Consulting Services
Salesforce Services Built for Growth, Efficiency, and Real Outcomes
Hexlit helps organizations design, implement, optimize, and extend Salesforce in ways that support real operational progress. Our services are built for teams that need more than platform setup. They need a partner who can align technology to business goals, improve execution, and help create long-term value.
Our Services
We support clients across strategy, implementation, integration, optimization, and ongoing support. While every engagement is different, our work is consistently centered on improving operations, increasing visibility, and helping organizations get more value from Salesforce.
Health Cloud
We help healthcare organizations use Salesforce Health Cloud to improve visibility, coordination, and engagement across patients, providers, and internal teams. Our work includes care-related workflows, provider management, referral management, digital experiences, reporting, and connected operational processes designed to support growth and efficiency.
Home Health
For organizations delivering care in the field, we design Salesforce solutions that support referral intake, clinician coordination, scheduling visibility, mobile experience, operational reporting, and the broader workflows needed to support home-based care delivery.
Experience Cloud
We create secure and intuitive digital experiences for patients, providers, partners, members, and internal users. Whether the goal is self-service, collaboration, intake, or operational visibility, we design Experience Sites that improve access, usability, and engagement.
We specialize in configuring Knowledge Management, Macros, Quick Text, and Flows to streamline agent productivity and improve resolution speed. Our team also brings expertise in setting up Customer and Partner Experience Sites for self-service, enabling case deflection and faster time-to-resolution.
Through automation, AI-powered insights, and deep reporting via custom dashboards and real-time metrics, Hexlit equips service leaders with the tools needed to reduce handle time, increase CSAT, and gain visibility into team performance. We also help clients adopt Salesforce’s Service Process Automation, including Escalation Rules, Approvals, and Intelligent Agent Suggestions, to ensure consistent service delivery across every channel.
Whether you’re transitioning from legacy systems, looking to optimize your support workflows, or planning to scale a global support organization, Hexlit aligns Service Cloud functionality to your business goals—making your service team a true driver of retention and loyalty.
Integrations
Salesforce becomes significantly more valuable when it is connected to the systems that matter most. We help clients integrate Salesforce with EHRs, ERPs, data platforms, telephony tools, marketing systems, and other operational technologies so teams can work from more complete and connected information.
Shield
For clients with heightened security and compliance requirements, we help implement Salesforce Shield to strengthen data protection, monitoring, audit readiness, and governance across the platform.
Ai & Automation
We help clients identify and implement practical AI and automation use cases that create meaningful business value. This includes workflow automation, guided user experiences, service efficiency improvements, data-driven decision support, and AI-enabled capabilities across the Salesforce ecosystem.
Service Cloud
We help organizations improve how they manage service delivery, support interactions, case workflows, SLAs, and internal coordination. Our Service Cloud solutions are designed to increase efficiency, improve responsiveness, and create stronger customer and team experiences.
Sales Cloud
We design and optimize Sales Cloud environments that improve visibility into pipeline, account activity, forecasting, and sales execution. Our goal is to simplify the selling process and help revenue teams operate with greater consistency and confidence.
Field Service Lightning (FSL)
We support Field Service implementations that improve scheduling, dispatching, technician workflows, and mobile field execution. For teams managing work in the field, we help connect operations more effectively across office and frontline users.
Data & Analytics
We help organizations improve reporting, dashboarding, and data visibility across Salesforce and connected systems. From executive reporting to operational KPIs, we design analytics frameworks that support better decision-making and help teams act with more confidence.
Omnistudio
We use OmniStudio to create guided digital processes, streamline user interactions, and support industry-specific workflows that require structured, repeatable experiences across teams and channels.
Configure, Price, Quote (CPQ)
We help organizations improve how they configure products, manage pricing, generate quotes, and streamline approvals. Our CPQ services are focused on improving speed, consistency, and control throughout the quoting process.
Managed Services
Beyond implementation, Hexlit provides ongoing support and managed services to help clients maintain momentum, address enhancements, improve adoption, and continue evolving their Salesforce environment over time.