Salesforce Customization Services by PSAG Technologies
Digital transformation, in the true sense, requires more than software. Software alone is not enough to achieve meaningful digital transformation. A combination of people, procedure strategic direction, and change management skills are required. Strategic planning, Salesforce implementation, Salesforce integration, salesforce customization, and continuing support are among PSAG Technologies’ areas of expertise as a top Salesforce consulting services company, helping you accomplish your business goals.
Why Choose PSAG for Salesforce Customization Services?
- Certified Salesforce Experts: Our consultants and developers are Salesforce-certified and bring years of multi-industry experience.
- Business-Aligned Custom Solutions: We tailor Salesforce capabilities to reflect your real-world business operations.
- Scalable and Upgrade-Safe Code: Our architecture ensures that enhancements remain stable through Salesforce updates.
- End-to-End Delivery: From discovery and design to development and deployment, we own the full lifecycle.
- Post-Deployment Support: We don’t just hand over the solution—we provide ongoing support and performance optimization.
PSAG’s Salesforce Customization Services:
Declarative Customization
We use Salesforce’s native tools to configure essential business logic and interfaces:
- Custom Objects and Fields
- Page Layouts and Record Types
- Validation Rules and Workflow Rules
- Custom Reports and Dashboards
Programmatic Customization
For complex, dynamic requirements, our developers build:
- Apex Triggers and Classes for backend automation
- Lightning Web Components for custom UIs
- Visualforce Pages for classic or hybrid use cases
Integration Services
We integrate Salesforce with your digital ecosystem to enable real-time, 360° visibility:
- REST/SOAP API Development
- Middleware-based Integration (e.g., MuleSoft)
- Prebuilt and Custom AppExchange Solutions
Avoiding Common Pitfalls in Salesforce Customization Services
Over customization That Hinders Usability
Salesforce offers powerful configuration options, but without a clear scope, it's easy to overdo it. This can lead to cluttered interfaces and inefficient workflows.
Our Approach: We start by understanding your actual business needs and current platform challenges. By aligning with both operations and end-user feedback, we prioritize enhancements that improve usability, not just functionality.
Compatibility Risks During Salesforce Upgrades
Some businesses face system issues post-upgrade due to unstable or hardcoded customizations.
Our Approach: We ensure that every customization is backward- and forward-compatible. Our certified developers follow Salesforce best practices to build upgrade-safe solutions that evolve with your tech stack.
Code Changes Leading to System Instability
Small development changes can trigger unexpected system behavior, which can be hard to reverse without robust testing.
Our Approach: We always test in sandbox environments that replicate your production setup. This ensures every deployment is stable, thoroughly validated, and rollback-ready if needed.
Industry Use Cases
- Retail & FMCG: Track in-store and eCommerce performance, streamline distributor management, and personalize customer experiences.
- Communications: Manage customer onboarding, service requests, and multi-channel engagement with unified workflows.
- Digital Marketing: Integrate marketing automation platforms, manage campaign performance, and track client deliverables with custom dashboards.
- Financial Services: Accelerate client onboarding, portfolio tracking, and compliance documentation.
- Education & Non-Profit: Automate admissions or donor management, track outcomes, and streamline stakeholder communication.
- Transportation & Hospitality: Manage fleet operations, booking systems, and customer satisfaction with custom objects and mobile-ready interfaces.
Case Study:
Salesforce Customization for TripADeal – Enhancing Order Flexibility and Process Efficiency
Client: TripADeal, a leading online travel agency in Australia
Challenge: Salesforce had limited flexibility in capturing order details. Customers couldn’t modify or cancel deals post-payment, and order statuses lacked granularity, impacting customer support and operational clarity.
Solution:
- Customized standard Salesforce order objects and linked them with order line items, add-ons, and payment records.
- Enabled customer service agents to modify or cancel confirmed orders directly in Salesforce.
- Implemented detailed order status tracking aligned with TripADeal’s business workflows.
- Configured email notifications to keep customers informed throughout their journey.
Results:
- Boosted customer satisfaction with the ability to modify orders post-payment.
- Streamlined backend operations and reduced manual overhead.
- Improved order management efficiency and visibility.
- Contributed to increased sales and enhanced customer retention.
For more case studies refer: https://psagtechnologies.com/success-stories/
Stay Tuned With Us
Let’s Customize Salesforce to Fit Your Business
Your Salesforce should work the way your business does—not the other way around. Let PSAG Technologies help you design a Salesforce experience that adapts, integrates, and scales.
Location
Serving clients across Australia, India, UAE, UK & USA
FAQs
What are cloud integration services?
They involve connecting disparate cloud-based and on-premise systems to ensure smooth data flow, operational efficiency, and unified access.
Are cloud integrations secure?
Yes. We use encrypted data transfers, token-based authentication, and comply with GDPR and ISO 27001 standards.
Why is Salesforce integration important?
Salesforce stores critical CRM data. Integration with tools like SAP or Mailchimp enhances customer experience, reporting, and cross-functional workflows.
What industries do you provide Cloud Integration Services?
BFSI, retail, logistics, healthcare, and education are some sectors we support.
How long does a typical cloud integration project take?
Project timelines depend on complexity. Basic integrations may take 2–4 weeks, while enterprise-grade solutions may take 2–3 months.
Can you share a customer success story?
Please read the case study here : https://psagtechnologies.com/seamless-data-migration-to-salesforce-enhancing-sales-operations-for-bennett-coleman-co-ltd/