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Salesforce

Custom Integrations

Custom Integrations — Connect the people, information and tasks behind your business. Plan software around actual workflows, integration boundaries and the decisions your team needs to make every day.

VISIWEB SOLUTIONS

Plan custom integrations around the users, systems and delivery priorities that matter to your organisation.

Custom Integrations: an original concept visual
Custom Integrations: an original concept visual
DESIGNED AROUND YOUR BUSINESSPeople. Purpose.
Digital progress.

01 / Salesforce

The opportunity · Custom Integrations
The opportunity · Custom Integrations
A CONNECTED FOUNDATION

The opportunity

Define what this capability should change for the business. Start with the task, customer need or operating constraint behind Custom Integrations; the right scope follows from that context.

02 / Salesforce

Who the work serves

Identify the people who will use or manage Custom Integrations. Their responsibilities, access and day-to-day decisions shape the information and controls the experience needs.

Who the work serves · Custom Integrations
Who the work serves · Custom Integrations
THE EXPERIENCESalesforce

03 / Salesforce

The core workflow

Plan custom integrations around the users, systems and delivery priorities that matter to your organisation.

  1. 01

    Map the steps around Custom Integrations from the first action through completion.

  2. 02

    A clear flow reduces uncertainty, removes unnecessary handoffs and makes the next action visible.

04 / Salesforce

A practical first scope

Choose the smallest useful release for Custom Integrations. Confirm what must be ready at launch, what can follow later and how each priority connects to the outcome.

Shape your roadmap

05 / Salesforce

Platforms and information · Custom Integrations
Platforms and information · Custom Integrations
FROM PLAN TO PRACTICE

Platforms and information

Review the systems, data and permissions that Custom Integrations must work with. Confirm ownership, integration points and information quality before implementation decisions are fixed.

06 / Salesforce

Trust and reliability

PERSPECTIVE 1

Plan security, accessibility, performance and quality checks alongside the Custom Integrations experience.

PERSPECTIVE 2

These foundations protect important workflows as usage grows.

07 / Salesforce

A delivery plan

Break Custom Integrations into reviewable stages with visible decisions, owners and acceptance points. Teams can provide feedback while changes are still straightforward to make.

08 / Salesforce

Measures that matter

Agree how the team will evaluate Custom Integrations. Useful signals may include task completion, response time, lead quality, fewer manual steps or customer satisfaction.

Define the opportunity ↗
Measures that matter · Custom Integrations
Measures that matter · Custom Integrations

09 / Salesforce

Questions to settle early

Bring these points into the project conversation for custom integrations.

The business requirement

Discuss constraints, dependencies, content, access and support needs for Custom Integrations before work begins.

The delivery dependency

Early answers make the estimate and timeline more dependable.

10 / Salesforce

The next improvement

Plan how Custom Integrations can evolve after its first release.

Salesforce

A documented handover and prioritized roadmap help the team extend the result without losing the original goal.

Salesforce

YOUR NEXT CHAPTER

Make custom integrations work for your business.

Start with the outcome you want. We’ll help you turn it into a clear, practical brief.

Start a conversation