Salesforce customization adjusts Salesforce solutions to business needs through declarative tools setup and custom development. A certified Salesforce Partner company, Itransition provides Salesforce customization services to help companies improve their sales and marketing workflows and grow revenue.
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.
Developing new features/integrations/business logic or modifying Salesforce’s source code
Changing existing Salesforce functionality with out-of-the-box settings
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
Driven by the customer’s needs and restricted only to Salesforce’s functional limitations
Limited to capabilities determined by Salesforce
Requires properly qualified Salesforce developers
Can be performed by a certified Salesforce administrator
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
Based on your business needs and established processes, we can modify various aspects of the Salesforce platform.
We create and add custom objects and fields to the default scope so you can track and store information unique to your business.
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.
We use built-in Salesforce tools along with Apex code to implement custom business rules to streamline various sales, marketing and customer service tasks.
We develop custom reports and dashboards to provide different departments and professionals with more granular insights into sales, marketing or customer relations.
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.
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.
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.
We set up collective updates, deletion, and other activities for sets of Salesforce records applying bulk triggers to streamline large data volume operations.
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.
Through the customization of the Salesforce platform, companies can achieve the following improvements:
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.
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.
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.
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.
Learn how Itransition can help
Despite its unmatched flexibility, Salesforce still may cause difficulties during customization. Below, we explore these limitations and how to overcome them.
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.
Hire a certified Salesforce services provider with 10-year expertise in Salesforce CRM and other solutions to carry out seamless adoption and transformation.
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