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Salesforce Customization & Configuration We Offer
We can tailor your Salesforce solution in two ways. These ways differ from each other by the degree of complexity, cost, and level of impact they have on the platform.
Our Salesforce configuration helps whenever there are modifications required for data model, UI, business flow, relationships, and business logic of your Salesforce solution. Apart from that, other possible configurations include:
- Creating dashboards and reports
- Workflow and validation rules
- Apps and tabs
- Installation of AppExchange applications
- Adding custom fields, records, and objects to your Salesforce along with default Salesforce tools
- You need to setup processes and workflows for efficient resource optimization
If there is a specific Salesforce functionality which is impossible to get through configuration, then you can leverage our Salesforce customization services. You can opt for customization when:
- You are unable to cover data and complex business logic with default Salesforce functionality
- Default or configured dashboards/reports fail to show all the necessary data of business process
- You require integration with external systems like eCommerce system, ERP, etc
- You need to tailor email templates and dashboards for improving customer responsiveness
Salesforce Cloud Products That We Can Help Customize
Over the years, we have earned the reputation of a top-notch Salesforce customization company by delivering customizations for various Salesforce cloud products.
Salesforce Sales Cloud
Gain a competitive edge over your competitors with our Salesforce Sales Cloud integration services. Our team can increase your sales team’s productivity and make your sales process more accessible by integrating the Sales Cloud into your existing business systems. We deliver exceptional Sales Cloud solutions that can enhance overall customer experience.
Salesforce Service Cloud
We have a team of certified Salesforce Service Cloud developers who offer personalized, robust, and smart Salesforce Service Cloud services. We can help you with the integration of the Salesforce Service Cloud with your existing system without any hassles. This will provide you with a 360 degree view of your customers, enabling you to offer better customer support.
Salesforce Nonprofit Cloud
We support customizing the Salesforce Nonprofit Cloud for non profit organization. With our customizations, you can create and use a default set of templates for standardizing contact, account, and donation data while importing. Our customization service also offers reporting that allows you to analyze the nonprofit campaigns in great detail.
Salesforce Customization Service We Offer
We are known for offering comprehensive Salesforce customization services that take care of all your Salesforce Customization needs.
Creating and Modifying Custom/Standard Objects & Fields
Custom Reports and Dashboards
Setup Workflows, Process, Triggers, and Flows
3rd Party Integrations using REST/SOAP API
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Why Choose CRMJetty?
There are many reasons as to why CRMJetty is a one-stop destination for Portal solutions. Some of them are mentioned below.
Our customers are always our priority and we resolve all their challenges and queries at the earliest.
Quality Driven Solutions
For the past 8 years we have practiced the philosophy of delivering quality solutions that exceed the customer expectations.
360 Degree Security
We believe that security is a whole and soul of a portal solution, thus, we ensure foolproof security on the facets of a portal.
We deliver customer satisfaction of the highest order with our custom solutions and ready-to-integrate solutions.
Still Have Questions? Check Out the Frequently Asked Questions (FAQs)
We have tried to cover almost everything you need to know about our Salesforce customization services. But if there is still something you need to know, get in touch with us.
Why do I need Salesforce customization services?
You need Salesforce customization services if you want to upgrade your existing Salesforce application or need to implement new features.
What is Salesforce customization?
Salesforce customization means to add to powerful features in your CRM platform with the help of custom coding and development. It enables you to integrate features that empower your business to achieve its goals.
How much will it cost for Salesforce customization?
The cost of our Salesforce customization services totally depends on your business requirements. You can get in touch with our Salesforce representatives and get a ballpark estimate for your business requirements.
How much time does it take for Salesforce customization ?
Similar to cost, the time also depends on your business requirements. Once our developers understand your requirements, then we can provide you with an estimated delivery time.
Do I need to sign NDAs and SLAs with CRMJetty?
Yes. We sign NDAs and SLAs with our clients for transparency and confidentiality.