We customize Salesforce to make it work effectively according to your business needs. Salesforce is an excellent platform with enormous set of features out of the box. At the same time it needs tweaking or customization at different levels to make it easy for staff to use it and also to make it more effective application. By default users may find Salesforce a platform with long learning curve, less intuitive, visibility of too many non-applicable fields / screens, incorrect availability of features according to roles and permissions for example. Good thing is Salesforce is highly customizable through its user interface as well as with the help of technical features it provides. Our Salesforce consultants and Salesforce developers have extensive experience in understanding your business needs and customize Salesforce accordingly to make it an easy to use and more productive platform for your business.
More on Salesforce Customization
Salesforce customization means different things for different companies. Theoretically it includes everything that can be created or modified within Salesforce user interface without writing code (or significant code). For example - Layouts can be cleaned up, formula fields can make calculations easier, automatic email notifications or new task creation through triggers or workflow rules can improve productivity, roles and permissions can be configured correctly for enhanced security, processbuilder can be used to implement complex sequence of steps for business logic, batch jobs can be created for time consuming processes, schedulers can run jobs at predefined interval, custom objects can be created to store business specific data, rich HTML email templates can be defined (like by using conga composer) and enhanced integration with applications like Amazon AWS S3 & DocuSign (through PowerForms) can be implemented. These are just a part of what all is possible within Salesforce customization. We can assist you with all of this and any other needs you may have within Salesforce.