Salesforce Customization & Configuration Services

Turn your Salesforce customization & configuration project into a success with professional help from our seasoned CRM consultants.

Together with Salesforce, we, at Ascendix enable companies to innovate and challenge their markets regardless of the business domain while supporting their sales & marketing efforts.

In the 25 years that we have been in the CRM space, we’ve helped 200+ companies of various sizes configure & customize Salesforce and adjust it to their individual needs.

Ascendix Technologies is a Dallas-based certified Salesforce consulting & and AppExchange app developer partner.

Ascendix helps achieve sales, marketing and service success for both B2B and B2C organizations considering the specifics of each of the following niches: real estate, property management, investment sales, capital markets, legal services, financial services, construction, insurance, travel & logistics, SaaS & technology companies, retail.

Wes Snow and Todd Terry, co-founders of Ascendix Technologies

Why Choose Ascendix

 

Salesforce Products We Can Customize & Configure

Ascendix experts can optimize the Salesforce solutions like: Sales Cloud, Service Cloud, Marketing Cloud, (Community Cloud) Experience Cloud, Financial Services Cloud, App Cloud, Health Cloud, Pardot, and Einstein Analytics to address your key business challenges.

Learn How to Avoid Mistakes in Selecting a Salesforce Consulting Partner for Your Project

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:

UI Optimization

Standard Salesforce interface is one of the 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.

System Integration

We will integrate your Salesforce solution with third-party systems like ERP (Enterprise Resource Planning), payment processing systems, social media, etc, via REST/SOAP API web services, default tools like Files Connect or custom coding, and any custom systems that matter for you.

Email Templates

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.

Task Automation

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.

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.

Approval Processes

We will set up and automate Salesforce approval processes and approval reminders based on your organization's demands and requirements.

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.

UI Optimization

Standard Salesforce interface is one of the 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.

System Integration

We will integrate your Salesforce solution with third-party systems like ERP (Enterprise Resource Planning), payment processing systems, social media, etc, via REST/SOAP API web services, default tools like Files Connect or custom coding, and any custom systems that matter for you.

Email Templates

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.

Task Automation

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.

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.

Approval Processes

We will set up and automate Salesforce approval processes and approval reminders based on your organization's demands and requirements.

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.

Check How to Maximize Salesforce Benefits & Perks with Ascendix

What Our Clients Are Saying About Us

Roel Waals
Founder and Head of Product, M |ployee

We needed immediate help with developing a major functionality for our core Salesforce solution. It was necessary to deliver a well-tested solution in the short term. Ascendix developed a custom application within Salesforce managed package using Apex, Flows, and metadata configuration. Despite the urgency and multiple challenges, the team was able to understand the current solution and adjust it in time and within the planned budget. As a project supervisor, I was very satisfied by communication with the team, they were replying rapidly, stand-ups, and other meetings were well-structured and effective.

Robert Sattler
Principal, Cresa New York

Ascendix helped us move things from Excel spreadsheets to Salesforce. We felt comfortable that Ascendix would not disappear when we needed the help. They really worked with us to get everything over as consistently as we possibly could. I remember I was thinking that we would probably have 50% success with our data imports, but we got it to 85-90%, so everything is converted over. We just felt like they were very hands-on and if we needed something, we could just pick up the phone and call them.

Our Technology Stack

Our in-depth technical expertise and experience proven by multiple CRM optimization and customization projects as well as the successful developing and marketing of our own Salesforce-based products allows us to consult on the best Salesforce customization and configuration approaches of your web, desktop, and mobile software.

Since 2001, we've been successfully using multiple Salesforce technologies like Apex code, Lightning Components, Visualforce, Heroku, and Lightning Web Components as well as technologies like Xamarin, ElasticSearch, JavaScript, Java etc.

Request Salesforce Help

Leverage our Salesforce team to get the most out of your CRM software.

Name
Email

Our Salesforce Best Practices

1
Ascendix Search app interface laptop

Ascendix Search for Salesforce

Ascendix Search is one of our AppExchange apps. We built it to simplify and enhance the general Salesforce search. With Ascendix Search you can create targeted lists of prospects or other objects without the help of a Salesforce admin and save lots of hours every week. Additional features include Export to Excel, mass record editing, and using maps and charts for searching your data.

Explore More

Ascendix Search app interface laptop
2
AscendixRE commercial real estate crm key image

AscendixRE: Commercial Real Estate CRM for Salesforce

AscendixRE is a Salesforce-based CRM for commercial real estate companies. It is a one-stop-shop tool that has all necessary fields, objects, and workflows for real estate brokers. What’s more, our partnership with Salesforce makes it possible to offer AscendixRE with an embedded Salesforce license for a cost lower than if you bought a generic Salesforce license.

Keep Reading

AscendixRE commercial real estate crm key image
Hannah Commercial

What Our Clients Are Saying About Us

“Since going live with our data, Ascendix has continued to improve the experience by rolling out new features, addressing follow-up questions, and assisting/empowering our internal database management group with the knowledge to utilize the software to its fullest. I would unconditionally recommend Ascendix, both for the software and the management and support team.”

David Noble, Vice President of Market Research, Hanna Langholz Wilson Ellis

Hannah Commercial

Salesforce Customization & Configuration FAQ

What is Salesforce Configuration?

Salesforce configuration is modification of the solution’s standard functionality with the help of available point-and-click tools. It can imply creating new objects, field, reports and validation rules, enabling default email templates, installing basic AppExchange apps etc.

This approach doesn’t require custom coding and in-depth technical knowledge or programming skills compared to customization.

We offer Salesforce configuration services for companies to adjust their UI (user interface) and data model (the way your data is stored in Salesforce) to better fit their business logic in a more cost-effective way and without large impact on the system.

What is Salesforce Customization?

It is a more elaborated and, correspondingly, more expensive way of modifying a Salesforce instance in comparison to configuration and implies using custom coding.

In case you need functionality that is not readily available in Salesforce and that can’t be created with basic configuration, we suggest opting for Salesforce customization.

Usually, CRM customization is required for larger and more complex projects that involve the integration of multiple external systems and significant functionality enhancements.

What are Salesforce Customization & Configuration Benefits?

By tailoring a Salesforce solution to your business needs so you can increase revenue and productivity due to the integrity of key business processes. Task automation allows your team to have more time for strategizing and business development instead of performing repetitive daily actions.

Holistic insights into your sales & marketing data enables you to forecast the success of performing certain business activities and its impact on your performance in the long run.

Our consultant set customer delight as their top priority and will hear you out to learn in detail about your business model, goals, and requirements and also perform a comprehensive health check of your solution at the beginning of the cooperation.

We will help to select and build the most effective CRM customization plan and implement ideas on improving your solution in the shortest time possible.

What System Challenges Can I Overcome with Salesforce Configuration & Customization?

The most frequent CRM-related issues that can be solved with system configuration and customization are:

  • Modification of clunky and non-user-friendly UI
  • Enhanced data and system security
  • Automation of manual repetitive tasks
  • Optimization of data processing and importation
  • Consolidation of multiple disintegrated systems
  • Improvement of data analyzing and activity tracking

Our Salesforce consultants will define the best course of action for your CRM configuration or customization project to ensure its success. Also, we will provide ongoing and post-customization user training and support to guarantee the adoption of new system functionalities by your team.

How Much Do Salesforce Configuration and Customization Services Cost?

At Ascendix, we will help you select the most optimal service cost option due to the several engagement models we serve our clients: onshore, offshore, and blended team structures to ensure the best quality of our services for the best price.

Make the Most of Your Salesforce with the Help of Our Professional Salesforce Consulting Partners from Dallas

Choose Ascendix as your Salesforce technical consultant and initiate your business evolution and growth with the customization of your Salesforce solution. Get all-around technical assistance and support and expand your system capabilities right now!

Name
Email