About salesforce customization

Salesforce customization is the process of altering and tailoring the Salesforce platforms whether it is for Sales, Service, or Marketing to meet the requirements of a business and its operations. The process of customization is performed differently for each company.

Configuration and Customization in Salesforce

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 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

1. 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.

2. 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.

3. Bulk Data Processing

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

4. 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.

5. 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.

6. 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.

Products we customize

Salesforce Sales Cloud

Salesforce Community Cloud

Salesforce Service Cloud

Salesforce Financial Services Cloud

Salesforce Marketing Cloud

Salesforce Non-Profit Cloud

Salesforce CPQ

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.


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


    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