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Salesforce Customisation
Salesforce Customisation and Configuration
At NevaroTech, we understand that no two businesses operate the same way—and your Salesforce solution shouldn’t either. That’s why we offer flexible, scalable customization and configuration services tailored to your goals, complexity, and budget. Whether you’re aiming for faster workflows, deeper data insights, or full system integration—we’ve got you covered.We recommend Salesforce configuration when your needs can be addressed using the platform’s powerful, point-and-click customization capabilities.
Salesforce Configuration
Fast, low-code enhancements using built-in Salesforce tools
Customizing objects, fields, and page layouts
Creating reports, dashboards, workflows, and validation rules
Setting up user roles, permissions, and approval processes
Installing and configuring AppExchange apps
Salesforce Customization
Advanced development to meet complex, enterprise-grade requirements
You manage large volumes of data or have complex business logic
Standard Salesforce reports or dashboards fall short
Critical third-party integrations (ERP, eCommerce, finance systems) are needed
You require highly tailored features or interfaces for end users
What We Deliver: Our Tailored Salesforce Enhancements
Depending on your business requirements, the complexity of your internal processes and the quantum of data you use, we modify your Salesforce result with dereliction tools or custom development using Lightning Platform
We add custom objects, fields, and records to your Salesforce result to make it reflect data beyond its standard functionality. Say we're to customize the Salesforce result of a real estate company, whose requirements to track property for trade ca n’t be addressed with dereliction Salesforce objects. For this, we introduce a custom object “property” with custom fields inside it.
We bed business rules into CRM using Apex triggers, which helps to automate deals, service and marketing processes making them easier to observe and manage.
We automate daily and recreating tasks with workflows and Apex triggers, like transferring dispatch announcements and assigning follow-up tasks. Using workflow tools, like Workflow rules, Reuse Builder, or Apex law for similar robotization supports your workers’ productivity and spares them from a significant part of their homemade duties.
We enable bulk processing of data, which is a stylish practice to support the growing Salesforce result with operations like mass update of records, daily leads evaluation and other tasks. For this, we load and cancel large sets of data in your Salesforce result and perform multiple record updates with bulk triggers.
We produce custom dispatch templates. They make your emails look as you want them to due to a custom style distance. You can enable custom style wastes and manage dispatch attachments easier due to Salesforce customization capabilities.
We produce custom reports and dashboards for deals, marketing and service professionals when they need better visibility into specific numbers, which ca n’t be duly reflected with standard reporting functionality of Salesforce. We can round custom reports with Apex instructions to recoup this data and present it on the report runner.
We round your Salesforce with Einstein AI, and further customize it in compliance with your conditions. AI-powered features insure precious perceptivity for deals, marketing and service requirements of your business due to suggesting coming-stylish deals conduct, scoring the liability of marketing emails’ success, automatically classifying and routing service cases, etc.
We perform Salesforce integration with third-party systems, for case, with ERP, ecommerce systems, social media, dispatch, etc., which can tangibly grease collaboration in your association. We use REST/ Cleaner API web services and a range of dereliction tools (like Files Connect) or custom tools developed from scrape to make similar integration possible.