ShellBlack - tenured team of consultants with financial services expertise

Highlights We offer professional services on Sales Cloud, Service Cloud, Community Cloud, Pardot, Financial Services Cloud (FSC), Marketing Cloud, Data Migrations, End-User Training, Custom Development, Integrations, Lightning (LEX) Migrations, and Quickstarts. We know is Financial Services! 75% of our Salesforce engagements are rooted in this dynamic industry. Visit to learn more about our work in Wealth Management, Banks & Credit Unions, Mortgage & Lending, and Insurance. We have vast expertise in migrating RedTail, Junxure, Tamarac CRM, Microsoft Dynamics, ProTracker, Grendel, Saleslogix, Sage, SmartOffice, Zoho, GoldMine, ACT!, AppCrown, BCM, Gorilla, FileMaker, Salentica, Concenter XLR8, SugarCRM, Advyzon, APX, and IAS Description ShellBlack is a proven and trusted Salesforce partner with a targeted focus on the financial services industry. Our certified consultants are experts in the implementation and configuration of Salesforce, providing customized solutions to streamline the way you market your brand, sell your products and services, and support your customers. We drive customer success with Salesforce by focusing on business processes, data insights, usability, and adoption.Implementation - When you’re ready to become a Salesforce customer, our proven implementation process charts a course for success.Migration - We make data migrations seamless by leveraging the key customer information you have captured in legacy systems and external sources.Marketing Automation - Take your marketing to the next level and gain valuable insights into customer interactions while driving engagement and measuring ROI.Custom Development - Your business processes and metrics drive functionality that’s made to order, resulting in improved efficiency for your users.

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# Focus

# Service lines


# Salesforce Expertise


# Certifications (115)

Certified Administrator

22 x Certified Administrator

App Builder

19 x App Builder

Certified Sales Consultant

18 x Certified Sales Consultant

Certified Service Consultant

11 x Certified Service Consultant

Certified Advanced Administrator

11 x Certified Advanced Administrator

Platform Developer 1 Certifications

6 x Platform Developer 1 Certifications

Community Cloud Consultant

4 x Community Cloud Consultant

Sharing and Visibility Designer

4 x Sharing and Visibility Designer

Data Architecture and Management Specialist

4 x Data Architecture and Management Specialist

Development Lifecycle and Deployment Specialist

3 x Development Lifecycle and Deployment Specialist

Certified Application Architect

3 x Certified Application Architect

Pardot Specialist

2 x Pardot Specialist

Certified Pardot Consultant

2 x Certified Pardot Consultant

Integration Architecture Specialist

2 x Integration Architecture Specialist

Platform Developer 2 Certifications

1 x Platform Developer 2 Certifications

Field Service Lightning

1 x Field Service Lightning

Certified System Architect

1 x Certified System Architect

Identity and Access Management Designer

1 x Identity and Access Management Designer

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States

United States: Alabama, Arizona, California, Colorado, Delaware, Florida, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Utah, Washington, Wisconsin

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Salesforce Value Delivered

CloudMasonry is a full-service and the leading provider of Salesforce consulting services for organizations both large and small across the US. The consulting company leverages its experience with cloud-based systems to help companies discover more significant value in their Salesforce investments. With their extensive experience across major industries, they have combined deep enterprise consulting experience with their collaborative approach to project delivery.

Client feedback from AppexChange:
“CloudMasonry was extremely easy to work with and very knowledgeable. They worked within our budget restrictions and offered as much follow-up support as we needed. I would highly recommend them.”

Certified Professionals: 45

AppExhange Reviews: 20

AppExhange Rating: 4.9

International: 2 Countries

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