Salesforce Customization Services
Salesforce customization helps businesses grow their sales and productivity through advanced tailoring of Salesforce products to specific business needs. Tap into SoftTeco’s Salesforce customization services and make your business smarter, faster, and data-driven.
17
Years of experience
450
Projects
300
Customers globally
500
Employees
Salesforce Configuration vs Customization
Both Salesforce configuration and customization are aimed at tailoring the CRM to the particular requirements of one’s business. To select the most suitable option, it is important to understand the core differences between these two approaches.
Salesforce customization is a more specific approach to adjusting out-of-box functionality and includes changes to the initial code. The main goal is to add business-specific features to the selected Salesforce solution by modifying the default functionality. Examples of a Salesforce customization service include creation of custom fields, implementation of custom UI components, and creation of templates.
Salesforce configuration means changing existing functionality without changing the code. In other words, you select the needed functionality and adjust it within the scope, offered by Salesforce. Examples of Salesforce configuration services include setting up workflows, creating reports, or configuring objects and fields.
SoftTeco’s Salesforce Customization Services
We propose a variety of Salesforce customization options, making sure that the proposed solution aligns with your business goals and with your established processes and resources:
Creation of custom objects and fields
If your business requires management and storage of specific information (i.e., industry-specific data), our team can create custom objects with custom fields to conveniently store, manage, and track this data.
Workflow automation
Boost your employees’ productivity via automation of daily and mundane tasks like data entry. We use Apex triggers to automate custom actions and add new rules to existing workflows, thus streamlining them across the departments.
Bulk data processing
Process massive data sets at once via the custom bulk data processing feature and benefit from automated and regular data updates. We will set up automated processing of the required data so you always get the most recent insights for data-driven decisions.
Custom email templates
For improved and personalized communication between your employees and the clients SoftTeco offers design and development of custom email templates. Manage attachments and style sheets exactly how you need in an easier and faster manner.
Custom UI components
We help customize the user interface of your Salesforce solution to enhance its navigation, appeal, and usability and to match it precisely to your brand voice. For that, our team utilizes Lightning Components and Visualforce Pages alongside other tools.
Integration with other systems
Extend the capabilities of your Salesforce CRM via secure integrations with needed third-party systems. SoftTeco will select the most suitable integration approach and will ensure secure exchange of the data.
Reports & dashboards
Pinpoint valuable insights from the collected data via custom reports and dashboards and gain better understanding of specific figures for different departments. Our custom reports offer an array of data visualization options and contribute to more accurate decision making.
Creation of custom objects and fields
If your business requires management and storage of specific information (i.e., industry-specific data), our team can create custom objects with custom fields to conveniently store, manage, and track this data.
Workflow automation
Boost your employees’ productivity via automation of daily and mundane tasks like data entry. We use Apex triggers to automate custom actions and add new rules to existing workflows, thus streamlining them across the departments.
Bulk data processing
Process massive data sets at once via the custom bulk data processing feature and benefit from automated and regular data updates. We will set up automated processing of the required data so you always get the most recent insights for data-driven decisions.
Custom email templates
For improved and personalized communication between your employees and the clients SoftTeco offers design and development of custom email templates. Manage attachments and style sheets exactly how you need in an easier and faster manner.
Custom UI components
We help customize the user interface of your Salesforce solution to enhance its navigation, appeal, and usability and to match it precisely to your brand voice. For that, our team utilizes Lightning Components and Visualforce Pages alongside other tools.
Integration with other systems
Extend the capabilities of your Salesforce CRM via secure integrations with needed third-party systems. SoftTeco will select the most suitable integration approach and will ensure secure exchange of the data.
Reports & dashboards
Pinpoint valuable insights from the collected data via custom reports and dashboards and gain better understanding of specific figures for different departments. Our custom reports offer an array of data visualization options and contribute to more accurate decision making.
Need a reliable Salesforce consulting and development partner to customize your CRM? With over 16 years of experience, SoftTeco assists businesses across the globe with their Saleforce customization and configuration needs.
Salesforce Clouds That SoftTeco Can Customize
Being a certified Salesforce partner, SoftTeco offers customization for various Clouds:
Benefits of Salesforce Customization by SoftTeco
Though Salesforce offers rich functionality out of the box, some of the features can be improved even further to bring the maximum value to your specific business. Here are the core benefits of Salesforce customization:
Increased ROI & Revenue
Customized Salesforce ERP can significantly increase your revenue and ROI due to more organized and automated workflows and thoroughly fine-tuned functionality. By eliminating the existing roadblocks, improving communication with customers, and plugging in all needed integrations, you will greatly facilitate the work of your employees and, as a result, generate more sales.
Increased Productivity
Free your employees from mundane tasks and improve communication between the departments through customization of your product. By introducing organized and custom workflows and adjusting the default functionality to the specifics of your business, you equip your employees with powerful and data-driven tools to deliver expected results faster.
Improved User Experience
Offer superior user experience to your employees through clear navigation, custom UI components, and configured workflows. By customizing the default CRM to the exact needs of your business, you equip your team with powerful and intuitive tools that do not require technical expertise or extensive training.
Data-Driven Business Development
Transform your Salesforce CRM into a unified and well-organized ecosystem with seamless and secure data flow and gain better insights into your operations and customer behavior. By adjusting out of the box functionality to your requirements, you will be able to better manage and store the data, using it as a base for strategic decision making.
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Hire a Salesforce Customization Consultant
Not sure what Salesforce customization services you need or what Salesforce Cloud will work best for your business? SoftTeco’s Salesforce consultants will gladly help you make the right decision through careful analysis of your business and project requirements.
Contact us to request a custom quote or simply learn more about Salesforce and our services!
SoftTeco’s Approach to Salesforce Customization
The quality of our software solutions lies in a thought-out and organized approach to the development process. Discover the main steps that we follow when delivering high-grade Salesforce customization services:
Why Choose SoftTeco as Your Salesforce Customization Company?
Being in the IT industry since 2008, SoftTeco is now an internationally recognized and trusted software development company and a certified Salesforce partner. Learn more about what makes us different:
Extensive Experience
With a track record of successful Salesforce projects, SoftTeco offers its extensive experience to clients across the industries. We have worked with various Salesforce Clouds and provided customization, configuration, and integration services to both small and large businesses.
Industry Knowledge
SoftTeco delivers top-tier software services to clients from healthcare, fintech, logistics, manufacturing, advertising, and other industries. We therefore understand the specifics of every industry and can propose the most suitable solution for your exact business.
Vast Talent Pool
SoftTeco’s Team includes over 500 talented professionals that can bring tangible value to your project. Whether you need a tech-savvy developer, a QA engineer, or a Salesforce customization consultant, we will gladly assemble a perfect team.
24/7 Support
Our team provides 24/7 support for our clients and helps with post-launch maintenance and timely issue resolution. We believe that the project does not end after the release and offer our assistance in every aspect that you might need.
