What is Salesforce customization?

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

Do we need Salesforce customization services?

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.

How much does it cost to customize Salesforce?

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.

What is Salesforce configuration?

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.

How to configure Salesforce?

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.

What are custom settings in Salesforce?

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.

What are custom settings in Salesforce?

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.

What are the differences between customization and configuration?

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.

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.

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

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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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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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.

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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:

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.

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.

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.

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.
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.
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.
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.
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.
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.

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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.

App Cloud

Salesforce App Cloud helps you access all the tools and services you need to empower your business to construct, deploy, and manage applications effortlessly, without any development complexities. With features like cloud storage, real-time data sharing, and automation tools, businesses can create better mobile apps, increase efficiency, boost employee productivity, and keep everything connected.

Marketing Cloud

Marketing Cloud helps you create and manage personalized customer journeys across email, mobile, ads, your website, and connected devices. This helps deliver a smooth experience across marketing, sales, and service. You can engage with your customers in real time to capture comprehensive customer data, thereby improving automation and analytical capabilities within your system.  

Sales Cloud

Take control of your sales operations from any location and on any device with Salesforce Sales Cloud. Simplify tasks such as lead and pipeline management, forecasting, AI-driven insights, conversion funnel tracking, and integration with communication channels while streamlining routine operations for faster, more efficient workflows. This helps in analyzing the sales potential and inclination of potential consumers.   

Service Cloud

Deliver amazing customer service through comprehensive customer support across diverse channels. Using Salesforce Service Cloud, you can get seamless connectivity between touchpoints with an all-inclusive view. This enables quick and personalized issue resolution, resulting in an enriched and responsive customer experience and support across any channel – phone, email, chat, self-service portals, messaging, in-person, and more. 

Experience Cloud

Enable seamless interaction among customers, partners, vendors, and employees by establishing online portals packed with knowledge bases, chat capabilities, forums, and other interactive features using Salesforce Communities (now Experience Cloud). You can develop personalized knowledge bases, self-service portals, and forums, ensuring that customers can easily access answers at their convenience, enhancing overall engagement. 

Salesforce Field Service  

Through the implementation of Salesforce Field Service, you can improve the assignment, execution, and tracking of work, ensuring that your field service functions efficiently and effectively, resolving customer inquiries and problems as soon as possible. It provides every field service member—managers, dispatchers, and agents—with smart tools and insights to solve customer problems faster and more accurately.

Salesforce Einstein   

Get predictive insights into your business apps and drive productivity and personalization with Salesforce Einstein AI. It includes different components like Einstein Vision, Einstein Bots, Einstein Analytics, etc. that help you improve customer interactions, data analysis, image recognition, and voice-activated interactions. Employees can converse directly with Einstein to solve issues faster and work smarter, making every customer experience more impactful.

Salesforce Health Cloud    

Salesforce Health Cloud helps doctors/caretakers with a complete view of the Patient - bringing together clinical and non-clinical data in one place with actionable intelligence. This helps healthcare organizations to track care plans, manage patient records, and coordinate with other healthcare professionals seamlessly, improving the overall patient experience, making care more efficient and effective.

AppExchange Application

Need app development for the AppExchange marketplace? Our expert team supports Salesforce ISVs and consulting partners from idea validation to publishing on AppExchange. We handle prototyping, UI/UX design, quality assurance, and ensure compliance with Salesforce’s strict security standards. Accelerate digital transformation at any stage of your Salesforce journey and extend the functionality of Salesforce across different departments.

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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.

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.  

Salesforce Customization Services

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