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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.


Development of custom code to add new functionality, integrations, and business logic to the Salesforce solution
High due to custom code development
Creation of custom objects and fields, addition of workflows, creation and implementation of custom UI components, integration of third-party solutions
Requires experienced Salesforce developers
Suitable for businesses with highly specific requirements

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.


Modernization of existing functionality without changing the code and through available settings
Moderate level of modification limited to capabilities allowed by Salesforce
Creation of reports, configuration of available objects and fields, setup of workflow rules, interface configuration and setup
Requires Salesforce consultants or administrators
Suitable for moderate changes in default functionality

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

Whether you need professional help to choose the best-fit software to scale your business to a new level, rely on SoftTeco’s software engineering consultancy. Our dedicated consulting team will analyze your company goals, workflows, and challenges to provide you with the most suitable software, keeping users and market trends in mind.

Workflow automation

If you need to perform an assessment of your current technology stack to identify any gaps or opportunities for improvements, let SoftTeco help you. Our team will analyze your business goals and current software stack to detect flaws/inconsistencies and recommend upgrades to improve workflows and stay competitive.

Bulk data processing

At SoftTeco, we specialize in full life cycle product development and will help you plan your future project per your needs. Based on our extensive expertise, we craft custom development strategies and carefully plan them to deliver high-performing, intuitive, and secure solutions on time and within budget.

Custom email templates

If you need professional assistance with a CMS platform, mobile, e-commerce, or other custom solution, SoftTeco is willing to help you every step of the way. Our specialists provide customized insights and strategies to address specific business challenges, optimizing efficiency and driving growth.

Custom UI components

If you seek a reliable consulting firm to safeguard your business against potential risks or legal issues and comply with international security standards, trust SoftTeco’s consulting services. Our experts will help you assess, advise, and implement strategies to ensure your software meets the highest legality, security, and quality standards.

Integration with other systems

When you need clear project management with transparent processes, SoftTeco’s software consultation will help you. Focusing on industry best practices and Agile methodologies, our consultants will assess your current processes for improvement or create a new detailed software plan to help your project succeed.

Reports & dashboards 

If you ensure that your application is up-to-date, secure, and performs as expected, SoftTeco’s consultants can assist you in doing so. We offer ongoing monitoring, timely updates and improvements, and expert guidance to keep your software running efficiently and smoothly.

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:

Sales Cloud
Service Cloud
Marketing Cloud
Community Cloud
B2C Commerce
Salesforce CPQ
Automotive Cloud

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.

Data Science
Data Science

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.

Internet of Things
Internet of Things

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.

Big data
Big data

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.

process
process color

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Salesforce Customization Services
Salesforce Customization Services

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:

Collection & Analysis of Requirements

The first step towards a successful project is thorough understanding of its specifics and main requirements. SoftTeco’s business analysts will discuss your business needs and current bottlenecks and will propose the best solution to help achieve set goals.

  • Discussion of budget and schedule
  • Definition of needed functionality
  • Tech stack selection

Design & Development

After agreeing on the desired functionality, our team starts architecture and user interface design and functionality development. We perform continuous testing during the process and make sure to follow secure coding practices to maintain high quality of the solution.

  • Development of custom UI components
  • Implementation of complex business logic
  • Development of custom functionality

Integrations & Migration of Data 

To ensure seamless functioning and interaction of all systems in use, we implement integrations through secure API development. We will also securely migrate your data to the Salesforce cloud without disrupting the operation of your business.

  • Implementation of requested integrations
  • Development of custom APIs
  • Safe data migration 

Testing

We perform 360-degree testing to ensure secure and seamless functioning of your solution and to prevent potential roadblocks and issues. By implementing continuous testing in the development process, we minimize the number of errors before the product is launched.

  • Manual and automated testing methods
  • Wide testing scope
  • Timely resolution of detected bugs

Deployment & Post-Launch Support

Once your project is deployed, our work does not stop there. Our Salesforce customization company provides support and maintenance services aimed at ensuring that everything works as intended and at timely issue resolution. We also provide employee training upon the request.

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.

Industries We Serve

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