Salesforce customization

Salesforce customization services that fit Salesforce to your process

Out of the box, Salesforce is generic. We tailor objects, layouts, automation and reports so each team sees what it needs and nothing it does not.

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Custom objects, fields and record types
Page layouts and Lightning pages by role
Flows and approval processes
Reports and dashboards for each team

Typical customization work

Data model

Objects and relationships that represent your products, projects, bookings or assets.

User experience

Lightning pages, dynamic forms and quick actions that reduce clicks.

Automation

Flows for assignments, notifications, updates and approvals.

Security

Permission sets and sharing rules that match your organisation.

Reporting

Report types and dashboards built around the decisions each team makes.

Clean-up

Retiring unused fields, old workflow rules and duplicate automation.

Frequently asked questions

Should we customise or keep Salesforce standard?

Use standard features wherever they fit, because they are cheaper to maintain. We customise where your process genuinely differs.

Can you migrate old Workflow Rules and Process Builder to Flow?

Yes. We consolidate legacy automation into Flow and test it before switching over.

Related services

Tell us what you are working on

Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.

Contact Raushang4 Technology