Depending on your business requirements, the complex nature of your internal processes and the amount of data you use, as mentioned above, we modify your Salesforce solution with built-in configuration tools or custom development using the Lightning Platform.
We create new custom objects to hold additional information. These objects include new fields, and records specifically for your needs. This extends Salesforce beyond its standard configuration.
We embed business rules using Apex triggers, which helps to automate sales, service and marketing processes. Think of automation when you hear the word trigger.
We can automate recurring tasks with workflows and Apex triggers, like sending email notifications and assigning follow-up tasks. Using the built-in configuring tools like Workflow rules, Flow and Process Builder, and adding Apex code we can automate many normal tasks usually performed by a data entry operator. Not only is the entry automated, you’ll find fewer input mistakes as well.
If you require large data loads regularly, we can provide bulk processing of data. Bulk data processing is a best practice. Operations like mass updating of records, weekly lead evaluation and other tasks. Custom bulk trigger are created to filter and clean data before it is inserted into Salesforce.
We can help you create custom email templates that use a custom style that makes it easier to manage what users are sending.
To bring visibility into your data, we create custom reports and dashboards for sales, marketing and service professionals. These custom reports can include specific figures, which can’t be properly determined with standard reporting functionality of Salesforce. We use Apex code retrieve this data and present it on the report page.
We can integrate with third-party systems, like ERP, ecommerce systems, social media, email, etc. These integrations can create real value to users in your organization. We use REST/SOAP API web services and a range of built-in tools (like Files Connect) or custom tools developed from scratch to make such integration possible.