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.
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.
As an integration platform, Sales Cloud brings together all the information about the customers, including their profiles, marketing activities, and products. It also focuses on increasing successful sales, contributes to multi-channel communication, and enhances the productivity of your sales department.
Service Cloud will come help any business that has customer support. It ensures faster case resolution of any issues your customers may face. At the same time, it makes the life of your support agents easier by bringing communication from chats, tickets, emails, and social media in one place. Custom template integrations and building a knowledgebase will help your agents find the right answers to their questions.
Serving as a platform for branding your business, Salesforce Community Cloud fosters engagement of all the parties involved in business processes. It will be beneficial not only for customers and employees but also for partners and other experts. The high variety of collaboration tools allows contributing to the development of products and services you provide. Active users claim that this service takes communication to a whole new level.
This SaaS platform was created to take care of automating the marketing activities that help you to launch your promotions more efficiently. Here you can automate your newsletters and manage all email communications. A user-friendly interface and intuitive built-in tools to make deployment and management of your marketing campaigns much easier. At the same time, advanced analytics features balance your efforts to achieve higher sales results.
Marketing Cloud enables companies of any size to launch global brand campaigns, estimating the potential outcomes of the efforts taken. Regardless of the business models be it B2B or B2C, it allows you to create a unique user journey and turn your leads into loyal customers.
Built for making your sales pipeline smooth, the “Configure, Price, Quote” service, aka CPQ, helps sales agents all over the world. With its help, your agents will not get lost in the variety of conditions for service pricing. In turn, 100% precise quotes will be given to the right customers. It takes into account all possible conditions and scenarios you set up to manage your discounts, automates invoice sending, and facilitates electronic payments.
Salesforce for Nonprofits (NPSP)
It’s a unique platform used for the service management of any nonprofit organization giving a possibility of having a 360-view of your mission. Keep track of your donations, volunteers, and supporters all in one place. By simplifying the management processes, you can focus on your impact and spread the good cause.
Financial Services Cloud
A perfect solution for the financial industry for both individuals and companies operating in this industry. The solution is most commonly used by banks and insurance companies, financial advisors, etc. This cloud leads to deepening relationships with the customer by creating a unified system for managing financial services. Having a one-stop shop to manage payments and generate and close invoices makes it easier to instill trust. When your customers have access to the proper information within the defined time frames they can have a better view as well as take into account the slightest details.
MuleSoft Anypoint Platform
If an organization uses a variety of different applications, it is an ideal platform to bring all of them into one place. With MuleSoft you can achieve faster API responses and integrations with any third-party applications used in your company. Moreover, integrated security on all the levels helps you feel safe and protected against any malicious threats.
How we configure and customize Salesforce
We configure interface and business logic
We modify the data model and business logic, user interfaces, and validation rules of your Salesforce Cloud with built-in tools. Then we create workflows, reports, and dashboards for different user roles.
We customize or create new objects and fields
At this stage, we reflect data of your business in Salesforce custom objects. For example, default Salesforce objects will not satisfy the needs of an auto-dealer center. In this case, we can create custom objects, “cars,” and “auto parts” with custom fields.
We add your business rules into Salesforce
Salesforce CRM customization implies the usage of Apex triggers, which supports the automation of sales, service, and marketing processes. As a result, we make it easy for our clients to observe and manage these processes.
We automate business processes
We automate business processes and routine tasks, such as email and SMS notifications, with Process Builder and Apex triggers. The automation of recurring tasks helps increase employee productivity and decrease the number of mistakes.
We create custom reports, dashboards, and sales paths.
We formulate custom reports and dashboards for different departments and different user roles, such as sales manager, sales representative, or service manager. In case built-in tools can’t generate custom reports in Salesforce due to the non-trivial logic of calculation, we use Apex coding and custom style sheets.
Sometimes companies sell a few different and sophisticated products with unique sales stages; in this case, we create a custom and unique sales path for each product.
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.
Our CasesAll cases
Custom CRM Development for Healthcare Company
Case study on the development of a custom CRM for the healthcare industry with customized business process system configuration and flow management.
Case study on the development of a custom CRM for the healthcare industry with customized busine ...
USA, Los Angeles
Staffing Software Development: Custom Web Portal
The recruiting agency needed centralized and customizable software for the staffing industry for tracking workflow processes with the user management system.
The recruiting agency needed centralized and customizable software for the staffing industry for ...
Custom E-learning Development for Healthcare Company
Custom e-learning development, an internal Enterprise LMS platform, which enables online access for registered users to the knowledge library and training with easy-to-use CMS and users’ activity tracking.
Custom e-learning development, an internal Enterprise LMS platform, which enables online access ...
Salesforce App Development For GDPR and CCPA Compliance
The enthusiastic team from Braveheartdata will ensure company compliance with GDPR, CCPA, and other data protection laws.
The enthusiastic team from Braveheartdata will ensure company compliance with GDPR, CCPA, and ot ...
Service Cloud and Pardot Implementation For Educational Company
Moncel has been a leading provider of online training in the hospitality and food services industry since 2012.
Moncel has been a leading provider of online training in the hospitality and food services indus ...
Salesforce IoT Integration Case Study
Establishment of a centralized system for managing, monitoring and servicing Wi-Fi locks for a hotel chain in the United States.
Establishment of a centralized system for managing, monitoring and servicing Wi-Fi locks for a h ...
Service Cloud Implementation for Publishing Company
Being obsessed with reading, Booknook helps authors disseminate their works by publishing their works online and crafting those books in formats that support all e-readers.
Being obsessed with reading, Booknook helps authors disseminate their works by publishing their ...
Sales Cloud Implementation for Air Cargo Company
DeltaWorldCharter is providing cargo and private jet charter services all over the world helping clients to find peace of mind by taking care of travel planning and being available for 24/7 consulting.
DeltaWorldCharter is providing cargo and private jet charter services all over the world helping ...
Salesforce Nonprofit Implementation For Education Company
The Academy for Teachers connects educators to improve their professional skills, share knowledge and pass on experience.
The Academy for Teachers connects educators to improve their professional skills, share knowledg ...
Sales Cloud Implementation For Technology Company
Founded by leaders connected by the same goal of helping businesses to grow, Transcend provides high-quality consulting services to open new opportunities.
Founded by leaders connected by the same goal of helping businesses to grow, Transcend provides ...
Riyadh, Saudi Arabia
Sales Cloud Implementation For Mortgage Company
As an expert in the mortgage field, QMI offers people who are new to loan procedures to facilitate this process by saving clients’ time and effort while closing real estate deals.
As an expert in the mortgage field, QMI offers people who are new to loan procedures to facilita ...
Sales Cloud Implementation For Marketing Company
SYNC Sponsorship is a local agency that focuses on marketing services applicable solely for the sponsorship sphere, taking into account all of its peculiarities.
SYNC Sponsorship is a local agency that focuses on marketing services applicable solely for the ...
Riyadh, Saudi Arabia
CRM Implementation for Real Estate Company
The Workplace Company is a fast-growing occupier-focused real estate consultancy based in central London, acting for all types of occupiers seeking office space in London.
The Workplace Company is a fast-growing occupier-focused real estate consultancy based in centra ...
United Kingdom, London
CRM Implementation For Farming Startup
Infarm is an urban farming services company that develops farming tech for grocery stores, restaurants, and local distribution centers. The company provides urban communities with fresh, nutritious products.
Infarm is an urban farming services company that develops farming tech for grocery stores, resta ...
CRM And Inventory Solution For Automotive Industry
Payne Auto Group is a Dodge, Jeep, Ram, Chrysler, Chevrolet, Buick, GMC, Ford, Volkswagen, FIAT & Alfa Romeo dealer with dealerships across the Rio Grande Valley.
Payne Auto Group is a Dodge, Jeep, Ram, Chrysler, Chevrolet, Buick, GMC, Ford, Volkswagen, FIAT ...
What is the difference between configuration and customization?
What is Salesforce customization?
What’s one thing you should do when planning your customization of Salesforce?
How to enable view setup and configuration in Salesforce?
What is Salesforce configuration?
How to configure Salesforce?