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Salesforce Configuration

When you start using Salesforce for your business needs, the first step is configuration. Apart from the initial setup, configuration mainly entails interface modifications, data, and metadata organization, setting up business processes and logic according to your needs. The configuration also includes setting up the sales paths, dashboard, reports, page layouts, custom tabs, permission sets, and data validation rules. You can also benefit from the Lightning process builder to organize business workflows. If you still feel that additional software is required for managing your processes, App Exchange store can help. Here you can install applications to extend the default function. Even if you use such services as G-Suite for email management or Slack for chat communication, they can be easily integrated into Salesforce. Moreover, these adjustments are possible to implement with the help of our Salesforce consultant or an administrator using built-in Salesforce tools without any code modifications and our experts will be glad to take care of it.

Salesforce Customization

It may happen that the available applications in App Exchange are not sufficient for running your business processes or there is no integration with some essential tools. Not to worry! Salesforce CRM customization makes everything possible. Whether you need to create reports with sophisticated calculation logic that is possible only by means of custom programming or build custom integrations with some third-party software, Salesforce developers will execute it. Salesforce customization requires programming in Apex, as it enables developers to modify business logic, set up custom API, and ensure proper customization following the demands of your business. With its help, it is possible to tailor Salesforce according to your needs, automate record updates, and perform other data-focused activities.

Salesforce Configuration

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How we configure and customize Salesforce

Our Clients

Over the past eight years, we have worked on hundreds of different projects.

Their team offers quick turnaround times and high quality work, as well as brings innovative ideas to the table. They have built programs which are now the backbone of our organization and continue to help us grow.

Larry Organ | Chief Executive Officer

How Salesforce Customization
can help your business

Being a powerful tool to adjust Salesforce to your company needs, it also entails additional benefits. According to the Salesforce recent survey results, the possibility to tailor the CRM to your needs positively influences all the essential metrics. Let’s get down to business and check the numbers:

  • 35% growth in customer satisfaction – Every business relies on its clients. That is why it is important to ensure high satisfaction rates for your customers to engage them in using your product. With the help of Salesforce customization, you can give your clients everything they need to stay happy with the service.
  • 25% increased revenue – Being powerful leverage for any business to prosper, revenue is a key metric for determining company success. Salesforce customization helps customers save time on routine processes by automating them. Consequently, saved time and better performance directly translates into more revenue via wiser resource management.
  • 34% more in productivity – And that’s not a coincidence. Enabling all the tools necessary for the effective work of your agents, they work better and stay motivated to bring more income to your business.
  • 25% boost for return on investments – Salesforce helps to easily organize proper data storage and gathering, as well as generate custom reports. With them, you can analyze relevant data about potential and existing clients to create unique service propositions. Custom data inclusion and operation is also one of the tasks for Salesforce customization. Having more detailed data helps you know your audience better and invest in the right activities that provide higher ROIs.
  • Deployment speed up by 35% – Salesforce Cloud Platform makes the deployment of new features and functions easier and faster, thereby saving your development resources. So it’s not a surprise to see such a number.
  • 38% faster decision-making – Salesforce customization services help you create a one-stop shop to see all the data necessary for running a business. When you don’t have to switch between the tools, you can focus on the exponential growth of your brand and make time-sensitive, strategic decisions fasters.

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What is the difference between configuration and customization?

Customization is a feature, extension, or modification, through code and/or some special implementation. The configuration is when you use system tools to change its behavior or functionality.

What is Salesforce customization?

Setting up Salesforce can require custom development and coding in order to add the required functionality to your CRM platform. These are usually actions that cannot be done with only the built-in Salesforce tools.

What’s one thing you should do when planning your customization of Salesforce? 

The key is to find a certified Salesforce services provider to take on the task of implementing your project.

How to enable view setup and configuration in Salesforce?

Each user's profile has the "View Installation and Configuration" option enabled by default (found in the Administrative Permissions section).

What is Salesforce configuration?

Configuration in Salesforce means customizing the way modules or features work according to your needs with out-of-the-box tools inside the CRM system. You can do this yourself, but it will take longer than if it is done by a certified Salesforce Admin.

How to configure Salesforce?

You can customize email, change fields, make changes to workflows, adapt the user interface, create additional reports, and change page layouts using built-in tools, modules, and features.
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