configuration

Salesforce Configurations and Customizations activities:

To achieve the desired output from Salesforce application modification of Salesforce solution is dealt with default tools or custom development using Lightning Platform.

• Customization of objects, fields, and records to your Salesforce solution, to make it productive as per your business requirements beyond its standard functionality.

• Up-gradation of business rules into CRM using Apex triggers, which helps to boost sales, service and marketing processes making them easier to manage and analyses.

• Customization of workflows to automate daily and recurring tasks with Apex triggers, like sending email notifications and assigning follow-up tasks. Using automation tools, like Workflow rules, Process Builder or Apex code for such automation improves productivity.

• Data management with bulk data processing, operations like a mass update of records, weekly leads the evaluation and other tasks, which we load and delete large sets of data in your solution and posting of multiple record updates with bulk triggers.

• We create custom email templates. They make your emails look as you want them to due to a custom style sheet. You can enable custom style sheets and manage email attachments easier due to Salesforce customization capabilities.

• Customization of reports and dashboards for sales, marketing, field service professionals and senior management for better visibility into specific figures. We can pull custom reports with Apex instructions to retrieve data and present them in the desired format.

• Empower your Salesforce with Einstein AI, and further customize it in compliance with your requirements. AI-powered features ensure valuable insights for sales, marketing and service needs of your business due to suggesting next-best sales actions, scoring the likelihood of marketing emails’ success, automatically classifying and routing service cases, etc.

• Salesforce integration with third-party systems, with ERP, e-commerce systems, social media, email, etc., which can bring positive results in your organization. We use many homegrown tools to make such integration possible.