Salesforce Application Customisation
Tailor-made. Purpose-built. Value-driven.
Your business is unique, so what are you doing to make sure your Salesforce instance is, too?
Salesforce customisation is the key to long-term success. That’s why it’s so important that your Salesforce instance is customised to match the ever-changing transformational needs of the modern workplace. With Salesforce, your business can have all of its products and services, customer experience, analytics and more, driven through a single platform, so it’s easy to manage everything in one place.
Customise, to make the most of what Salesforce has to offer.
At TechForce Services, we’re here to help. We collaboratively work with you to come up with a plan for how your business will use Salesforce, then we’ll build the customisations that work for your unique needs.
Salesforce Application Customisation Services
Reports And Dashboards
Maximise value of your data.
Insights into sales pipeline.
Build revenue predictability.
Dynamic Email Templates
Increase productivity. Build messaging consistency. Stay connected with your customers.
Salesforce CRM Integration
Ensure effective integration. Seamless data flow between ERP, accounting and CRM , applications, and databases.
Custom Objects And Records
Store unique information.
Align functionalities with your business.
Enhance functionality and improved sales.
Bulk Data Processing
Make your life easier for operations like updating or deleting records when dealing with bulk data.
Automate Recurring Tasks
Speed up manual, resource-intensive and monotonous processes like creating tasks, sending emails, and updating or deleting records.
Build Custom Salesforce Consoles
Simplify everyday CRM tasks. Streamline processes. Create bespoke solutions.
Empower your teams.
App Customisation
Reinvent your Salesforce mobile apps.
Enhanced customer experience. Introduce custom tabs and features.
And More..
Listen and align with your business processes to achieve the desired outcomes.
At TechForce Services, we specialise in Salesforce application customization and custom app development services that are tailored to meet the unique needs of your business. Our team of certified Salesforce experts has years of experience with Salesforce application development, and we can help you take your Salesforce experience to the next level.
Salesforce Application Customization
If you’re looking to customize your Salesforce experience, we can help. Our Salesforce application customization services are designed to help you get the most out of your Salesforce investment by tailoring the platform to your unique business needs. Whether you need help with custom fields, page layouts, or workflows, we can help you transform your Salesforce experience.
Our Salesforce application customization services include:
- Custom fields and page layouts: We can help you create custom fields and page layouts that are tailored to meet the unique needs of your business.
- Custom workflows: We can help you create custom workflows that automate your business processes and help you streamline your operations.
- Custom reports and dashboards: We can help you create custom reports and dashboards that provide you with the insights you need to make informed business decisions.
Salesforce Custom App Development
If you’re looking to take your Salesforce experience to the next level, we can help. Our Salesforce custom app development services are designed to help you build custom applications that are tailored to meet the unique needs of your business. Whether you need a custom application for sales, service, or marketing, we can help you build the perfect solution.
Our Salesforce custom app development services include:
- Custom application design: We can help you design a custom application that is tailored to meet the unique needs of your business.
- Custom application development: We can help you develop a custom application that is scalable, secure, and easy to use.
- Custom application deployment: We can help you deploy your custom application to the Salesforce platform and ensure that it works seamlessly with your existing Salesforce instance.
Salesforce Application Customisation Engagement Models
Time and Material engagement
In this model, we offer:
- Discovery sessions to understand your needs
- Requirement analysis and scoping
- Suggestions and steps for proposed customisations
- Solution sign off followed by implementation
- Project kick start
- Milestone or Time and Material based delivery
Fixed scope
In this model, we offer:
- Fix requirement and scope
- Sprint planning
- Milestone based delivery
- Immaculate planning and execution
- End-to-end project management
- Single point contact; zero compromise on quality
Why Salesforce Application Customisation Services?
Salesforce offers almost everything you could imagine for your business, but sometimes the standard solutions just don’t work. Customisation helps you to:
- Tailor Salesforce functionalities according to your business needs
- Add value to your sales and marketing activities, leading to new engagements and customer retention
- Create/View custom dashboards for a single, unified view
- Facilitate easier collaboration and updates
- Lower turnaround times for updates
When do you need Salesforce Application Customisation Services?
You need customisation when:
- You have large amounts of data and complex business logic that can’t be covered with default Salesforce functionality.
- Your default or configured reports/dashboards don’t reflect all the necessary data about your business processes.
- The external systems integrations (ERP, e-commerce systems) are crucial for your business.
Salesforce products we can customise for you
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Other Services
Consulting and Advisory
Let’s build the future, together
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Application Customisation
Tailormade solutions
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Managed Services
End to end CRM management
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Integration
Get your systems to talk to each other
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Health Check
System diagnosis at its best
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CRM Analytics
Deeper data-driven insights
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Testing Services
Ensure quality assurance
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Marketing Automation
Automate marketing across multiple channels
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Pardot Implementation
Targeted, personalised messaging
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Staff Augmentation
Experience matters
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Frequently Asked Questions
Salesforce Application Customization is the process of tailoring a Salesforce app to meet specific business requirements. To customize an app in Salesforce, you need to follow these steps:
Define your requirements: Before customizing the app, you need to identify the business requirements that the app needs to fulfill.
Analyze the app: Analyze the app to understand its features and functionality.
Determine the scope of customization: Determine the areas of the app that require customization and the extent of customization required.
Configure the app: Use the Salesforce App Builder to configure the app. You can add custom fields, objects, tabs, and more to the app.
Customize the user interface: Use Salesforce Lightning to customize the user interface of the app. You can customize the app’s branding, layout, and theme.
Test and deploy the app: Test the customized app to ensure it meets the business requirements. Once it’s tested, deploy the app to your users.
Salesforce partners can help with requirements gathering, analysis, and customization to ensure their clients’ apps are tailored to their business needs.
Yes, you can build custom apps in Salesforce. A Salesforce consulting company can help you with the development and integration of custom apps within your Salesforce environment. This can include incorporating third-party integrations to enhance functionality and improve overall business processes.
Transform your business with TechForce Application Customisation Services
Salesforce Services
Expertise
Industry Cloud
Managed Services
Testing Services
Staff Augmentation Services
Sydney
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