We Engineer Salesforce Like a Product Company
Crystal Lotus is a Salesforce architecture and product engineering firm working across the Agentforce 360 Platform. We migrate CPQ to Revenue Cloud, put Agentforce agents into production grounded in Data 360, deliver Experience Cloud portals for regulated programmes and ship managed packages on AppExchange. The same team runs the AWS estate, the developer platform and the AI infrastructure around the org. Every engagement comes with a named architect, a decisions log your team keeps, and thirty days of support after go-live, inside the price.
- Salesforce Partner Since 2025consulting partner, listed on AppExchange
- 40 Salesforce Certificationsverified on AppExchange
- 5.0 Rating on AppExchangeread the reviews
Crystal Lotus in Seventy Seconds
Who we are, what we build and how an engagement runs, in the time it takes to read this page's headings.
- Revenue Cloud
- Agentforce
- Data 360
- Experience Cloud
- Service Cloud
- Sales Cloud
- AppExchange
- AWS
Practice Areas, One Delivery Standard
Every engagement has a named architect, a fixed team, weekly demos and a decisions log your team keeps.
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CPQ to Revenue Cloud Migration
CPQ has been end-of-sale since March 2025. We move you to Revenue Cloud Advanced and Billing with an accelerator we built for the job, and you keep the assessment and the plan even if you migrate without us.
How the Migration Works -
Agentforce
One agent in production that pays for itself, with the actions, guardrails and test harness your team keeps. Running on Revenue Cloud, Service and Sales.
Agentforce Engineering -
Data 360
Data streams, Zero Copy access to your warehouse, identity resolution and calculated insights, with the lineage and merge rules documented so the profile stays trustworthy after we leave.
Data 360 Engineering -
Experience Cloud
Portals, help centres and partner sites on Lightning Web Runtime, with the licence-model comparison done before you sign so you never pay for seats you do not need.
Experience Cloud Portals -
AppExchange Products
Second-generation managed packages built to pass security review, with the review documentation, listing and upgrade path included. We ship our own, so we know the traps.
Product Engineering -
AWS, Platform and AI Infrastructure
Well-Architected reviews across all six pillars, cost optimisation in waves you can stop at any point, developer platforms with self-service and paved pipelines, and models served on GPUs you control.
AWS Cloud Engineering
Built for the People Who Own the Outcome
Whatever your title, the work starts with the architect who will own it.
Revenue Operations Leaders
CPQ end-of-sale, Revenue Cloud, billing and renewals on one quote-to-cash platform.
CPQ to Revenue Cloud MigrationService and Sales Leaders
An agent in production that resolves cases or prepares renewals, with guardrails you can explain.
Agentforce EngineeringData and Analytics Teams
One profile per customer, fed from the warehouse without copying, trusted enough to act on.
Data 360 EngineeringCompliance, Risk and Supplier Programmes
Portals for third parties with residency, redaction and approvals built in.
Experience Cloud PortalsISVs and Product Teams
Package, pass security review, list on AppExchange and upgrade without breaking subscribers.
AppExchange Product EngineeringPlatform and Cloud Owners
Well-Architected reviews, the AWS bill, and the developer platform your teams and your Salesforce org ship through.
AWS Cloud Engineering
CPQ to Revenue Cloud, Without the Guesswork
Revenue Cloud Advanced runs quote-to-cash on the core platform, API-first and composable. It does not map one to one from a CPQ managed package, and every CPQ org is customised. We built a migration accelerator and a handbook around exactly that problem: object and field mapping including splits and merges, CPQ features with no Revenue Cloud equivalent, and quote calculator scripts rewritten for the new engine.
Assessment
Metadata only. Every CPQ artefact inventoried and given a migration prescription: map, transform, rebuild or drop.
Migration
A configuration-driven accelerator does the mechanical work. Your team makes the decisions, captured at each step.
Data and Cutover
Phased loads with rollback, relationships and hierarchies preserved, downstream integrations kept alive while you re-point them.
Selected Work
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Crystal Lotus Engagement
Third-Party Risk and Due Diligence Portal
Compliance due diligence on Experience Cloud, five client implementations from one configurable codebase. Support tickets fell to under a tenth of the legacy system; due diligence cycles run 40 to 50% shorter.
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Crystal Lotus Engagement
AWS Cost Optimisation for a B2B SaaS Data Platform
About 40% lower AWS spend across four optimisation waves, each with a performance guardrail agreed before anything changed.
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Crystal Lotus Engagement
Data Residency for a Regulated Programme
Country-level data residency on Experience Cloud, live in China. We designed both sides: the Salesforce components and the residency service the client hosts.
More Than You Pay For, on Purpose
Four things that come with every engagement and that your team keeps when it ends.
An Architect Who Stays
The person who designs your solution owns it to the end and joins every review. Native platform features first, custom code only where it earns its place, and a decisions log your team keeps.
Working Demos Every Week
The people who start your work finish it, and you see running software every week, so you steer while changes are still cheap.
Everything Handed Over
Metadata, pipelines, packaging and tests in version control from the first sprint, with documentation and runbooks, so your org can be rebuilt, audited and run without us.
Thirty Days After Go-Live
The team stays available for a month after launch to fix, tune and answer questions, inside the original price. Product-grade standards for upgrades and compatibility apply to your org too.
Products for Revenue Cloud, Starting Free
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CPQ to Revenue Cloud Migrator
Connects to both orgs, inventories every CPQ artefact, generates the migration prescription and runs the transformation with your decisions captured at each step.
About the Migrator -
ARM Health Check
A free scan of a Revenue Cloud org across billing, pricing, contracts, renewals and revenue recognition, with a written findings report and recommended fixes.
About ARM Health Check -
Revenue Operations Consoles
Single-screen overlays on Revenue Cloud for renewals, pricing explanations and billing operations, built on its invocable actions.
About the Consoles
What Clients Say on AppExchange
Rated 5.0 across every review. Excerpts below; the full reviews are on the listing.
Frequently Asked Questions
What does Crystal Lotus Solutions do?
Crystal Lotus is a Salesforce architecture and product engineering firm. It migrates Salesforce CPQ orgs to Revenue Cloud with an accelerator it built, puts Agentforce agents into production grounded in Data 360, builds Experience Cloud portals for regulated programmes, and engineers managed packages for AppExchange. The same team runs the other side: AWS cloud engineering across all six Well-Architected pillars, developer platforms with self-service and paved pipelines, and AI infrastructure with models served on GPUs the client controls.
Is Crystal Lotus a Salesforce partner?
Yes, since 2025. Crystal Lotus Solutions is a Salesforce Consulting Partner with a listing and client reviews on AppExchange and 40 Salesforce certifications across the team. It ships its own managed packages on AppExchange as well.
Where is Crystal Lotus based and who does it work with?
The registered office is in Bengaluru, India. Clients are in the United States and India, and working hours overlap the UK day and US mornings. Engagements run remotely with a named architect, weekly demos and written status.
How does an engagement start?
With a 30-minute architecture discovery call with the architect who would own the work. You leave with a written view of the next step and a rough sizing, whether or not you go ahead. Enquiries get a reply within one business day.
Ready to Talk to an Architect?
A 30-minute call with the architect who would own your work. You leave with a written view of the next step and a rough sizing, whether or not you go ahead with us.
Book an Architecture Discovery Callor email contact@crystallotus.co