Game-changing tools that reduce risk and accelerate success.

We offer sophisticated automation tools that transform your Salesforce projects by reducing risk, accelerating delivery, and cutting costs. Our purpose-built tools, covering best practice alignment, product catalog migration and complex testing scenarios, reduce project risk by up to 50% and cut delivery timelines by up to 60%.

OUR TOOLS

Best Practice Assurance

Optimize, accelerate, and de‑risk your Salesforce deployment.

Best Practice Assurance (BPA) applies 300+ expert best practices to optimize Salesforce, reduce errors, and speed up delivery. On-demand assessments and adherence tracking give your team clear guidance and real-time insights. Supporting Revenue Cloud and Salesforce Industries, BPA helps you launch faster, cut costs, and scale with confidence.

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Hands of professionals reviewing financial charts and reports with pens and a tablet at a business meeting.

OUR TOOLS

Revenue Cloud Migration

Accelerate your Salesforce CPQ to Revenue Cloud migration with ideaHelix unique tools.

ideaHelix combines automation and expert analysis to streamline your Salesforce CPQ to Revenue Cloud migration. We identify risks early, automate data conversion, and ensure quality and performance post-migration. Deliver faster, reduce costs, and minimize manual effort with ideaHelix.

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OUR TOOLS

Test Automation Framework

Fast, accurate, code-free, collaborative Salesforce testing.

Test Automation Framework (TAF) simplifies Salesforce testing with codeless test creation using Excel or Google Sheets. It supports UI, API, and Apex testing, dynamic data handling, and integrates seamlessly with existing CI/CD pipelines. TAF cuts manual effort by up to 60%, speeds delivery, lowers costs, and boosts collaboration—helping teams deliver faster, more reliable Salesforce releases.

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Proven business impact in numbers.

We deliver scalable, outcome-driven solutions. Whether launching greenfield or optimizing legacy systems, we turn bold ideas into measurable, lasting business impact.

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How We Help Organizations.

We cut complexity by automating tasks, reducing technical debt, and aligning with Salesforce best practices. From catalog redesign to streamlined order flows, we help you improve performance, reliability and scalability.

We modernize your business processes by reducing customization, increasing automation, and leveraging out-of-the-box Salesforce features to drive agility and cut maintenance overhead.

Whether you’re moving from Salesforce CPQ or Salesforce Industries Managed Packages to Salesforce Core, we de-risk and accelerate your migration with automation tools, best practices, and expert guidance.

We help you unlock more value from Salesforce—optimizing what works, evolving what doesn’t, and future-proofing your platform for what’s next.

Client testimonials

ideaHelix brought deep industry expertise with a true partnership mindset, treating our implementation like their own. Their close alignment with Salesforce, focus on out-of-the-box solutions, and willingness to listen set them apart; reducing risk, building trust, and ensuring success for REV.

Aubry Henkel, VP of IS, IT & PMO REV

We chose ideaHelix for their deep industry and product  expertise, their innovative tools and their alignment with our hyper-focus on unmatched customer experience

Aditya Fotedar, CIO DDN

ideaHelix has been a true partner in our Salesforce journey—deeply invested in our success, embedded in our teams, and committed to delivering real business impact. They didn’t just help us scale—they helped us lead.

Suriya Gurumurthy, Sr. Director, CRM Sunrun