for your organization. Whether you're looking to refine processes, integrate new tools, or simply maintain peak performance, our dedicated team is here to ensure you get the most out of Salesforce. Dive deeper into the world of possibilities with Legendary Solutions and let us help you transform your Salesforce experience. Reach out today to discover more.

Recent Activity

  • Strategic Salesforce adoption planning
  • Business process analysis and recommendations
  • Platform selection guidance (Sales Cloud, Service Cloud, etc.)
  • Best practices and industry-specific solutions
  • Custom object and field creation
  • User interface enhancements
  • Custom Salesforce Lightning components
  • Tailored user profiles and permission sets
  • Bulk data uploads and downloads
  • Data cleansing and deduplication
  • Migration from other CRM platforms
  • Scheduled data backups.
  • Re-architecture of Salesforce instance
  • Data model optimization
  • Feature re-evaluation and pruning
  • Legacy system phase-out
  • New Salesforce instance setup
  • Module activations (e.g., Marketing Cloud, Einstein Analytics)
  • User training and onboarding
  • Post-launch support
  • Third-party software connections (e.g., ERP, Marketing tools)
  • API integrations and development
  • Single sign-on (SSO) setups
  • Cross-platform data synchronization
  • Security and compliance checks
  • Data integrity assessments
  • Feature utilization reports
  • Recommendations for improvements
  • 24/7 helpdesk availability
  • Issue troubleshooting and resolution
  • Regular system updates
  • User support and guidance
  • Workflow rule creation
  • Process builder flows
  • Apex triggers and classes
  • Automated alerts and notifications
  • Page load speed analysis
  • Query optimization
  • System bottleneck identification
  • Performance enhancement strategies
  • User management and role assignments
  • Regular system maintenance
  • Release updates and patch applications
  • Security and access controls
  • Process mapping and analysis
  • Salesforce alignment with business goals
  • Efficiency improvements
  • Change management support
  • Legacy code refactoring
  • System cleanup and optimization
  • Deprecated feature removal
  • Modernization of custom solutions
  • Custom dashboard and report creation
  • Einstein Analytics setups
  • Data trend analysis
  • Visual representation of key metrics
We are honored to have achieved the tier of Ridge Salesforce Consulting Partner by Salesforce for our high-quality and consistent hard work toward driving customer satisfaction.
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What Can Our Salesforce Consulting Services Provide for You?

Whether exploring Salesforce as a potential CRM for your business, or seeking assistance with updating and maintaining a system in use, we provide a wide range of services for a variety of Salesforce Products to help you understand and take advantage of everything Salesforce has to offer. If you don’t see your needs listed, send us a message!


30 +

Satisfied Clients


50 +

Completed Projects


9 +

Years of Experience

Transparent and Straightforward Operational Guidance

Identifying Business Objective

Our experts, after carefully analyzing your business and its operations, list the objectives and goals of the business in terms of revenue and other factors as an organization.

Tailoring Salesforce Clouds to Streamline Specific Processes

Whether you choose Salesforce Sales Cloud, Service Cloud, Marketing Cloud, etc. we tailor the platform to streamline specific processes to your businesses whether it be the sales pipeline, marketing campaigns, or customer service protocols, we’ve got you covered!

Training and Support

We facilitate maximizing your teams utilization of Salesforce through ongoing training and support from time to time to make the direct users of Salesforce understand the platform deeply so that they can easily work their way through it and achieve their goals.

Suggesting the Best-Suited Salesforce Edition

Depending on the budget, goals, needs, and type of business, we recommend the best-suited Salesforce edition for your business, including the additional tools and features that need to be integrated to enhance the functionality of the platform.


Every day we see ourselves and our team members wasting productive hours on manual or repetitive tasks. It doesn't have to be that way!

We all do it, often without even realizing it. When stuck doing the same mundane tasks day in and day out we tend to accept them as ‘part of the job’ and mindlessly click through the same multi-step processes or copy/paste data from A to B and don’t even give it a second thought. Imagine the possibilities if you could take 30, 40, or even 50% of those tasks and automate the process.

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How Can Automation Elevate Your Operations?

  • Increase productivity of sales reps.

    Relieving the sales team from mundane repetitive tasks allows them to focus on the actual goals and reach their sales targets.

  • Insight of sales process

    With visual reports and customized dashboards, you get an insight on the sales process and come up with the most efficient strategy to enhance or improve that.

  • Efficiency Boost

    Automation streamlines repetitive tasks, reducing the time taken to complete them and allowing employees to focus on more value-added activities.

  • Cost Savings

    By minimizing manual interventions and errors, automation can lead to significant cost reductions in the long run.

  • Enhanced Accuracy

    Automation reduces the risk of human errors, ensuring tasks are executed with precision every time.

  • Scalability

    Automation solutions can easily handle increased workloads, allowing businesses to scale operations without proportionally increasing costs.

  • Insight of sales process

    With visual reports and customized dashboards, you get an insight on the sales process and come up with the most efficient strategy to enhance or improve that.

  • Consistency

    Automated processes ensure that tasks are performed consistently, maintaining a uniform standard of quality.

  • Improved Customer Experience

    Automation can speed up response times and ensure timely follow-ups, leading to enhanced customer satisfaction.

  • Data Insights

    Automated systems often come with analytics, providing valuable insights into business operations and areas for improvement.

  • Resource Allocation

    With routine tasks automated, businesses can allocate resources to strategic initiatives and innovation.

  • Risk Reduction

    Automation can help in regulatory compliance and reduce the risks associated with human errors or oversights.

  • Enhanced Competitiveness

    Automation can give businesses a competitive edge by enabling them to offer faster, more efficient services.

  • 24/7 Operations

    Automated systems can operate round the clock, ensuring continuous service even outside of regular business hours.

  • Employee Satisfaction

    By eliminating mundane and repetitive tasks, employees can focus on more engaging and fulfilling work, boosting morale and retention.


A Few Examples of Common Automations

Opportunity Renewal

Renewal of Opportunities to help companies engage with recurring customers.

Round Robin Assignment

Distribute Leads, cases, and other records to a group of users in a fair and balanced way!!! Round Robin Assignment is a powerful feature in Salesforce that can help teams distribute workloads more evenly and improve productivity. It ensures that each user receives an equal number of records and thus reduces the risk of burnout.

Lead Scoring Automation

Prioritize leads based on predefined criteria, ensuring your sales team focuses on high-potential prospects.

Task Creation & Assignment

Automatically generate and assign tasks to relevant team members based on specific triggers or conditions.

Email Campaign Automation

Schedule and send targeted email campaigns to segmented lists, with follow-ups based on recipient actions.

Opportunity Tracking

Automate the progression of opportunities through the sales funnel, from lead generation to deal closure.

Data Entry Automation

Minimize manual data input by auto-populating fields and syncing data across related records.

Alerts & Notifications

Auto-generate quotes and invoices based on product selections and client details.

Quote & Invoice Generation

Automatically generate and assign tasks to relevant team members based on specific triggers or conditions.

Approval Workflows

Streamline approval processes by automating request routing and notification to decision-makers.

Report Generation

Schedule and auto-generate regular reports, providing insights into sales performance, lead conversion rates, and more.

Drip Marketing Campaigns

Automate the sequence of marketing communications based on user behavior and engagement.

Data Validation & Cleanup

Automatically identify and rectify duplicate records, incomplete data, or inconsistencies.

Customer Onboarding

Automate the sequence of actions for welcoming and integrating new clients, from welcome emails to product walkthroughs.

Integrated Telephone System

Seamlessly connect your Salesforce with a telephony solution, enabling click-to-call functionality, auto-logging of call records, real-time call analytics, and automated follow-up task creation based on call outcomes, enhancing communication efficiency and client engagement.

We are delighted to have achieved the status of Salesforce Managed Services Partner, recognized by Salesforce for our consistent high-quality work and dedication to driving customer satisfaction. We aim to reach even greater heights by continuing to serve our clients with the utmost faith and expertise.
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Our Salesforce Product Expertise

  • Portal Development
  • Business Integration
  • Content Management
  • Chatter Collaboration
  • Custom Branding and Theming
  • Sales Process Automation
  • Contact & Account Management
  • Lead Management
  • Sales Process Automation
  • Contact & Account Management
  • Lead Management
  • Opportunity & Pipeline Management
  • Customer Engagemen
  • Customer Support and Case Management
  • Personalized Customer Experiences
  • Knowledge Base Management
  • Omni-Channel Routing
  • Ongoing Support
  • Sales Process Automation
  • Contact & Account Management
  • Lead Management
  • Opportunity & Pipeline Management
  • Customer Engagemen
  • Nonprofit Success Pack
  • Fundraising and Donor Management
  • Volunteer Management
  • Grant and Program Management
  • Marketing and Engagement
  • Product and Pricing Rules
  • Guided Selling
  • Contract Management
  • Renewal Management
  • Advanced Approvals
  • Lightning Web Components
  • Apex, Visualforce
  • HTML5, AngularJS, JQuery, SLDS
  • Salesforce Mobile SDK
  • Salesforce Connect


  • Comprehensive CRM Solutions:

    Monitor staff performance and review customer purchase history to address concerns effectively.

    Address all challenges your business faces in customer interactions.

  • Top-Tier Professional Services:

    Trust in our team's commitment to quality, transparency, and data security.

  • Versatile Offerings:

    Beyond Salesforce, we offer web/app development.

    Enhance customer satisfaction, data management, and user experience with our tailored solutions.

Our Case Studies

What Our Clients Are Saying

Industries We Serve

Legal Services

We have worked extensively in the legal services industry primarily focused on implementation and maintenance of the Litify App, available on the Salesforce AppExchange.

Real Estate

We have had multiple clients in the Real Estate industry and would be happy to assist you in configuring a complete Salesforce solution for sales, lease, property management, condominium management, lending, and more!

Financial Services

We understand that in a fast-paced industry like Lending & Financial Services, response time can make or break a deal when competing for leads. We've implemented hundreds of automations to minimize the time from lead creation to initial outreach, including SLA tracking to ensure your sales team remains accountable!

Retail Sales

Whether using WordPress, Commerce Cloud, Shopify, or even a custom site, we know the importance of a seamless and organized sales process. You should never have to copy/paste or manually generate emails and invoices for each sale. Let Salesforce professional services do that for you with automations!

Healthcare Services

In the dynamic world of Healthcare, swift response times are crucial for patient outcomes and satisfaction. We've implemented numerous automations to streamline the process from patient inquiry to initial consultation. Moreover, our systems prioritize HIPAA compliance and the security of PHI data to ensure the utmost protection for your patients' information.

+ And More

Our Process

  • discovery

    The foundation of a successful project on the Salesforce platform is rooted in a robust discovery process. This involves understanding the unique needs of the business, conducting thorough research, and leveraging the platform's advanced analytical tools. By pinpointing the right strategies and solutions from the outset, projects are set on a path to achieve their objectives efficiently and effectively.

  • Design

    The design phase is pivotal in shaping the trajectory of a Salesforce project. It delves into understanding the project's feasibility, viability, and most crucially, its desirability—identifying the end-user and their preferences. Our design team meticulously assesses a business's immediate requirements while also anticipating future system needs. This foresight ensures we create solutions that not only meet present demands but also scale seamlessly, preventing bottlenecks and inefficiencies as the company grows.

  • Development

    Crafting a Salesforce app requires a blend of precision, functionality, and intuitive UI design. Our development phase is rigorous, ensuring that we consistently deliver high-quality apps within the stipulated timeframe. Beyond immediate requirements, we proactively consider the evolving needs of the business, integrating data management and relevant tools. This approach ensures our solutions are both robust and adaptable, ready to grow with your business.

  • Development

    Smoke Testing serves as a preliminary check, ensuring that the core functionalities of the Salesforce solution are operating as intended. It's a rapid-fire test, catching any glaring issues before diving deeper into the system. Following this, the User Acceptance Testing (UAT) phase begins. Here, end-users engage with the system, validating that it aligns with their expectations and real-world scenarios. This critical phase ensures that the solution not only meets technical specifications but also resonates with user needs and provides an intuitive experience. Together, Smoke Testing and UAT form a robust validation process, ensuring the solution is both technically sound and user-approved before final deployment.


    Seamlessly migrating metadata between Salesforce organizations demands unwavering attention to ensure data integrity. In our professional services, we prioritize safeguarding against data loss during this critical transfer phase. Deployment is the culminating step, setting the stage for a Salesforce project to go live with confidence and precision.

  • Go live

    After launching the Salesforce project, our commitment continues. We offer post-launch support services, encompassing maintenance, 24x7 issue resolution, and ensuring uninterrupted project operation. Our focus is to guarantee that the custom integration, implementation, and deployment translate into tangible, lasting benefits for your business.

  • discovery

    Our managed service ensures that your Salesforce project receives continuous support from our expert consultants. This includes regular updates and modifications, adapting to the evolving operational dynamics of the platform. e're committed to ensuring your system remains agile, current, and high-performing.

Our Mission


At Legendary Solutions, we believe in the transformative power of innovation and automation. As a dedicated Salesforce consultancy, our mission is to provide small businesses and ambitious entrepreneurs with tailored solutions that drive growth, enhance efficiency, and reduce costs. Through our expertise and commitment, we aim to unlock the full potential of Salesforce, ensuring our clients not only meet but exceed their business aspirations. Together, we envision a future where technology and strategy converge, creating a seamless pathway to success.

We all do it, often without even realizing it. When stuck doing the same mundane tasks day in and day out, we tend to accept them as 'part of the job' and mindlessly click through the same multi-step processes or copy/paste data from A to B without giving it a second thought. Imagine the possibilities if you could eliminate 30, 40, or even 50% of those tasks through full or partial automation. Sales reps could make more calls; management could conduct more training or focus on business development. The world is yours! Stop wasting hours on excessive tasks that could be spent nurturing leads or building client relationships. Ask us how we can enhance your productivity by letting Salesforce handle some of that heavy lifting!

Salesforce development company how we can enhance your productivity by letting Salesforce solutions do some of that heavy lifting!

Together we can move mountains, alone we falter.
Chad Hammond

Find Our Partners On The App Exchange!


Salesforce consulting services are specialized services offered by certified professionals or agencies to help businesses maximize the potential of the Salesforce platform. These services encompass a range of activities including strategy formulation, implementation, customization, and ongoing support. Consultants assess a company's unique needs and tailor the Salesforce solution to best fit those requirements. This can involve integrating Salesforce with other systems, developing custom applications, or training staff on best practices. The primary goal is to ensure that businesses can effectively use Salesforce to achieve their objectives, whether it's improving customer relationships, streamlining operations, or driving sales growth.

    A Salesforce consultant plays a pivotal role in bridging the gap between a business's needs and the capabilities of the Salesforce platform. Here are the primary job responsibilities of a Salesforce consultant:
  1. Needs Assessment : Engage with clients to understand their business processes, challenges, and objectives to determine how Salesforce can be best utilized to meet their goals.
  2. Solution Design : Create tailored Salesforce solutions, which may involve customizing the platform, integrating it with other systems, or developing new applications.
  3. Implementation : Oversee the setup and configuration of Salesforce, ensuring it aligns with the client's requirements.
  4. Data Migration : Assist in transferring data from other systems to Salesforce, ensuring data integrity and accuracy.
  5. Training : Educate clients' teams on how to use Salesforce effectively, ensuring they understand best practices and can navigate the platform confidently.
  6. Ongoing Support : Provide post-implementation support, addressing any issues or challenges that arise as clients use the platform.
  7. System Integration : Connect Salesforce with other software or systems the client uses, ensuring seamless data flow and functionality.
  8. Custom Development : Design and develop custom features, applications, or extensions as needed using tools like Apex and Visualforce.
  9. Stay Updated : Keep abreast of the latest Salesforce updates, features, and best practices to provide informed recommendations to clients.
  10. Performance Analysis : Regularly review and analyze the effectiveness of the Salesforce implementations, suggesting improvements or optimizations as necessary.
  11. Stakeholder Communication : Maintain clear and open communication with clients, stakeholders, and internal teams throughout the project lifecycle.
  12. Documentation : Create detailed documentation outlining system configurations, customizations, and processes to serve as a reference for clients and other team members.
  13. In essence, a Salesforce consultant is responsible for ensuring that businesses can effectively leverage the Salesforce platform to its fullest potential, aligning it with their unique needs and objectives.
    A Salesforce partner brings a wealth of expertise and experience to the table, offering several advantages to businesses:
  1. Expertise : Salesforce partners have in-depth knowledge of the platform, ensuring that businesses can harness its full potential.
  2. Customization : They can tailor Salesforce to fit the unique needs of a business, ensuring a seamless fit with existing processes.
  3. Integration : Salesforce partners can integrate the platform with other business systems, ensuring a unified and efficient workflow.
  4. Training : They provide training to staff, ensuring effective utilization of the platform's features
  5. Ongoing Support : Partners offer continuous support, addressing any challenges or updates as the platform evolves.
  6. Cost-Efficiency : By optimizing the platform for a business's specific needs, partners can help reduce unnecessary expenses and increase ROI.
  7. Strategic Insight : With their experience across various industries, partners can offer strategic advice on best practices and innovative solutions.
    Legendary Solutions is more than just a service provider; we're a growth partner. Here's how we can drive your business forward:
  1. Personalized Strategy : We take the time to understand your business, crafting strategies that align with your goals and vision.
  2. Innovative Solutions : Our team stays at the forefront of technology, ensuring you benefit from the latest tools and methodologies.
  3. Scalability : As your business grows, we ensure that our solutions scale with you, accommodating evolving needs.
  4. Expert Team : Our seasoned professionals bring a wealth of experience, ensuring top-tier service delivery.
  5. Continuous Support : We're with you every step of the way, offering support, training, and insights to keep your business on an upward trajectory.
  6. Data-Driven Decisions : With our expertise in analytics, we provide actionable insights to inform your business decisions.
  7. Holistic Approach : We look at your business from all angles, ensuring that every aspect, from operations to customer relations, is optimized for growth.
  8. With Legendary Solutions, you're not just getting a service; you're gaining a partner committed to your success.

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