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Salesforce Configuration & Customization

Salesforce Configuration & Customization Services

Salesforce Configuration

We suggest opting for Salesforce configuration when the modification of UI, data model and business logic of your Salesforce solution with point-and-click tools is enough to meet your requirements. The list of possible configurations includes creating reports and dashboards, workflows and validation rules, tabs and apps (collections of tabs grouped to present them to users) with default Salesforce tools; installing AppExchange applications, etc.

Salesforce Customization

If you need specific Salesforce functionality impossible to obtain with configuration, we offer Salesforce customization. It implies modifying your solution with code. You need to resort to customization, when:

  1. You have large amounts of data and complex business logic that can’t be fully covered with default Salesforce functionality.
  2. Default or configured reports/dashboards do not reflect all the necessary data about your business processes.
  3. The integration with external systems (like ERP, an ecommerce system, etc.) is crucial for your business.
Salesforce Configuration Salesforce Customization
Add more objects or fields Work with Apex classes or triggers
Add tabs Work with Visualforce and its components
Add apps Use CSS to change how the pages look
Create new profiles Integrate the solution with the third-party solutions
Work with reports and workflows Use JavaScript to add additional features and capabilities
Create email templates Create Lightning components
Work with validation rules Build low-code applications on Customer 360 Platform
Create page layouts or record types, as well as apps for AppExchange Develop websites on Force.com
Add some applications from AppExchange
Develop websites on the Customer 360 Platform

Salesforce Configurations and Customizations Delivered

Depending on your business needs, the complexity of your internal processes and the amount of data you use, we modify your Salesforce solution with default tools or custom development using Lightning Platform.

Customization Services

To cater to each customer’s needs, TechPaths’s professionals offer several cooperation models.

                        

One-time Project

In case of one-time cooperation, TechPath’s team:

  • Considers the customer’s requirements (discussions with customers, documented requirements).
  • Comes up with a relevant Salesforce customization plan.
  • Tells how proposed customizations may help.
  • Implements the ideas on improving the customer’s solution.
                        

Continuous Support

Regardless, whether TechPath provided the initial customization, or it was done by a third-party vendor, we may offer the following support and evolution activities:

  • A comprehensive health check performed at the beginning of the cooperation.
  • Ongoing customizations, which help to meet frequently changing business needs.
  • User training and support helping to adopt new system functionalities.
  • Constant system monitoring and a timely performance check to ensure seamless work of the Salesforce solution and prompt response to potential performance problems.