Home / Salesforce^® Customization & Configuration Services

Salesforce^® Customization Services

Get professional help from our experienced CRM consultants to make your Salesforce^® customization and configuration project successful.

PLAN AND PRICING

At Codleo, we work with Salesforce to help companies innovate and succeed in their markets. We support their sales and marketing efforts no matter the business field. For over 10 years, we have worked in the CRM field, helping more than 200 companies of all sizes set up and customize Salesforce to meet their specific needs.

Codleo is a certified Salesforce consulting partner based in India. They also develop apps for the AppExchange. Codleo helps B2B and B2C organizations succeed in sales, marketing, and customer service. We focus on the specific needs of various industries, including real estate, property management, investment sales, capital markets, legal services, financial services, construction, insurance, travel and logistics, SaaS and technology companies, and retail.

With our services, you can customize Salesforce to fit your business needs. We have over 10 years of experience as a top Salesforce customization company. We can help you change your Salesforce CRM to create exactly what you need, just like building with Lego. Let us empower your business with our expert Salesforce customization and configuration services.

Experience Next-Level Salesforce Customization and Configuration

Salesforce Configuration

Setting up business-specific values with the modification of UI, business logic, and data modal of your Salesforce solution
Installation of AppExchange application with default Salesforce tools to increase sales and marketing impacts
Add custom fields, objects and records to your Salesforce with default Salesforce tools
Possible Salesforce configuration includes report creation and validating of workflows as well as apps usign lighting platform
Access to persona-based tools and modules

Salesforce Customization

Modifying your Salesforce solution with default Salsesforce functionality and customization based on your business model
We will help you scale your Salesforce solution with the integration of external systems
Setting up workflows and processes for efficient resource optimization
Tailoring dashboard and email tempaltes to imporve customer responsiveness
Resort to Salesforce customizations for automated bulk operations to shorten time-to-value

Make Your Salesforce Customize

Get High-Quality Salesforce Customization Services

Our Salesforce customization services cover the entire Salesforce platform. We create tailored Salesforce CRM systems to help you build strong client relationships and manage your business effectively. As a top Salesforce customization company, we can assist you with the Salesforce system and various optimization methods. Our team of Salesforce-certified experts offers a range of support services before and after you implement Salesforce, backed by years of experience in customization.

Request a Free Consultation

Why Choose Codleo as Your Salesforce Development Company?

10+ years in the CRM business
80+ Certified Salesforce Developers
Industry expertise in Manufacturing, retail, professional services, healthcare, banking, telecommunications, and others
200+ professionals on board
Salesforce Certified Developers, App Builders, and Admins
Onshore and Offshore engagement models for cost compression
Top CRM consulting & custom software development company on Codleo

Looking For Salesforce^® Consultants

Salesforce^® Customization Services
Delivered by Codleo

Various Approaches to Modifications

We can help you change your Salesforce solution using easy point-and-click tools (configuration) or custom coding (customization) on the Lightning Platform. This will allow you to create features like new objects, fields, tabs, and validation rules.

Security & Permissions

You can make records private and automatically share them with others based on specific criteria. Our Salesforce experts will help you set up rules and roles for sharing in your organization and manage field-level security.

System Integration

We will connect your Salesforce solution with other systems, such as ERP, payment processing, and social media. We will use REST/SOAP API web services, tools like Files Connect, custom coding, and any other systems that are important to you.

Task Automation

We will automate daily tasks like sending email notifications and assigning follow-up tasks. We will use workflow rules, process builders, and Apex triggers to save time on manual work.

UI Optimization

Many users find that the standard Salesforce interface has weaknesses. Our team of Salesforce consultants can improve your interface to meet your business needs better. We can create new fields, change labels, modify page layouts, and reorganize tabs.

Email Templates

We will create custom email templates and set up email connections with Outlook or Gmail. You will also find it easier to manage email attachments through Salesforce customization.

Salesforce Einstein AI

Our team will enhance your Salesforce platform with Einstein AI. This will help you gain better insights into your sales, marketing, and service activities and predict their success.

Data Import & Modeling

We can help you set up rules for importing data from spreadsheets or other systems. We will also organize how your data will be stored.

Bulk Data Processing

We build rules that allow us to update multiple records at once based on system actions. We use Process Builder, Flow Builder, and bulk triggers.

Approval Processes

We will automate Salesforce approval processes and reminders to meet your organization's needs.

Reports and Dashboards

We can create custom reports and dashboards to give you a clearer view of specific data that standard reports can't provide.

Salesforce^® Products We Support

Sales Cloud

Service Cloud

Marketing Cloud

Experience Cloud

Pardot

Heroku

Mulesoft

Data Cloud

Tableau Analytics

Lightning Component

Chatbot

Slack

Feedback from our clients

"I was really impressed with the turnaround speed of the Salesforce Consulting Services team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"

Project Coordinator, University

"We had an excellent experience with the highly skilled Salesforce Consulting Services team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"

CEO, Immigration Company

"Codleo’s Salesforce Consulting Services team has dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"

CEO, Healthcare Company

"It was a very wonderful experience to work with Codleo and its Salesforce Consulting Services team. Codleo was very helpful for our company from the Salesforce^® platform set up to implementation and customization- CODLEO proved what it committed."

CTO, Manufacturing Company

"Excellent Support and implementation from Codleo team. Awesome support providing by the Codleo Spoc Akshay. Thanks for the support and expecting the same for the future."

Industry Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

Industry High Tech

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Industry Real Estate

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Industry Healthcare & Life Sciences

We Work On

We are consultants building business solutions and we exist to build something greater by loving and serving through business. We believe in innovation and problem solving, committed to help companies of all sizes, across many industries, around the world in order to achieve the best results in their businesses.

Codleo is a Salesforce Customization Service Partner

Codleo specializes in customizing Salesforce projects. We help you get the most out of your Salesforce investment by tailoring and integrating Salesforce systems. As a certified Salesforce partner, we follow strict quality standards.

Our team offers consulting services, creates custom Salesforce solutions, and develops products to fit your needs. We focus on CRM customization, Salesforce app development, Salesforce Sales Cloud, and the Salesforce platform. Our Salesforce developers manage integration to enhance the functionality of our products. This improves customer relationship management, strengthens customer connections, and boosts customer satisfaction.

Talk To Our Expert

Get High-Quality Salesforce Customization Services

We offer expert Salesforce customization services for the entire Salesforce platform. Our team can create personalized Salesforce CRM structures and user interfaces to help you build strong client relationships and manage your business effectively. As a top Salesforce customization company, we assist with Salesforce systems and various optimization methods. Our certified Salesforce experts, drawing from years of experience in Salesforce customization, provide a wide range of support and services after implementing Salesforce.

Talk To Our Expert

Salesforce Customization Services

FAQ

Salesforce^® Customization & Configuration FAQ

What is salesforce configuration?

Salesforce configuration means changing the solution's standard features using easy point-and-click tools. This can include creating new objects, fields, reports, and validation rules, enabling default email templates, and installing basic apps from AppExchange.

Unlike customization, you can make these changes without needing to write custom code or having deep technical skills.

what is salesforce customization?

Customizing a Salesforce instance involves more detailed and costly work than simple configuration. It requires custom coding.

Consider using Salesforce customization if you need features that Salesforce doesn’t provide and can't create with basic configuration.

Generally, customization is necessary for larger, more complex projects. These often include integrating multiple external systems and adding significant functionality.

what are salesforce customization & configuration benefits?

We will create a Salesforce solution that fits your business needs. This will help you boost revenue and productivity by improving key business processes. Automating tasks allows your team to spend more time on strategies and business development than on repetitive daily tasks.

With clear insights into your sales and marketing data, you can predict the success of different business activities and how they will affect your performance in the long run.

how much do salesforce configuration and customization services cost?

At Codleo, we help you choose the best service cost option. We offer different engagement models, including onshore, offshore, and blended teams, to provide high-quality services at a great price.

can salesforce be customized?

Salesforce allows companies to customize their services in many ways. This customization helps create a personalized user experience and enhances functionality.

what is the difference between salesforce configuration and customization?

Salesforce configuration optimizes CRM without using code, while Salesforce customization involves significant code development. However, about 90% of Salesforce implementation projects use both approaches.

how much does it cost to customize salesforce?

The cost to customize Salesforce ranges from $5,000 to $60,000. This amount largely depends on the complexity of your company's internal processes and the technical methods used for the customization.

what is customization in salesforce?

Salesforce customization enhances your CRM system by adding new unavailable features in the standard setup through custom coding. Instead of just changing the existing layout, the goal is to improve the platform's overall capabilities and gain more benefits.

how can salesforce be customized?

Salesforce customization allows you to change the User Interface (UI) and overall functionality to meet your needs. You can also easily connect third-party systems. This customization helps you modify important system elements like objects, fields, reports, dashboards, tabs, templates, notifications, and workflows.