Salesforce Customization
Salesforce customization involves custom development and coding for adding specific tools and features to the platform. It does not focus on the existing interface of the platform. Instead, it stresses expanding its overall functionality and leveraging the platform to attain additional benefits.
The process of customization is often carried out to allow the users to carry out actions that the platform does not already allow them to perform. Whether it is integrating Salesforce with a third-party application, using Apex classes and triggers, creating Visualforce emails, developing Visualforce pages, or using CSS for altering page layouts, customizing Salesforce helps you in increasing the scalability of the CRM platform.
Why Does Salesforce Make Customizations Easy?
Salesforce has always been proud of the fact that the CRM platform was developed to be customized easily and effectively.
Some of the reasons that make Salesforce a highly customizable platform include:
Advanced And Intuitive User Interface
The user interface of Salesforce is highly intuitive in nature, making it easier for developers to work on it and customize it according to the needs of their clients. The advanced and automated UI allows developers to add new features to the CRM platform in an easy and scalable way.
Moreover, the simple and intuitive interface allows developers to integrate Salesforce and add the required features without the need for extensive coding.
Faster App Development
On Salesforce, you can develop an application for your organization in a few hours. The platform provides you with easy drag-and-drop tools for integrating data and developing apps to suit your business needs.
Although you cannot build a full-fledged sophisticated application in such a short span of time, developers can always set up specific actions and get the basic framework ready.
Wide Range Of Pre-built Applications
Salesforce has its own app marketplace called AppExchange which has several pre-built third-party applications suitable for almost all industries. You can readily integrate your Salesforce org with these platforms in an effective and hassle-free way to expand its functionality and provide a unified interface to your team.
What Is The Difference Between Salesforce Customization And Configuration?
It is common for people who are not too familiar with Salesforce to get confused between the processes of customization and configuration in Salesforce. It is important to understand that these two terms cannot be used interchangeably.
While Salesforce customization is the process of adding new features to the platform through coding and integrating Salesforce with third-party applications, Salesforce configuration is the process of making changes within your existing Salesforce org.
Salesforce configuration does not involve adding any new functionality to the platform. It deals with activities like adding a new field within your system, creating a new object relationship, and processes that make use of a specific formula to achieve the desired outcome.
The scope of configuration in Salesforce never really leaves the platform. While Salesforce customization is carried out by a developer, a Salesforce administrator plays a major role in configuring the CRM platform.