:: Salesforce / Salesforce customization
Salesforce customization that fits how your team works
Out of the box, Salesforce fits nobody exactly. We change objects, layouts, automations and reports so the system matches your process, and we clear out the old customisations that slow everyone down. Mostly with configuration, with code only where it is needed.
Flow automation
Cleaner page layouts
Classic to Lightning migration
:: What we do
What we customize in Salesforce
Small, targeted changes usually beat a rebuild. We start with what your users complain about most.
01
Objects, fields and layouts
Custom objects, record types and page layouts that show each role only what it needs, with sensible required fields.
02
Flow automation
Approvals, assignments, reminders and record updates built in Flow, and old Workflow Rules and Process Builder moved over.
03
Reports and dashboards
Pipeline, forecast, service and activity dashboards your managers trust, built on fields people actually fill in.
04
Security and sharing
Profiles, permission sets, roles and sharing rules that keep data visible to the right people and no one else.
05
Classic to Lightning migration
We move remaining Classic users, buttons, JavaScript and Visualforce to Lightning, and fix what breaks along the way.
06
Org clean-up
Unused fields, duplicate automations and old Apex removed safely, so the org is faster and easier to change.
:: Examples
Salesforce customizations that save the most time
Good customization removes clicks and guesswork for one team at a time. These are the changes clients ask for most.
Sales
Guided deal stages
Stage-specific fields, required steps and approvals, so every rep follows the same process without a manual.
Service
Case routing and escalations
Cases assigned by product, region or priority, with automatic escalation when a deadline is close.
Finance
Discount and credit approvals
Approval paths based on deal size and margin, with the reasons stored on the record.
Read the blueprint
Operations
Dynamic forms and layouts
Pages that show only the fields that matter for each record type and stage.
Management
Reports leaders trust
Pipeline, forecast and service dashboards built on clean fields with clear definitions.
Compliance
Field history and validation
Validation rules and field tracking that stop bad data at the source and show who changed what.
Read the blueprint
:: Side by side
Configuration or custom code?
Most changes should be configuration. Here is how we decide.
Configuration (clicks)
Custom code
Built with
Fields, layouts, Flow, reports
Apex, Lightning Web Components
Who can change it later
Your admin
A developer
Best for
Standard processes and approvals
Complex logic, high volumes, custom screens
Time to deliver
Days
Weeks
Our default
Yes, wherever it is enough
Only where configuration falls short
When you do need code, see our Salesforce development services.
:: Classic to Lightning
Classic to Lightning migration, step by step
Salesforce Classic gets no new features, and many orgs still have users, buttons or pages that depend on it. This is how we move them without disruption.
01
Run the readiness check
Salesforce’s Lightning Experience Readiness Check lists the features, buttons and pages that need work. We review it with you.
02
Fix JavaScript buttons and Visualforce
JavaScript buttons do not work in Lightning. We replace them with quick actions or Flows and check each Visualforce page.
03
Rebuild pages with Lightning App Builder
Record pages, home pages and apps designed per team, using dynamic forms so people see only what they need.
04
Move old automation to Flow
Workflow Rules and Process Builder are retired. We rebuild each rule in Flow, test it and switch the old one off.
05
Pilot with one team
One team switches first and tells us what slows them down. We fix it before everyone moves.
06
Switch everyone and turn Classic off
Short training for each team, then Lightning becomes the default and Classic access is removed.
:: How it works
How a customization project runs
Most customization work is done in two to six weeks.
Week 1
Review
We look at your org and talk to users, then list the changes that will save the most time.
Week 2
Design
A short spec for each change, agreed with you before anything is built.
Weeks 2 to 5
Build
Changes made in a sandbox, tested with a few real users, then deployed in small batches.
Final week
Handover
Updated documentation and a short walkthrough for your admin and team leads.
:: Cost and timeline
How much does Salesforce customization cost?
Typical prices for our customization work, based on senior admins and developers at $25 to $35 an hour.
Quick fixes
$5k – $10k
2 to 4 weeks
A focused set of layout, field, report and automation changes for one team.
Process rebuild
$10k – $30k
1 to 3 months
A full sales or service process redesigned, with Flow automation, approvals and dashboards.
Clean-up and migration
$15k – $40k
1 to 3 months
Org clean-up, Workflow and Process Builder moved to Flow, and the Classic to Lightning switch.
Cheaper than it looks
Customization usually pays back in time saved by every user, every day. We estimate the clicks and minutes saved per change, so you can rank requests by value.
What moves the price
Number of teams and processes
Old automation to replace
Custom code involved
Data clean-up needed first
Number of reports and dashboards
:: Org health
Does your org need a clean-up?
Years of quick changes leave orgs slow and fragile. Compare yours against this list.
A healthy Salesforce org
One automation tool per object, mostly Flow
Fields that are used and clearly named
Page layouts that differ by role and stage
Permission sets instead of dozens of profiles
Changes tested in a sandbox first
Documentation for every custom process
Signs it needs a clean-up
Hundreds of fields nobody fills in
Workflow Rules, Process Builder and Flow on the same object
Errors users have learned to ignore
Reports that disagree with each other
Only one person knows how things work
:: Why Sterling
What you walk away with
Layouts and automations that match your process
Fewer clicks for everyday tasks
Dashboards managers trust
A cleaner, faster org
Documentation for every change
:: Tools we use
Flow
Lightning App Builder
Dynamic Forms
Permission Sets
Reports and Dashboards
Apex
Lightning Web Components
Salesforce Optimizer
4.9
Average rating on Clutch · 350+ projects since 2019
:: Questions
Questions about customization
What are Salesforce customization services?
Is customization the same as configuration?
Do we still need to migrate from Salesforce Classic to Lightning?
Can you replace our Workflow Rules and Process Builder?
Can too much customization hurt our org?
How do you migrate from Salesforce Classic to Lightning?
How long does a Lightning migration take?
What is Salesforce Flow?
Can you clean up an org another partner built?
Will customization make Salesforce upgrades harder?
What are dynamic forms in Salesforce?
:: Related Salesforce services
Other ways we can help
Send us your brief. We’ll help turn it into reality
A senior engineer replies within one business day with questions or a first plan: approach, team, timeline and estimate.