Consulting on specific use cases - Digital Trusted Advisor - AppExchange
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Consulting on specific use cases

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 2
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 4
  • Year this company was founded Founded 2020
Complete a requirement based on business objectives.

In Digital Trusted Advisor we have certified consultants, Devs and Functional, they have extensive experience and have implemented a variety of use cases, allowing them to provide objective and concrete solutions to each requirement.


  • Experience and deep knowledge in the use of the tool, which allows us to optimize time, efficient processes and implement the most appropriate solution for each need.
  • Implementation of best practices to meet the different business objectives and in particular, to achieve the best results in each project.
  • We work with AGILE methodology which allows us to move forward consistently and meet the deadlines and objectives of each requirement.


We have a clear, well defined and structured process to work on each project, we start with a Discovery meeting to get a deep understanding of each project, its objectives and the action plan to implement, we continue with the initial documentation and assign the consultants (Devs & Functionals) and the person responsible for communication with the client, as well as the PM who will coordinate the efforts, as well as the expected times for each stage, thus ensuring compliance with the delivery date.##Based on the AGILE Methodology, we submit each step for approval to continue with the development, and in this phase we have frequent follow-up meetings with the client to confirm the progress.##According to the progress we schedule pre-release testing meetings and document the final delivery with technical information and development details.##Finally we schedule a meeting to implement the requirement and measure the results delivering reports of each project.##If the client requires it, we schedule meetings for knowledge transfer aligned to the project we develop.

Geographic Focus

International Mexico


English, Spanish

About Digital Trusted Advisor Con Oficinas en México (Headquarter), Colombia y EU.##Somos un holding multidisciplinario enfocados en la transformación digital, staffing, consultoría y servicios especializados.####Socios estratégicos de Salesforce con profesionales certificados en diferentes áreas y distintas nubes con amplia experiencia.####Proyectos transnacionales avalan nuestro trabajo, así como la implementación y desarrollo de diversos Casos de Uso.####Nuestro objetivo es, implementar soluciones que maximicen las oportunidades de negocio para nuestros clientes, incrementar su rentabilidad y se enfoquen en el desarrollo y crecimiento de sus negocios.

CDMX, México