What We Do

Key Highlights
  • Ensures data accuracy, consistency, and completeness at every stage of the migration journey
  • Streamlines the process and enhances data quality
  • Use of automation to reduce manual effort
  • Rigorous validation mechanisms to ensure data integrity
  • Adoption of industry-proven best practices

The Cloud Peritus Advantage

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Smart Deduplication for Salesforce

  • Eliminates duplicate records with precision using custom scripts
  • Automatically merges duplicates and reassigns related child records
  • Preserves accurate parent-child relationships
  • Maintains clean, reliable, and consistent Salesforce data
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Data Migration with Retry Mechanism

  • Utilizes Salesforce Bulk APIs with built-in auto-retry
  • Automatically detects and retries failed records due to:
    • Network issues
    • API limits
    • Temporary errors
  • Reduces manual effort and minimizes downtime
  • Streamline data transfers by migrating only new or updated records using Last Modified Date or timestamp filters—reducing data volume significantly
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Seamless Migration of Notes & Attachments to Salesforce Lightning

  • Accurately migrates notes and attachments from external systems
  • Transforms and associates data with the correct Salesforce records:
    • Accounts
    • Opportunities
    • Cases
  • Maintains data integrity throughout the migration process
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Unified Migration Solution

  • Flexible and scalable accelerator for cross-platform data transfers
  • Supports various technologies:
    • AWS Glue + S3
    • SQL Server + DBAmp
    • Python scripts with local folders
  • Works across cloud, on-premise, and hybrid environments
  • Built-in automation and validation for structured & unstructured data
  • Reduces time, cost, and risk of data migration projects
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CPQ Data Migration

  • Quickly migrate Salesforce CPQ data, including quotes, price books, and product configurations
  • Maintain pricing rules and object relationships for accurate data continuity
  • Leverage predefined flows for CPQ objects to reduce complexity and errors
  • Ensure seamless, low-risk migration through automation and minimal
data loss
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Extract and Unlock HubSpot Data

  • Extracts and migrates HubSpot data into Salesforce
  • Supports key objects/record types: contacts, deals, and engagements
  • Uses custom Python solution to retrieve attachments not natively exposed by HubSpot
  • Ensures seamless data transfer—structured and unstructured
  • Maintains accurate relationships and data integrity in Salesforce
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Data Mapping and Transformation Template

  • Leverage ready-to-use templates to map source system fields to Salesforce efficiently
  • Easily transform data formats like currency and dates directly in Excel
  • Ensure reliable data migration with standardized mapping and transformation logic
  • Streamline migration workflows while boosting the accuracy and integrity of your data

Why Choose Us???

The PERITUS Approach

Our Blue Print to Client Success

Our Unique Salesforce Consulting Approach Isn’t Just A Method - It’s A Promise!

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Personalized Discovery & Vision Mapping
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Empathetic, Agile & Collaborative Design
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Results-Driven Implementation with Continuous Monitoring
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Integrated Ecosystem Approach
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Transformational Change & Future-Ready Strategy
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Unified Support & Continuous Learning
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Success: Measurable Business Impact

No Silos. Just Full-Spectrum Salesforce Mastery

Salesforce All Services

Credentials That Speak For Themselves

Our In-house Accelerators

Explore our library of purpose-built Salesforce accelerators, designed to help reduce costs, fast-track delivery, maximize efficiency and your ROI.

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Reach Out. Let Us Help You!

Don’t Just Take our Word for it...

Trust our Proven Track Record

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
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March 26, 2025
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Salesforce Verified

Cloud Pertitus' involvement has gone to such an extent that most of the business owners and sponsors to date believe that team is part of our internal team.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
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March 26, 2025
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Salesforce Verified

While most of the SIs quoted a significantly elongated timeline and budget to roll out the program, Cloud Peritus took up the challenge of delivering this program in record time with a significantly lower total cost of delivery thereby maximizing the ROI of the program.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
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March 26, 2025
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Salesforce Verified

They started 2 years ago with a small team and have become our go-to and trusted partner for anything related to Salesforce. Cloud Peritus has become a large part of the Salesforce CoE which manages an extremely large and complex portfolio for our business.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
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March 26, 2025
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Salesforce Verified

Thank you Cloud Peritus for your partnership and for making our project a success.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
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March 26, 2025
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Salesforce Verified

When I say our team, Cloud Peritus is a big part of that. They go above and beyond just being a partner and are every bit a part of our team.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
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March 26, 2025
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Salesforce Verified

They have helped us identify ways to solve business problems that are simpler and provide way greater flexibility. I would not hesitate to use Cloud Peritus in a future project.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
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March 26, 2025
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Salesforce Verified

Cloud Peritus delivers a CRM that is Intuitive Scalable & most importantly, is built the right way.

Industries We Specialize In

Finance

Modernizing Financial Services with Precision & Trust.

Financial Services

With rich experience working with Lending, Wealth and Financial Ops, we’re able to help institutions digitize customer journeys, automate origination, and streamline KYC. Our solutions enable seamless client experiences with built-in compliance, security, and operational excellence, driving scalable growth in a tightly regulated space.

HiTech

Driving Innovation. Powering Scale. Accelerating Growth with AI-Driven Solutions.

Technology & Software (HiTech)

Backed by extensive HiTech expertise, we help fast-growing companies leverage AI and generative tech to streamline Quote-to-Cash, Subscription Management, and Customer Success. Our next-gen Salesforce solutions drive intelligent automation, operational efficiency and data-driven decisions. fueling faster revenue growth and scalable impact.

MedTech

Reimagining Patient Journeys. Optimizing Partner Networks. Delivering Life-Changing Impact.

Healthcare and Life Sciences (HLS)

Our proven experience in MedTech enables us to digitize patient journeys, order-to-cash processes, automate backend operations, manage B2B partner ecosystems and more. Through tailored Salesforce solutions backed by AI capabilities, we able to help drive end-to-end operational efficiency, helping MedTech businesses deliver better patient outcomes at scale.

EdTech

Empowering the Future of Learning with Intelligent Digital Experiences.

Education and Academic Institutions

Built for the future of learning, our proven EdTech solutions connect ERPs with Salesforce, automate enrolment, simplify partner management and more. Our tailored Salesforce solutions allow education providers to deliver personalized experiences and drive long-term learner success.

Our Salesforce Services

At Cloud Peritus, we take a strategic & tailored approach to Financial Service in the following ways:

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Advisory Services

Deliver strategic guidance throughout your Salesforce journey, ensuring optimal business outcomes and technology alignment.

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Implementation Services

Transform Salesforce visions into reality with precision and technical excellence.

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Integrated Services

Keep Salesforce environments optimized, secure, and aligned with evolving business requirements.

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Assessment Services

Provide comprehensive evaluation of existing Salesforce environments to identify optimization opportunities.

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Enterprise QA Services

Delivering top-tier QA services designed for scale, speed and certainty ensuring your Salesforce implementations work seamlessly, every time.

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