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Salesforce customization: types, tech stack, and 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
82 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 implemented and customized a Salesforce CRM 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 unique needs.
60%
faster board paper preparation
Salesforce CRM implementation
We implemented and customized a Salesforce CRM 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 unique needs.
60%
faster board paper preparation
Salesforce CRM implementation
We implemented and customized a Salesforce CRM 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 unique 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. Let’s see how they are similar and different and which is best for you.
Customization
Configuration
Concept
Customization
Configuration
Developing new features/integrations/business logic or modifying Salesforce’s source code
Changing existing Salesforce functionality with out-of-the-box settings
Common options
Customization
Configuration
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
Customization
Configuration
Driven by the customer’s needs and restricted only to Salesforce’s functional limitations
Limited to capabilities determined by Salesforce
Expertise required
Customization
Configuration
Requires properly qualified Salesforce developers
Can be performed by a certified Salesforce administrator
Best for
Customization
Configuration
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 customization service scope
Based on your business needs and established processes, we can modify various aspects of the Salesforce platform.
Custom objects and 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 align Salesforce’s user interface to end-user needs to deliver a more convenient experience. We can also add branding visual elements, like logos, color schemes, typography, and more, to your Salesforce user interface to drive the company’s promotion and market visibility.
Business rules
We use built-in Salesforce tools along with Apex code to implement custom business rules to streamline various sales, marketing and customer service tasks.
Reports and 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 connect Salesforce with third-party business solutions like ERP, accounting or online retail solutions to streamline data exchange and prevent human errors arising from manual data manipulation.
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
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.
Apex code
Visualforce library
JavaScript frameworks
Heroku
Digital Experience
Lightning platform
REST/SOAP API
LWC
Aura
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, 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
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 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.
Test your Salesforce customizations in a sandbox identical to your production environment to tune them up and make sure they won’t negatively affect the whole system.
