Salesforce Customization
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Salesforce Customization for Your CRM Platform
Customizing Salesforce entails enhancing the platform by including features or functionalities unavailable in the standard application. Salesforce Customization services enable companies to adapt the CRM to their specific procedures and objectives by adding new components, integrating external programs, or creating specific dashboards. By meeting your company’s unique needs, customization can significantly increase operational efficiency and user satisfaction. Though Salesforce customization have many advantages, they must be used sparingly to preserve the platform’s flexibility and scalability.
Excessive personalization may result in complications that impede updates and integrations in the future. As a seasoned Salesforce development and consulting team, we can assist you in finding the ideal balance so that your customization add value and maintain the long-term flexibility of your Salesforce setup.
Salesforce customization may transform your CRM into a potent tool that grows with your company, with proper design and implementation.
At PSAG, we specialize in Salesforce Customizations to meet the unique needs of our customer’s business. We leverage the recent updates in Salesforce’s Agentforce 2.0, and deploy advanced AI agents tailored to their workflows.
Our Key Phases
Salesforce Customization Process
Organization Setup
Setting up Organizational Role Hierarchy, User Setup, Profile creations/modifications as part of customization.
Configuration
Objects and fields with field-level security setup will be configured during customization.
Settings & Rules
Setting up rules, workflows, and managing sales processes.
Page Layouts
Page layout creation and assignment are part of Salesforce customization to ensure user-friendly interfaces.
Data Migration
Importing data from external sources into the target location requires maintaining record relationships.
Reports & Dashboard
Customized Reports & Dashboard Settings through Salesforce customization for tailored insights.
Our Key Phases
Salesforce Customization Process
Organization Setup
Setting up Organizational Role Hierarchy, User Setup, Profile creations/modifications as part of customization.
Configuration
Objects and fields with field-level security setup will be configured during customization.
Settings & Rules
Setting up rules, workflows, and managing sales processes.
Page Layouts
Page layout creation and assignment are part of Salesforce customization to ensure user-friendly interfaces.
Data Migration
Importing data from external sources into the target location requires maintaining record relationships.
Reports & Dashboard
Customized Reports & Dashboard Settings through Salesforce customization for tailored insights.
Customization Benefits
Benefits and Salesforce Customization Examples
Improved Operational Efficiency
Automating routine tasks to streamline workflows to reduce human intervention to clear up time to focus on higher-value activities.
Custom triggers in Salesforce to auto-assign new leads to sales representatives based on predefined criteria.
Accelerated Go-To-Market Strategies
Customization supports the effective execution of go-to-market plans by aligning the CRM with specific objectives.
Salesforce provides customizable templates for sales processes. If the sales and marketing teams know about the product launch, they can implement the GTM strategy on time.
Custom Analytics and Reporting
Salesforce customization allows for tailored reports and dashboards to meet specific business requirements.
Creating custom sales performance reports that track metrics like win rates, average deal size, and sales cycle length enables sales managers.
Partner Portal
Partner Relationship Management
Partner relationship management allows companies to maximize the return on their channel investments and increase channel revenues by managing, tracking, and forecasting channel business alongside their direct sales business. It also helps partners sell more effectively, close more business, and achieve greater profits.
You can customize the web portal to show your branding and configure it to meet your functional and security needs, including enabling single sign-on for portals. Hence, your partners have a single login to access Salesforce.
Additionally, Salesforce Customization enables you to have multiple portals tailored to meet the unique requirements of working with different partners.
Salesforce CMS
Salesforce Content Management System
Salesforce Content Management System is a hybrid CMS that allows you to create and deliver content to any channel or device built on Salesforce.
Centralize workspaces, content, and channels in the Digital Experiences app. For example, You can create and organize CMS content. With role-based access in the Salesforce CMS workspace, you can control who creates content and where it is published.
Sales representatives need product information, pricing, and competitor information readily. Salesforce Content Management System provides the exact materials they need.
Our search engine recommends the most relevant content based on data from accounts, opportunities, and other records in Salesforce, so deal-specific documents are always at your fingertips.
Check out our blog to understand the difference between Salesforce Customization & Configuration – Salesforce Configuration vs. Salesforce Customization: Key Differences
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