Salesforce Customization and Configuration Solutions

Get your system’s functionalities tailored with Salesforce Customization.

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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

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.

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.

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.

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.

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.

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

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.

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. 

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. 

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.

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.

Deployment Speed

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

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.

Why Rolustech?

  • All point Salesforce Services

    We have proven expertise in rendering end-to-end Salesforce services including Customization, Consulting, Development, Implementation, Integration, and Support.

  • Centre of Excellence

    We have a dedicated team of over 30+ certified professionals having comprehensive domain proficiencies.

  • Salesforce Partners

    We are a consulting partner with competencies offering a broad array of services.

  • Industry Expertise

    Expansive expertise in driving digital transition through Salesforce services across industries including healthcare, insurance, finance, gym, and law and many more.

  • Extensive Service Portfolio

    Comprehensive Salesforce consulting services and product customization portfolio spanned across Sales Cloud, Service Cloud, Marketing Cloud, Finance Cloud, Community Cloud, Non Profit Cloud, and Pardot.


Q. How is Salesforce customization different from Salesforce configuration?

Salesforce configuration is when user-defined values are provided to enable a given feature or module to function in Salesforce. Customization is when any feature or functions which are not available as a part of an application are added to Salesforce.


Q. What is an Object in Salesforce?

Objects are database tables that make it possible to store an organization’s data on Salesforce. There are two types of Objects:

  • Standard Objects: objects provided by Salesforce
  • Custom Objects: objects not provided by Salesforce

Rolustech created numerous custom objects that can store unique and tailored information as required by an organization.


Q. Why choose Rolustech for Salesforce customization, integration, or migration?

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.


Q. What types of customizations are possible in Salesforce?

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.


Q. Why should you customize Salesforce?

CRM customization allows your interface as well as your processes to align with your business’s specific needs, making it much more convenient for the entities involved to navigate through it, thus increasing the overall productivity and streamlining the adaption process.


Q. How Much Does It Cost To Customize Salesforce?

Based on your requirements, the size of your business, and your operations, the cost for customizing your Salesforce can vary. In order to get an accurate estimate of how much will your CRM customization cost, you should get a free estimate from Salesforce experts.


Q. How long does it take to customize salesforce?

The time it takes to customize Salesforce varies from company to company. For smaller companies with simple requirements, it can be done in a couple of weeks. For larger companies, it can take anywhere from a number of weeks to multiple months. In order to get an accurate timeframe for your Salesforce customization, you can get a free estimate from Salesforce experts.

Q. How to enable view setup and configuration in Salesforce?

Each user’s profile has the “View Installation and Configuration” option enabled by default (found in the Administrative Permissions section).

Q. What’s one thing you should do when planning your customization of Salesforce?

The key is to find a certified Salesforce services provider to take on the task of implementing your project.

Q. Can Salesforce be customized on your own?

Customizing any CRM platform is a complicated process. While Salesforce is easy to customize, in-depth customization requires experience in software development. Customizing your Salesforce on your own is not recommended. Your best option is to get in touch with certified Salesforce experts and share your requirement with them.

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