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Salesforce Configuration that fits your business.

We design and configure Salesforce so that your teams see exactly what they need — clean data, meaningful dashboards and guided processes that match the way your business actually works.

From sales and service workflows to approvals, security and automation, Nuversion helps you launch a Salesforce org that feels “ready on day one”.

No-code & Low-code Setup
Secure & Scalable
Business-First Approach

What we configure for you

Instead of a generic out-of-the-box setup, we map every object, field and automation to your actual processes – sales, service, marketing or custom line-of-business workflows.

Our team works closely with stakeholders to capture requirements, standardise naming and ensure that reports and dashboards tell a single, trusted story across your org.

Clean configuration today saves months of re-work later. We focus on scalability, governance and ease of maintenance from day one.

Data Model & Fields

Design of objects, relationships and custom fields that match your business entities and reporting needs.

Process Automation

Flows, assignment rules and approvals that remove manual steps and keep work moving without follow-up chaos.

Security & Access

Roles, profiles, permission sets and sharing rules tuned for both compliance and usability.

Dashboards & Reports

Role-based dashboards for leadership, managers and front-line users, aligned with your KPIs.

See Salesforce the way your team will use it

Below are examples of how your configured Salesforce environment can look.

Salesforce list view configuration
Optimised list views
Salesforce dashboard with KPIs
Executive dashboards
Salesforce flow and automation builder
Guided flows & automation

Ready to configure Salesforce for your teams?

Schedule a short discovery call with our consultants.

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Salesforce Customization that adapts to your workflows.

We extend Salesforce beyond standard features using Apex, Lightning Components, and custom UI elements.

Our goal is to tailor Salesforce behavior so it works exactly the way your business operates — from custom logic to personalized experiences for users.

Apex Development
Visualforce & UI Enhancements
Lightning Web Components (LWC)

What we customize for you

From advanced automation to custom Visualforce or Lightning designs, we ensure your org delivers the flexibility and functionality your teams need.

We focus on clean, reusable custom code that performs reliably and is maintainable over time.

Note: Clean, reusable custom code ensures long-term stability, lower maintenance and easy upgrades for your Salesforce org.

Apex Development

Triggers, classes and backend logic built for performance, reliability and scale. Perfect for custom validations, automation and complex business rules.

Visualforce & UI Enhancements

Modern, branded UI experiences for teams that need custom screens or guided processes.

Lightning Web Components (LWC)

Reusable, scalable and fast components that enhance user experience across your org.

Maintainable Design

Architectural patterns and documentation to keep custom code easy to maintain and upgrade.

Examples of customisations

Custom UI, automation and components designed to match your processes and branding.

Custom Lightning Web Component UI
Custom LWC UI
Guided wizard screens
Guided wizards
Tailored page layouts and actions
Tailored layouts

Need a tailored Salesforce experience?

Let's discuss how we can extend Salesforce to match your workflows.

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Salesforce Integrations that connect your entire ecosystem.

We integrate Salesforce with ERPs, payment systems, third-party tools and internal applications to ensure smooth data flow and a unified business view.

Our integration approach focuses on accuracy, security, and scalability — making sure your teams always work with real-time, reliable data.

API Integrations
ESB & Middleware
Data Sync & Automation

What we integrate for you

Our integrations ensure secure, reliable connections across your systems so teams work from a single source of truth.

We build scalable pipelines with observability and error handling to keep data flowing and operations trusted.

Note: Strong integrations reduce manual work, eliminate data silos and deliver a single source of truth across your business.

API Integrations

Secure REST/SOAP integrations with external applications, ensuring seamless data exchange.

ESB & Middleware

Integration using MuleSoft, Dell Boomi or custom middleware for enterprise-scale needs.

Data Sync & Automation

Scheduled or near real-time data pipelines to keep systems in sync and processes flowing smoothly.

Monitoring & Runbooks

Alerting and runbooks so integration issues are detected and resolved quickly.

Integration examples

Secure connectors and middleware patterns that keep data accurate and timely.

Salesforce with ERP integration
ERP sync
Marketing platform integration
Marketing links
Integration monitoring dashboard
Integration health

Ready to integrate Salesforce with your systems?

Schedule a short discovery call with our consultants.

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Salesforce Analytics that bring clarity to your data.

We design dashboards, reports and analytics models that give leaders, managers and teams real-time visibility into performance.

Our analytics solutions help you track KPIs, forecast outcomes and make data-driven decisions with confidence.

Custom Dashboards
Einstein Analytics
Automation Insights

What we build for you

Clear, meaningful dashboards empower your team to take action faster and with complete confidence. We align metrics to business outcomes and ensure consistent definitions.

Automated reporting and predictive insights help leaders make faster, data-driven decisions.

Note: Clear, meaningful dashboards empower your team to take action faster and with complete confidence.

Custom Dashboards

Role-based dashboards built to answer leadership, sales, service and operations needs.

Einstein Analytics

Advanced visualization, predictive insights and guided discovery for strategic decision-making.

Automation Insights

Automated reporting that delivers the right information to the right people at the right time.

Governance & Access

Ensuring correct access levels and governance so analytics remain trusted and secure.

Dashboard & reporting examples

Visuals and reports designed for decision-making at every level.

Sales performance dashboard
Sales performance
Service metrics dashboard
Service metrics
Management KPI overview
KPI overview

Ready to level up your Salesforce analytics?

Schedule a short discovery call with our consultants.

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AI-powered automation that accelerates your business.

Using Salesforce Einstein, automation builders and AI-powered features, we help you streamline tasks, predict outcomes, and enhance customer engagement.

Whether you need chatbots, predictive scoring or automated workflows, our AI solutions bring intelligence into your daily operations.

Einstein AI
Einstein Prediction Builder
Einstein Bots

What we automate for you

Whether it's predictive scoring, chatbots or automated flows, we build AI and automation that reduce manual work and improve outcomes.

Each solution is scoped to drive measurable time savings, accuracy improvements and better user adoption.

Note: AI and automation reduce manual work, improve accuracy and allow teams to focus on high-value activities.

Einstein AI

Predictive scoring, insights and recommendations built natively within Salesforce.

Einstein Prediction Builder

Custom machine learning predictions without writing code.

Einstein Bots

AI-driven chatbots that handle customer queries, FAQs and service workflows.

Time Savings

Focus on measurable reduction in manual work and response times.

AI & automation in action

Examples of how predictive and automated features save time and improve outcomes.

AI scoring and recommendations
AI scoring
Automated flows and approvals
Automated flows
Bots assisting customers
Smart bots

Ready to add AI & automation to Salesforce?

Schedule a short discovery call with our consultants.

Talk to our experts