Peeklogic

Peeklogic has been an official Salesforce Consulting Partner since 2017. Its team holds more than 251 Salesforce certifications and has developed more than five AppExchange products.

By the Numbers

• 340+ projects completed
• 251+ Salesforce certifications
• 5+ proprietary AppExchange products
• 235+ custom integrations delivered
• 4.9 average rating across Clutch, G2, and other platforms
• 10+ years on the market

Mission and Values

Peeklogic's mission is to streamline workflows and enhance productivity through reliable interaction between Salesforce and external systems. The company focuses on helping businesses concentrate on their core activities rather than maintaining their software environment.

Its stated values are:

• Quality: Rigorous testing, attention to detail, and continuous improvement
• Commitment: Meeting client needs, building trust, and fostering long-term relationships
• Adaptability: Staying agile and innovative to address each client's requirements

Peeklogic works with organizations from mid-market to enterprise across Finance and Fintech, Healthcare, Nonprofit, IT and Technology, Real Estate, Education, Manufacturing, and Retail and eCommerce.

• Salesforce Development: Custom Salesforce solutions designed around business requirements
• AppExchange Development: AppExchange applications developed from concept through launch
• Agentforce and AI Automation: AI agents and automation intended to improve productivity
• Salesforce Staff Augmentation: Salesforce specialists who extend in-house teams for ongoing product development
• Salesforce Implementation: End-to-end Salesforce setup tailored to organizational goals
• Salesforce Custom Integration: Integrations connecting Salesforce with business systems and applications
• Salesforce Consulting: Strategic guidance intended to maximize Salesforce ROI
• Salesforce Migration: Secure migration to Salesforce with a focus on preserving data

Technology Coverage

Peeklogic's technology stack includes Salesforce, custom development, test automation, integration, and UI/UX design. Salesforce coverage includes Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Salesforce CPQ, Data Cloud, Experience Cloud, Health Cloud, MuleSoft, Pardot, and Salesforce-to-Salesforce integrations.

The company also works with technologies and platforms including Apex, JavaScript, Python, C#, Java, PHP, React, Node.js, SQL, AWS, Azure, Google Cloud, Zapier, Jira, ServiceNow, Make, n8n, Supabase, Postman, and Figma.

AI Readiness and Security

Peeklogic describes its Salesforce solutions as AI-ready, with pre-built connectors for large language models and data governance policies in place. The company states that data privacy and security are considered across its operations and that it holds ISO 27001, GDPR, and HIPAA compliance assessments.

Email: info@peeklogic.com

Locations

Headquarters: Austin, TX 78759, USA

Production locations:

• Lviv, Ukraine
• Krakow, Poland

The company states that it is always in touch.

• Salesforce Support Calculator: Estimates the administrator and developer hours and cost associated with Salesforce support and maintenance
• Duplicate Manager: Identifies, merges, and manages duplicate records
• Report Sender Free and Pro: Sends Salesforce reports to external users with flexible scheduling
• Backup to Dropbox: Stores Salesforce data from standard or custom objects in Dropbox and supports scheduled backup and restoration

Salesforce Connectors

Peeklogic provides ready-to-use integrations for connecting Salesforce with business systems. Its listed connectors include:

• Peeklogic Jira Connector
• Peeklogic Azure Connector
• Peeklogic NetSuite Connector
• Peeklogic ServiceNow Connector
• Peeklogic AI Orchestrator

Peeklogic has also developed integration products for Azure DevOps, ServiceNow, and NetSuite, in addition to its Salesforce–Jira connector.

• Client, household, and financial relationship modeling
• Financial account and asset tracking
• Goal-based financial planning
• Client onboarding and KYC workflow automation
• Approval workflows, compliance tracking, and audit trails
• AI-driven recommendations, predictive analytics, and intelligent alerts
• Client portals, secure document sharing, and omnichannel communication
• Dashboards for portfolio performance, advisor productivity, revenue, pipeline, and risk

The implementation approach covers business process discovery, system design, Salesforce configuration, quality assurance and testing, and change management.

Service Cloud

Peeklogic implements and customizes Salesforce Service Cloud to support case management, omnichannel service, workflow automation, self-service, and analytics.

Capabilities include:

• Case creation, routing, prioritization, escalation, and SLA management
• Support across email, chat, phone, and social media
• Service console configuration and unified customer interaction history
• Knowledge bases, customer portals, and case submission and tracking
• AI-powered chatbots, virtual assistants, recommendations, and case classification
• Web-to-Case and Email-to-Case request capture
• Dashboards for case volume, resolution time, agent performance, and customer satisfaction
• Asset and product management linked to customer cases
• Mobile access for agents working remotely or in the field

Service Cloud projects follow a process of business discovery, system design, configuration, quality assurance and testing, and change management.