Personalize Your Salesforce Experience
With Salesforce Customization Services

Optimize your Salesforce experience with our expert customization and configuration services, tailored to meet your unique business needs.

Every business has different goals and business models and they need a solution that can meet their specific business goals. In order to help enterprises solve their business challenges and enhance efficiency, CEPTES offers Salesforce Customization Services.

With years of experience and expertise in the Salesforce ecosystem, we offer Salesforce CRM Customization services to resolve business problems and empower your Salesforce program with highly customized solutions that support a unique blend of Salesforce platform and applications. Our expertise in Salesforce customization services ensures that you can leverage the full potential of Salesforce to streamline operations, improve efficiency, and boost profitability.

Identifying Opportunities. Recommending Solutions.

Challenges and opportunities are unique in every business. Our approach begins with a comprehensive analysis of your current Salesforce implementation and business processes. CEPTES has got the right set of expertise and tools to find it out.

Our Salesforce certified experts will dive into identifying areas where customization in Salesforce can make a significant impact. By understanding your goals and pain points, we can recommend tailored solutions that address your specific requirements.

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Salesforce Customization Services Offerings

Our Salesforce customization services cover a wide range of solutions to meet diverse business needs:
Custom object and field creation:

By creating custom objects and fields within the Salesforce solution, we help organizations to manage data in an efficient way. It enables capturing and managing unique data points as well as tracking and storing data tailored to their business needs.

Workflow Automation:

Leveraging Apex triggers, we help businesses automate sales, service, and marketing processes within Salesforce. This streamlines operations, enhances productivity, and ensures consistent execution of business workflows.

Custom Reports & Dashboard:

We design bespoke reports and dashboards on Salesforce, providing actionable insights that empower decision-making. This customization ensures that businesses derive meaningful analytics, track key metrics and drive better growth and efficiency.

Einstein AI and Third-Party Integration:

Our team integrates Salesforce with Einstein AI capabilities and connects with third-party applications to eliminate data silos and boost productivity, ensuring all your business operations are streamlined on one platform.

Setup & Migration:

We customize Salesforce CRM to fit your business workflow, from sales and marketing to warehousing and customer service. We can seamlessly migrate data from various sources, including ERP systems, to Salesforce, ensuring a unified platform for a comprehensive business view.

Support and Maintenance:

We offer ongoing support and maintenance, providing long-term assistance, regular upgrades and proactive monitoring to keep your Salesforce environment optimized, efficient and cost-effective.

Project Execution and Deployment Process

Discovery and Assessment
Strategic Planning
Design and Development
Testing and Quality Assurance
Deployment and Training
Go-Live Support

Engagement Models

Fixed Fee Model:
Pay a predetermined fixed fee for a set of services.


• Predictable costs
• Efficient and cost- effective service delivery
Dedicated Resource Model:
Get access to a dedicated resource or team for ongoing support


• Enhanced familiarity with your Salesforce environment.
• Close collaboration and faster response times.
Project Based Model:
Gain expert assistance on clearly defined project scopes

• CEPTES assesses the scope and provides a cost estimate

• The project is executed upon approval and delivered on time

Empower your business to reach new heights.