Consulting Services

Service Cloud

Hexlit delivers robust Service Cloud solutions tailored to organizations seeking to modernize and scale their customer service operations. Our implementations go beyond basic case management by leveraging advanced Salesforce features such as Omni-Channel Routing, Service Level Agreements (SLAs), Entitlements, and Milestone tracking to ensure consistent, measurable support experiences.

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.

Sales Cloud

Hexlit delivers tailored Sales Cloud implementations that empower your teams with the tools they need to sell smarter and faster. From lead capture through closed-won, we architect scalable solutions to streamline opportunity management, accelerate deal cycles, and drive revenue.

We specialize in custom object relationships, Lightning page layouts, automated lead and opportunity routing, pipeline health dashboards, and multi-touch attribution strategies. We also help teams operationalize forecasts, define territories, align sales cadences with automated task queues, and embed AI-powered insights to optimize performance.

Whether you’re looking to revamp a legacy process or roll out a net-new sales motion, our team ensures your Sales Cloud is configured for clarity, speed, and scalability.

Health Cloud

Our team brings deep experience in Health Cloud deployments for provider, payer, life sciences, and health-tech organizations. We stand up core EHR-integrated CRM functionality including care plans, patient and provider timelines, intake flows, social determinants of health, and referrals. From building out Health Cloud Console layouts to deploying Experience Sites for provider networks, we tailor each environment for secure, HIPAA-aware data visibility and clinical workflows.

Our approach focuses on patient and provider engagement, outcome tracking, and population health insights — with scalable data models for growth. We also specialize in configuring Utilization Management, Member Services, and clinical call center support backed by omni-channel routing and analytics.

Data Cloud

Hexlit helps organizations unlock the full power of Salesforce Data Cloud by connecting, harmonizing, and activating customer data across systems. We architect and configure data models to unify identities, enrich records, and surface high-value insights using real-time segmentation and calculated insights.

We integrate first-party data from web, mobile, and backend systems, and pair it with third-party enrichment tools to power personalized journeys. From ingestion pipelines to data streams and CDP event orchestration, we configure scalable data foundations to support marketing, service, and sales use cases — with compliance and governance baked in.

Shield

Security and compliance are at the core of many of our clients’ priorities, particularly in regulated industries. Hexlit configures Salesforce Shield to meet HIPAA, SOX, and other compliance standards through robust data encryption, field audit trails, and event monitoring. We help clients define audit policies, proactively detect anomalies, and create visibility into user behaviors without compromising performance.

Our team will partner with your IT and security stakeholders to implement policies for encryption at rest, platform encryption key management, and monitoring access across sensitive objects and fields.

Omnistudio

We leverage OmniStudio to create dynamic, guided user experiences that drive efficiency and accuracy for both internal teams and customer-facing interfaces. From building FlexCards and OmniScripts to deploying Integration Procedures that connect Salesforce with external APIs in real time, we craft modular digital processes that streamline data collection, reduce clicks, and accelerate resolution.

Whether it’s simplifying agent workflows in Service Cloud or designing a member intake flow in Health Cloud, we use OmniStudio to help teams move faster, stay compliant, and deliver more personalized service.

Field Service Lightning (FSL)

Hexlit has extensive experience implementing FSL for industries ranging from healthcare to manufacturing. We configure dispatcher consoles, mobile workflows, asset hierarchies, and service territories to optimize field operations. Our implementations cover intelligent scheduling, resource optimization, inventory management, and work order lifecycle automation. We also integrate with customer support and billing systems, enabling full visibility from case creation to resolution.

Whether you’re dispatching technicians, clinicians, or inspectors, we deliver FSL setups that reduce travel time, increase first-time fix rates, and enhance field team productivity.

Configure, Price, Quote (CPQ)

Our CPQ implementations streamline complex quoting and pricing operations with precision and scale. We work with clients to define product bundles, pricing rules, discount schedules, and approval workflows that reflect real-world sales scenarios.

Whether it’s usage-based pricing, tiered discounting, or multi-currency product catalogs, we ensure your CPQ engine is reliable and intuitive for end users. We also integrate CPQ with upstream CRM and downstream billing tools to support full quote-to-cash automation.

With Hexlit, your team will be equipped to generate error-free quotes quickly, accelerate approvals, and close deals faster.

Experience Sites

We build secure, user-friendly Experience Cloud Sites to extend Salesforce access to partners, providers, customers, and more. From member portals to partner onboarding hubs, we tailor Sites to support business workflows, data security, and scalable content delivery.

We design seamless experiences using Lightning templates and custom components, enabling everything from case creation and status tracking to order management and referral workflows.

Whether the audience is internal or external, we ensure users get a branded, intuitive experience while your team retains full control of permissions and visibility.

Integrations

We bring API-first thinking to every integration. Whether connecting Salesforce with an EHR, ERP, data lake, or a third-party application, we ensure systems are tightly connected and data flows are secure and actionable.

Our team works with middleware like MuleSoft, Workato, and Boomi, and we build scalable REST/SOAP integrations with retry logic, error handling, and logging. From real-time event streaming to batch ETL jobs, we tailor integration approaches to your infrastructure, compliance needs, and scalability requirements — all with clean documentation and monitoring strategies in place.

Data & Analytics

Hexlit designs Salesforce-native analytics experiences that deliver actionable insights for sales, service, marketing, and executive teams.

We specialize in configuring custom dashboards, Einstein Discovery, CRM Analytics (formerly Tableau CRM), and real-time alerting mechanisms. We also support data wrangling and modeling to surface relevant metrics across sources.

Whether you need to measure CSAT trends, sales conversion rates, SLA adherence, or marketing ROI, we build intelligent, interactive analytics frameworks that empower your teams to make confident, data-driven decisions.