Level 1. Salesforce configuration

We suggest opting for Salesforce configuration when the modification of UI, data model and business logic of your Salesforce solution with point-and-click tools is enough to meet your requirements. The list of possible configurations includes creating reports and dashboards, workflows and validation rules, tabs and apps (collections of tabs grouped to present them to users) with default Salesforce tools; installing AppExchange applications, etc.

Level 2. Salesforce customization

If you need specific Salesforce functionality impossible to obtain with configuration, we offer Salesforce customization. It implies modifying your solution with code. You need to resort to customization, when:

We add custom objects, fields, and records to your Salesforce solution, to make it reflect data beyond its standard functionality. Say we are to customize the Salesforce solution of a real estate company, whose needs to track property for sale can’t be addressed with default Salesforce objects. For this, we introduce a custom object “property” with custom fields inside it.

We embed business rules into CRM using Apex triggers, which helps to automate sales, service and marketing processes making them easier to observe and manage.

We automate daily and recurring tasks with workflows and Apex triggers, like sending email notifications and assigning follow-up tasks. Using workflow tools, like Workflow rules, Process Builder, or Apex code for such automation supports your employees’ productivity and spares them from a significant part of their manual duties.

We enable bulk processing of data, which is a best practice to support the growing Salesforce solution with operations like mass update of records, weekly leads evaluation and other tasks. For this, we load and delete large sets of data in your Salesforce solution and perform multiple record updates with bulk triggers.

We create custom email templates. They make your emails look as you want them to due to a custom style sheet. You can enable custom style sheets and manage email attachments easier due to Salesforce customization capabilities.

We create custom reports and dashboards for sales, marketing and service professionals when they need better visibility into specific figures, which can’t be properly reflected with standard reporting functionality of Salesforce. We can complement custom reports with Apex instructions to retrieve this data and present it on the report page.

We complement your Salesforce with Einstein AI, and further customize it in compliance with your requirements. AI-powered features ensure valuable insights for sales, marketing and service needs of your business due to suggesting next-best sales actions, scoring the likelihood of marketing emails’ success, automatically classifying and routing service cases, etc.

We perform Salesforce integration with third-party systems, for instance, with ERP, ecommerce systems, social media, email, etc., which can tangibly facilitate collaboration in your organization. We use REST/SOAP API web services and a range of default tools (like Files Connect) or custom tools developed from scratch to make such integration possible.