Salesforce Customization Services

Looking for a customized Salesforce solution for your unique business needs? As a leading Salesforce service provider with 15+ years of CRM experience, we have helped businesses configure and customize Salesforce to provide them with the most effective solution that improves their revenue, and sales & marketing productivity.

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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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Business-focused Salesforce Configuration & Customization Services 

Are you struggling with low user adoption, inefficient workflows, poor data management, or integration issues? Cynoteck, as a trusted and certified Salesforce partner with years of experience and expertise, specializes in customizing Salesforce to align it perfectly with your organization's workflows and processes. We help businesses build a user-friendly CRM environment by delivering more personalized experiences - designing custom workflows and automation to streamline business operations, improving data management by setting up validation rules, organizing fields, and creating custom reports & dashboards for better insights.
Our Salesforce experts start by identifying the gaps and then devising a clear strategy for the necessary customization. With this, businesses add new features and functionalities that are not available in the default Salesforce environment. By integrating custom features, our experts help you extend Salesforce capabilities, resulting in increased productivity and user adoption. In addition to integrating Salesforce with your other systems, we can also set up Salesforce - modification of UI, business logic, data model, etc., so that your team can work together more efficiently and efficiently.

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Salesforce Customization
Awards and Recognition

Best in Class Services

Cynoteck is proud to be recognized by top B2B reviews and rating platforms, such as Clutch. co and more, for its exceptional client satisfaction and delivery across various technologies.
Also, Cynoteck has recently announced its Salesforce CREST partnership. With this partnership, we can help businesses to fully leverage this platform to innovatively engage with their customers, improve sales & service efficiency, increase marketing ROI, and more.

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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 reduce time-to-value.

Benefits Of Salesforce Customization

We understand what impact Salesforce customization can bring to your business. Some of the benefits that you get with our customization services include:

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Increased Adoption

Improve Salesforce user adoption with customization that aligns the Salesforce platform with your business needs and employee preferences, making it more intuitive and user-friendly. With Salesforce customization, change management costs are also reduced while also lowering resistance to change. This helps in improved efficiency, better utilization of features, and maximized ROI from the Salesforce investment.

Improved Analytics and Reporting

Creating custom components or charts to display data, building custom fields to capture additional data, use of formulas or filters can help in precise data manipulation. Also, using customized reports you can explore in-depth the sales pipeline and the performance of specific sales territories and customer segments. Our custom reports and dashboards empower you with data-driven decisions, identify trends & opportunities, and get better data insights.

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Scalability

Businesses can easily expand by adding new features and functionalities, supporting new processes and workflows, accommodate more users or customers, and complying with new regulations or standards aligned with their business needs. Custom settings and metadata enable platform customization to fit different business scenarios or environments, using security settings and profiles to restrict access and visibility. Scale efficiently and maintain seamless operations with your growing business.

Custom Apex Triggers and Workflows

Businesses can automate processes and implement complex logic with custom Apex Triggers and workflow in Salesforce. This helps developers execute custom actions based on database events, ensuring seamless data management and real-time updates. By automating approvals, notifications, and record updates, custom workflows streamline repetitive tasks, improving efficiency by ensuring seamless data management and real-time updates. This leads to faster response times and improved productivity across departments.

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Enhanced Productivity and Efficiency

Features like customizable dashboards, real-time data access, and automated reminders help businesses automate repetitive tasks, simplify complex processes, enforce best practices, and reduce human errors. This helps teams to focus on high-value tasks and activities that help in business growth. Our customized and relevant Salesforce solutions precisely match your business requirements, optimizing operations to achieve your goals and boost end-user productivity.

Our Salesforce Configurations and Customization Services 

We help you optimize your business operations by configuring core functionality and expanding its scope with the different Salesforce cloud products, depending on your business requirements and the complexity of your internal operations. Our extensive experience in delivering cost-effective customized Salesforce solutions will help you get the maximum value from your Salesforce CRM and address different business challenges, be it marketing, sales, or support services.

  • Salesforce Consulting

    Adding and Managing Custom Objects to Salesforce 

    Custom objects in Salesforce are database tables that allow you to store information specific to your business needs. You can add custom objects and custom fields to save information that is unique and important to your business for improved functionality and ROI of your business. By default, Salesforce provides standard fields and objects; however, our Salesforce experts can help you customize them based on your specific business requirements.

  • Salesforce Consulting

    Automating Recurring Tasks with Workflow Automation 

    Customize your existing Salesforce instance using process builder, workflow rule, and apex code to simplify and speed up your manual and repetitive tasks like sending an email, updating, or deleting records to save time, or any follow-ups. This helps improve productivity and allows you to focus on core business growth aspects, ensuring that deadlines are met and processes run smoothly.

  • Salesforce Consulting

    Efficient Data Processing with Bulk API 

    With Salesforce Bulk API, businesses can handle massive data operations asynchronously. Now huge amounts of data are no longer a problem; we provide you with a custom Salesforce solution utilizing the Bulk API to improve performance and streamline your business operations like collective updating or deleting records, weekly lead evaluation, and more. This helps you to efficiently read the data from Salesforce sources and write data to Salesforce targets.

  • Salesforce Consulting

    Creating Customized Reports and Dashboards 

    Create customized reports and dashboards for your business so that the service professionals can have better visibility into specific figures and real-time performance and see the big picture to make informed business decisions. This helps them easily identify best/poor-performing sales territories, profitable customer segments, and the true value of your Salesforce pipeline.

  • Salesforce Consulting

    Creating Customized Email Templates 

    Build/modify email templates, customize style sheets, and manage email attachments at your convenience, adding a unique touch with personalized emails and uniform messaging. Custom templates improve your brand presence and style, helping you personalize your email communications effectively, and making your emails look like you want.

  • Salesforce Consulting

    Integration Of Salesforce CRM With Third-Party Systems

    We have a team of certified and experienced Salesforce consultants who have experience in integrating your Salesforce system with different third-party platforms including ERP, accounting, e-commerce systems, and other custom apps and databases. Our Salesforce 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 helped several clients customize Salesforce products to meet their unique requirements and bring effective transformation to their businesses. Our Salesforce professionals are well-versed in customizing these cloud products to help customers reap the full potential of their Salesforce investments and overcome the challenges their businesses face.

Why Choose Cynoteck?

Looking for a certified Salesforce partner to customize Salesforce for your business? With our extensive experience in Salesforce customization, we offer the best Salesforce solution with a focus on getting the most out of this platform. Our Salesforce experts are well-versed in the Salesforce, its capabilities, and the best ways in which it can be optimized for your specific business needs. 

01Certified Salesforce Partner 

We are a certified Salesforce CREST partner with core competencies, offering Salesforce customization services to help businesses make the most of their Salesforce investment.

02Industry Expertise

Our experienced and professional team of Salesforce consultants has worked with a wide range of industries, including healthcare, retail & E-commerce, service, etc.

03 Proven Track Record

We have successfully completed 300+ Salesforce projects across multiple industry niches with 100% efficiency and client satisfaction. Also, we are experts in migrating from legacy systems to CRM.

04 Reliable Customer Support

We deliver round-the-clock support and maintenance services to our clients by quickly responding to their queries and addressing any issues or changes that may appear after the customization.

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Frequently Asked Questions

Salesforce customization is defined as the process where with the help of custom coding & configuration new features and functions are added to Salesforce. This extends the capabilities of this powerful platform beyond what is offered by default when you implement it. We, at Cynoteck, have years of experience in this domain and can provide your business with the best customized Salesforce solutions that fit your business requirements and deliver improved performance.

Yes, customization is required if you wish to revise your existing Salesforce application, align the CRM system with your business requirements, or need help implementing new features. It helps resolve bugs and opens new opportunities for your business. There are numerous advantages to customization that firms will only realize when it has been properly implemented like added new capabilities and functionalities for better managing your sales, marketing, and customer service operations, delivering more personalized experiences, and much more.

The customization cost depends upon your different business requirements like features, modules, and objects you would like to add to your current application. Or whether you want an out-of-the-box solution or a fully customized solution. However, we assure you about our affordable price, you can contact our Salesforce consultants for a precise idea of the cost.

We follow quite a straightforward process for customizing your Salesforce solution. Our expert consultants start with your business requirement analysis, what customization you need as per your business goals and objectives. We then create a tailored plan to implement your desired customization considering all your essential business aspects. Next, we make sure to test and fine-tune the solution to ensure it is perfectly aligned with your existing business operations. We conclude by providing you with continuous support and maintenance services, ensuring that our provided Salesforce solution works without any issues and provides your business with the expected results.  

We have a team of certified 40+ Salesforce experts with combined experience of 1 Lakh work hours. Our Salesforce team develops a strategic plan, implementing or customizing Salesforce solutions while maintaining data security and compliance. Partnered with top global businesses, our team has delivered more than 300 successful Custom Salesforce development projects with 15+ active clients around the world.  
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