Crafting Unique Salesforce CRM Experiences with Customization

Experience power of personalized Salesforce CRM solutions with our customization services. And create an experience that resonates with your journey, dreams, and aspirations.

Custom Software Development for Startups

Why You Need Salesforce Customization Partner

Tailor your Salesforce CRM to perfection with our Salesforce Customization Partner

As your Salesforce customization partner, we customize Salesforce CRM to align with your specific requirements, streamlining workflows and improving efficiency. We also help overcome various challenges like low user adoption, data management and integration, inefficient workflows and complex configuration. In fact, partnering with us empower your business for growth and success.

Our Salesforce customization services involve technical expertise in various aspects. We utilize Apex, Lightning, Visualforce, and other development tools to design and implement custom modules, workflows, and applications. As a Salesforce Customization Partner, we analyse your business requirements and existing systems to identify gaps and devise a strategy for effective customization. Additionally, our Salesforce app development services enable businesses to develop custom applications that further enhance their Salesforce ecosystem. Trust us as your Salesforce customization partner for unparalleled growth and success.

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Hire Professional Salesforce Customization Consultant

Elevate your Salesforce CRM with our expert customization consultant

Our Salesforce Customization Consultant will help you customise objects and fields, creating reports, dashboards, custom workflows and automations. Also, assist in integrating Salesforce CRM with other systems and developing custom applications. We understand that businesses have unique needs and varying levels of complexity in their internal processes and data usage. That's why we offer tailored solutions to modify and enhance your Salesforce platform based on your specific requirements. With our technical expertise and in-depth knowledge, we ensure that your Salesforce CRM aligns perfectly with your organization's needs.

Whether it's optimizing lead management or improving customer service, our customization services are designed to meet your evolving business needs.

Explore Our Salesforce Customization Services

Customized solutions that improve workflows, increase user adoption, and drive business success.

Our Salesforce customization services can help you improve your workflows, increase user adoption, and drive business success. We can help you streamline your sales, marketing, and customer service processes by automating tasks and creating custom reports and dashboards.

Our expert customization consultant makes Salesforce CRM easy to use for your employees by creating custom user interfaces and training them on how to use the system. Furthermore, with support of our Salesforce implementation consultant, you can achieve your business goals and effectively manage your sales, marketing, and customer service operations.

Custom Object and Field Creation

Custom Object and Field Creation

We create custom objects and fields within your Salesforce solution to capture and manage unique data points specific to your business. Our consultant ensure that you have the necessary structure in place to store and organize your specific data, tailored to your business requirements.

Workflow Automation with Apex Triggers

Workflow Automation with Apex Triggers

Our experienced team leverages the power of Apex triggers to automate various sales, service, and marketing processes within your Salesforce environment. By utilizing this advanced functionality, we can significantly reduce manual effort and improving efficiency.

Bulk Data Processing

Bulk Data Processing

Managing large volumes of data can be a time-consuming task. With our expertise, we enable efficient bulk data processing capabilities. Whether you need to import large datasets, update existing records, or manipulate data, our consultant can assist you in performing these operations seamlessly.

Custom Reports and Dashboards

Custom Reports and Dashboards

Our team specializes in designing and developing custom reports and visually appealing dashboards that present your data in a meaningful and actionable way. By tailoring the reports and dashboards to your specific requirements, our customization consultant help you extract the most relevant information, track key metrics, and make data-driven decisions to drive your business forward.

Einstein AI and Third-Party Integration

Einstein AI and Third-Party Integration

We integrate Salesforce with Einstein AI capabilities and connect it with other third-party systems to enhance functionality. This integration allows advanced analytics, predictive modelling, and intelligent automation to gain valuable insights, automate tasks, and make data-driven decisions.

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Custom Development

Custom Development

Our experienced developers are skilled in extending the capabilities of your Salesforce CRM through custom development. We can create custom Visualforce pages, triggers, page layouts, workflows, and Apex classes to address your unique business requirements.

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Data Import and Modelling

Data Import and Modelling

The accuracy and structure of your data are essential for effective data management within Salesforce. Our expert consultants assist in importing and modelling your data within Salesforce, ensuring accurate and structured information for effective data management.

User Interface (UI) Design and Optimization

User Interface (UI) Design and Optimization

We optimize UI to ensure an intuitive and user-friendly experience. By aligning UI with your business processes and customizing it to fit your unique requirements, we enhance productivity, streamline navigation, and empower your users to maximize potential of Salesforce CRM.

Custom Console Development

Custom Console Development

To provide your users with an efficient and streamlined workspace, we build custom consoles tailored to your specific business requirements, providing an efficient and streamlined workspace for your users.

Task Automation

Task Automation

Repetitive and manual tasks can be a drain on productivity. We automate daily and recurring tasks using workflows and Apex triggers, saving time and increasing productivity for your team. We can help you streamline your business processes, save time, and increase productivity.

Agentforce Customization Services

Agentforce Customization Services tailor pre-built AI agents or design custom ones to fit your business, ensuring aligned, context-aware automation across customer-facing operations.

We customize AI agents to your brand, workflows, and business logic, designing dialogue flows, decision trees, and actions that automate onboarding, appointment scheduling, product recommendations, and post-sale follow-ups while maintaining your tone and service standards.

  • Customize pre-built agents
  • Design custom AI flows
  • Align with brand tone
  • Automate key journeys
  • Apply business rules
Agentforce Implementation Services

Explore our Comprehensive Salesforce Services

Salesforce Managed Services
Salesforce Consulting Services
Salesforce Implementation Services
Salesforce Integration Services
Salesforce Development Services

Why Choose Emorphis

Certified Salesforce Expertise

Our team holds 45+ Salesforce certifications across.

Deep Salesforce Domain Knowledge

Validated by Salesforce certifications across roles including Admins, Developers, and Architects.

End-to-End Salesforce Services

From implementation and customization to integration, migration, and support.

Why Choose Emorphis

Make your business stand out in the market than your competitors.
Improved ROI & Productivity

Our clients report 30–40% efficiency gains with optimized CRM workflows.

Award-Winning Salesforce Team

Recognized for delivering high-impact, enterprise-grade CRM transformations.

Multi-Cloud & Third-Party Integration

Expertise in Health Cloud and more, and integrations with ERPs and legacy systems.

Engagement Models

In order to achieve higher levels and outcomes, it's important to agree on an engagement mechanism that works with the budget and timeframe.

Fixed-Budget

Our agreement on the fixed budget, and SOW on the project, we tie the payments to the milestones.

Time & Material

With Milestone delivery we charge you according to team size and development progress. Recommended option for flexible SOW projects.

Full-time Resource, Hourly based

Agreement on SOW with the appointment of full-time resource/s with hourly based charge with a fixed total budget spend.

Salesforce Products We Customize

Personalize Salesforce Experiences with Expert Customization

Our Salesforce customization experts understand that each business is unique and help you by customizing the Salesforce platform to meet your specific needs. For B2B businesses, our customization services can help you streamline long sales cycles, close deals faster, and improve customer retention. For B2C businesses, we can help you improve customer engagement, cross-sell and upsell more effectively, and drive revenue growth. Our experts also help you leverage Salesforce Lightning benefits for greater productivity and efficiency.

Let our Salesforce customization experts guide you through the customization journey and unlock the full potential of your Salesforce CRM.

Commerce Cloud
Community Cloud
Nonprofit Cloud
Einstein AI Analytics
Sales Cloud
Service Cloud
Health Cloud
Salesforce Pardot
Financial Service Cloud
Marketing Cloud
Salesforce CPQ
Salesforce Chatter

Our Success Stories

Our case studies offer an in-depth look at our highly successful projects, providing valuable insights into our approach and methodology. With an extensive history of achievements spanning across diverse industries, our track record speaks for itself.

Our Success Stories

Our case studies offer an in-depth look at our highly successful projects, providing valuable insights into our approach and methodology. With an extensive history of achievements spanning across diverse industries, our track record speaks for itself.
Salesforce Customization for Travel Company to Boost Efficiency
Salesforce Customization for Travel Company to Boost Efficiency
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Salesforce customization for Tours & Travels company
Salesforce customization for Tours & Travels company
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Salesforce Optimization for Global Consulting and Software Engineering Specialist
Salesforce Optimization for Global Consulting and Software Engineering Specialist
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NPSP Set Up for Non-Profit
NPSP Set Up for Non-Profit
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Custom Salesforce CRM Integrated with Legacy PoS System
Custom Salesforce CRM Integrated with Legacy PoS System
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Our Insights

Get to know our insights

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Get In Touch

What's on your mind? Reach out and let us help you find the answers you need.

Mail us :

sales@emorphis.com

Phone :

+1-408-409-7548

+1-408-409-2024

+91 731-408-9351​

Address :

India

304, 2nd Floor, 142 A, Electronic Complex, Pardesipura, Indore, Madhya Pradesh 452010, India

Frequently Asked Questions

Salesforce is a highly customizable platform that allows businesses to tailor it to their unique needs. You can customize everything from the user interface and data fields to business processes and automation. Customization can be done to improve productivity, streamline workflows, and enhance customer experience.

Some of the common Salesforce customization include custom object creation, workflow automation, custom reports and dashboards, integration with third-party apps and systems, custom coding and development, and user interface customization. We also offer training and support services to help businesses maximise their customizations. Also, check out the top Salesforce products for your business.

If your business is struggling to meet its goals, experiencing inefficient processes, or facing challenges in managing customer data, then Salesforce customization services could be a valuable solution. Customizations can help businesses better manage their data, improve productivity, and enhance the customer experience.

Salesforce can be customized by anyone, but it requires a certain level of technical expertise and knowledge of the platform. If you have an experienced Salesforce administrator or developer in-house, you may be able to handle some customizations on your own. However, for more complex customizations, it is recommended to hire a Salesforce Customization Consultant.

The time required for Salesforce customization services varies depending on the complexity of the customization. Simple customizations, such as creating a new field, can be done in a matter of minutes. However, more complex customizations, such as building a new application or integrating with other systems, can take several weeks or even months. It is important to work with a professional consultant who follows Salesforce Customization best practices to provide accurate estimates of the time and cost involved.

Yes, Salesforce customization can help you integrate other systems or applications with your Salesforce instance. This can help you streamline your workflows, reduce manual data entry, and improve the accuracy of your data. Salesforce provides many integration options, including APIs, webhooks, and pre-built connectors for popular third-party applications.

You can also check out how our Salesforce Integration Services can help your business grow.

Salesforce customization can help you improve customer experience and sales process in several ways. Customizations can be made to enhance the user interface and make it more user-friendly. Automation can also be added to streamline workflows, reduce manual data entry, and improve response times. Customized dashboards and reports can help sales teams make more informed decisions and close deals faster.

Yes, Salesforce customization can help you automate manual processes and tasks. Customizations can be made to workflows, approval processes, and other business processes to automate repetitive tasks and reduce the risk of errors. This can help businesses save time and improve efficiency.

Contact us today to learn more about our Salesforce customization services and how we can help your business achieve its goals.

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