Your business is unique.
Make sure your Salesforce too.
Salesforce Application Customization Services
Reports And Dashboards
Maximize value of your data. Insights into sales pipeline. Build revenue predictability.
Dynamic Email Templates
Increase productivity. Build messaging consistency. Stay connected with your customers.
Salesforce CRM Integration
Ensure effective integration. Seamless data flow between ERP, accounting and CRM , applications, and databases.
Custom Objects And Records
Store unique information. Align functionalities with your business. Enhance functionality and improved sales.
Bulk Data Processing
Make your life easier for operations like updating or deleting records when dealing with bulk data.
Automate Recurring Tasks
Speed up manual, resource-intensive and monotonous processes like creating tasks, sending emails, and updating or deleting records.
Build Custom Salesforce Consoles
Simplify everyday CRM tasks. Streamline processes. Create bespoke solutions. Empower your teams.
App Customization
Reinvent your Salesforce mobile apps. Enhanced customer experience. Introduce custom tabs and features.
And More..
Listen and align with your business processes to achieve the desired outcomes.
Salesforce Application Customization Engagement Models
Why Salesforce Application Customization Services?
Salesforce offers almost everything you could imagine for your business, but sometimes the standard solutions just don’t work. Customization helps you to:
- Tailor Salesforce functionalities according to your business needs
- Add value to your sales and marketing activities, leading to new engagements and customer retention
- Create/View custom dashboards for a single, unified view
- Facilitate easier collaboration and updates
- Lower turnaround times for updates
Salesforce products we can customize for you
Sales Cloud
Service Cloud
Marketing Cloud
Finance Cloud
Health Cloud
Community Cloud
Pardot
Platform
Frequently Asked Questions
Salesforce Application Customization is the process of tailoring a Salesforce app to meet specific business requirements. To customize an app in Salesforce, you need to follow these steps:
Define your requirements:Â Before customizing the app, you need to identify the business requirements that the app needs to fulfill.
Analyze the app:Â Analyze the app to understand its features and functionality.
Determine the scope of customization:Â Determine the areas of the app that require customization and the extent of customization required.
Configure the app:Â Use the Salesforce App Builder to configure the app. You can add custom fields, objects, tabs, and more to the app.
Customize the user interface: Use Salesforce Lightning to customize the user interface of the app. You can customize the app’s branding, layout, and theme.
Test and deploy the app: Test the customized app to ensure it meets the business requirements. Once it’s tested, deploy the app to your users.
Salesforce partners can help with requirements gathering, analysis, and customization to ensure their clients’ apps are tailored to their business needs.
Yes, you can build custom apps in Salesforce. A Salesforce consulting company can help you with the development and integration of custom apps within your Salesforce environment. This can include incorporating third-party integrations to enhance functionality and improve overall business processes.
Transform your business with our Salesforce Application Customization Services
