Salesforce customization vs configuration
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Salesforce can be customized or configured to meet business needs. Customization involves adding new features through code and tools, while configuration uses existing tools to modify fields, reports, and workflows. Customization offers more flexibility but requires more resources, so businesses choose customization when needing complex integrations or reports, and choose configuration for multiple customers on a limited budget.
Salesforce customization vs configuration
- 1. Salesforce Customization Vs Configuration TM cloud.analogy [email protected] +1(415)830-3899
- 2. Salesforce is a powerful CRM platform for businesses. It is highly configurable and can be easily customized to meet different and specific business requirements. cloud.analogy [email protected] +1(415)830-3899
- 3. Salesforce Customization ● It refers to the process of adding new features or functionalities that are unavailable or not accessible in the default application environment. ● It deals with the custom development of code and encompasses outside tools to develop features. cloud.analogy [email protected] +1(415)830-3899
- 4. Few examples of Salesforce Customization ● APEX triggers: Automate complex business actions ● VisualForce pages: Display information in a different way ● Real-time integration: Transfer your information to another system ● vCard: Generates from a given contact cloud.analogy [email protected] +1(415)830-3899
- 5. Advantages of Salesforce Customization cloud.analogy [email protected] +1(415)830-3899 Easy-to-build Variety of functionalities High customer satisfaction High customer retention Single customer base
- 6. Salesforce Configuration Salesforce Configuration focuses on utilizing its built-in tools, functionality, tools, and components to create the best strategies for your business. offers a wide range of configuration tools cloud.analogy [email protected] +1(415)830-3899 Creating custom fields Enforcing Data quality Creating formula fields Crafting data reports Configuring workflows
- 7. Advantages of Salesforce configuration cloud.analogy [email protected] +1(415)830-3899 High end flexibility Support customers and users Can be reused Prevents duplication Manage everything effectively
- 8. Salesforce Customization Salesforce Configuration APEX classes and triggers Adding fields, objects, and tabs VisualForce components, pages or emails Creating profiles 3rd party system integrations Setting permissions Create Lightning components Custom reports and workflows Develop custom partner portals Email templates Alter the page look by CSS Data verification Add capabilities by JS Integrating email clients cloud.analogy [email protected] +1(415)830-3899
- 9. Business needs: Salesforce Customization or Configuration? You can choose configuration when you have: ● Multiple customers and multiple options for them. ● A variety of user segments that will be accessing the system for a long time. ● A limited time, budget, and expertise. You can consider Salesforce customization when: ● You need a 3rd party integration. ● Standard reports are not enough. ● End users are uncomfortable with the configured platform. ● You have to cater to one client with strict deadlines. ● Highly skilled expertise, dedicated timelines, and budget. cloud.analogy [email protected] +1(415)830-3899
- 10. About Us Cloud Analogy - A Salesforce development and consulting company that can help you from scratch to finish evaluating on how you can get the most out of Salesforce. cloud.analogy [email protected] +1(415)830-3899 Consult our certified Salesforce experts to achieve your business goals and stay ahead of the competition.