How to Decide: Build, Buy, or Integrate in Salesforce

Build vs Buy in Salesforce: Custom Objects, AppExchange, or External Tool? Every Salesforce org hits the same question: Do we build it in-house, buy an app, or integrate an external tool? Here’s how to decide 👇 1) Build (Custom Objects & Config) ✅ Fully native, flexible ❌ Requires admin/dev resources Best when: Needs are unique & internal team can maintain it 2) Buy (AppExchange) ✅ Fast to implement, vendor-supported ❌ Ongoing licensing costs Best when: A vetted app covers 80%+ of your needs 3) Integrate (External Tool) ✅ Best-of-breed tools, scalable outside Salesforce ❌ Integration complexity, multiple UIs Best when: Function lives better outside Salesforce (e.g., ERP) Decision framework: - Is this core to Salesforce users? → Build/Buy - Do we have internal resources? → Build - Does an app meet most needs? → Buy - Should this live outside Salesforce? → Integrate The key: Evaluate upfront → save months of tech debt later. 👋 Need help deciding? I help RevOps teams design smart Salesforce ecosystems: build where it makes sense, buy where it saves time, integrate where it drives ROI. 📅 Book a free consult at https://lnkd.in/emEp_DFM Learn more at https://lnkd.in/g8G45bJu #Salesforce #RevOps #SalesOps #CRM #AppExchange #SalesforceAdmin #BuildVsBuy #Consulting

🚀 From Classic to Lightning: Lessons Learned in Salesforce UI Migration One of the most impactful projects we led was the migration from Salesforce Classic to Lightning Experience. The Challenge: Many sales teams have been deeply rooted in Classic for years. Beyond the technical migration, the biggest hurdle is often change adoption. Users are comfortable with the familiar layout, and moving to Lightning can feel disruptive to their daily workflow. What We Did: - Ran discovery sessions with end-users to identify pain points and must-have features. - Created a phased rollout plan starting with pilot groups. - Leveraged Lightning App Builder to customize pages, making them more intuitive and aligned with business processes. - Delivered training sessions and bite-sized “how-to” guides to ensure a smooth transition. Best Practices We Recommend: ✅ Engage end-users early and make them part of the journey. ✅ Don’t just “lift and shift” — optimize processes to take advantage of Lightning’s capabilities. ✅ Roll out in phases to reduce risk and build momentum with success stories. ✅ Provide ongoing training and support; adoption is as much about culture as it is about technology. The result? Higher adoption, improved productivity, and better visibility across Sales and Marketing. 💡 If your organization is planning a Classic-to-Lightning migration, focus on people just as much as the platform. 👉 At Pyramid SG Consulting, we provide end-to-end consultation services to ensure a smooth and successful migration. Reach out to us if you’d like to learn more. #Salesforce #LightningMigration #CRM #DigitalTransformation #ChangeManagement #SalesEnablement #BusinessGrowthservices

We at Pyramid SG Consulting are excited to share insights from one of our recent Salesforce Classic-to-Lightning migration projects. ⚡ Migrating to Lightning isn’t just a technical upgrade — it’s a cultural shift that requires user adoption, process optimization, and strong change management. Check out our post below for the key challenges, lessons learned, and best practices we recommend. 👇 If your organization is considering this move, feel free to reach out — we’d be glad to support your journey. #Salesforce #LightningMigration #DigitalTransformation #CRM #ChangeManagement

𝗙𝗼𝗹𝗶𝗼𝟯 𝗶𝘀 𝗽𝗿𝗼𝘂𝗱 𝘁𝗼 𝗯𝗲𝗰𝗼𝗺𝗲 𝗮 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝗜𝗦𝗩 𝗣𝗮𝗿𝘁𝗻𝗲𝗿! This partnership empowers us to deliver trusted, scalable, and integrated CRM apps on the Salesforce platform so teams can move faster with less risk and more impact. Here’s what this means for our customers:   • Fixed-scope, fixed-price app implementations   • Native integrations across Sales, Service, and Marketing Cloud   • Secure data flows with ERP and third‑party systems   • Accelerated quote-to-cash and service workflows   • Ongoing training, support, and roadmap alignment #Folio3 #CRM #Salesforce #ISVPartner #SalesforcePartner #AppExchange #CustomerSuccess #DigitalTransformation

🚀 Top 5 Free Salesforce AppExchange Apps Every Org Must Have The #Salesforce #AppExchange is packed with powerful tools — but which ones truly make a difference? We’ve rounded up five free apps that can boost productivity, improve adoption, and give your org a competitive edge: ✅ Smart Lists – Smarter dynamic lists for real-time data ✅ DLRS – Declarative rollup summaries without code ✅ Time Warp – See how records looked at any point in time ✅ Adoption Dashboards – Track Salesforce usage and adoption ✅ Account Journey – Visualize and optimize customer journeys 👉 These aren’t just “nice-to-haves” — they’re game-changers for any Salesforce org. Read the full breakdown here: 🔗 https://lnkd.in/gqZX3-mV #Salesforce #AppExchange #CRM #DigitalTransformation #Tenetizer

📄 Generating documents in Salesforce can be slow and tricky. Many tools need manual setup, field mapping, and constant fixes. MergeUp by Upsource Solutions solves this problem. It works directly inside Salesforce and makes creating quotes, contracts, invoices, and reports much faster. Key benefits include: ✅ AI-powered template creation - get started fast ✅ Live preview - see your document while building it ✅ Tables and repeating data - perfect for invoices or product lists ✅ Batch generation - create hundreds or thousands of documents at once ✅ Simple conditional logic - show or hide fields automatically ✅ Works fully in Salesforce Lightning - no extra platforms needed 💡 If you want to save time, reduce errors, and make document generation easy, check out our latest article “Review of MergeUp – Salesforce Document Generator App“. The link is here: https://lnkd.in/eQ2YGW4R #Salesforce #DocumentGeneration #MergeUp #CRM #UpsourceSolutions

We often talk about how Aptumo is 'native to Salesforce' - but what does that actually mean in real terms? We posed this question to Head of Engineering, Surendra, who explained in more detail: ➡️ Built 100% on the Salesforce platform The application is developed directly using Salesforce’s own technologies, not on external servers or middleware. ➡️ Runs inside Salesforce org The product doesn’t need separate infrastructure. It’s installed in your Salesforce org via AppExchange as a managed package, and all data stays within Salesforce. ➡️ Uses the Salesforce data model and security All records are standard Salesforce objects or custom objects built on the platform, leveraging Salesforce’s security, sharing rules, profiles and permission sets. ➡️ Seamless user experience The user interface looks and feels like Salesforce, so users don’t need to log into another system. ➡️ Automatic upgrades and scalability Since it’s on the Salesforce platform, upgrades align with Salesforce releases, and it scales with the org. In short, 'native' means the product lives inside Salesforce, using its database, security, and UI - unlike 'integrated' apps that sit outside and connect via APIs. Why not book a demo and see Aptumo, native to Salesforce, in action 👇 https://lnkd.in/gzjkuvcC #Native #NotIntegrated #WaterBilling #BillingSoftware #SalesforcePlatform #TrustAptumo #SaaS

Thinking of leaving Salesforce behind? Discover why more businesses are switching to Dynamics 365 — for smarter integrations, better scalability, and real ROI. This guide breaks down the step-by-step migration process, key pitfalls to avoid, and how Dynamics Square makes it seamless. 💡 Stop juggling disconnected tools — see how to make your CRM work harder for you. 🔗 Read here: https://lnkd.in/ge9eXFqA Arish Siddiqui #Dynamics365 #CRM #Salesforce #DigitalTransformation #BusinessGrowth #MicrosoftDynamics #Migration #DynamicsSquareUSA #msdyn #Dynamics365 #MicrosoftDynamics #Salesforce #CRM #DigitalTransformation #BusinessGrowth #Automation #TechTrends #Innovation #MicrosoftPartner #CloudMigration #USABusiness

Well, Salesforce has been telling businesses to "CRMe and chill" for years—talk about a love affair that's stood the test of time. This article highlights Salesforce's ongoing leadership in the CRM space, emphasizing its innovation and adaptation to changing business needs, including recent integrations and platform enhancements. It underscores how Salesforce continues to evolve by focusing on user experience, scalability, and AI-driven insights to stay ahead in a competitive market. From a product management angle, this reminds me that staying customer-focused, embracing innovation, and constantly iterating are crucial—especially now, when the tech landscape shifts faster than a caffeine-fueled sprint. Thanks to the author for the insightful piece and for sparking ideas on how to keep product strategies as dynamic as Salesforce's capabilities. #CRM #Innovation #Analytics #Cloud #Salesforce First published: Oct 2023