CyanGate is a Registered Salesforce Consulting (SI) and Integration Solutions (ISV) Partner providing both
implementation services, configuration, custom development as well as developing products for Salesforce.

CyanGate has domain expertise on:

Lightning Migration

Lightning Migration requires careful planning and implementation. In order to make the highest impact in the shortest period, you can talk to us about our Accelerated Migration Program (AMP). AMP offers strategies for quick completion of migration while perfecting the Lightning experience for all users over time.

Document Management

There are four main aspects going into enabling
Document Management on Salesforce.


The first is Process Enablement. Regardless of how the approval process should work, CyanGate can build the custom solution to assure enablement of the approval process.


The second is Process Automation. CyanGate provides easy upload of documents into by building custom solutions.


The third is Document Backup. CyanGate helps build a solution to take a backup of current files and folders that are currently in use in CRM.

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The fourth is Document Archival. CyanGate offers archiving documents based on a retention policy and assures automation of retiring documents used in CRM.

Service Cloud

During Service Cloud implementations, we have four main domains of expertise.


The first is Live Agent Implementations. Live Agent requires the completionof the followingsteps:

Enabling Live Agent

Creating Live Agent Users

Creating Live Agent Deployments

Creating Live Agent Configurations

Creating and Assigning Live Agent Skills

Creating Chat Buttons

Customizing Your Live Agent Branding with Lightning Platform Sites


The second is Case Management. CyanGate helps with building a structure where agents/ customers/ partners can create cases with case files of any size. Additionally, CyanGate builds a system where cases can be created across all channels. Finally, CyanGate can help with implementing SLAs through milestones and entitlements.


The third is Knowledge Management. CyanGate helps construct a model to deliver faster and more accurate service delivery via helping implement a knowledge model.


Fourth is Agent Console. Mostly seen as a productivity tool, with the implementation of Agent Console, service agents can easily access relevant information faster on Salesforce, CyanGate's Salesforce services can help radically reduce the number of clicks required to get the job done.

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Salesforce Implementation Services

CyanGate provides Salesforce implementation services for those who want to use as their customer relationship manager (CRM). With
all the moving parts within, it is important that all parts work together in concert. CyanGate Salesforce consultants will work with you to
create a successful Salesforce implementation. Our approach to Salesforce implementation projects follows the steps:

  • Analysis

    Understand the business processes, workflows, formats and fields. Determine the configurations and customizations. Present
    the customer with an implementation plan and design.

  • Configuration

    Execute the implementation plan and design of

  • Customization

    Design, test and install customizations in

  • Migration

    Migrate customer data into

  • Testing

  • Training

    Train users and administrators. Monitor user acceptance. Provide support for the customer's administrators.

  • Post Implementation

    Transfer all administrative duties to the administrators. Provide additional support at the customer's request.

Salesforce Customization

Every company has different needs and workflows within their CRM. For customers, their workflows or needs may require added features within Salesforce. The solution is CyanGate's Salesforce Custom Development.

As Salesforce Registered Consultants, CyanGate designs and implements Salesforce customization services to meet your business requirements. Salesforce custom development projects range in scale from very large to small projects requiring a few hours of work. To ensure the quality of work, CyanGate uses its in-house development office.

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