CRMs, Project Success, & Coffee

Looking for Customization Use Cases for Salesforce? We’ve Got Your Back.

Written by Joshua Karrasch | Jul 25, 2025 7:50:14 PM

Let’s talk customization—again—something we recently dug into in a three-part blog series discussing our take on whether to go with OTB, configuration, or customization for your Salesforce org. That said, the decision to customize isn’t one to take lightly (hello, budget!). So here’s DSG’s take on how to get the best bang for your buck when it comes to Salesforce custom coding.

We’re big fans of Salesforce’s “clicks not code” philosophy. Configuration—things like page layouts, Flows, validation rules, and reports—gets you farther than you think, especially with the robust no-code and low-code tools Salesforce offers. But there comes a point where clicks alone won’t cut it.

That’s where customization steps in.

Whether you're working around unique business processes or creating a sleek, frictionless user experience, customization can be the magic that takes your Salesforce org from “pretty good” to “perfect fit.”

So, how do you know when it's time to break out the custom code (and budget accordingly)? Here are some real-world use cases where customization isn't just justified, it's smart

Your Business Model Is Too Unique for Standard Objects

We often see this with clients who have niche business models, such as custom manufacturing, complex partner programs, or nonprofits with unique funding models. Standard Salesforce objects like Opportunities or Cases can only stretch so far before you’re duct-taping custom fields and record types together in ways that start to work against you. At that point, it’s time to rethink.

Customization Fix:

  • Create custom objects and Apex triggers tailored to your real business workflows.
  • Build Lightning Web Components (LWC) to serve up user experiences that feel intuitive, not generic.

Why it’s worth it:
You stop forcing your business into Salesforce’s shape—and start shaping Salesforce around your business.

You Need Real-Time Integrations with Legacy Systems

Salesforce offers great out-of-the-box connectors and middleware, like MuleSoft, as well as third-party tools like Zapier. But if you’re dealing with a legacy ERP, an in-house database, or anything built in the early 2000s, those options might not cut it. Real-time data sync, custom authentication, or high-volume processing usually means one thing: custom integration.

Customization Fix:

  • Build REST or SOAP APIs to expose or consume external data securely.
  • Use Apex callouts with retry logic to manage real-time syncs.
  • Leverage middleware (like Heroku, AWS, or Azure) for queueing and orchestration of large-volume or complex integrations.

Why it’s worth it:
Fewer manual workarounds. Cleaner data. Better visibility. Your leadership team will love it.

Your Sales Team Needs a Better UX—Not More Clicks

One of the fastest ways to tank adoption? Too many clicks. If your users are slogging through five related lists, three flow screens, and a side tab that no one understands, you’ll start hearing things like “We’ll just use Excel.”

Customization Fix:

  • Build Lightning Web Components to simplify complex actions into one clean interface.
  • Deploy Dynamic Forms and role-based record pages that show exactly what that user needs based on their role.
  • Surface important info with custom notifications—like ShowToastEvent—that get their attention without being annoying.

Why it’s worth it:
Fewer clicks = happier reps = better data = real ROI.

Heads-up: Toast messages work great on desktops via LWC or Aura. For mobile users, you may need to push notifications or platform events for a similar experience.

You Want a Portal or App That Doesn’t Look Like Salesforce

Experience Cloud is flexible—but out of the box, it still feels like Salesforce. That’s fine if it’s internal-facing, but when you’re rolling out a customer portal or branded app, you’ll want something that reflects your brand, not your backend CRM.

Customization Fix:

  • Customize Experience Cloud with branded Lightning Web Components and CSS overrides.
  • Use custom login flows with SSO or multi-factor authentication.
  • For a fully custom experience, build a stand-alone app (web or mobile) that connects to Salesforce via its APIs.

Why it’s worth it:
It’s not just about looking good—it’s about trust, usability, and giving customers an experience they’ll actually use—and can even generate revenue.

You’re Exploring AI or Advanced Automation, and Flow Isn’t Enough

While Salesforce Flow is incredible these days—you can run multi-step logic, schedule automations, call subflows, and even use Flow Orchestrator for complex approvals—there are limits. But if you're managing thousands of records at once, need fine-grained error handling, or want to work with AI? You’ll need something more.

Customization Fix:

  • Use Apex for complex logic, batch processing, or exception management.
  • Leverage Einstein Prediction Builder for declarative AI use cases, then extend with Apex to incorporate those predictions into your flows and business logic.
  • Build LWCs that show contextual AI insights—like product recommendations or likelihood-to-convert scores—right on the record page.

Why it’s worth it:
You can automate smarter, personalize at scale, and reduce decision fatigue for your users.

Note: Einstein Prediction Builder is great for non-coders, but if you need to run your machine learning models or analyze unstructured data, you’ll want to explore Salesforce’s Einstein Platform Services or consider integrating with an external AI engine.

Final Thought: Customize with Purpose

Customization isn’t about writing code for code’s sake. It’s about solving real business problems where configuration falls short. And when it’s done right—with scalability, security, and usability in mind—it’s a game-changer.

At DSG, we help clients clearly draw that line in the sand. If a configuration-based solution works, we’ll run with it. But when your goals demand more, we build smart customizations that keep your org clean, efficient, easy to maintain, and future-proof. 

Because in the end, the best Salesforce org isn’t the one with the fanciest code and most bells and whistles—it’s the one that actually works for your team.

Thinking about customizing your Salesforce org? Let’s figure out whether you need code or just a better use of what you’ve already got. Contact Dynamic Specialties Group today for a free consultation to see how we can help.