Salesforce Customization Services

Remove standard fields and objects from your Salesforce app and replace them with custom Salesforce objects and custom fields to boost the ROI of your business. We add custom objects, fields, & records to your salesforce solution to make it reflex data beyond its standard functionality. Say we are to customize the Salesforce solution of a real estate company, whose needs to track property for sale can’t be addressed with default Salesforce objects. For this, we introduce a custom object “property” with custom fields inside it.

As a Salesforce partner, we will assist you with customizing your existing CRM using workflow rules, process builder, and apex code to ease everyday CRM duties. We automate daily and recurring tasks with workflows and Apex triggers, like sending email notifications and assigning follow-up tasks. Using workflow tools, like Workflow rules, Process Builder, or Apex code for such automation supports your employees’ productivity and spares them from a significant part of their manual duties.

Our Configure Build API enables bulk processing of data, which is a best practice to support the growing Salesforce solution with operations like a mass update of records, weekly leads evaluation, and other tasks. For this, we load and delete large sets of data in your Salesforce solution and perform multiple record updates with bulk triggers.

To generate bespoke reports and dashboards, use our Salesforce support services. These statistics can assist you in determining the top and worst performing sales regions, profitable client categories, and true pipeline value of your Salesforce. We create custom reports and dashboards for sales, marketing, and service professionals when they need better visibility into specific figures, which can’t be properly reflected with the standard reporting functionality of Salesforce. We can complement custom reports with Apex instructions to retrieve this data and present it on the report page.

We perform Salesforce integration with third-party systems, for instance, with ERP, eCommerce systems, social media, email, etc., which can tangibly facilitate collaboration in your organization. We use REST/SOAP API web services and a range of default tools (like Files Connect) or custom tools developed from scratch to make such integration possible. Our Salesforce developers are professional at integrating Salesforce CRM with third-party systems. For optimal integration and data flow, we employ REST/SOAP API web services.

We complement your Salesforce with Einstein AI, and further customize it in compliance with your requirements. AI-powered features ensure valuable insights for the sales, marketing and service needs of your business due to suggesting next-best sales actions, scoring the likelihood of marketing emails’ success, automatically classifying and routing service cases, etc.