Salesforce customization is required by a number of organizations today in order to add robust features to Salesforce CRM. There are three types of customizations to choose from, which include Declarative, Integration, and Custom Code. In this article, you will read the details of these customizations, which will help you in selection.
When you adopt Salesforce CRM in your organization, your business definitely gets the excellence but to give it a more boost you need salesforce customization in order to add robust features to the CRM platform.
For customization of salesforce, you need to purchase the services of a salesforce customization agency. But, before buying these services, it will be a better option for you to know the popular types of customizations that may be best suitable for your enterprise.
Types of Customizations
The type of customization that is right for your organization is determined by the type of your business and goals. There are three types of customizations to choose from.
- Declarative
- Integration
- Custom Code
Here are the details of these three types, which can help you in the right selection.
1. Declarative
When you do the planning to move to customization from standard salesforce support, then the process is counted under declarative customization. In this type of customization, the native functionalities of salesforce or their declarative development features are set up and used.
In more clear words, from clicking the right boxes to turning the features on and off within the program as per the requirement, all the things are covered under declarative. It should always be considered to give preference to clicks than code since there is a requirement of zero programming in salesforce configuration.
Declarative work not only affects the salesforce dashboard but also helps in configuring backend system resources. As a matter of the fact, accomplishing this type of customization is fairly complicated. It is hard to figure out the right method to adjust the native settings of salesforce properly.
But, you can get rid of this type of hurdle easily with the help of salesforce customization services of an agency.
2. Integration
Before you started using salesforce, you might have used some other applications to get help for various aspects of your business. Many enterprises offer different apps for integration with salesforce. Some of the categories of apps include sales, customer service, marketing, IT & administration, finance, and collaboration.
In place of a disjointed process, in which your team requires to re-enter data, again and again, you have the option to consider salesforce customization for integrating the CRM with those applications. It will allow the data to flow smoothly from one program to another without any effect on workload.
3. Custom Code
After the declarative option, if you require more from salesforce, then you need to consider the custom code options for enhanced customization. Custom code is based on making code for new modules within the salesforce framework.
You can use these modules with custom codes for front-end components and business logic. Custom dashboards and custom functions can be created with APEX within salesforce for performing activities such as automatically updating fields, creating records, and performing calculations.
How to Choose Right Customization for Your Business
While considering customization, you require to tread lightly. Decision-makers of some organizations make mistakes by coming up with lists of customizations, which are not essential for the business. It is the best practice to customize salesforce after considering your business requirements.
To Sum Up
Customizing salesforce is a complicated task; however, once it is done, it gives a lot to your business. So, you must go for the customization process. This is the era of tie-ups and teamwork. Therefore, you can take the assistance of the others for customization of salesforce for your organization.
You can get the help of a salesforce customization agency with a team of experts. From such an agency, you can acquire the other salesforce services also according to the requirements of your organization apart from customization services.
