Salesforce Customization Services
The process of modifying the Salesforce platform to suit a company’s unique requirements is known as Salesforce customization. This may entail altering the platform’s user interface, data fields, operational procedures, and workflows, among other features. Businesses can enhance their Salesforce experience by leveraging the expertise of Salesforce customization partners and utilizing Salesforce customization services.
WHY CHOOSE LEAN IT FOR SALESFOREC CUSTOMISATION SERVICE?
By partnering with our company, businesses can achieve Salesforce customization that is tailored to their specific needs and aligned with their unique business goals. As one of the experienced Salesforce customization partners, we provide comprehensive Salesforce customization services to enhance efficiency, improve user experience, and boost data quality.Whether you’re looking to increase efficiency, enhance the user experience, improve data quality, or achieve greater flexibility, we can help you achieve your Salesforce customization objectives and improve your overall performance.
- Understand Business Requirements: Understanding our clients’ unique business needs is the first step in the Salesforce customisation process. We closely collaborate with stakeholders to ascertain their particular needs and how the platform may be tailored to satisfy them.
- Develop a Customization Plan: Our team creates a customisation strategy based on the business needs, outlining the precise modifications and improvements required to achieve the intended results. This plan covers all required resources and tools, along with a timeframe, milestones, and deliverables.
- Customisation Implementation: Our team starts implementing the required modifications and upgrades to the Salesforce platform as soon as the customisation plan is accepted. This entails setting up the platform’s user interface, data fields, workflows, and other components to correspond with the client’s business procedures and needs.
- Testing and Quality Assurance: Our team performs thorough testing and quality assurance after the customization is put into place to make sure the platform is operating as intended and fulfilling the needs of the client. To make sure the customisation is working effectively and producing the desired outcomes, we employ a number of testing tools and procedures.
- User Training and Adoption: We offer user training and adoption support after the customisation is finished and thoroughly tested to make sure the client’s team is completely prepared to use the platform efficiently. To ensure that users are familiar with the new platform, this includes offering training materials, holding training sessions, and providing continuous support and advice.
- Ongoing Maintenance and Support: In order to ensure that the Salesforce platform continues to meet the client’s changing business needs, we also offer continuous maintenance and support services. To keep the platform safe, reliable, and usable throughout time, we provide a variety of support options, such as troubleshooting, bug fixes, feature upgrades, and platform updates.
Services covered under our Salesforce Customisation Offerings:
- Sales and Marketing Cloud – Sales Cloud, Pardot, marketing Cloud, CPQ
- Case Management Clouds – Service Cloud, Field Service, Lightning
- PaaS Service – Heroku
- Legacy System Modernisation – MuleSoft
- Special Purpose Cloud – Non Profit Cloud, Health Cloud, Education Cloud