SkyPlanner: Your One-Stop-Shop to Salesforce

Since opening its doors in 2010 as a joint venture between three friends, SkyPlanner has grown into a recognized and respected company of talented system architects, business analysts and South Florida's largest group of Salesforce certified developers. SkyPlanner specializes in helping clients leverage the world’s #1 CRM applications to maximize their business potential.

Salesforce in a Tick

How to Logging Automated Emails on Related Records

Learn how to logging automated emails on related records. We will show you how to create a process builder using the package Send Emails. This process builder will be used to send automated emails fully replacing email alerts.

How to create a Round Robin Assignment

Learn how to create a Round Robin Assignment in order to assign leads evenly and sequentially to members of a call center.

Creating a Rollup Using DLRS

In certain situations, an object does not support a rollup or the relation is not permitted. Learn how to make it possible by using the package Declarative-lookup-rollup-summaries (DLRS).

Mastering the VLookUp Function

Follow these steps to effectively use the VLookup function for data import purposes in your Salesforce database.

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SkyPlanner Apps

SPIMAGES: Preparing your Salesforce organization for the spImages Lightning Component

Watch this short video and see how to prepare your Salesforce organization for using spImages.

SPIMAGES: Salesforce1 how-to configuration tutorial video

Watch & learn how to make spImages Salesforce1 ready with this easy-to-use, how-to tutorial.

SPIMAGE: How-to configure Salesforce for “SPIMAGES” tutorial

Follow this step-by-step guide and learn how to configure your Salesforce organization for spImages. At the end of this tutorial, you'll be able to visualize images directly onto Salesforce records.

SPIMAGES: Give your Salesforce records a visual component

spImages gives Salesforce users the ability to visualize images directly onto their Salesforce records. It's great for all kinds of businesses including events, insurance, equipment sales, real estate and more. If a picture is worth a 1,000 words, then spImages is priceless.

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What people are saying

Five Start

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

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