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Salesforce customization
services & expertise
About Itransition
Salesforce Crest (formerly Gold) partner
10+ years of experience as a Salesforce professional services provider
25+ years in IT consulting and software development
Expertise in Sales Cloud, Service Cloud, Marketing Cloud, and other Salesforce products
100+ Salesforce certifications
In-house Salesforce Center of Excellence
Recognized among Top Salesforce Consulting Companies by Clutch
Salesforce aspects we customize
Itransition’s team can modify various aspects of the Salesforce СRM platform to better align it with your business requirements and established processes.
Objects & fields
Our Salesforce experts create custom objects and fields that enable you to store additional types of information unique to your industry or business.
User interface
We customize Salesforce’s user interface, including page layouts, tabs, and icons, to make it more intuitive, visually appealing, and responsive and thus improve the CRM system’s usability.
Business logic
We implement bespoke business logic, from validation rules enforcing data quality to Apex triggers for process automation, helping align Salesforce workflows with your CRM operations.
Reports & dashboards
Our team develops custom reports and dashboards to provide different departments and specialists with more relevant insights based on their roles and responsibilities.
Workflow automation
Our specialists build custom workflows to automate multi-step processes and drive workforce productivity and operational efficiency.
Email templates
We develop custom email templates with stylesheets and attachment capabilities tailored to your needs, enabling faster and more consistent communications with clients and partners.
Mobile app
Itransition’s team can modify the Salesforce mobile app’s layouts, navigation, and branding or add quick actions, making it more convenient to use on the go, even for complex tasks.
Bulk data processing
We create bulk triggers to import, export, update, and delete large sets of Salesforce records at once, making your data management operations faster and more resource-efficient.
Salesforce integrations
We build custom APIs to integrate your Salesforce CRM system with third-party software and services, such as ERP and ecommerce platforms, enabling seamless data flow and its consolidation.
Build a customized Salesforce solution with Itransition
+15%
conversion rate
Salesforce CRM customization for real estate
A UK-based commercial property management company relied on Itransition to replace multiple legacy systems with a unified custom solution based on Salesforce. Our experts customized the customer’s Salesforce CPQ package to facilitate lead tracking and created bespoke templates and logic for quoting and contract management.
+54%
lead generation
Custom Salesforce implementation for insurance
A US-based insurance buyout agency teamed up with Itransition to implement a customized Salesforce solution featuring bespoke pages, components, workflows, and business logic. Our experts also built a custom module to automatically fill in County and City fields based on the contact’s zip code.
+50%
opportunity generation
Salesforce development for a construction company
We enhanced the Salesforce system of a construction products distributor with custom workflows to automatically assign clients to territories and send appointment notifications to non-Salesforce contacts. Furthermore, our team created custom dashboards to monitor KPIs based on regional prices, discounts, and other metrics.
Salesforce Clouds & tools we customize
Our experts can customize Salesforce products for specific business functions and industries, further aligning their functionality with your unique workflows.
Sales Cloud
Service Cloud
CPQ
Einstein
Einstein
Nonprofit Cloud
Marketing Cloud
Commerce Cloud
Experience Cloud
Health Cloud
Our Salesforce customization roadmap
1
Discovery
Elicit your business needs and pain points and establish an optimal CRM customization strategy
Outline functional and non-functional requirements for the customized Salesforce solution
2
Design
Establish all necessary customizations and integrations, prioritizing modifications based on business impact and feasibility
Outline the required tech stack, including development and declarative tools
3
Planning
Establish the project scope, budget, methodology, and team composition
Define a project roadmap, including stages, iterations, and deliverables
Create a risk management strategy to overcome technical and operational roadblocks
4
Development
Implement the agreed platform modifications
Execute functional, performance, usability, and security tests
5
Rollout
Perform user acceptance testing to validate customizations in real-world conditions
Deploy customizations to the production environment
6
On-demand support
Conduct end-user training and onboarding
Perform timely software maintenance and troubleshooting
Further enhance the solution with new custom features, integrations, and other optimizations
Salesforce customization tech stack
Our certified Salesforce developers use a comprehensive set of development and declarative tools to customize out-of-the-box Salesforce functionality, build custom APIs for integration, or create new features from scratch.
Development tools | Apex Code Visualforce library, including Visualforce Pages Lightning Web Components (LWC) JavaScript frameworks Aura Heroku REST/SOAP API |
|---|---|
Declarative tools | Flow Builder Approval processes Validation rules MuleSoft Workflow Rules & Process builder (deprecated, support and migration assistance) |
Benefits of customized Salesforce solutions
Increased productivity
We build Salesforce customizations to help companies streamline and automate time-consuming business processes, boosting employee productivity and operational efficiency.
Data-driven decisions
Our custom dashboards, reporting features, integrations, and other modifications provide your managers with complete visibility into your operations, enabling them to make more informed business decisions.
Better user experience
We tailor Salesforce features to your established sales, marketing, and customer service workflows, making the platform more convenient and easier to use for your employees.
Superior business agility
Our team enhances your Salesforce solution with custom capabilities to better align it with your business growth goals, enabling you to keep pace with evolving market trends and conditions.
How we address Salesforce customization challenges
Concerns | What we do to help | |
|---|---|---|
Over-customization |
Companies risk over-customizing their Salesforce solution, making it cumbersome and difficult to maintain.
|
Before any modifications, we work with stakeholders and end-users to clearly define business requirements
and identify essential customizations accordingly or recommend simpler configurations when viable. |
Performance issues |
Customizations can increase system complexity, leading to higher resource consumption and performance
degradation.
| We apply various performance optimization strategies, such as designing simpler custom interfaces with only necessary components to reduce load times. |
Salesforce update incompatibilities |
Salesforce release updates can introduce new features and modifications that conflict or overlap with the
customizations you've built.
|
Itransition’s specialists maintain comprehensive documentation of all customizations to simplify
troubleshooting during future updates. |
Lack of customization scalability |
Customizations designed for small user bases and simple business processes can be hard to scale when your
company grows.
|
We apply scalable design practices to make customizations easier to scale without modifying the codebase. |
Looking for a Salesforce customization partner?
More Salesforce services from Itransition
Salesforce consulting
Our consultants can assist you at every stage of your Salesforce project, from business analysis and license advisory to project roadmapping and supervision, to make sure the resulting CRM solution fully meets your expectations.
Salesforce development
We build Salesforce Platform-based custom apps, mobile apps, and solutions for AppExchange to extend Salesforce's off-the-shelf capabilities in line with the needs of your business.
FAQs
The Salesforce platform can be customized in a variety of ways, from creating custom fields, page layouts, and workflows to integrating the solution with third-party systems.
If you can’t tailor the Salesforce solution to your unique requirements or workflows using the platform's out-of-the-box configuration options, customization is the best way to implement the necessary changes.
The budget for a Salesforce customization project can range from $5,000 to $50,000+. Major factors impacting the final cost include:
- 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 customization | Salesforce configuration | |
|---|---|---|
Concept | Adding new features, integrations, or business logic through custom code and declarative tools | Changing existing Salesforce functionality within the limits of out-of-the-box settings |
Common options |
|
|
Modification scope | Driven by the adopter’s needs and constrained only by Salesforce’s functional limitations | Limited to capabilities determined by Salesforce |
Expertise required | Requires properly qualified Salesforce developers | Can be performed by a certified Salesforce administrator |
Best for | Very specific and business-critical functionality or capabilities that can’t be obtained with default modifications | Surface-level changes in Salesforce enabled by out-of-the-box capabilities |
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