Peeklogic, LLC

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Overview

$1,000+

Min Project Size

$25 - $49/hr

Avg Hourly Rate

50 - 249

Employees

2015

Year Founded

ABOUT PEEKLOGIC, LLC

Salesforce Development Company

Peeklogic, LLC is a Salesforce development firm established in 2015, headquartered in Austin, TX, with development teams based in Central Europe. With over ten years of experience, we assist international brands such as GoDaddy, Bizzabo, and Congota in transforming their concepts into impactful Salesforce solutions and effective digital products. Optimize your Salesforce ROI by scheduling a consulting call: https://calendly.com/peeklogic/30min. Why do clients prefer us? Peeklogic Services: - Salesforce Implementation & Development - Salesforce Consulting - AppExchange App Development - ETL & Custom Integration - Salesforce Health Check - Salesforce QA - Data Migration - Agenforce and AI Automation - Salesforce Staff Augmentation - Salesforce Support & Maintenance We are a CREST Salesforce Partner specializing in consulting, implementation, and tailored development to help organizations maximize their CRM ecosystem's value. Our areas of expertise include: - Salesforce CRM consulting - Customization partnerships - Salesforce CPQ & Billing - Data Migration Services - Integration Services - Salesforce Managed Services - Salesforce application consulting - Salesforce AppExchange partnerships - Custom App Development for Salesforce - Salesforce Support - CRM Application Development for Salesforce

Tech Stack

Salesforce Lightning

Languages Spoken

EnglishSpanishUkrainian

HIGHLIGHTS

$1,000+

Min Project Size

$25 - $49/hr

Avg Hourly Rate

50 - 249

Employees

2015

Year Founded

Services

Focus

Industries

Clients

Services Provided

70% CRM Consulting and SI

10% ECM Consulting and SI

10% ERP Consulting and SI

10% Other IT Consulting and SI

About the Team

OUR STORY

Our Journey Peeklogic, a Salesforce Development Company, was established on September 1, 2015, and is based in Austin, TX, USA, with production teams located in Ukraine and Poland. Since 2017, we have been a Salesforce Consulting Partner, boasting approximately 212 Salesforce certifications and 6 proprietary products available on AppExchange. At Peeklogic, we prioritize our clients and dedicate our passion and expertise to transforming their visions into reality.

TEAM PHOTOS

Portfolio

Salesforce AppExchange E-Sign Integration Launch

Unknown

**Project Summary** A software company focused on document lifecycle management sought to enhance its platform by creating a Salesforce AppExchange integration. The goal was to facilitate document creation, e-signature workflows, and tracking directly within Salesforce while adhering to stringent security and packaging standards. **Solution** Peeklogic developed a managed package for a Salesforce-native AppExchange integration. This solution allowed users to generate documents from Salesforce records, fill templates with CRM data, and complete e-signature workflows through an integrated interface. Secure authentication and configuration were achieved using API credentials and encrypted token management. Advanced field mapping enabled Salesforce data to automatically fill document templates across various objects and field types. Webhook-based synchronization provided real-time updates on document statuses, while custom Salesforce objects monitored document lifecycle events. The solution also included comprehensive audit logging, Apex testing, and security enhancements to satisfy Salesforce Security Review criteria. **Results** The integration provided an end-to-end document lifecycle management system within Salesforce. The product was successfully published on the Salesforce AppExchange and fulfilled all security protocols. The client acquired a scalable and monetizable solution that broadened its market reach and enhanced the efficiency of document workflows.

Salesforce AppExchange Document Automation Scaling

Unknown

**Project Overview** A worldwide software firm specializing in insurance lifecycle solutions required continuous development and optimization for their Salesforce AppExchange application. As their document automation tool evolved, they encountered challenges related to scalability, performance, and feature enhancement. Their objective was to enhance Salesforce integration, streamline document workflows, and comply with Salesforce Security Review standards. **Solution** Peeklogic enhanced the Salesforce AppExchange application by adding sophisticated document automation functionalities. They implemented multi-platform document generation, allowing users to create documents from both Salesforce and external systems through API integrations. The solution included flexible delivery options for document storage on platforms like Google Drive, OneDrive, Dropbox, and Salesforce. The introduction of automated workflows using Salesforce Flow and API endpoints facilitated bulk document generation and approval processes without the need for custom development. The team improved data management to accommodate complex relationships between Salesforce objects and multi-tiered data structures. Other new features comprised multi-party e-signature workflows, real-time document editing, and adaptable data sourcing from both internal and external systems. Performance enhancements, thorough testing coverage, and security upgrades were made to ensure alignment with Salesforce AppExchange standards. **Results** This solution led to improved scalability and performance of the Salesforce AppExchange product while also broadening its capabilities. The application successfully passed the Salesforce Security Review and was able to handle more intricate document workflows. As a result, the client received a more competitive and versatile product that offered an enhanced user experience and greater market relevance.

Salesforce Integration for Law Firm Client Portal

Unknown

**Project Overview** A law firm in California aimed to enhance its approach to document signing, case management, and client communication. Although the firm utilized Salesforce, it lacked integrated features for electronic signatures, client portals, and payment processing. Clients had limited insight into case updates, and staff were spending a considerable amount of time on document management and manual data entry. The firm sought a Salesforce integration solution to streamline document workflows, enhance client access, and ensure secure payment processing. **Solution** Peeklogic improved the firm’s Salesforce platform by implementing various integrations and customizations. They integrated DocuSign with Salesforce to facilitate electronic document signing within the CRM, allowing for quicker processing of legal documents and agreements. Additionally, a client portal was created using Salesforce Experience Cloud, coupled with a WordPress landing page, to offer clients easy access. This portal featured elements such as case submission forms, login options, and dashboards for tracking case progress. Stripe was also integrated with Salesforce Order Management to enable secure payment processing. To minimize manual data entry, AWS Textract was employed to automatically extract data from documents and populate Salesforce records. Other improvements included a customized Workspace tab and better UI navigation to boost staff productivity. **Results** The integrated Salesforce solution optimized document signing, enhanced client access to case information, and expedited payment processing. The automated extraction of document data decreased the need for manual entry, while the Experience Cloud portal increased transparency for clients. As a result, the law firm experienced more efficient internal processes and a significantly improved client experience.

53 more projects

Projects & Clients

Project Size & Rate

Minimum Project Size

$1,000+

Average Hourly Rate

$25 - $49/hr

Pricing Snapshot

Min Project Size

$1,000+

Avg Hourly Rate

$25 - $49/hr

Cost Rating

N/A

What Clients Have Said

"Peeklogic, LLC delivers quality projects within budget and timeline expectations based on verified client feedback."

Based on verified reviews and internal benchmark data

PROJECT BUDGETS

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CRM Consulting and SI

ECM Consulting and SI

ERP Consulting and SI

Other IT Consulting and SI

Industry Recognitions

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Peeklogic, LLC

Set Up By Edverise AI

Overview

About the Team

Portfolio

Salesforce AppExchange E-Sign Integration Launch

Salesforce AppExchange Document Automation Scaling

Salesforce Integration for Law Firm Client Portal

Projects & Clients

Project Size & Rate

Pricing Snapshot

What Clients Have Said

Industry Recognitions

Locations

Reviews For Peeklogic, LLC

Pricing Snapshot

What Clients Have Said

Industry Recognitions

Reviews For Peeklogic, LLC

Portfolio

Salesforce AppExchange E-Sign Integration Launch

Salesforce AppExchange Document Automation Scaling

Salesforce Integration for Law Firm Client Portal