360 degree cloud technologies pvt. ltd.
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360 degree cloud technologies pvt. ltd.
Dreamforce '24

Salesforce Customization

Extend your use of the Salesforce platform to unseen possibilities and returns.

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What we bring to
Salesforce Cloud Customization

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Our seasoned solution developers bring ‘mile-deep’ expertise to foundational Salesforce technologies like Apex, Lightning Web Components, and Salesforce1 Mobile.

you can expect our customizations to be robust, capable solutions to the gaps in your business

We’re thorough with

  • 1

    Security Examinations

  • 2

    Salesforce Development Best Practices

  • 3

    Business Logic & Process Automation

  • 4

    App Selection & Custom Integration

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    And Mobile-Friendliness

Services covered by our offerings
Salesforce Cloud Customization

Sales & Marketing Clouds

Your teams are talking. Are your systems?

Seamlessly align & analyze Sales & Marketing processes to understand what sells, and pivot strategies faster.

Case Management Clouds

Bring ticketing visibility and assisted service online.

Rapidly interact, automate, assign, prioritize, and deflect service issues anywhere over any channel or medium.

Paas Services

Focus on function & value, Not uptime.

Modern greenfield architecture for fast innovation and great support.

Legacy System Modernization

Upgrade and integrate anything without disruptions

Close the gap on digital infrastructure with reliable agility and operational efiificency

Special-Purpose Clouds

Personalized journeys for patients, donors, and students

Get tailor-made solutions for special Salesforce products

Our

Salesforce Customization Process

1
BRD

Processes, Vulnerabilities, Limitations Documented
Roadmap & Resources proposed

2
Discovery

use-case Assimilated, Architectural Optimizations & Security Risks assessed Licenses Managed

3
Design

For Industry Standard
Setup Access Permissions, Lower turnarounds for unique processes

4
Development Runs

Iterative purpose-oriented sprints & evaluations
Tailored modifications for your BRD and usage expectation

5
QA

Zero defect approach for total software quality

6
Launch & Support

Extensive UAT, No delays
Immediate attention for critical issues
Bias towards action
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Salesforce Customization Services

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Add and Manage Custom Objects

Amplify the standard Salesforce objects with extended functionalities, added according to your business requirements

Customize Reports and Dashboards
Customize Reports and Dashboards

Get customized reports and dashboards to identify your sales performance and profitable customer segments

Customize Email Templates
Customize Email
Templates

Increase your business productivity with personalized and consistent emails with custom style sheets and templates

Implement Salesforce Custom Application

1st
Business-Centric Application

Resolve your unique business challenges with Salesforce custom application, highly personalized to target your business needs and objectives

2nd
Enhanced Visibility into Customers

Get a custom app as your single source of truth to track and manage customer information to speed up customer service and delivery

FAQs

Salesforce customization refers to adding new features or functionality unavailable or not accessible in the standard Salesforce solution to meet unique business goals.

Salesforce customization involves conducting custom development and coding so that specific tools and features can be added to the platform according to the requirement of a business. The focus does not remain on the existing interface of the platfor; instead, it emphasizes expanding the overall functionality of Salesforce and using the platform to acquire more benefits.

Yes, Salesforce is a powerful tool that can be configured and customized according to your business needs. You can choose to customize Salesforce in the following scenarios:
– When you need third-party integration to acquire additional functionalities or to perform specific tasks.
– When you need additional interaction reports and dashboards.
– When your team is facing difficulty in adapting to the existing platform configuration.
– When you are not able to achieve desired goals with the existing system.

Salesforce allows customizing object models with features like custom fields, page layouts, and validation rules. Customizing these features helps users to:
– Achieve a more intuitive and advanced user interface
– Enable faster app development with the use of easy drag-and-drop tools
– Access many pre-built applications provided by Salesforce in its own app marketplace, AppExchange.

Salesforce customization helps to personalize Salesforce functionalities, such as Visualforce pages & Apex, according to business needs. The process is about dealing with the custom development of code to develop features to integrate your workflow and your business processes seamlessly. Customizing Salesforce is applicable for cases where configuration doesn’t serve the purpose, and more changes are required.

On the other hand, Salesforce configuration allows using User Interface(UI) to develop applications in Salesforce efficiently. It focuses on everything you can do without a lot of customized coding in your system. You can work on most of the Salesforce configuration yourself with some external help. It basically just involves configuring your needs to the system without changing much of the basic structure.