IMPLEMENTATION

Is Your Salesforce Configuration Slowing You Down?

Standard Salesforce setups rarely meet every business need. Our configuration services guarantee your org is structured around your unique goals, processes, and teams.

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Configuration Built Around How Your Business Works

We align your Salesforce org with how your team actually works, so you can drive higher user adoption, streamline daily tasks, and ensure that the right people have access to the right data.

Your Challenges

Understanding what to configure vs. when customization is better fit

Managing permissions across roles, teams, and regions

Keeping your org clean, scalable, and compliant

Creating a setup that encourages consistent adoption

How We Help

Evaluating your current setup and identifying impactful configuration changes

Designing a clean, scalable structure that supports growth

Optimizing permissions, page layouts, and workflows to match daily team operations

Delivering a user-friendly experience that improves adoption

How We Deliver a Smarter Salesforce Configuration

Our Salesforce configuration services cover the strategic setup of your Salesforce org to support better decisions, operations, and growth.

Reports & Dashboards

We design role-based reports and dashboards, giving your teams a clear view of performance, trends, and key metrics. Aligning reporting with your business goals helps your leaders gain reliable insights for better decision making.

Localization & Internationalization

We configure Salesforce to support your global teams with region-specific languages, formats, and experiences. This ensures consistent usage and data quality across locations while also respecting local business needs.

User Experience

We create intuitive Salesforce experiences that help users find what they need fast and work more efficiently. Through optimized list views, Lightning Pages, and Lightning Apps, we reduce friction, improve usability, and drive long-term adoption.

Logic

We get your daily operations running more smoothly by configuring automation that enforces business rules and cuts back on manual effort. Using validation rules and flows, we help prevent data errors, guide users through the right steps, and keep processes running right.

Data Models

We structure your Salesforce data to reflect how your business really works. By configuring custom fields and objects, we ensure your information is accurate, relevant, and easy to report on as your needs evolve.

Security

We configure access and visibility to protect sensitive information while supporting productivity. Permission sets and role-based access help you maintain governance, compliance, and confidence in your data.

AI

We set up intelligent Salesforce features that find important insights, improve productivity, and support smarter decision making. AI is applied in a practical way to enhance your everyday workflows without adding complexity.

Why Configure Your Salesforce Org with Modelit?

Cost-Effective

68% SAVINGS

Get expert configuration at rates up to 68% lower than typical providers. High-quality setup, structure, and optimization without the big price tag.

Secure

SOC & HIPAA

As a SOC 2 Type 2 certified and HIPAA compliant partner, we protect your sensitive business and customer information with strict security standards.

Fast

WEEKS NOT MONTHS

We think in terms of days and weeks, not months and years. Get results fast, so your business can start seeing value sooner.

Intelligent

100% AI CERTIFIED

Your Salesforce org is configured by a team that is fully Salesforce AI certified and experienced in best practices for scalability, governance, and system design.

Is Your Salesforce Configuration Slowing You Down?

Configuration Built Around How Your Business Works

How We Deliver a Smarter Salesforce Configuration

Reports & Dashboards

Localization & Internationalization

User Experience

Logic

Data Models

Security

AI

Why Configure Your Salesforce Org with Modelit?

Cost-Effective

Secure

Fast

Intelligent

Customer Story

Find Out More

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Ready to grow your company?

Danny Teng

Ready to Transform Your Salesforce?

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