Get Most Out of Your Salesforce with Muncly’s Customization Services
Maximize your Salesforce implementation with Muncly’s Salesforce Customization services. We specialize in tailoring Salesforce solutions to help companies achieve their digital goals and enhance their ROI.
Trusted all around the world
With our custom Salesforce customization services, we help businesses grow
At Muncly, we empower organizations to engage deeply with their customers, partners, and employees through Salesforce Experience Cloud. Our Salesforce-certified Experience Cloud consultants provide the expertise to enhance user experiences, improve customer satisfaction, and drive business growth. We help you maximize your investment in Salesforce with self-service portals build on Experience Cloud.
Salesforce Configuration
We optimize the use of Salesforce’s built-in tools and interfaces to align the system with your business needs. This process involves adjusting various settings, features, and workflows within the Salesforce platform. We strive to minimize the need for developers by leveraging as many built-in, so-called “declarative” tools as possible. This includes setting up user roles and profiles, creating reports and dashboards, defining workflow rules, and configuring security settings, among other tasks. Our goal is to utilize Salesforce’s existing capabilities to create a system that seamlessly supports your business operations.
Salesforce Customization
If built-in tools aren’t enough, we customize Salesforce to meet your specific business requirements. This involves modifying existing components or adding new ones, which may require code-level changes. These customizations are typically handled by developers with expertise in Salesforce development languages and tools.
Three Main Areas of Salesforce Customization
User Interface Customization
We modify the Salesforce UI to align with your company’s branding or to enhance data presentation and navigation based on your users’ preferences.
Functionality Customization
We expand and modify Salesforce’s default features, modules, and apps to support complex business processes. This could involve creating custom solutions that are compatible with Salesforce. From simple approval processes to complex integrations.
Integration Customization
While Salesforce offers a variety of ready-made APIs and connectors, some businesses may require custom integrations. We can develop custom plugins, middleware, or connectors to facilitate data exchange with third-party solutions such as ERPs, eCommerce platforms, accounting software, or IT service management systems.
Ready to Elevate Your Business?
Three Clear Steps in Salesforce Customization Services
Salesforce customization can seem complex, but at Muncly, we’ve simplified it into three clear, manageable steps. From initial discovery to final delivery and ongoing support, we’re with you every step of the way. Here’s how our process works:
01 - Discovery
We start with a discovery phase, conducting sessions to understand your business challenges and identify potential Salesforce solutions. This ensures our services align with your needs.
02 - Delivery
We deliver customized Salesforce implementations that meet your business requirements. This includes modifying existing Salesforce components and adding new ones as needed.
03 - Hypercare
Post-delivery, we provide extensive support for a smooth transition and successful launch of your customized Salesforce system. This includes troubleshooting, user training, and ongoing system optimization.
We Deliver Promptly and Have Cases to Showcase
Case Study Proks’ Strategic Transformation of the Sales Department for Global Expansion Enhancing Efficiency and Scalability through Organizational Restructuring and Digital Strategy […]
Case Study Digitizing B2B Engagement for Mida’s Transformation in the Roofing Industry Leveraging Technology to Enhance Supply Chain Efficiency in European Construction […]
Case Study Advancing Nonprofit Efficiency with Salesforce Integration Customizing Salesforce CRM to Streamline Operations and Safeguard Sensitive Data in Child Advocacy Headquarters […]
Case Study Accelerating Sales Efficiency at Credo Autoprieks Through Digital Innovation Implementing Salesforce Solutions to Revolutionize Lead Management and Customer Service in […]
Case Study Digitalizing Rio Verti with Salesforce B2B Commerce Integration Navigating Outerwear Industry Challenges through Customized Salesforce Solutions for Improved Order Management […]
Case Study Enhancing Financial Product Engagement with Fintera’s Custom Portal A Strategic Salesforce Implementation to Streamline User Experience and Optimize Financial Product […]
Case Study Streamlining Operations with Salesforce at Meccanica Middle East Elevating CRM and Sales Processes to Drive Efficiency and Growth in the […]
Case Study Enhancing Salesforce Efficiency and Compliance at Tadawul Group Streamlining Operations and Ensuring Data Residency Compliance in Saudi Arabia’s Financial Ecosystem […]
Case Study Evolving Customer Engagement at TC Motors with Salesforce Integration From Paper Chaos to Digital Clarity: Streamlining Operations and Amplifying Sales […]
Ready to Elevate Your Business?
What are the next steps to begin with our Salesforce Customization services?
Begin your Salesforce customization with us by scheduling a free, no-obligation consultation with one of our Salesforce consultants.
What Our Customer Say
Tushar Hora
"I really appreciate all the effort put in by Vishal and his team to get the assets ready in record time, adhere to the changes we recommended, and stay on top of any queries we had. I am looking forward to working with the team to publish the next set of assets."
Max Rost
"Great team. It was a great experience working with people who truly understand sales. Special thanks to Jeff, whose help in communicating changes to stakeholders was invaluable. I'd recommend these guys to anyone looking for Salesforce experts."
Dimitry Bondars
"Thank you for your work and involvement. The training materials were excellent, something we haven't seen from other teams before. My only wish is that it could be a bit cheaper, but besides that, I highly recommend them."
Ready to Elevate Your Business?
Frequently Asked Questions
Salesforce customization involves tailoring the Salesforce platform to meet the unique needs of your business through custom fields, objects, workflows, and integrations. This process ensures that Salesforce supports your specific business processes and objectives, enhancing overall efficiency. Our Salesforce customization services focus on creating a personalized environment that aligns with your business strategies, allowing for better data management and operational effectiveness. By using our experience, you can optimize Salesforce to address your distinct challenges and capitalize on opportunities unique to your industry.
Yes, Salesforce is designed to be highly customizable. With the right expertise, you can modify the platform to fit your exact needs. Our Salesforce customization services ensure that every customization aligns perfectly with your business processes, making the system easy to use and highly effective.
We provide a range of Salesforce customization services that cover everything from simple field adjustments to complex workflow automations and integrations. By partnering with our Salesforce customization company, you gain access to experienced professionals who can navigate the customization process efficiently, ensuring seamless modifications that enhance your business operations.
Customization works by adjusting the Salesforce platform to meet specific business requirements. This involves creating custom fields, modifying workflows, integrating with other systems, and more. Our Salesforce customization company follows a structured process to ensure each customization is implemented smoothly and effectively.
The process begins with a thorough discovery phase, where we assess your business needs and identify areas for improvement. Next, we design and implement the necessary customizations, ensuring they integrate seamlessly with your existing workflows. Finally, we provide ongoing support and adjustments through our Salesforce support & customization services, ensuring the customizations continue to meet your evolving needs.
Examples of Salesforce customization include creating custom objects to store unique data, developing automated workflows to streamline processes, and integrating Salesforce with other business systems. These customizations help tailor the platform to your exact business needs, improving efficiency and productivity.
For instance, a custom object might be created to track a specific type of customer interaction, while automated workflows can handle repetitive tasks like sending follow-up emails or updating records.
Our Salesforce customization services are designed to address these needs, providing solutions that drive business growth.
Yes, you can customize the Salesforce user interface (UI) to improve user experience and efficiency. Customizing the Salesforce UI involves modifying page layouts, adding or removing components, and creating custom dashboards.
Our Salesforce customization services include comprehensive UI customization to ensure the platform meets your team’s needs. For example, we can streamline page layouts to display only the most relevant information, making it easier for users to find what they need quickly. Custom dashboards can be designed to present key metrics and data in an intuitive format, facilitating better decision-making.
Our Salesforce customization company enhances the UI to ensure that your users have a more efficient and enjoyable experience.
Absolutely, Salesforce dashboards can be fully customized to display key metrics and data in a way that’s most useful for your business. This includes creating custom reports, adding visual elements like charts and graphs, and arranging the layout to highlight critical information.
Our Salesforce support & customization services ensure your dashboards provide the insights you need to make informed decisions.
For example, a sales dashboard might include real-time data on leads, opportunities, and closed deals, while a service dashboard could display metrics on case resolution times and customer satisfaction.
By customizing dashboards, we help you visualize and interpret your data more effectively, driving strategic business decisions.
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Got questions? We’re here to help! At Muncly, we are committed to providing exceptional customer service.
Whether you have questions about ecommerce solutions, need help with your existing setup, or have any other CRM questions, our team is ready to assist you.