Product Development Outsourcing

Article

How Enterprises Are Saving Millions with Salesforce Private Packages

Author

Nilamani Das

Date

October 23, 2024

The world is moving towards reusability.

Imagine you’re managing Salesforce CRM across different offices worldwide, with different departments and orgs. Now, instead of creating separate solutions for each salesforce orgs and locations, what if you could develop one reusable private package!

Organizations often require highly customized solutions tailored to their specific business needs and internal processes. Private packages are well-suited to meet these specific requirements. In this case, instead of creating separate solutions for each org and location, develop one reusable Salesforce package. This package can be deployed in different salesforce orgs maintained for different departments, different business units, different geographics and different subsidiaries, streamlining operations while maintaining flexibility for local requirements.

Instead of starting from scratch each time, these solutions let you quickly scale, streamline processes, and stay consistent. It’s all about working smarter, not harder—so you can focus on growth, not the grind. Plus, they’re designed to evolve as your business grows.

The best part? You don’t have to worry about compliance and data governance. You can build the package to meet global standards while customizing it for specific regulations in each location. It’s like having one master solution that adapts wherever it’s needed, saving you time, effort, and resources while keeping everything in line.

Advantages of Package-Based Development:

Below, we explore the key reasons why packaged-based development is a smarter move for enterprises.

1. Code Reusability

Packaged-based development encourages high levels of code reusability. Organizations can develop modules, components, or services once and reuse them across different orgs. This approach leads to more efficient development cycles and consistent functionality across different implementations.

2. Scalability:

With packaged-based development, scalability becomes seamless because organizations can access their solution across multiple orgs —without needing to reconfigure the app for each orgs. Once the package is built, it can be deployed consistently across different orgs, saving time and effort.

3. Maintenance:

A key benefit of packaged-based development is, updates and fixes can be rolled out uniformly across all instances where the package is deployed. The changes can be made once—such as bug fixes, feature updates, or security patches—and applied across the board, ensuring that all users have access to the latest version without manual intervention.

4. Version Control

Packaged development excels at version control, offering companies the ability to track, manage, and roll out different versions of their solution. This allows organizations to access new versions while maintaining support for older ones, ensuring smooth transitions and backward compatibility.

5. Deployment

Deployment with packaged development is streamlined and automated. Packages are built once and can be installed across different orgs with minimal manual intervention. Tools like Salesforce CLI and automated scripts make deployment faster, reducing the risks of human error and ensuring smooth implementation.

6. Consistency

With packages, organizations can ensure that the same quality, performance, and functionality are delivered across all instances. Every customer receives the same standardized, tested package, which enhances the reliability of the solution and reduces the variability between different deployments.

Package-Based Development Vs Project Based Development - A Comparative Analysis:

Key differences between these two approaches:
Features Packaged Based Development Project Based Development
Scalability Seamlessly scalable across multiple orgs, deployable without reconfiguration. Requires unique configurations and customizations for each client, making scaling more complex.
Maintenance Updates and fixes can be rolled out uniformly across all deployments, ensuring consistency. Maintenance must be applied to each org individually, increasing time and risk of errors.
Version Control Supports effective version control, allowing organizations to manage multiple versions ensuring compatibility. Version management is manual and prone to errors, especially with multiple clients.
Code Reusability High code reusability, enabling ISVs to reuse components across different packages and projects. Code is often written per project, leading to duplicative efforts, inconsistent functionality and increasing technical debts.
Deployment Streamlined and automated deployment across multiple environments using tools like Salesforce CLI. Typically requires manual deployment and environment-specific customizations, increasing deployment complexity.
Consistency Ensures uniform quality, performance, and functionality across all instances. Results in inconsistent outcomes due to unique client requirements and customizations.

How a financial institution streamlined their Loan Origination System using this methodology?

A global financial institution has branches in different countries each with unique loan origination processes and compliance requirements. The company previously used separate loan management systems for each branch, leading to inefficiencies, high costs, and inconsistent customer experiences.

The institution then decides to develop a reusable Salesforce private package for a Loan Origination System (LOS) on top of Salesforce Financial Services Cloud Solution. This package includes core functionalities like customer onboarding, KYC procedure, credit assessment, document management, loan approval workflows etc.

How It Helped?

The reusable package deployed across all the branches globally. The system’s core components remained the same, ensuring consistency in customer experience and operational processes. However, for each branch the solution was customized to certain aspects—like interest rate calculators or document requirements—to comply with local regulations and banking norms.

Result:

  1. Consistency: All branches using the same core system, led to a 30% reduction in process errors and ensured a uniform, high-quality customer experience across regions.
  2. Compliance Flexibility: The package was tailored to meet specific legal and compliance requirements of each region without needing to build separate systems from scratch.
  3. Faster Rollout: New branches implemented the Loan Origination System (LOS) in 50% less time by deploying the reusable package, cutting down both development effort and onboarding timelines.
  4. Cost Efficiency: By developing a single reusable package, the institution reduced overall development and maintenance costs by up to 40%, significantly improving ROI while ensuring high performance and scalability.

How Can We Help You?

As a trusted ISV and PDO partner with over 15 years of experience in the Salesforce ecosystem, CEPTES has built a strong legacy of success. We’ve delivered 100+ packages across 15 industries, providing complete end-to-end product lifecycle management. As a Salesforce Summit Partner and a proud recipient of the Partner Innovation Award for three consecutive years, we’re committed to driving real value for our clients. Our focus is on delivering high-quality products with reduced development time and cost, ensuring your business achieves optimal results with efficiency and excellence.

Conclusion:

We are living in a fast-paced world where no one has time to reinvent the wheel.

Reusability isn’t just a trend—it’s a smarter way to build and scale your business. By leveraging reusable packaged solutions in Salesforce, you can save time, reduce costs, and ensure seamless operations across different teams, projects, and locations.
For organizations looking to optimize their development process, and maintain a competitive edge while saving millions, embracing packaged-based development is a futuristic approach that supports both operational efficiency and strategic flexibility.

Have more questions? Feel free to drop a line at contact@ceptes.com .

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Nilamani Das

Nilamani is a thought leader who champions the integration of AI, Data, CRM and Trust to craft impactful marketing strategies. He carries 25+ years of expertise in the technology industry with expertise in Go-to-Market Strategy, Marketing, Digital Transformation, Vision Development and Business Innovation.

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