Salesforce Customization

Our USP is gorgeous and responsive Visualforce pages, using HTML5, CSS3, Bootstrap, AngularJS and jQuery. Listed below is our experience with Salesforce Customization.

1. Custom Objects and Fields:

   • Custom Objects: Organizations can create custom objects to store unique data that is not covered by standard Salesforce objects (like Leads, Accounts, Contacts, Opportunities). For instance, you might create a custom object to track project tasks or patient records.
   • Custom Fields: Custom fields can be added to standard and custom objects to capture additional information. These fields can be of various types, such as text, picklists, dates, or formulas.
     
     

2. Page Layouts:

   • Page layouts define the arrangement of fields, sections, and related lists on record detail pages. Customizing page layouts ensures that relevant information is displayed prominently and logically.
     
     

3. Workflows and Process Automation:

   • Workflow Rules: These are automated actions triggered by specific criteria. For example, sending an email when a lead is converted to an opportunity.
   • Process Builder: A visual tool to create more complex workflows with multiple criteria and actions, often involving updates to related records.
   • Flow: A tool to create guided, multi-step processes for automating tasks, gathering data, and interacting with users.
     
     

4. Validation Rules and Data Integrity:

   • Validation Rules: These enforce data quality by specifying conditions that data must meet before it's saved. For instance, ensuring a phone number follows a certain format.
   • Data Validation: Customizing how data is entered and ensuring it adheres to specific business rules.
     
     

5. Custom Applications and Tabs:

   • Custom Apps: Combine standard and custom objects, tabs, and related items into a single, tailored user interface. Each app can have its own branding and functionality.
   • Custom Tabs: Provide easy access to custom objects, web pages, or links.
     
     

6. Reports and Dashboards:

   • Custom Reports: Create reports to analyze data across different objects, applying filters, grouping, and sorting to extract insights.
   • Dashboards: Combine multiple reports into visual, interactive dashboards for real-time insights into key metrics.
     
     

7. Visualforce Pages and Lightning Components:

   • Visualforce Pages: Create custom user interfaces using a combination of HTML, Apex, and Visualforce components.
   • Lightning Components: Develop reusable components for the Lightning Experience interface, enhancing user experience and functionality.
     
     

8. Integrations:

   • Customize integrations to connect Salesforce with other systems, allowing seamless data flow and process automation.
     
     

9. Security and Access Control:

   • Customizing profiles, roles, and permissions to ensure proper data access and security.