Custom Solutions

While you can do much with Salesforce out-of-the-box package solutions, we focus on taking your system to the next level by building tailored made solutions for sales, customer service, finance, administrative or marketing processes on the Salesforce platform.
Why do companies decide to go custom with their Salesforce platforms? And why should you do it too?
First of all it is always down to details. Each company might have a different approach to the process even within the same industry. End users are constantly improving and changing their processes to be ahead of the competition. Operational efficiency, well functioning processes, advanced automations or system recommendations are your gems.

Almost unlimited potential for customisation and flexible adjustments is one of the factors making the Salesforce platform so powerful. What is actual today will not be tomorrow and with other solutions you do not get the ability to adapt fast enough.

We have built dozens of applications and processes based on Salesforce and we are able to transform your requirements into workable, scalable and user-friendly applications.

Make Salesforce platform work for you

When do you need a custom solution? A checklist.

Strategic Drivers

Back-end is the backbone of your business logic and we know how to write quality code on multiple Salesforce clouds.

Apex enables execution of flows and transaction control statements. Using syntax that looks like Java and acts like database stored procedures, Apex enables developers to add business logic to most system events, including button clicks, related record updates, and Visualforce pages. Apex code can be initiated by Web service requests and from triggers on objects.

Apex can be stored on the platform in two different forms:
  • Business growth - if you want to grow your business then you must expect changes in your company's structure, processes, introduction of new services or products and constant improvement of existing offerings. You need to be able to scale the whole company and CRM-related processes will be at the heart of scaling. There is no box solution that would address these needs as well as standard Salesforce features will not help you to get far.

  • Fierce competition - creating a customized solution that fits the needs of the organization gives the company a strong differentiation in the market and gets a more competitive position. That can be tailor-made CPQ that supports the company's specific sales process.

  • Changing legislation - for particular companies that operate in the different markets it is essential to modify their CRM needs in accordance with the local environment. Needless to say that particular industries are more strictly regulated and require personal customized solutions for collection and further work with the leads.

  • Changing processes - developing a solution based on specific requirements of a project, it is easier to meet all the needs and therefore, to make Salesforce a more productive tool. Salesforce is essentially a platform and can easily adapt to any business process. Instead of changing business processes because of the limitation of current Salesforce org concentrate on how IT tools can catch-up with your business needs.

  • Recurring problems - they regularly require a lot of time or manual labor and that increases your operational costs. If not addressed properly recurring problems can lead to employee dissatisfaction, decreased production or even a higher turnover rate. An example is a custom lead entry screen or sales form for BDRs.

Operational Drivers

  • No suitable AppExchange solution - sometimes there is no one-size-fits-all solution on AppExchange. Offered applications might cover some requirements but still lack key functionality. Resorting to custom solutions is a direction there - can cover all specific needs of an organization. Another way around is also true - some tools are so robust and complex that it is hard to use them - build something that covers your needs, nothing more, nothing less.

  • Too much manual data entry - your sales people complain that they spend so much time entering the data into their CRM including: emails, logging phone calls, LinkedIn activities, follow up tasks. They say that in order to get a full picture of the situation or in order to plan their workload each day they need to have plenty of Salesforce tabs opened. This is the sign that the system requires custom adjustment.

  • Workflow rules & validations are not sufficient - you have a requirement to re-build your business process and just realised that it cannot be attained through workflows and validation rules. Example can be a validation enforced upon lead conversion into opportunity involving several checklist items, a specific combination of data that needs the definition of opportunity

  • Complex calculations needed - when you are using your CRM to send quotes, orders and invoices to your customer but the calculations are quite complex and data stored across multiple fields and objects there is a high likelihood that using Formula Fields and Field Updates will not be sufficient.

  • Reports are not informative enough - while standard Salesforce reports are made in a way that anyone without IT background can put some basic information together the basic structure of linking objects disables proper and more advanced reporting. Combining and aggregating data from multiple fields and dependent or parallel fields will require coding.

  • Need to integrate other systems - the real CRM can offer added value only if it is integrated with your other IT systems including billing, payments, website forms, ERP or other in-house build solutions. Why would a sales rep log into the accounting system to see if the customer paid invoices if he can simply have that information on a relevant Salesforce record?

  • Need for learning and recommendations - a traditional CRM system has been used for ages as a tool for data entry and much manual work was needed to extract meaningful predictions. Imagine you want the system to recommend your sales people next best actions or whom to reach out to now based on historical data like specific activity or no activity at all. Then customisation is a must.

Examples of Configuration vs. Development

Salesforce Configuration Salesforce Development
Creating custom objects or fields
Writing Apex classes and trigger
Creating record types
LWC components
Creating apps or tabs
Integration forms on your websites
Creating profiles and hierarchy role
3rd party system integrations
Workflows, field validations
Build custom partner portals
Email templates
Build customer customer portals
Standard reports
Use CSS to alter the page look
Moving fields on page layouts
Use CSS to alter the page look
Connecting email clients
Optimize the design and functionality
Installing AppExchange apps
Advanced data calculation algorithms

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