Tailoring your
Salesforce platform
Our Salesforce consultants can customize your platform to match your business needs. We will help you simplify processes, from data entry to automating tasks.
Access Management and Data Visibility
Configure user accounts, roles, profiles, and permission sets to manage user.
Optimizing User Interface
- Enhance UI & UX
- Rearrange page layouts, fields, and related lists
Streamlining Workflows and Processes
- Automate workflows and approvals
- Set up email alerts for streamlined processes
Ensuring Data Integrity
Set up validation rules
Enhancing Communications
Configure email templates, letterheads, and settings for better outreach.
Data Analysis and Visualization
Building custom reports and dashboards to analyze and visualize data.
Sales Process Tracking
Simplify sales by setting lead rules, conversion, and opportunity stages.
Sales Territory Management
Assign accounts and opportunities to specific sales territories.
Data Migration
Establish data import/export processes and mapping rules for seamless exchange.
Automated Lead and Case Management
Add web forms to collect leads or support cases on websites.
Custom Object Creation
Create custom objects in Salesforce to capture and store unique data.
Tailored Data Fields
Add custom fields to standard or custom objects to improve data management.
Custom Workflows
Develop custom workflows, triggers, and automation to simplify tasks.
User Centric Interface
Enhance user experience with Lightning components for custom interfaces.
Seamless Salesforce Integration
Integrate with systems for data sync, process automation, and seamless flow.
Advanced Reporting
Build custom reports using Apex code, Visualforce, or Lightning components.
Custom App Development
Build custom apps using Apex or third-party tools to address business needs.
External Data Exchange
Use APIs for real-time data exchange with external systems in Salesforce.
Mobile Experience
Tailor Salesforce mobile app for a personalized user experience.
Visualforce & Lightning Component
Build custom UIs, interactive elements, and visually striking pages.