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Salesforce Customization Company

Cynoteck offers comprehensive Salesforce Customization Services for your various business operations. Our Salesforce customization team tailors your CRM to fulfill your specific business and user requirements

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Unlike competitors, Cynoteck Technology Solutions Pvt. Ltd. can bridge the gap between business needs and coding functions - Aria Ziatabari

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Customer Specific Salesforce Customization Services

Cynoteck has been delivering Salesforce customization services to businesses for over a decade, helping them increase sales, grow, and achieve their goals. We help you design custom modules, workflows, add-ons, and applications for Salesforce using Apex, Lightning, Visualforce, and other tools. With Salesforce customization and configuration, we can modify and extend the features of your system to fulfill your business needs and increase performance. We specialize in Salesforce customizing services for various industries including large and small organizations, healthcare, manufacturing, education, media, telecommunications, retail, finance, and banking.

Before we begin the customization process, our team examines your objectives and acquaints themselves with your organization and its business procedures. We then develop an implementation roadmap using our knowledge of business process management and our extensive development experience on the Salesforce and Force.com platforms. This helps us identify the gaps and devise a strategy for the necessary customization of your Salesforce® platform and address your organization's unique requirements to enhance your team's effectiveness.

We help you get the most out of the Salesforce CRM solution and grow your customer reach exponentially. We specialize in Salesforce customization and setup services that help businesses overcome sales, marketing, and support challenges. Our experts assist you in expanding Salesforce's operational capabilities to meet your business needs. From dashboards, layouts, and user interfaces to processes and logic, our service portfolio covers it all. We assist you in determining which Salesforce customizations can significantly impact your organization. Contact us now, and we will help you with all the information you need to get started right away.

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Salesforce Customization
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Best in Class Services

Cynoteck delivers top-quality custom development services to help you solve business problems and empower your Salesforce program with highly customized solutions. We are one of the best technological partners you can engage, with years of field experience in Salesforce customizations.

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Delivering Next-Level Salesforce

Configuration and Customization

Salesforce Configuration

  • Modifying your Salesforce solution’s UI, business logic, and data model to set up business-specific values
  • Installing an AppExchange app with Salesforce's primary features boosts sales and marketing results
  • You can add custom fields, objects, and records to your Salesforce using the default Salesforce tools
  • Salesforce configurations include report creation, workflow validation, and apps built on the lighting platform
  • Persona-based tools and modules are available

Salesforce Customization

  • Customizing your Salesforce solution based on your business model using default Salesforce features
  • We will assist you in scaling your Salesforce solution by integrating external platforms
  • Creating workflows and processes to maximize resource efficiency
  • Improved customer responsiveness by customizing dashboards and email layouts
  • We use Salesforce customizations for automated bulk activities to reuce time-to-value

Benefits Of Salesforce Customization

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Quick And Easy Adoption

CRM adoption becomes quick and easy when your business managers, executives, and end-users are motivated to use a customized system. Change management costs are reduced by customization while also reducing resistance to change.

Increased Revenue

Cynoteck helps you increase your business' performance by customizing Salesforce. A successful CRM system can improve your revenue by enhancing sales efficiency, generating upsell and cross-sell opportunities, improving employee productivity, delivering better customer service, and improving customer retention.

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High ROI

We ensure that you receive the best salesforce services possible, from customization to integration and deployment, so that you may achieve better results. When you pay for customization, you are only paying for the features you need. Eventually, customization gives a higher return on investment with better customer experience.

Enhanced Productivity

Cynoteck offers Salesforce customization services that can help your business develop and improve. We deliver relevant solutions that precisely match your business requirements to achieve your goals and boost end-user productivity.

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Salesforce Customization Services Offered By Us

Our extensive experience in delivering cost-effective solutions will assist you in getting the most out of your Salesforce CRM while maximizing your ROI (return on investment). We help you optimize your business operations by bringing business and customers together with our best-in-class Salesforce customizing services.

  • Salesforce Consulting

    Add Custom Objects To Salesforce

    By default, Salesforce has standard fields and objects, but we can help you add custom objects and custom fields to store information that is unique and important to your business for added functionality and improved ROI of your business. These custom objects are tailored to your specific business needs and can be added, edited, or removed as required.

  • Salesforce Consulting

    Automate Daily And Reoccurring Tasks With Workflows And Apex Triggers

    Using workflow rule, process builder, and apex, we can help you speed up manual, resource-intensive, and repetitive activities like initiating a task, sending an email, updating, or deleting records to save time. These automation tools can help your employees be more productive by allowing them to focus on other important aspects of your business' growth.

  • Salesforce Consulting

    Enable Bulk Processing Of Data

    Whether your business has tens of millions, hundreds of millions, or even billions of records, we can provide you with a Salesforce solution for operations such as collective updating or deleting records, weekly lead evaluation, and more. Dealing with substantial amounts of data is no longer a problem; with our bulk API (Application Programming Interface), we can help you streamline your business operations and increase performance.

  • Salesforce Consulting

    Create Custom Reports And Dashboards

    We can assist you in developing bespoke reports to help you get the most out of your customer and sales data, providing access to details such as the best/worst-performing sales territories, the most profitable client categories, and the true value of your sales pipeline. As part of our services, we also update your internal dashboards to match your specific business requirements.

  • Salesforce Consulting

    Create Custom Email Templates

    Salesforce email template is incredibly beneficial for business process automation. We can help you create/modify email templates, custom style sheets, and email attachments using our top-of-the-line Salesforce customization company. Email customization helps boost your business productivity and add a distinctive touch with personalized emails and consistent messaging.

  • Salesforce Consulting

    Integration Of Salesforce CRM With Third-Party Systems

    We integrate Salesforce with third-party systems, including ERP, accounting, CRM software, and custom apps and databases. We have a team of Salesforce developers who are knowledgeable and experienced in integrating Salesforce CRM with different third-party platforms. Our experts use REST/SOAP API web services for optimum integration and data flow.

Salesforce Products We Can Help You Customize

Over the years, we have assisted several clients in customizing Salesforce products to meet their unique requirements and bring effective transformation to their businesses. Our Salesforce professionals can provide you with customized Salesforce products to enhance your Salesforce platform and help you overcome complicated business challenges.

WHY CHOOSE CYNOTECK AS YOUR SALESFORCE CUSTOMIZATION AND CONFIGURATION SERVICE PROVIDER?

We have a dynamic team of professionals with significant competence in Salesforce customization and consulting services, making us the top Salesforce service provider. Our experts are well-versed in the Salesforce system, its capabilities, and the numerous ways in which it may be optimized. We make use of Apex triggers to automate the sales, service, and marketing activities in our salesforce customization strategy. We have discovered tried-and-true Salesforce app development strategies over the years. Hence, we have continuously progressed in our understanding of integration setup, security policies, and coding guidelines, offering remarkable Salesforce customization services.

  • 100% customer satisfaction

  • 10+ years of industry experience  

  • A team of certified Salesforce admins and developers

  • Superior quality

  • Timely delivery  

  • Security


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Frequently Asked Questions

Salesforce customization refers to the addition of custom coding and features that extend the capabilities of your CRM Platform beyond what is currently available in the standard application environment. It enables you to enhance your business to achieve the desired results. You can engage Salesforce developers who are competent and knowledgeable to help you customize the system further to meet your specific business demands.


Customizing Salesforce means adding new features or functionalities that aren't available in the basic application environment. Salesforce customization entails introducing additional features that aren't available in the standard application environment. It entails bespoke coding as well as the use of third-party tools to create features that satisfy business requirements.


Cynoteck offers best Salesforce Customization Services to help you increase sales and enhance the customer experience. With Salesforce customization we can modify and extend the features of your system that fit your business needs and deliver increased performance.

Salesforce configuration and customisation are two essential elements for getting the most out of your CRM platform. These best practices are followed to guarantee that Salesforce customization is ready for successful venture.


Roles

It is important to maintain a straightforward role hierarchy. There would be a design issue, if each user had one role and some roles had no users.


Process Builder

We need to create reusable actions and a process that includes actions like email send and record updates actions, and they can be reused in various processes. This can be accomplished by creating an invocable procedure.


Email Template


  • To arrange your email templates, use tables.

  • Implement nested tables with cell widths that are defined.

  • Your designs should be roughly 600 pixels wide.

  • All of your links use absolute URLs.


Triggers


  • Each object should only have one trigger.

  • Increase the size of your code: Apex code ensures that the function handles several records at once correctly.

  • In the trigger manipulator, create context-specific manipulator methods.

  • Hard coding IDs are not a good idea


Static Resources


  • Compression and size of images should be optimized.

  • Always save files in the proper format.

  • Use the description box to specify the intended purpose of the newly created resource.

  • Do not keep credentials on your server

Yes, Salesforce customization services are required if you wish to revise your existing Salesforce application or need help implementing new features. It helps iremovebugs and opens new opportunities for your business. There are numerous advantages to Salesforce customization that firms will only realize when it has been properly customized.

Depending on whether you want an out-of-the-box solution or a fully customized solution, Salesforce implementation costs range from $10,000 to over $50,000. If you want to add features, modules, and objects to your existing program within a certain period, the price may go up further.

Configuration in Salesforce refers to customizing the way modules or features work within the CRM system to match your individual needs while still utilizing out-of-the-box functionality. Most of this can be done on your own; however, hiring a Salesforce administrator will help you obtain a better return in less time.

In a nutshell, Salesforce configuration allows a module or functionality to function based on user-defined values. Although Salesforce configuration can appear to be a difficult undertaking at times, hiring the right Salesforce consulting partner will provide you the best results. Our Sales force configuration consultant can help you get more value for money in less time and also improve your team's work performance.

Salesforce configuration process is quick, easy, and accessible. Configuration primarily entails with expert assistance to ensure a timely execution. Salesforce configuration can be described as the user-specified values that allow a module or functionality to work.

Apart from the initialization, configuration mostly entails interface adjustments, data, and metadata management, as well as business processes and logic to meet one's needs.

   

Salesforce setup services can help you get more bang for your buck in less time while also improving the performance and productivity of your team. You may personalize email, change fields, adjust workflows, adapt the user experience, create new reports, and change page layouts using built-in tools, modules, and features.


Step 1: Add Your Company Logo

Add your company logo to the upper left-hand corner of Salesforce. You'll need to make a custom App to accomplish this. An app is a tool that allows you to arrange your tabs and modify the logo. The App can be set as the default for your users using Profiles.


Step 2: Enter Your Company Information

Your company's time zone, fiscal year, and contact information should all be updated on profile. Setup and update all of the sections.


Step 3: Set Security Policies

You must ensure that your Salesforce org is safe. The new Health Check feature is an excellent tool for navigating best business practices for password restrictions, session and network settings.


Step 4: Set Up a Sandbox

Sandbox orgs are virtual versions of your Production org where you may try out new customizations features without harming your company's reliable data. You can effortlessly deploy your adjustments into your Production org once you've tested them in Sandbox.


Step 5: Add Power of One Fields

The Power of One formula is a simple formula that allows you to quickly describe data in reports. It's also a simple method for creating your initial formula.

Custom Settings are custom items that allow you to personalize your experience. They're typically used to construct customized data sets and can be linked to a company, profile, or individual user. Marking the custom setting as public or protected allows you to decide how visible it is. Formula fields, Validation rules, Flows, Apex, and SOAP API can all use the Custom Settings data set.

In the Salesforce UI, you can create customized setting by going to Setup, typing Custom Settings in the Find box, and then selecting Custom Settings. Once you have defined custom setting and added fields to it, click Manage on the detail page to submit data to your custom setting.

Salesforce configuration


  •   Creating reports on field utilization

  • Go with this best practice of Salesforce configuration by identifying the new sources that may cause the system and data to malfunction. The ideal technique for dealing with such a danger is to eliminate the required amount of blank fields.


  • Non-active users should be deactivated.

  • After validating a cause, all non-active users should be deleted. Also, make sure that users aren't being deactivated excessively. Deactivation is possible for all members and users which are no longer related to the company.


  • Check for errors on a regular basis.

  • It is recommended that you check the Salesforce settings on a regular basis and evaluate all faults and dangers. To avoid any technical problems, you must constantly undertake steps such as providing logs.


  • The APEX Test Run

  • This test is performed on the SFDC configuration. With this, you may quickly identify problems and take steps to clean up your data. Changes to the rules and regulations are also possible.


  • Branded Community

  • The Community Cloud helps you create a space entirely yours with your brand colors, logo, etc., extending the brand experience to the community members.


    Salesforce Customization


  • Customer portal administration

  • We can easily design the client portal to enhance the end-user experience by capturing the maximum benefit associated with communication and optimizing workflows to increase the business's growth and development.


  • Dashboards can be customized

  • If you need a 360-degree view of all internal business operations, you can quickly design dashboards to capture market opportunities and show data in different manners.


  • View Customization

  • It is one of the best strategies for altering views on a regular basis to improve financial performance. It also contributes to the end-users' smooth experience and helps to expand the platform's functionality.


  • Layouts and Subjects

  • Similar formats and topics in Salesforce become tiresome. Using Salesforce layouts to vary the subjects and formats of your CRM interface can make it more simple and interesting.