Salesforce Customization Services

Get Most Out of Your Salesforce with Our 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.

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Salesforce Certified

Salesforce Certified Platform App Builder

Salesforce Certified Experience Cloud Consultant

Salesforce Certified Experience Cloud Consultant II

What we do

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.

Our Services

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.

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How we work

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:

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.

Delivery

We deliver customized Salesforce implementations that meet your business requirements. This includes modifying existing Salesforce components and adding new ones as needed.

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.

how to start

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.

01 Step 01

Share Your Project

Tell us about your project, including any challenges and obstacles you're facing. The more we understand your needs, the better we can tailor our services to meet them.

02 Step 02

Get The Right Match

Based on your requirements and preferences, we'll match you with the best-suited consultant for your project. Our team of experts in various aspects of Salesforce customization ensures a perfect fit for your needs.

03 Step 03

Project Kickoff

Once everything is in place, we'll kick off the project and begin delivering your customized Salesforce solution. Our team will work closely with you throughout the process, ensuring your satisfaction every step of the way.

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Client stories

What others say about working with us

“

We worked with Jeff to organize our sales process for a small sales and service team. He set up pipeline tracking, reports, and dashboards that give me a clear view of tasks, key accounts, and opportunities. The biggest change is visibility. I know what the team is working on remotely, and I have more control and predictability in managing opportunities and forecasting. I recommend working with Jeff and will turn to him again for the next step.

Aleksey Lyutikov CEO · Meccanica Middle East

LinkedIn Case study

“

This is the second time I have worked with Jeff, now I know him for already 6 years. 6 years ago we built a very successful project for a local driving school, now we have created another sales system based on rules and tools. I should say that Jeff is an exceptional professional, a bit opinionated which creates a lot of debates, and sometimes we even argue, but all arguments are purely professional which I love and I definitely could recommend him as a great CRM professional.

Maksims Sroslovs Marketing Director · Frame House Pre-fab Homes

LinkedIn Case study

“

Jeff helped us implement Salesforce to collect and manage leads coming from the stands in Japan. He built a simple process for tracking leads and worked closely with developers of other stand components to ensure the whole project was integrated and ran smoothly. We have worked with Jeff for a long time, and this is already our second project together. He is my go-to person for CRM implementations, and I would definitely recommend Jeff and his team.

Andris Zigurs Business Development Executive · Vervo

LinkedIn Case study

“

Concrete working deliverables on time of what we needed. Extremely knowledgeable about the Salesforce platform. Incredibly smart team that understood our business and objectives right away. Highly recommended!

Julian Ciccale Co-founder · Nextlane

“

Thank you to Jeff, Vishal, and their team for the support. They prepared the assets in record time, quickly adapted to our feedback, and handled every question with care. We definitely recommend working with them and look forward to the next set of assets together.

Tushar Hora Global Technology Partnerships · Salesforce

FAQ

Frequently Asked Questions

What is Salesforce customization?

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.

Is Salesforce easy to customize?

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.

How does customization work?

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.

What are customization examples?

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.

Can you customize Salesforce UI?

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.

Can you customize dashboards in Salesforce?

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.

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