Just using the tools available at Salesforce is not enough to boost results in medium-sized companies.
It is also essential to invest in personalization, taking into account the needs of each business, so that it is possible to optimize service, interpret data in more detail and know how to use it to your advantage.
In this article, you will understand how and why customization at Salesforce makes all the difference for your company to achieve much more than imagined.
When the best of Salesforce is used in favor of a medium-sized company, it is possible to notice in practice the boost in results and a better understanding of the profile of its customers.
As a result, customizing your Salesforce brings more efficiency, better alignment with your business processes, and a uniquely optimized user experience.
And to do this, it is essential to assess your company's specific needs, so that you can know the best tools and methods for collecting user feedback.
With the simplest customizations, it is now possible to manage users, check their access summaries, monitor public groups, give access to a set of individual and group permissions and even optimize tasks.
We brought some of these simple, practical and fundamental customizations for your medium-sized company to make the best of Salesforce.
You can customize the page layout using the original Salesforce page editor, in the self-service portal, and also in the platform's customer portal.
Go to the management settings field of the object you want to edit and access “page layouts”.
There, you can leave it the way that best suits your needs, from personal and public appointments to the organization of fields.
You can configure reports and dashboards to display information in the way that best meets your needs.
To do this, go to the “settings” field, type “reports” in the quick search field and select “report and dashboard settings”.
There, you can provide convenience features for report and dashboard users, give your team access to appropriate areas, customize notifications, generate reports, and many more options.
With Salesforce, you can simplify your operations using Salesforce Flow, a tool that uses automation to reduce the number of manual processes and repetitive tasks.
Also known as workflows, they allow you to optimize order entries, tasks, customer tasks, customer contracts, contract payments, daily reports, tours and users.
This way, you reduce processing time, improve accuracy and user productivity, as well as reduce costs. It is also possible to create guided visual experiences, leave automations in the background and several other options.
This process builder also automates repetitive tasks so they aren't done manually.
With this tool, you can track when your records are created or updated, allowing you to view updates and be notified when they happen.
Apex is code that works as a type of trigger and can be configured to perform custom actions before or after changes to Salesforce records, such as insertions, updates or deletions. They are stored as metadata in the application under the object they are associated with.
Simply go to the Salesforce UI to add, edit, or delete each of the Apex triggers that suit your needs.
There are also some customizations that go beyond the basics, allowing your midsize business' optimization on Salesforce to reach another level.
One of them is the use of Lightning Components, a UI framework for developing new custom components and applications for mobile devices and desktops.
This customization can also be extended to all users in a custom tab in a Lightning app, which also allows third-party integration and optimized data usage to make customer relationships even better.
That's right! Our professionals have more than 15 years of experience optimizing all Salesforce tools according to the needs of medium-sized companies.
Don't leave it for later: get in touch with us to schedule a meeting and see what the best strategy is for your business. We are waiting for you!
