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Extentia for Salesforce

As a registered Salesforce ISV Consulting Partner, Extentia has extensive experience in business solutions that require automation on the Salesforce platform.

Why Work With Us?


  • We have expertise in Salesforce for development of out-of-the-box and highly customizable applications. We implement end-to-end business processes on force.com platform to help companies run effectively. Our capabilities also extend to studying legacy systems and providing the best solutions on force.com
  • We use Salesforce to improve customer engagement and customer relations, and integrate it with other systems and domains such as finance, accounting, HR, asset management, capital management and business intelligence
  • We offer enterprise mobility to keep up and ahead of trends by building custom native or HTML5-based apps, guaranteeing complete compatibility
  • We always ensure our optimum level of performance and maximum efficiency
Expert Speak
Binu Moothedan – Salesforce Specialist

Binu Moothedan“The Extentia Salesforce team offers strategic, turn-key solutions coupled with a great customer success management team. We offer our clients a single point of contact with complete accountability.”

Our Salesforce Team

  • At our growing Salesforce Development Center of Excellence, we proactively understand, use and challenge Salesforce
  • Together with app prototyping, we carry out our projects using agile methodology with Scrum planning to reduce development cost and time to market
  • Our highly skilled release management team is experienced in multiple sandbox deployment and sandbox restoration using various tools
  • Our dedicated quality analysis team makes sure we develop Salesforce applications of the highest quality
  • To keep customers satisfied, our highly specialized Salesforce team always collaborates with the skilled custom-application developers, business process analysts, release managers, architects, Salesforce administrators and integration specialists

Market Monitoring: Trends in the Area of Cloud

Extentia Knows Salesforce

  • We overcome the limitations of Salesforce with innovative ideas, leveraging our wide knowledge of various platforms
  • To achieve business objectives, we also employ various tools such as DBAmp, Dell Boomi, Google Maps, Amazon Web Service, PeopleSoft, DocuSign, Conga Composer and SSIS
  • We are up to date with the latest offerings by and happenings in Salesforce. We make use of the Salesforce communities, Salesforce1 platform and Admin A mobile apps, chatter announcements, enhanced case feed features, Salesforce file sync and mobile push, Visualforce remote objects, Visualforce HTML5 support, API updates, flexible API limits, canvas updates and Apex updates
  • Our R&D team constantly experiments on every new feature of Salesforce to measure its utility and usability, be it a pilot, enhanced, new or beta feature


“The world of sales is changing rapidly and technology is driving these changes. Sales managers and teams everywhere are using social, mobile, big data, and cloud services to change the way they do business.”

- Salesforce.com

Other Benefits from Extentia:

Extentia has a dedicated team to build applications on the Salesforce cloud computing platform called the Salesforce1 Platform. This is a platform designed to create and implement applications for the social enterprise. You will be free to focus on building applications alone with no servers to purchase.

It facilitates the creation of social and mobile applications for a range of uses – including reporting, search, business processes – will work on a reliable and secure system that scales as needed, and has automatic backup for data.

Extentia is a Registered Salesforce ISV Consulting Partner, and our team offers a wide range of Salesforce Integration services. We provide strategy, migration, custom development, integration, and ongoing management services across the cloud adoption life cycle. No matter the requirement, Extentia’s teams can work flexibly to reinforce your existing Salesforce endeavors.

Working with Extentia Gives you Access to Extensive Salesforce.com Expertise Including:

  • Implementation of most Salesforce product offerings – Sales Cloud, Service Cloud, Marketing Cloud, Salesforce1 Platform and Salesforce Chatter
  • A complete team with diverse skills – regular, on-demand access to a rich consulting skill set
  • Business process analysts
  • Custom application developers
  • Change management professionals and trainers

To schedule a consultation, write to us at sf-inquiry@extentia.com or use the inquiry form above.

In the News

  • July 23, 2014
    Buy now, with one click. Transactional sales of commodity goods have become simpler and easier, with both sellers and buyers using automated processes to minimize the number of human touches and maximize speed and efficiency. And in situations where automation alone won’t get the job done, customer service has stepped in to fill a role that might have once belonged to sales reps.  Complex sales are not following this trend. There’s an old saying that “a little knowledge is a dangerous thing,” but what we’re learning in the age of proliferating information channels is that a lot of knowledge is also a dangerous thing. From one angle, the buyer is better informed than ever, but the sheer volume of information is creating its own challenges. And because not all sources are equally reliable, B2B buying functions are discovering a pressing need to reduce their risks, authenticate their findings, and evaluate their options more stringently. The result is that typically, more people now participate in buying decisions, and the buying process has become more formalized. Often, the newer members of the buying team have been brought in for their technical or subject-matter expertise. Each of these individuals—let’s call them buying influences—will bring a different level of experience, awareness of key issues and mastery of the available information. And as these buyers move through the decision process, each one’s need for specific, customized information increases. Salespeople should be alert for turning points in each buying-team member’s decision cycle. These points may come when a buyer conclude that publicly available sources of information have been exhausted, or there is a growing sense of urgency to move the process forward. A buyer in this frame of mind is ready to acknowledge the need for expertise, and the value of the seller’s insight and perspective becomes self-evident. Regardless of where in the decision cycle each buyer is, the best practice for handling all the players is a process of preparation and research for each of them. Know each buyer’s role and function, and be ready for discussions with each individual about their specific needs requirements. The seller’s enablement and marketing teams should be able to help by providing the typical value statements and benefits each role looks for.  About the Author: Joe Galvin, one of the sales world's most prominent thought leaders is now a  Salesforce Sales Community contributor. This community is a new collaborative networking group for sales executives sharing best practices and innovations in sales leadership.  We encourage all salesforce.com customers to join Joe and other top sales thought leaders in the new Salesforce Sales Community.  Joe Galvin leads the MHI Research Institute, formerly the Miller Heiman Research Institute, as Chief Research Officer. (Miller Heiman has joined with four other companies to form MHI Global.) His mission is to continuously research, measure, and analyze the best practices, innovations, and emerging trends for complex B2B sales organizations to provide clients with the insights required to make strategic decisions. Click here to learn more about the innovative Salesforce CRM system, or download our free e-book below.   
  • July 23, 2014
    Online and mobile applications are more popular than ever, and a plethora of useful tools are now available to small businesses and do-it-yourselfers. If you have a specific problem, a simple Google search will usually put you on the right track to find a solution. Once you actually find the tool you need to solve your problems, the next step is to start using it…and that’s when new problems start to arise. Your questions start to pile up, and you need some immediate help. It’s after hours, so you can’t call for support and you don’t want to wait until morning. You stumbled upon some online forums where people are talking about issues similar to those you’re experiencing, but nothing directly from the company regarding the issue. You’re now officially frustrated, and you just started out. This sort of a bad onboarding experience can jeopardize business relationships, preventing future paid upgrades and creating other serious repercussions like bad PR and awkward mentions on social media. What could have prevented this issue? Knowledge base articles. What is a knowledge base? Simply put, a knowledge base is a store of online information or data that is available to the public to draw on. Most companies that sell a product or service (including BoostSuite—we use Desk!) have a collection of articles in their knowledge base that answer FAQs and are meant to help users with everyday product features and functionality. From a support perspective, knowledge base articles help you save valuable time by sharing pre-written content that users can review at their leisure. These articles can also be accessed at any time via the web. Follow this three-step process to quickly and easily turn FAQs into valuable knowledge base articles you can use to better support your users and customers. 1. Enable people to easily ask questions and share feedback Obviously having an online support center where you can easily create a knowledge base and field questions and feedback via an email form is the first step in this process. I suggest creating your knowledge base and email form using a tool like Desk and add links to said email form from your product, website, social media, and email communications. Encourage an open Q&A dialogue between your support department and everyone who comes into contact with your business—whether it’s on your website, social media outlets, or in person. Here are some more common feedback methods: Add an embeddable form on your website’s “Contact Us” page to give visitors a quick and easy way to submit questions and ideas. You can use a tool like Formstack to build it. If you have an online application, add a feedback form inside the app that allows users to provide their thoughts and questions. I suggest Apptentive. If you have a brick-and-mortar location, add an in-person form or app that allows you collect feedback on the spot. You can also use Formstack for this and put the form on a webpage that’s open in a browser on a computer or tablet. Send out a monthly survey to your existing users and customers asking them specific questions about how you can improve. I love SurveyMonkey for this. Periodically ask questions and share polls relevant to your business with your social media followers. Poll maker is perfect for this. Make sure that the content submitted from each of these items goes directly to a support team member as well as someone on your marketing team. Once you’ve added as many relevant channels of communication as you need and you start getting some suggestions and feedback coming in, it’s time to move to the next step. 2. Document and share FAQs with your marketing and support teams Alright! Now that you have valuable feedback and frequently asked questions coming in, you need to keep it all organized and review it periodically to determine what to write your next knowledge base articles about. For this I suggest creating a spreadsheet in Google Docs and then sharing it with your team using the “Share” button in the top right corner of the interface. Start by categorizing FAQs into their own buckets, maybe something like this: General Product/Service questions How-to questions Billing questions Support questions Website questions Other questions If you want to get even more granular, you can also add subcategories like “product x questions”, “service z questions,” etc. As the questions roll in, go and place a tally in a dedicated column next to the question if it’s already in there, or document the question for the first time in the appropriate bucket sheet. There will be some questions that will get tallies quicker than others. These will be the questions that you focus your knowledge base articles on. 3. Determine the most frequently asked questions and answer them with knowledge base articles Use the data to drive your decisions here. Set a monthly, or even weekly, meeting where a member of the support team, the marketing team, and the product team (or just you if, if you’re a solopreneur) get together for 30 minutes to review all the questions that come in. Look at the number of tallies each question has and sort the spreadsheet so that the most frequently asked questions are discussed and addressed immediately. Next, make a content schedule for the top 5-10 most frequently asked questions. Depending on how much internal time and effort can be dedicated to this, you can either answer one FAQ a week or more. Now you’ll start writing the article, but don’t rush through them. Make them great. Use imagery (great for how-to’s) and proper formatting (bullets and numbered lists) so readers can easily skim and find exactly what they need. Have a colleague proofread for grammatical and procedural errors. Once you publish your articles, make sure everyone (both users/customers and employees) is aware so you can utilize them in future support situations. This will help keep your users, your customers, AND your support team happy! You may want to consider alerting all your newsletter subscribers with a quick email and link to the new article. Not only are knowledge base articles great for support, they’re also great for marketing! You can use how-to articles to display how your products/services solve specific issues, then use a tool like BoostSuite to properly optimize them for the search engines. Then when people search for how to solve a specific problem in the search engines, your knowledge base articles will have a higher likelihood of appearing and being viewed! This post was originally published onDesk.com. Click here to learn how Salesforce Service Cloud can transform your customer service. And, for more tips on social customer service, download our free e-book below.
  • July 23, 2014
    The biggest threat to your data may not come from external hackers. Here's how to guard against intentional or accidental internal cyber breaches. The NSA leaks we keep hearing about are a constant reminder of just how vulnerable data is and how this vulnerability can result in data breaches by organization insiders. As Reuters reported, “Edward Snowden may have persuaded between 20 and 25 fellow workers at the NSA regional operations center in Hawaii to give him their logins and passwords by telling them they were needed for him to do his job as a computer systems administrator.” It's apparent now that the nation’s most significant intelligence and security team failed to install the most up-to-date, anti-leak software. This news coincides with two recent reports that show insiders are becoming the most significant reason data breaches proliferate. While threats to data security and privacy are often perceived to come from the outside via criminal hackers, recent research has marked internal threats as equally dangerous to customer/client data—whether breached on purpose or by accident.   According to a recent Forrester Research report titled “Understand the State of Data Security and Privacy,” 25 percent of survey respondents said that abuse by a malicious insider was the most common way in which a breach occurred in the past year at their company, while 36 percent of breaches were caused by employee mistakes, making it the current top cause of most data breaches.  Another report, from MeriTalk, which focuses on the federal government, found that 49 percent of breaches happen when employees bypass existing security measures, such as when they're web surfing or downloading email or other files. If the federal government can't protect itself against data leaks, how can small-business owners expect to adequately protect their business data? Let's take a look at how these data leaks are happening to find out how you can protect against them. Cracking The Code We're at a point where companies interested in protecting their data have invested significant resources into fighting off network attacks from outsiders. Many have incorporated numerous layers of security, such as firewalls, antivirus software, antispyware, antiphishing software and security awareness training, but they're leaving their data vulnerable to their employees. Companies may have malicious, Snowden-like insiders who hack the network for information, including fellow employees’ passwords. Or, on the less malicious end of the spectrum, employees may just make simple mistakes that leave the network vulnerable to data breaches. Because of this “hidden” vulnerability, company networks are often compared to candy bars that are hard on the outside and soft and chewy on the inside. Additional risks revolve around savvy employees who might have good intentions but may make the network vulnerable when they go outside existing security measures. They may find themselves forced to do this because of restrictions that prevent them from getting their jobs done. The Meritalk study found:  66 percent of federal network users believe security is time-consuming and restrictive. 69 percent say their work takes longer because of additional cyber security measures. One in five users report an inability to complete work because of security measures. 31 percent of users work around security measures at least once a week. Forrester found: 36 percent of breaches stem from inadvertent misuse of data by employees.  42 percent received training on how to remain secure at work, which means 58 percent haven't had training at all.  57 percent say they’re not even aware of their organization’s current security policies.  25 percent say a breach occurred because of abuse by a malicious insider.  Guarding What's Yours The most important thing companies can do is to put the right security measures in place. Employees who need identification include those who are known to access critical data resources, such as those in accounting, human resources, administration, legal, personnel and account management as well as company officers and various contractors. Looking at data flow—that is, where data might be either vulnerable, shared across departments or bottlenecked—companies should work with each critical department to gradually implement security controls that create a delicate balance of security and productivity for day-to-day activities. Data loss prevention begins with data discovery, classifying data in need of protection, and then determining what level of risk your company may face. Then you should complete a cost/benefit analysis and review the various technologies that can integrate with your existing systems. These include data loss prevention (DLP) technologies that provide real-time network activity monitoring, as well as system status monitoring from the inside out and the outside in. The goal is to limit who has access to what data as well as determine why the person needs it. It's also important to look for your vulnerabilities from outside attacks. DLP can simultaneously determine when employees are circumventing security because the system may be prohibiting them from getting their job done.  Other procedures and tools you might want to consider implementing include:  System-wide encryption Tools that report alerts and events Inspection access controls Password management Multifactor authentication Device recognition Data disposal for e-data, paper data and discarded devices Transparency This last one is critical. The more transparent your network security and security policies are, the more effective each department will be when communicating its requirements, needs, wants and differences.   The battle to fight criminal hackers from the outside must not hinder your employees' progress on the inside. At the same time, you must protect against internal threats from employees, which is an equally dangerous risk that your IT department must acknowledge—and work to secure quickly.  About the Author: Robert Siciliano, CEO of IDTheftSecurity.com, personal security and identity theft expert and speaker is the author of 99 Things You Wish You Knew Before Your Identity Was Stolen. See him knock’em dead in this identity theft prevention video.       Learn how the Salesforce Trust system protects you, or download our free e-book below.
  • July 23, 2014
    There’s another conference in the cloud, and it’s all about digital marketing. This September, thousands of marketers will converge on Indianapolis for Connections, the Salesforce ExactTarget Marketing Cloud’s industry-premiere digital marketing conference, dedicated to inspiring, enabling, and educating marketers around the globe. Whether you’re a marketing novice or expert, and whether you work for a B2B or B2C company, Connections has content tailored to your questions and needs. Take a look at our top six reasons YOU should be at Connections this September. 1. You’ll get to enjoy Indianapolis—one of the NYT’s top places to visit in 2014. ExactTarget Marketing Cloud is headquartered in Indianapolis, which the New York Times hailed as one of the 52 best places to go in 2014. There’s no better time to visit Indy than during Connections, and we can’t wait to show you why. 2. Connections is a one-stop conference destination for marketers. Tired of spending all your time at a conference hustling from location to location, just to keep up with the fast-paced schedule and relevant sessions? We’ve made it easy for you by taking over the entire Indiana Convention Center and surrounding area, keeping Connections contained to a single action-packed sector of Indianapolis. 3. Learn from the brightest minds. This year’s Connections stage will host Grammy Award-winner will.i.am, DonorsChoose.org CEO Charles Best, LinkedIn’s Vice President of Marketing Nick Besbeas, and many more industry pioneers and brilliant thinkers yet to be named—so surround yourself with the most creative minds and apply what you learn. 4. Whatever kind of marketing you do—there’s a track for that. Regardless of if your expertise or interests lie in email, social, web personalization, mobile, content, or cross-channel marketing, you’ll find sessions prepared just for you. And if you’re a CMO or marketing executive, you’ll find programming to help you become a more effective and empowered leader. 5. See firsthand how the Salesforce platform and ExactTarget Marketing Cloud fit together. Join salesforce.com Chairman and CEO Marc Benioff, along with special guests, for a fireside chat about the technologies that are transforming business today. He’ll discuss how the Salesforce platform and ExactTarget Marketing Cloud can help marketers transform customer interactions into exceptional brand experiences. 6. It fits in your budget. Until August 1, take $300 off your Connections registration. Need to justify the trip to your boss or wondering if the schedule will work for you? We’ve prepared everything you need to talk to your boss and plan for your trip.  The clock is ticking, but there's still time to lock in the best price for Connections 2014! You can save $300 with Early Bird pricing—but only if you register by August 1.
  • July 23, 2014
    John Hadley joined Crown Partners as CFO almost three years ago, after years of leading finance at companies like GE and NCR. Crown Partners is a fast-paced, full-service eBusiness firm that drives demand, conversion, retention, and client advocacy. In the last year, the company has tripled headcount (from 100 to 300), and revenues have increased by more than 100%. In this AppExchange success story, Hadley discusses why and how Crown Partners transitioned from a legacy ERP system to a suite of FinancialForce ERP apps. The motivation, outcomes, and peer tips Hadley shares offer great insight for fellow CFOs who are still struggling with isolated systems and slow, error-ridden financial management.  Unify sales, operations, and finance data for agility and speed Hadley was ready to give up on the legacy ERP system. Fortunately (or unfortunately), the operations team was also feeling the pain. The team came to Hadley to suggest a transition. They asked him and other business unit leaders to take a look at FinancialForce apps, along with a couple other possibilities. They wanted to unify data across the business, but specifically to manage project operations. The fact that FinancialForce.com had apps for accounting and project management built on the Salesforce1 platform, a familiar interface, and easy integration with their existing Salesforce CRM data “made it a no-brainer,” according to Hadley. And the owners and leadership team agreed: “they really liked the link to Salesforce,” Hadley says.  Peer Tip: “Systems decisions should be collaborative, and sales/operations functionality should come first. If you integrate finance with sales and operations data, your visibility into the top line and ability to make financial decisions based on what’s currently happening in the market will be much more valuable than one-dimensional balance sheets and P&L.”  Escape constant, expensive updates by moving to the cloud The legacy system Hadley inherited had quarterly updates that required constant reconfiguring to keep up with the changes. For a small company, the costs associated with regular adjustments were crippling. He was also spending a ton of time manually readjusting and refocusing his resources on the balance sheet to facilitate growth. He needed to break the cycle on both fronts in order to scale efficiently. Peer Tip: “If you’re already a Salesforce customer and need new software, don’t try to reinvent the wheel—go for an integrated app first. Someone already did it, and they probably did it better than you could, so use those apps to bolt on as much as possible.”   Deliver dynamic management insight After implementing FinancialForce.com, the Crown Partners team was able to close the books in a mere three days, versus the three-week process that was the norm. But dynamic, day-to-day visibility is what really got the team excited. Shortly after implementation, Hadley gave each of the functional finance team leads a challenge. He said, “I want you to create a dashboard. And just call it ‘dashboard for dummies,’ because I want this dashboard to be something that anyone in the business can pull up and know exactly what you know about your area." The dashboards and dynamic reports movement had a huge impact on the day-to-day lives of his team. "They rely less on error-ridden spreadsheets," Hadley explains. "They’re able to answer questions much faster, and help the business owners dig deeper into dynamic reports when necessary." Peer Tip: “The people are the process. If you give your finance team the systems that make it easy to answer simple and complex questions with ease and speed, and help the user help themselves, your team will be more effective and a lot more satisfied.” Want to learn more? Check out FinancialForce ERP apps on AppExchange, read another CFO success story about FinancialForce ERP, and download our free e-book below.
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