Salesforce Customization Services

We design custom Salesforce objects and fields that reflect your real-world business workflows and KPIs. Our structured data modeling ensures accurate reporting, smooth automation, and scalable CRM architecture aligned with your operations.

Key Points :

• Business-specific data models aligned with your workflows.
• Custom fields for precise tracking and reporting.
• Strategy aligned with business goals, compliance requirements, and scalability needs.
• Scalable object relationships for future growth.

We automate repetitive manual processes using Salesforce workflows, flows, and triggers to improve speed, accuracy, and operational efficiency across your sales and service teams.

Key Points :

• Automated lead assignment, approvals, and notifications.
• Real-time triggers for instant business actions.
• Reduces manual effort and human errors.
• Improves process consistency and productivity.

Our certified developers build custom Apex logic and Lightning components to extend Salesforce functionality and create powerful, user-friendly interfaces tailored to your business needs.

Key Points :

• Custom Apex development for complex business logic.
• Modern UI with Lightning Web Components.
• Secure, scalable, and high-performance solutions.
• Extends Salesforce beyond standard capabilities.

We create intelligent Salesforce reports and interactive dashboards that provide real-time insights into sales, service, and operational performance for informed decision-making.

Key Points :

• Role-based dashboards for different teams.
• Real-time performance analytics and KPIs.
• Custom reporting for actionable insights.
• Improves visibility and strategic planning.

We integrate Salesforce with ERP, eCommerce, accounting, and third-party systems to ensure real-time data synchronization and complete customer visibility across platforms.

Key Points :

• Secure API-based system integrations.
• Real-time two-way data synchronization.
• Unified view of customers and operations.
• Eliminates data silos and duplication.

We design branded, responsive Salesforce email templates and automated communication workflows to enhance customer engagement and ensure consistent messaging.

Key Points :

• Dynamic, brand-aligned email templates.
• Automated email workflows and alerts.
• Personalized customer communication.
• Improves engagement and response rates.

We ensure secure, accurate migration of data from legacy CRMs or spreadsheets into Salesforce with zero downtime, full validation, and long-term data reliability.

Key Points :

• Secure migration from legacy systems and files.
• Data cleansing, deduplication, and validation.
• Zero data loss with full integrity checks.
• Maintains long-term data quality and compliance.