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Salesforce Customisation And Configuration Services

With years of expertise, we customise Salesforce solutions tailored to your business needs. We empower your business with the best Salesforce configuration and customisation services. Salesforce platforms deliver cloud-based access to real-time data. They connect customers and employees for better outcomes. With the right consulting services, you can achieve big with your business.

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Save Time. Reduce Costs. Stay Secure.

Make The Most Of Your Salesforce

Don’t let the lack of Salesforce customisation obstruct your business growth. Our top-of-the-line customisation services augment your business’s growth. You can get customised CRM platform architectures for the best business management.

Services Delivered By Us

Our services are tailored to your business needs and the complexity of processes. According to the usage of data, we modify your Salesforce solution. We use the Lightning Platform to personalise your Salesforce solution.

Custom Objects, Fields, And Records

With our services, you can reflect data beyond its standard functionality. For instance, let us assume we are customising a solution for a real estate company. If their needs are not addressed, we will add a custom object “property” along with custom fields.

Custom Reports and Dashboards

Often, marketing professionals need better visibility into specific figures. These figures are not reflected with standard Salesforce functionality. Therefore, we retrieve this data and provide it on custom reports. For the best advise on custom reports, refer to our Salesforce Consulting page.

Automate Daily And Recurring Tasks

Whether sending email notifications or follow-up tasks, we help to automate your business. It boosts your employee’s productivity and lessens their burden of manual duties. Tools such as Process Builder, Apex Code, or Workflow Rules help in automation.

Configure Data Loader

We provide a custom Salesforce solution with several operations. Our Salesforce experts help you in updating records, lead evaluation, and other such tasks. We use bulk API to optimise your business processes.

Custom UX Optimisation

The benchmark for any tool lies in the ease of its useability. At CRM Consultants, we customise your Salesforce interface to drive better user adoption. Our team is exceptionally skilled in involving APEX and VisualForce. Therefore, we can make the interface align perfectly with your business needs.

Custom Email Templates

Custom email templates help you to develop more meaningful relationships with your customers. We assist you in creating/modifying email templates and attachments at your convenience.

Configure
Interface

We deliver the best user interfaces for your Salesforce solution with built-in tools. Our services include configuring the data model and business logic. Our team then creates workflows, dashboards, and reports to accommodate different user roles.

Customise Business Rules

We automate Salesforce platform processes and routine tasks. This includes notifications and emails using apex triggers and process builders. Customising and automating business rules reduces errors made in daily work.

Configure Third-Party Systems

Our developers have the required expertise for integration with third-party platforms. Some of the web services we use include REST and SOAP API. This not only provides you with custom integrations but leads to seamless data flow as well.

Get in touch with us for
customised solutions

Call Us Today! +61 469365151

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Check out our stellar IT Services Reviews

Tony Laino
Tony Laino
2022-02-06
Cloud Solution IT are maintaining our servers and workstations and have Migrated us to O365. They provide excellent customer service and are very cost effective. I am extremely satisfied with Baljeet and the Team at Cloud Solution IT and would highly recommend them.
Phillip Island Dental
Phillip Island Dental
2022-01-30
Cloud Solution IT Setup new Dental practice for us and I am very happy with the services. The journey was very smooth with all the pre planning. Cloud Solution IT is very cost effective and professional when comparing to other IT companies. I was able to open the clinic without any delays. I would strongly recommended them for their good work,
David Beahan
David Beahan
2021-10-07
They are highly responsive when our less IT savvy contacts require support. Quick response times. Improved our security and saved us money on our Azure subscription.
dalia pinnacledental.com.au
dalia pinnacledental.com.au
2021-07-30
Great Service and excellent people to deal with. Sam is very professional, friendly, very responsive whenever we have tech problems and excellent communication. Highly recommend.
HCP GWC
HCP GWC
2021-07-28
"Cloud Solution IT helped us migrate our old on premises server to a new Microsoft Cloud with very minimal disruptions to our operation. We now have the freedom to go about our business anywhere. Extremely satisfied! Very pleasant, efficient and helpful. Thanks Cloud Solution IT Team."
Navneet Jha
Navneet Jha
2021-07-06
Working with Cloud Solution IT was good experience. Very efficient and friendly behaviour. Helped us a lot. Would love to work with them again.
Chulika De Silva
Chulika De Silva
2021-07-01
Great work Cloud Solution IT. During the Salesforce implementation, they were helpful in providing short videos reiterating the different Salesforce processes. Clearly communicates ideas and thoughts in team meetings and conferences. Willingly adjusts their schedule to be available when needed.
Ammar Aljuboori
Ammar Aljuboori
2021-07-01
Thanks to Cloud Solution IT's work, the workflow process was significantly improved satisfying the company's requirements. The team established an effective workflow through seamless communication. They were helpful in providing short videos reiterating the different Salesforce processes
Anil Sharma
Anil Sharma
2021-06-29
Response and solution are heart and soul of customer service. I am lucky i found both at same place. Thank you very much for saving my buisness. IT Support is backbone of any buisness, Thank you very much and please continue same standard of service.

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