Salesforce Configuration and Customization Services Delivered by Ascendix:
Our consultants can assist you with modifying your Salesforce solution by using default point-and-click tools (by configuration) or custom code-based development using Lightning Platform (by customization).
Considering your unique corporate needs, the complexity of your business processes and the amount of data you use, we will suggest the most optimal way for creating necessary Salesforce functionality like new objects, fields, tabs, validation rules or custom features and flows.
Our experts can also help you with the configuration & customization of:
Standard Salesforce interface is one of major platform weaknesses mentioned by users. Our team of Salesforce consultants will tailor your Salesforce interface to fit your business needs by creating fields, changing field labels, modifying the page layouts, reorganizing tabs, etc.
Security & Permissions
By permissions as well as by auto-sharing configurations, you will be able to make records private but also auto-share other records based on certain field criteria. Our Salesforce experts will help you create org-wide sharing or group sharing rules and roles as well as field level security.
We will create custom email templates and set up email integrations with either Outlook or Gmail. Also, you will be able to manage email attachments easier via Salesforce customization.
We will automate daily and mundane tasks like sending email notifications or assigning follow-up tasks with Workflow rules , Process Builder, and Apex triggers to reduce time spent on manual duties.
Salesforce Einstein AI
Our team will complement your Salesforce instance with Einstein AI that will help you to achieve better insights into your sales, marketing and service activities while also predicting their success.
Reports and Dashboards
We can build custom reporting functionality and dashboards for you to get better visibility into specific data that can't be achieved with standard reporting functionality.
Data Import & Modeling
We can help design rules for initializing data imports from spreadsheets or a previously used system and for organizing the way your data will be stored.
Bulk Data Processing
We enable bulk processing by building rules for mass updating records based on actions in the system via Process Builder, Flow Builder and bulk triggers.