Salesforce Products
Powerful Salesforce products built from 400+ implementations across financial services. Proven solutions that accelerate deployments and drive user adoption.
Built From Real-World Experience
Our products are born from 400+ Salesforce implementations, solving common challenges we've seen repeatedly across financial services firms
Purpose-Built
Each product solves specific problems we've encountered across hundreds of implementations
Battle-Tested
Proven in production environments at 150+ financial services firms managing $100B+ AUM
User-Focused
Designed with end-user adoption in mind, reducing training time and increasing productivity
Enterprise AI intelligence that analyzes your Salesforce records in real-time, providing actionable insights and recommendations to improve data quality and user adoption.
Improve data quality by 40% and user adoption by 60%
Key Capabilities:
A flexible Salesforce Lightning component that dynamically displays field sets, enabling admins to control what fields appear without code changes.
Reduce admin time by 70% with declarative field management
Key Capabilities:
Build complex, dynamic forms in Salesforce that adapt based on user inputs and business rules, all configured through metadata.
Create complex forms 50% faster without developer resources
Key Capabilities:
Bring Excel-like functionality to Salesforce with inline editing, mass actions, and advanced filtering capabilities.
Reduce data entry time by 65% with bulk operations
Key Capabilities:
Custom Solutions for Unique Needs
When pre-built products don't fit, we build custom solutions from the ground up
Custom Development
Need something unique? Our expert developers build custom Salesforce solutions tailored to your exact business requirements.
Explore Custom DevelopmentIntegrated with Our VALUE Methodology
Our products are designed to work seamlessly with our proven implementation process, ensuring faster deployment and higher adoption rates
Learn About Our ProcessFrequently Asked Questions
Common questions about our Salesforce products
What makes Vantage Point products different from AppExchange solutions?
Our products are built from 400+ real-world Salesforce implementations, specifically for financial services firms. Unlike generic AppExchange solutions, they're designed to solve the exact challenges we've encountered repeatedly across wealth management, banking, and insurance clients. They integrate seamlessly with our VALUE methodology for faster deployments.
Can these products be customized for our specific needs?
Yes. While our products are powerful out-of-the-box, they're designed with customization in mind. We can tailor features, configurations, and workflows to match your specific business requirements. Customization typically adds 2-4 weeks to implementation timelines depending on complexity.
Do these products require special Salesforce licenses?
Most of our products work with standard Salesforce licenses (Sales Cloud, Service Cloud, or Financial Services Cloud). RecordIQ requires Einstein Analytics licenses for AI-powered insights. We'll assess your current license structure during the discovery phase and recommend any necessary additions.
How long does it take to implement these products?
Implementation timelines vary by product and customization needs. Standard implementations range from 2-6 weeks: RecordIQ (4-6 weeks), Field Set Component (2-3 weeks), Dynamic Forms (3-4 weeks), Advanced Data Table (2-3 weeks). These timelines include configuration, testing, training, and deployment.
Can we try products before purchasing?
Yes. We offer personalized demos tailored to your use cases, and can provide sandbox environment access for hands-on evaluation. For RecordIQ, we can run a proof-of-concept against your actual data (in a secure sandbox) to demonstrate real ROI before commitment.
What kind of support and training is included?
All product implementations include comprehensive training for administrators and end-users, complete documentation, and 30-day post-deployment support. Ongoing support packages are available including quarterly health checks, priority issue resolution, and proactive optimization recommendations.
Ready to Accelerate Your Salesforce Implementation?
See how our products can reduce implementation time by 40% while improving user adoption