Salesforce customization:
types, tech stack & benefits

Salesforce customization: types, tech stack & benefits

Salesforce customization adjusts CRM solutions to new business requirements through declarative tools setup and custom development. A certified Salesforce Partner company, we customize Salesforce ecosystems to help companies improve their sales and marketing workflows.

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 certifications 

In-house Salesforce Center of Excellence

Recognized among Top Salesforce Consulting Companies by Clutch

Customer spotlight

Salesforce CRM implementation

60%

faster board paper preparation

We performed Salesforce implementation and customization for a UK commercial property management company, developing integrations and creating custom templates and business logic.

Salesforce development for a construction company

100%

sales KPI visibility

We optimized a Salesforce system for a construction products distributor, customizing and automating vital customer processes, KPI tracking, and reporting.

Salesforce CRM for an insurance buyout agency

54%

more leads

We implemented Salesforce CRM and created custom pages, logic, components, and workflows to make it better suit the customer’s specific needs.

Salesforce CRM implementation

60%

faster board paper preparation

We performed Salesforce implementation and customization for a UK commercial property management company, developing integrations and creating custom templates and business logic.

Salesforce development for a construction company

100%

sales KPI visibility

We optimized a Salesforce system for a construction products distributor, customizing and automating vital customer processes, KPI tracking, and reporting.

Salesforce CRM for an insurance buyout agency

54%

more leads

We implemented Salesforce CRM and created custom pages, logic, components, and workflows to make it better suit the customer’s specific needs.

Salesforce CRM implementation

60%

faster board paper preparation

We performed Salesforce implementation and customization for a UK commercial property management company, developing integrations and creating custom templates and business logic.

Salesforce development for a construction company

100%

sales KPI visibility

We optimized a Salesforce system for a construction products distributor, customizing and automating vital customer processes, KPI tracking, and reporting.

Salesforce CRM for an insurance buyout agency

54%

more leads

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?

Let’s discuss it

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

Sales Cloud

We can make your sales pipeline faster and smarter and help your sales agents work more efficiently.
  • 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
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

Contact us

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
    Salesforce professional services and product expertise

    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.

    Salesforce audit for an EDI solutions provider

    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.

    Salesforce Classic vs Lightning: what’s your option?

    Insights

    Salesforce Classic vs Lightning: what’s your option?

    Let’s look at the Salesforce Classic vs Lightning Experience case and see why Lightning is an obvious choice for every company.