Certified Salesforce Consulting Partner
SFDC Partner for Salesforce Implementation and Support
Hexaview helps financial services, healthcare and manufacturing teams build, fix and modernize Salesforce with AI agents and clean, governed data.
- Certified Ridge Consulting Partner for Salesforce
- Agentforce, Einstein, Data 360 and MuleSoft work
- 24/7 managed services after go-live
SOC 2 Type 2 certified. 200+ experts. 10+ years in financial technology.
Prefer to talk? Call +1 (845) 653 3855
Talk to an SFDC partner team
Share a few details about your Salesforce org and goals. We will come back with next steps and a scoped plan.
Why teams pick Hexaview as their SFDC partner
Certified Salesforce partner
We are a Certified Ridge Consulting Partner with Agentforce and Data 360 credentials, so your build follows platform best practice.
Built for regulated work
Governance frameworks support HIPAA, SOX, GDPR and KYC/AML needs. We are SOC 2 Type 2 certified and ISO ISMS aligned.
AI agents with guardrails
Deploy Agentforce agents for lead qualification and service triage, with controls built in from day one.
One clean data layer
Data 360 (Data Cloud) and MuleSoft unify scattered systems so your reports and AI features run on trusted data.
Support that does not stop
24/7 managed services keep your org healthy, so admins are not stuck firefighting releases alone.
Deep domain knowledge
Over 10 years in capital markets and wealth management, plus healthcare and manufacturing Salesforce work.
What our SFDC partner engagements cover
We work in an AI-first, human-led model across the full Salesforce lifecycle. That starts with strategy and an AI readiness assessment, then moves into build, integration and long-term support.
Whether you are migrating off a legacy CRM, leaving a Big 5 consultancy, or fixing a heavily customized org, we plan the work up front and stay accountable to it.
- Salesforce strategy and AI readiness assessment
- Implementation, customization and modernization
- Agentforce agent development for lead qualification and service triage
- Einstein AI and Copilot integration
- Data 360 (Data Cloud) unification for AI readiness
- Multi-cloud deployment: Sales, Service, Marketing, Commerce, Experience and Industry Clouds
- MuleSoft integration with core and legacy systems
- 24/7 managed services and compliance governance frameworks
Proof you can check
“Hexaview is a thorough strategic partner who truly understands the complexity of enterprise Salesforce environments. Our system is deeply customized with numerous integrations, and the team handled every challenge without hesitation. They established a detailed game plan upfront, executed on schedule, and maintained consistent communication throughout the entire engagement. What impressed us most was their proactive approach - they anticipated issues before they became problems. We're extremely satisfied with the outcome and have already scheduled our next engagement with them. I completely endorse Hexaview for any organization seeking a reliable Salesforce partner”
“Hexaview delivered our MS SQL project on time with exceptional precision and attention to detail. Their expertise was evident throughout the implementation, ensuring seamless integration with our existing systems. What truly sets them apart is their proactive communication and customer-centric approach - they kept us informed at every step and adapted quickly to our evolving needs. The project was completed exactly as specified, and their ongoing support has been outstanding. Hexaview has earned their position as our trusted technology partner.”
“On behalf of White Oak, I want to recognize Hexaview for consistently exceeding expectations over the past few months. You've successfully delivered multiple complex assignments that have made a tangible difference in our daily operations. The team's ability to understand our business requirements and translate them into working solutions has been invaluable. Your work directly impacts our end business users every day, making their jobs easier and more efficient. Keep up the excellent work - we look forward to our continued partnership”
What happens after you submit
Discovery call
We review your current Salesforce setup, clouds in use, integrations and the outcome you want.
Scope and approach
You get a clear plan: workstreams, team shape, governance and how we will measure success.
Build and support
Our certified team delivers in agreed stages, with the option of 24/7 managed services afterward.
Frequently asked questions
What kind of SFDC partner are you?
Hexaview is a Certified Ridge Consulting Partner for Salesforce with Agentforce Specialist and Data 360 certified credentials. We cover strategy, implementation, integration and managed services.
How is pricing set?
Pricing depends on scope: the clouds involved, number of integrations, data complexity and whether you need ongoing managed services. Share your goals and we will scope it with you.
Can you take over an org another firm built?
Yes. We work with deeply customized enterprise orgs and with firms migrating off legacy CRMs or Big 5 consultancies.
Do you handle compliance requirements?
Yes. We build governance into the work to support HIPAA, SOX, GDPR and KYC/AML needs. Hexaview is SOC 2 Type 2 certified and holds an ISO information security management system.
Which industries do you know best?
Financial services, including wealth management, asset management, capital markets, fund services, banking and fintech, plus healthcare, insurance, travel and manufacturing.
Where are you based and who do you serve?
We are headquartered in New York, NY, with delivery from India. We serve US enterprises and global clients, from Fortune 500 firms to funded startups.
Get a scoped plan from a certified SFDC partner
Tell us about your Salesforce org and what you need to fix or launch. Our team will map the work, the governance and the next steps with you.
- Certified Ridge Consulting Partner for Salesforce
- Agentforce, Einstein, Data 360 and MuleSoft work
- 24/7 managed services after go-live
Prefer to talk? Call +1 (845) 653 3855
