Leverage Salesforce Customization Services To Achieve Business Goals

Salesforce, the world’s largest cloud-based CRM platform, has 19% of the CRM market share, which is the maximum of all. The platform is known for its impeccable features and advanced functionalities.?

Among many of its advantageous facets, the Salesforce CRM is known for its customization and configuration. Through these processes, the platform enables developers and admins to tailor specific aspects of the CRM platform.

In this post, we will discuss Salesforce customization, and try to understand how Salesforce customization services can help you attain the business goals.

What is Salesforce Customization?

Salesforce is an incredible platform. It performs multiple functions that help businesses carry out different processes. Since every business has its unique requirements, sometimes Salesforce lacks some functionalities.

Through the customization process, developers can create the functions to carry out the actions which the platform lacks in the first place.

With the help of Salesforce, customization users can carry out different functions such as integration of Salesforce with 3rd party API, creation of visualforce emails, development of visualforce pages, etc.

Types of Salesforce Customization

Salesforce customization is classified into two types. Both types leave a different impact on a solution. These two types are configuration and customization.

Configuration

The Salesforce configuration implies the process of tailoring Salesforce with point-and-click tools. It does not require special programming skills and the admin can carry out the process of configuration with utmost ease.

Salesforce customization process is best suited when you want to–

• Add tabs
• Create new profiles
• Create email templates
• Develop websites on customer 360 platform
• Add more objects or fields
• Create page layouts for appexchange
• Add apps
• Create new permissions
• Add some apps from AppExchange

Salesforce Customization

The process of customization is more complex. It is carried out at a time when users couldn’t perform functionality with the configuration process. The process of configuration involves hardcore coding for solution tailoring. One must hire a Salesforce development company to execute the customization process.

The Salesforce customization will be the best choice when you need to –?

• Develop website on force.com
• Work with Visualforce and its components
• Work with Apex classes or triggers
• Create lighthing components
• Build low-code apps on customer 360 platform
• Use JS to add additional features
• Integrate solution with 3rd party solutions

5 Reasons To Choose Salesforce Customization

Salesforce is a highly advanced CRM platform. It is developed to accelerate business processes easily and effectively. Here are the factors that will tell you that it’s the right time to hire Salesforce customization services:

Ineffective Business Process

If your business is facing slowness in the process, then it’s time you should consider Salesforce customization. Salesforce is backed by the power of artificial intelligence, and one can leverage it through Salesforce customization.

You can use workflow and approvals functionalities along with process builder and flow builder tools to bring automation in sales and customer service processes.?

Less Responsive UI/UX

The new UI of Salesforce Lightning Experience is quite user-friendly, but still, makes users feel not apt as per their requirements. With the help of Lightning components and Visualforce, you can go for deeper customization in respect to Salesforce UX/UI.

Low-Quality Reporting

Reporting is a crucial factor, if your business is also having low reporting issues, then it’s time you should hire a Salesforce consulting company for successful Salesforce customization work.

You can ask Salesforce developers to deliver a certain view of your report by using Apex code. Make sure they optimally use Apex classes and Salesforce Object Query Language for more desired reporting.

Lack of 3rd Party Integration

Salesforce’s ability with third-party integration is exemplary. It has made the life of business users smooth. Through 3rd party integration, customers can also get to explore the new dimension of Salesforce.

Often, it is seen that people who are lacking in Salesforce integration , should go for the customization process. A Salesforce consulting company will make your business process smooth by using default API web services and integration tools.

Low App Development

Salesforce app development is another feature that makes this CRM platform a preferred choice of businesses. However, often this process gets slow due to one or the other limitations.

Through Salesforce customization, you can easily accelerate the Salesforce app development process and build apps that suit the business needs.

The Process of Salesforce Customization

It is divided into six different steps. Before hiring a Salesforce developer or a development company, make sure they are aware of these steps:

Users Survey

It is the foremost step where you survey users and determine specific needs of Salesforce customization. Getting users' feedback will help you identify the functionality gaps that need to be addressed.

Establish Customization Team

Once the Salesforce development company is done with users requirement analysis, it's time to set up the team that will execute the customization process.

The team setup depends on the time and resources available. The three members that you must include in your team are – certified Salesforce consultant, in-house team, a person that collaborates between team and consultant.

Features Prioritization

While going through the first step of a user survey, you will get lots of ideas that you can include as a feature that you can add to Salesforce org. The list of features can be quite long, and it is not possible to consider each feature.

Therefore, it is important to prioritize the features that are very essential to be added in the Salesforce org. Make sure the features on which you will execute the Salesforce customization process, are the ones that give maximum benefits.

Sandbox Before Customization

Use of Sandbox before actual development is always advisable. All good Salesforce developers follow this practice. Whenever you customize the platform that leads to changes in the core functionalities of the Salesforce org, it might end up making errors. To avoid any blunder, one must use a sandbox before actual customization.

Through sandbox, you can easily test the changes without putting the main productive environment at risk.

Development & Training

Once the customization is completed on the sandbox environment, it is time for you to start with the execution of Salesforce customization. While deploying the customization, make sure you don’t fall for over customization, as it will lead to poor adoption and high cost.

Post-development, it’s time for the user adoption, which will be carried out by training end-users. You can take the help of the sandboxes to give training. In this way, you will not affect the data of the original org.

Conclusion

Every business has unique business requirements. Through Salesforce customization, one can achieve business goals more easily and effectively. To avoid poor adoption, make sure you hire a Salesforce customization company that will easily carry out the Salesforce customization process without compromising with the quality.