Top 10 Salesforce Customisations every SMB Needs

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This free guide shows the exact customisations small and medium-sized businesses use to streamline workflows, close more deals, and make Salesforce work for them, not the other way around. Book Consultation 👇

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1. Custom Fields and Page Layouts 

Tailor objects like Leads, Opportunities, and Accounts with fields relevant to your business (e.g., industry type, lead source, renewal dates). 
Why it matters: Helps users capture and view the most relevant data at a glance. 

2. Custom Reports & Dashboards 

Create real-time visual dashboards showing KPIs like sales pipeline value, lead conversion rate, and case resolution times. 
Why it matters: Drives decision-making with visibility into performance. 

3. Automation with Flow or Process Builder 

Automate repetitive tasks like sending follow-up emails, creating tasks after a lead is converted, or updating status fields. 
Why it matters: Saves time and reduces manual errors. 

4. Lead Assignment Rules 

Automatically assign leads to the right salespeople based on criteria like location, product interest, or industry. 
Why it matters: Ensures faster response times and better lead nurturing. 

5. Email Templates and Lightning Email Integration 

Use branded, reusable templates and integrate your Outlook or Gmail inbox directly into Salesforce. 
Why it matters: Boosts consistency and speeds up communications. 

6. Validation Rules 

Ensure data accuracy by enforcing field requirements (e.g., cannot close an opportunity without setting a close date). 
Why it matters: Keeps your CRM clean and trustworthy. 

7. Custom Opportunity Stages 

Adapt the opportunity pipeline to reflect your real sales process (e.g., Prospecting > Demo > Quote > Negotiation > Closed Won). 
Why it matters: Makes your pipeline easier to manage and forecast. 

Link important data together (e.g., track contracts, service history, or project timelines via custom objects). 
Why it matters: Provides a 360° view of customer relationships. 

9. Lightning App Pages 

Create focused workspaces for different teams (e.g., sales, service, finance) using drag-and-drop layouts. 
Why it matters: Improves usability and keeps teams focused on what matters. 

10. Mobile Customisation 

Ensure Salesforce is user-friendly on mobile by simplifying page layouts and enabling key workflows. 
Why it matters: Empowers your field teams and remote workers. 

We looked to take our Salesforce support from in-house to outsourced 3 years ago and decided the best organisation for us to partner with would be C24 and it is a decision we do not regret. We now achieve far greater levels of support, configuration and advice when working with their team which in turn gives Docuflow a significantly higher level of ROI with Salesforce. I can thoroughly recommend them to other businesses who would like to work with an outsourced team of Salesforce experts.

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