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Salesforce customization: types, tech stack & benefits
About Itransition
10+ years providing Salesforce professional services
25+ years in IT consulting and software development
Sales Cloud, Marketing Cloud, Service Cloud, CPQ, and other Salesforce products expertise
98 Salesforce certificationsÂ
In-house Salesforce Center of Excellence
Recognized among Top Salesforce Consulting Companies by Clutch
Customer spotlight
60%
faster board paper preparation
Salesforce CRM implementation
We performed Salesforce implementation and customization for a UK commercial property management company, developing integrations and creating custom templates and business logic.
100%
sales KPI visibility
Salesforce development for a construction company
We optimized a Salesforce system for a construction products distributor, customizing and automating vital customer processes, KPI tracking, and reporting.
54%
more leads
Salesforce CRM for an insurance buyout agency
We implemented Salesforce CRM and created custom pages, logic, components, and workflows to make it better suit the customer’s specific needs.
60%
faster board paper preparation
Salesforce CRM implementation
We performed Salesforce implementation and customization for a UK commercial property management company, developing integrations and creating custom templates and business logic.
100%
sales KPI visibility
Salesforce development for a construction company
We optimized a Salesforce system for a construction products distributor, customizing and automating vital customer processes, KPI tracking, and reporting.
54%
more leads
Salesforce CRM for an insurance buyout agency
We implemented Salesforce CRM and created custom pages, logic, components, and workflows to make it better suit the customer’s specific needs.
60%
faster board paper preparation
Salesforce CRM implementation
We performed Salesforce implementation and customization for a UK commercial property management company, developing integrations and creating custom templates and business logic.
100%
sales KPI visibility
Salesforce development for a construction company
We optimized a Salesforce system for a construction products distributor, customizing and automating vital customer processes, KPI tracking, and reporting.
54%
more leads
Salesforce CRM for an insurance buyout agency
We implemented Salesforce CRM and created custom pages, logic, components, and workflows to make it better suit the customer’s specific needs.
Have a Salesforce customization project in mind?
Salesforce customization vs configuration
Customization and configuration are both common ways to tailor a Salesforce solution to your needs and CRM strategy. Let’s see how they are similar and different and which is best for you.
Customization
Configuration
Concept
Concept
Adding new features/integrations/business logic through custom code development, declarative tools setup, or installation of extensions and integrations.
Changing existing Salesforce functionality with out-of-the-box settings
Common options
Common options
Third-party system integration Custom email templates Complex business logic development Custom UI components implementation Task automation, and more
Objects and fields configuration Creation of reports and dashboards Initial solution setup Interface modifications Basic business process and logic setup, and more
Modification scope
Modification scope
Driven by the customer’s needs and restricted only to Salesforce’s functional limitations
Limited to capabilities determined by Salesforce
Expertise required
Expertise required
Requires properly qualified Salesforce developers
Can be performed by a certified Salesforce administrator
Best for
Best for
Specific and highly-required functionality that can’t be obtained with default modifications
Surface-level changes in Salesforce enabled by out-of-the-box capabilities
Our Salesforce customization services
Based on your business requirements and established processes, we can modify various aspects of the Salesforce СRM platform.
Custom objects & fields
We create and add custom objects and fields to the default scope so you can track and store information unique to your business.
User interface
We use Lightning Components, Visualforce Pages, and other development and declarative tools to customize Salesforce’s user interfaces, making them more intuitive, visually appealing, and responsive and improving the CRM system’s usability.
Business logic
We use declarative tools and validation rules, as well as custom development tools like Apex Classes and Visualforce Pages to implement bespoke business logic and streamline various sales, marketing, and customer service tasks.
Reports & dashboards
We develop custom reports and dashboards to provide different departments and professionals with more granular insights into sales, marketing or customer relations.
Workflow automation
We improve employee productivity by streamlining time-consuming administrative and data entry tasks across departments with the help of Apex triggers, Flows, and other development tools.
Email templates
We develop custom email templates with style sheets and attachment capabilities tailored to your needs so that your agents can send emails faster and provide consistent communication via mail.
Mobile application
We modify layouts, navigation, and branding and add quick actions to the Salesforce mobile app to make it more convenient to use on the go even for complicated tasks.
Bulk data processing
We set up collective updates, deletion, and other activities for sets of Salesforce records applying bulk triggers to streamline large data volume operations.
Third-party tools integration
We use ready-made connectors from AppExchange or develop custom ones to integrate the Salesforce CRM system with third-party business solutions like ERP, accounting, or online retail solutions to streamline data exchange.
Salesforce customization technology stack
Our certified Salesforce developers have a comprehensive toolkit to customize out-of-the-box flows, build custom APIs for integration, or create new functionality.
Declarative tools
Salesforce App Builder
Process Builder
Digital Experience
Lightning platform
Development tools
Apex code
Visualforce library, including Visualforce Pages
JavaScript frameworks
Heroku
REST/SOAP API
LWC
Aura
How we customize Salesforce products
Itransition’s developers can deliver customizations for all the major Salesforce solutions.
Sales Cloud
Service Cloud
Marketing Cloud
Community Cloud
B2C Commerce
CPQ Salesforce
Salesforce Einstein
- Custom data fields and datasets
- Automated activity tracking, email alerts, and other day-to-day tasks
- Integration with corporate ERP and marketing solutions or third-party tools
- Custom sales dashboards and reporting features
Service Cloud
Our team can optimize your customer support processes and personalize interactions to help you improve customer satisfaction.
- Custom contacts, accounts, and cases
- Custom self-service pages’ look and feel
- Chatbot development and integration
- Customer service automation with RPA
Marketing Cloud
We can help you to optimize your marketing efforts, get granular customer behavior insights, and craft more personalized customer journeys.
- Personalized templates for emails and mobile notifications
- Custom activities, events, and content blocks
- Integration with email, social media, and third-party tools
Community Cloud
We can modify your Community Cloud-based solution to help you better manage the relationships with your customers, partners, or employees.
- Customized login and authentication methods
- Branded UX/UI design
- Advanced gamification features
- Integration with databases and third-party tools
B2C Commerce
Itransition’s team can tailor Salesforce B2C Commerce to your established business processes and help you maximize conversions.
- Custom product options and recommendations
- Integration with social channels and online communities
- Customized promotion creation
Salesforce CPQ
Our team can deliver CPQ customizations so you can speed up the sales process and help your sales agents be more efficient.
- Standardized quote document generation process
- Custom price calculators
- Granular quote validation
- Optimized approval process
Salesforce Einstein
We can use native Salesforce AI capabilities to personalize customer experiences. Our team can also customize sales and marketing workflows to improve their efficiency and achieve better results.
- AI-powered custom predictions and recommendations
- Email auto-segmentation
- Sentiment analysis
- Customer service chatbots
The benefits of Salesforce customization
Through the customization of the Salesforce platform, companies can achieve the following improvements:
Increased productivity
Unlike Salesforce configuration, which enables the automation of simple rule-based tasks, customization allows companies to significantly streamline complex, repetitive business processes or even create their own, more suitable and logical ones, which positively impacts employee output.
Smarter business decisions
With customized dashboards and reporting features in the CRM system, the management team can get more granular, relevant insights into sales and marketing performance and use them to take wiser operational or business development actions.
Better user experience
By tailoring Salesforce features to established sales, marketing and customer service workflows and simplifying data exchange through third-party integrations, companies can make the platform more convenient and easier to use for employees.
Superior flexibility & scalability
Adding custom capabilities, companies make the Salesforce platform easier to scale up and change on-demand to meet their emerging business goals faster or react to changed market conditions.
Looking to reap more benefits from your Salesforce solutions?
Learn how Itransition can help
Salesforce customization limitations and solutions
Despite its unmatched flexibility, Salesforce still may cause difficulties during customization. Below, we explore these limitations and how to overcome them.
Challenge
Solution
Having access to powerful Salesforce configuration and customization capabilities, companies can go overboard, making the modified solution cumbersome and hard to use.
Start the Salesforce customization project by exploring your business needs as well as end-users’ wishes and current limitations when working with the platform. This way, you will easily outline the scope of custom features that will bring valuable improvements.
Companies risk losing some of their more complex Salesforce customizations due to a system upgrade.
First, make sure customizations are necessary and worth the effort. If they are, then the best solution is to hire Salesforce experts who can develop a backward- and forward-compatible customization solution.
Changes in Salesforce code can have unintended effects, up to system breakdown, and can prove hard to roll back quickly.
Following Salesforce deployment best practices, test your customizations in a sandbox identical to your production environment to tune them up and make sure they won’t negatively affect the whole system.
FAQs about Salesforce customization
What can be customized in Salesforce?
Salesforce lets adopters carry out customizations of varying scopes, from creating custom fields, page layouts and rules to integrating the solution with third-party systems and automating repetitive manual processes.
Do we need Salesforce customization services?
If you have exhausted all out-of-the-box Salesforce configuration capabilities to tailor the platform to your specific needs, then customization is your best choice to implement the necessary changes.
How much will Salesforce customization cost?
The final cost of Salesforce customization may range from $5,000 to $50,000+ and is made up of the following factors:
- The scope of customizations and their complexity
- What Salesforce products are customized
- The complexity of existing corporate processes
- The amount of testing required
- The need for data migration and its scope
- Customization team composition
Service
Salesforce professional services and product expertise
Hire a certified Salesforce services provider with 10-year expertise in Salesforce CRM and other solutions to carry out seamless adoption and transformation.
Case study
Salesforce audit for an EDI solutions provider
Read how Itransition performed a Salesforce CRM audit for Data Interchange and compiled a list of automation and improvement suggestions.