Salesforce Customization and Configuration Solutions

See the value of Salesforce, sooner

Rolustech makes sure your business processes are kept intact by customizing your Salesforce to suit your processes and not the other way around. Our technically proficient team possesses extensive knowledge of the Salesforce Cloud platforms: Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Community Cloud. We provide Salesforce Implementation services that are aligned to the size, processes, and operations of your business to make sure you get the perfect tailored solution for your needs.

As Certified Salesforce Consultants, we understand that an off the shelf Salesforce platform cannot fit each business alike and give the desired outcome, it has to be customized. We help you achieve a perfectly customized Salesforce which becomes a driving force for your Marketing and Sales teams to add new value to your business. Having served the CRM industry for over a decade, we have successfully completed more than 700 custom CRM projects for our clients worldwide. We have gained widespread recognition and respect in the CRM industry for our competency and technical mastery. With our in-depth industry knowledge, profound customer experience, cutting-edge technology, and proven delivery methods, we provide the best-fit, scalable, and secured Salesforce solution which delivers tangible results.

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Salesforce Configuration

Salesforce provides some great out of the box configuration options. We can leverage these to masterfully develop applications in Salesforce. Our team of experts can identify areas where custom Salesforce application development and integrations are needed, and ensure their successful execution and implementation. We have expertise in developing both Sales and Service Apps as well as overseeing client profiles and security settings.

Our Configurations include:

  • Additional Objects and Fields
  • Additional Tabs and Applications
  • Changes in Workflows
  • Additional Reports
  • Defining Validation Rules
  • Customized User Interface
  • Page Layout and Record Types
  • AppExchange Apps

Salesforce Customization

Being Salesforce Certified Experts, we are best equipped to customize and personalize your existing Salesforce CRM solution according to your unique business needs. We have vast experience with the Salesforce platform and possess complete grasp over custom objects, fields, data management techniques and workflow customization in Salesforce.

Our Salesforce Customizations include:

  • Apex Classes
  • Apex Triggers
  • 3rd Party Integrations
  • Visualforce Components/Pages
  • Visualforce Emails
  • Creating Lightning Components
  • Building Sites
  • Using CSS to alter the page layout
  • Adding capabilities with JavaScript
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How we Configure and Customize Salesforce

Customize and Create New Fields

We reflect the data of your business in Salesforce custom objects where it is necessary. For example, default Salesforce objects will not satisfy the needs of an auto-dealer center so we create custom objects like “Auto parts”, “Doors” , “Cars” with the help of custom fields.

Configure Interface and Business Logic

We then work to modify the data model, business logic, validation rules and user interfaces of your Salesforce Cloud with built-in tools. After this, we create different reports, workflows, and dashboards for different user roles.

Automate Business Processes

Salesforce CRM Customization uses Apex triggers, this supports the automation of sales, services, and marketing processes. We help our customers manage these processes in a systematic and easier manner.

Custom Reports, Sales Paths and Dashboards

We create custom reports and dashboards for different departments and different user roles. If built-in tools cannot generate custom reports in Salesforce due to non-trivial logic of calculation, Apex coding is used.

Add Business Rules into Salesforce

We automate business processes and routine tasks, including email and SMS notifications with the use of process builder and apex triggers. Automation helps increase employee productivity and reduces the number of mistakes occurring in your day to day work.

Salesforce Products That We Customize

Rolustech has a vast experience of customizing Salesforce products and adding value to its customer’s experience. We have certified Salesforce developers who deliver exceptional results and have expertise in different Salesforce products including:

  • Salesforce Marketing Cloud
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Community Cloud
  • Salesforce Pardot
  • Salesforce Financial Services Cloud
  • Salesforce Nonprofits Cloud
  • Salesforce Chatter
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Salesforce UX Optimization

The hallmark of a great software lies in the ease of its usability. As Salesforce Customization Consultants, we can customize your Salesforce interface to drive your user adoption and consequently make user retention easier. We are exceptionally skilled in Salesforce Customization involving APEX and VisualForce and can make your interface gel perfectly with the needs of your organization so that you can navigate Salesforce easier than ever.

Salesforce App Development

Make the most of your Salesforce Platform with custom Salesforce Mobile Apps that can help you get the most out of your CRM data. Rolustech provides custom Salesforce App development services to help you harness the most out of your business operations. We at Rolustech focus particularly on how your custom Salesforce app can stand the test of time by understanding your needs, target audience, and scalability. By taking it as a process, we incorporate agile development techniques to frequently tweak and adjust your Salesforce application.

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Salesforce Personalization

We can also revamp your Salesforce Cloud to a completely new look that reflects your individual business identity. Our team has developed extensive Lightning components for clients belonging to different industry verticals. We also provide Salesforce Training to ensure these changes are sustainable and specialize in designing and implementing custom Salesforce Community themes and layouts. Rolustech has also used theme layout types to apply custom themes to individual pages providing our clients the ability to
change the look and feel of the layouts from one central location – Salesforce Community.

Benefits of Salesforce Customization Services

High ROI

Salesforce helps organize, gather and store data and then generate custom reports from it. These reports can help you analyze relevant data about current and potential leads to create unique service propositions.

Faster Decision Making

Salesforce customization services help you create a one-stop shop to see all the data necessary for running a business. If you want to focus on the growth of your business then it helps you make time-sensitive, strategic decisions faster.

Customer Satisfaction

Meeting customers needs and making sure to ensure high satisfaction rates for your customers to engage them in using your services is very important. With the help of Salesforce customization, you can give your clients everything they need to keep them happy.

Deployment Speed

Salesforce Cloud Platform makes the deployment of new features and functions easier and faster, thereby saving your development resources.

Boost Productivity

Making sure your employees have all the tools necessary for effective work is very important. Giving them a platform that mirrors your business means they will work better and stay highly motivated, bringing in more income

User Adoption Rate

Customizing Salesforce according to your business will motivate users to leverage the CRM platform and utilize it in their day-to-day tasks to increase user adoption rate.

Frequently Asked Question

Rolustech is a reputable offshore provider of Salesforce services specializing in Salesforce customization and configuration services in Boston. With a team of certified Salesforce experts, we have a proven track record of delivering high-quality solutions that exceed client expectations.

As a trusted provider of Salesforce services in Boston, Rolustech understands the unique needs of businesses in the area. We offer tailored Salesforce solutions designed to optimize CRM capabilities and drive growth for Boston-based companies. Our experienced team works closely with clients, ensuring we understand their requirements and goals for Salesforce services. By leveraging our expertise, we develop and implement custom Salesforce solutions to meet their specific needs.

One of the key advantages of choosing Rolustech for Salesforce services in Boston is our cost-effective approach. As an offshore provider, we offer competitive pricing without compromising on the quality of our services. We optimize labor costs and streamline operations to provide affordable services in Boston tailored to the requirements of our clients.

In addition to our expertise in Salesforce customization and configuration, we are committed to providing comprehensive support throughout the project. We maintain open communication channels with our Boston-based clients, ensuring they are always updated on the progress of their Salesforce initiatives. This collaborative approach allows businesses in Boston to actively participate in the customization and configuration process, ensuring the successful implementation of Salesforce services.

When it comes to Salesforce services, Rolustech brings valuable expertise and a customer-centric approach. Our deep understanding of the Salesforce platform enables us to provide solutions that improve efficiency, enhance customer experiences, and drive growth for businesses in Boston.

In conclusion, if you are seeking Salesforce services in Boston, choose Rolustech as your trusted partner. Our track record of delivering high-quality solutions, cost-effective pricing, and dedication to client success make us the ideal choice for businesses looking to optimize their Salesforce Salesforce customization and configuration in the Boston area.

We are CRM experts and have been in the industry for over 12 years. We successfully delivered a wide variety of customizations across several industry verticals. We are certified Salesforce partners and our dedicated team of Salesforce experts makes sure each project entails full customer satisfaction.

Salesforce is known for its easy customizability and the possibilities for customization range from custom fields and modules all the way to custom dashboards and third-party functionality that can be integrated with Salesforce.