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About Salesforce Customization

Salesforce Customization: Crafting a CRM That Truly Fits

Salesforce customization is the process of modifying the Salesforce platform to better align with the specific needs, processes, and goals of your business. Instead of adapting your operations to a one-size-fits-all solution, customization ensures that Salesforce molds seamlessly to your unique business model. By tailoring features, interfaces, and workflows, it enhances user experience, streamlines operations, and ensures that the platform becomes a true extension of your business. This personalized approach not only boosts efficiency but also empowers your team to leverage the full potential of Salesforce, driving growth and fostering stronger customer relationships.


Salesforce Configuration
Salesforce Configuration

We recommend Salesforce Configuration if you want a quick, fast method that doesn’t require any custom-made tools or applications and uses the in-built third-party tools of Salesforce to fulfill the needs of the business. Configuration is the step taken before a company moves towards customization and hence both processes are somewhat interconnected.

Salesforce Configuration
Salesforce Customization

Salesforce Customization, on the other hand, is a process of tailor-made features and applications for your business that aren’t part of the Salesforce platform earlier. The Salesforce platform is modified and altered, or we can say, customized for a company.

Our Services

Bulk Data Processing

We perform major updates using bulk triggers so as to update major data and define a protocol for data processing.

Custom E-Mail Templates

Enjoy custom templates of emails that contain your customized style and attachments management to follow up and communicate with your clients easily and in a well-defined manner.

Custom Objects, Fields & Records

Custom object properties and fields inside it are introduced to meet the data entry needs of a business as a way of customizing the Salesforce platform.

Reports & Dashboard

Our Salesforce customization experts help you create detailed reports for deep insights into figures that aren’t visible in standard reports of Salesforce.

Salesforce Integration with third party systems

Salesforce Customization services include integration of platforms using third-party tools such as social media, email, accounting, and REST/SOAP API, to improve collaboration between different departments and deliver smooth customer experience through hassle-free communication.

Workflow Automation

Customization involves automating the mundane tasks that are repetitive in nature and hence saving the productive hours of personnel and ensuring seamless workflow.

Products We Customize

Salesforce Community Cloud
Salesforce CPQ
Salesforce Financial Services Cloud
Salesforce Marketing Cloud

Salesforce Non-Profit Cloud
Salesforce Sales Cloud
Salesforce Service Cloud

The Benefits You Enjoy With Customization


Increase the productivity of your staff through workflow automation and opportunity management. Relieve the sales, service, and marketing reps from repetitive activities and assign them tasks according to their skills and qualifications while keeping track of their actions.

Higher ROI

Customization provides an improved experience to both the business and the clients, hence customer retention, improved productivity, and as a result, higher ROI.

Smarter Decisions

Customization and Automation allow you to be relieved from repetitive tasks and extra work and hence you can focus on your business’s growth and expansion.

Let Us Wield Our Expertise To Drive Your Build-Out

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