We will tailor your Salesforce solution in two ways: by configuration or customisation of your CRM system. Salesforce configuration means that we will optimise Salesforce default features with pre-built point-and-click tools.
When customizing Salesforce, we will develop tailor-made functionality using Apex code to meet your unique requirements.
Depending on your key needs, we will enhance your CRM system with additional custom functionality like custom reports and dashboards, workflows, security access setup, approval processes, etc.
Point-and-click & Custom code
We can assist you with modifying your Salesforce solution by using default point-and-click tools (by configuration) or custom code-based development using the Lightning Platform (by customization) for creating necessary Salesforce functionality like new objects, fields, tabs, validation rules etc.
Security & Permissions
By permissions as well as by auto-sharing configurations, you will be able to make records private but also auto-share other records based on certain field criteria. Our Salesforce experts will help you create org-wide sharing or group sharing rules and roles as well as field-level security.
Automation tools
We will automate daily and mundane tasks like sending email notifications or assigning follow-up tasks with Workflow rules, Process Builder, and Apex triggers to reduce time spent on manual duties.
UI Customisations
The standard Salesforce interface is one of the major platform weaknesses mentioned by users. Our team of Salesforce consultants will tailor your Salesforce interface to fit your business needs by creating fields, changing field labels, modifying the page layouts, reorganising tabs, etc
We will set up and automate Salesforce approval processes and approval reminders based on your organisation’s demands and requirements.
We can build custom reporting functionality and dashboards for you to get better visibility into specific data that can’t be achieved with standard reporting functionality.
System Integrations
We will integrate your Salesforce solutions with third-party systems like ERP (Enterprise Resource Planning), payment processing systems, social media, etc, via REST/SOAP API web services, default tools like Files Connect or custom coding, and any custom systems that matter for you.