customization Salesforce



Salesforce Customization

Salesforce’s greatest strength is its customizability: custom fields, objects, amazing third-party extensions, workflows, or even the possibility to integrate your own apps (or devices) with Salesforce!

Customers can build and run all their personalized applications that they might need in their organization using a single ecosystem – the Salesforce App Cloud. It offers:

  • Intuitive Interface
  • Multiple Dev tools
  • Pre-Built Apps
  • Implementation
  • Customization
  • Development
  • Data Migration
  • Maintenance & Support
  • Custom Application Development

By using a single code base, Salesforce makes it possible to customize CRM solutions with tools that work on the metadata layer. With easy Salesforce customization, companies can adapt their existing CRM solution, create custom reports and dashboards, reshape their Salesforce mobile apps, communicate better with their customers through custom emails, and revamp data management wizards.

Salesforce as a platform has been specifically designed for configuration and customization

Configuration & Customization


  • Apex Classes
  • Apex Triggers
  • Visualforce Pages/Components
  • Visualforce Emails
  • Integrations with Third-Party Systems
  • Creation of Lightning Components
  • Building of Sites
  • Use of CSS to Alter the Look of Pages
  • Use of JavaScript to Add Capabilities


  • Adding Objects/Fields
  • Adding Tabs/Apps
  • Creating Profiles/Permission Sets
  • Workflows
  • Reports
  • Validation Rules
  • Email Templates
  • Page Layouts/Record Types
  • AppExchange Apps

Key Business Goals Achieved by Using the Sales Cloud

Close More Deals

The availability of all the account information as well as product information for customers’ needs makes it easier to drive more leads to closure

Close Deals Faster

Mobile apps and the visual design of the workflows for business process approvals make it faster to close the deals

Get More Deals

Continuous optimization of campaigns depending on the market response and closure interaction with channel partners gets more deals

Quicker Decisions

The availability of reports and dashboards gives a very detailed picture of the business scenario and also increases the accuracy of sales forecasting

Key Features of Sales Cloud

Contact Management

Gives complete information on customers, including previous communications, discussions, key contact numbers, and emails

Opportunity Management

It helps create and change quotes in response to sales interaction and deal scenario

Salesforce Engage

Gives alerts on active leads and creates personalized campaigns

Workflow and Approvals

Helps simplify the approval process and automate any business process using a visual drag-and-drop interface

Sales Forecasting

Gives an accurate view of sales forecasting, which can be adjusted based on real-time data

Lead Management

Helps assign leads to the right people and track the campaigns

Reports and Dashboards

Helps create dashboards that can be drilled down for further information. This leads to faster decisions

Files Sync and Share

Search, share and find files faster. This leads to greater collaboration

Territory Management

Helps create different territory models and apply rules to them

Do You Have Some Questions About

 Salesforce Customization?