Make Salesforce Work Smarter for You
Unlock Solutions delivers end-to-end enablement for Salesforce — from setup to AI-powered insights. We help you configure, extend, and scale Salesforce to accelerate performance and deliver measurable business outcomes.
- ✓ Streamline adoption with structured rollout and user training
- ✓ Stay aligned with releases, roadmap, and security enhancements
- ✓ Leverage Einstein AI and automation across Sales, Service, and Marketing Cloud
Underutilized Salesforce Capabilities That Could Be Costing You
Most organizations don’t tap into the full potential of Salesforce. Unlock Solutions helps you activate, govern, and optimize these features to maximize ROI and reduce inefficiencies.
Sales Cloud
Drive revenue with optimized lead tracking, opportunity workflows, and forecasting dashboards.
Service Cloud
Accelerate resolution with automated case routing, service entitlements, and omnichannel support.
Marketing Cloud
Enhance engagement with personalized campaigns, journey orchestration, and performance analytics.
Experience Cloud
Build branded portals and communities that connect customers, partners, and employees securely.
Einstein AI
Use AI to score leads, generate predictive insights, and recommend next-best actions across clouds.
Analytics Cloud
Visualize data and KPIs across Salesforce and external platforms with dashboards powered by CRM Analytics.
Einstein AI: Real Impact, Not Hype
- Einstein Lead Scoring: Automatically rank leads based on likelihood to convert.
- Einstein GPT: Generate personalized content for sales emails, chatbots, and knowledge articles.
- Einstein Bots: Automate common service interactions to reduce case volume and increase satisfaction.
- Next Best Action: Deliver guided recommendations based on CRM and behavioral data.
Salesforce Release Cadence & Planning
| Release | Month | Highlights |
|---|---|---|
| Spring | February | Platform enhancements, new objects, pilot features. |
| Summer | June | GA of spring pilots, UI updates, mobile improvements. |
| Winter | October | Security, API changes, performance improvements. |
How Unlock Elevates Salesforce Impact
Unlock Solutions brings precision, structure, and scalability to every Salesforce engagement. We enhance user adoption, optimize platform architecture, and embed sustainable practices into your business operations.
Architecture & Implementation
Design scalable Salesforce orgs aligned to process, security, and automation requirements.
Outcome:
Clean architecture, secure foundations, future-ready platform.
Integration & Data Quality
We unify data flows via Mulesoft, APIs, and third-party connectors while ensuring deduplication and enrichment.
Outcome:
Trusted data sources and consistent insights across teams.
AI & Workflow Automation
Enable Einstein automations, bots, and guided flows to streamline internal and customer-facing operations.
Outcome:
Reduced manual work and enhanced responsiveness at scale.
Training & Change Enablement
Role-based training content, in-app prompts, and community sites to increase adoption and system ownership.
Outcome:
Confident users, stronger self-service, faster onboarding.
Release Management
We plan and test for triannual releases, manage dependencies, and proactively address feature deprecations.
Outcome:
Smoother transitions, faster ROI on new features.
Adoption & ROI Tracking
Custom dashboards, adoption metrics, and optimization reviews to continuously fine-tune the platform.
Outcome:
Clear value realization and stakeholder alignment.
Let’s Unlock the Full Potential of Salesforce
From architecture to AI, Unlock Solutions helps you maximize adoption, streamline operations, and accelerate platform ROI.
Book a Consultation →