Customization

Customization

When Salesforce functionality is impossible to obtain with configuration, we offer Salesforce customization. It implies modifying your complex business logic that can’t be fully covered with default Salesforce functionality. The integration with third-party external systems, additional report and dashboard generation which are crucial for your business.


Customization comes into picture when Salesforce given functionalities don’t cover business requirements and processes. In such cases, additional functionalities are added to Salesforce which is called Customizations. It implies modifying your solution with code, pages, reports, dashboards, integration with external systems or any other Erp’s. Customization is any feature or function which are not available as a part of standard application and the application needs modifications. It covers adding some custom code, adding triggers on the object to perform some action and adding Apex Code which will generate a vCard from a given Contact, etc.

    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.

CRM Customization Benefits

Follow are a couple of benefits that can be obtained with Salesforce Customization.

Revenue increase According to the latest Survey, Salesforce helps companies using to win deals with a run rate of 24%. Proper customization of Salesforce can even bring better results with Sales numbers.

  • High ROI According to another study, every dollar spent on CRM returns as much as $8.71 in sales revenue.
  • Productivity increase As per the Salesforce Relationship survey, using Salesforce leads to a sales productivity increase of up to 25%.