How to Do Salesforce Customization in a right way?

There is no doubt about the effectiveness of salesforce on businesses, whether small or big. Especially in the case of CRM, salesforce is probably the most effective solution.  But, as all businesses are different and each has their different needs of the time. So the question is, does salesforce fulfill the demands of each?

Don’t you think you need someone to analyze? Or you need someone to help you with how you can use the same platform correctly. This is where Salesforce Customization Services can fill the gap. However, in the absence of the right Salesforce customization services, it becomes a big-budget item to afford. In short, it can be a better deal if you can enjoy the maximum from it.

With the help of this article, you will learn about everything you should understand about salesforce customization, such as the ways of customization, the benefits of customization and how to get all of them correctly, and some business-saving tips. 

2 Ways of Salesforce Customization

2 ways of Salesforce customization reflect your business in the shape of success.

• Configuration - Configuration means providing a defined value to users, which is enabled in given features or functions of a module, for example, the email settings. CRM applications can also perform configuration with the help of Salesforce, which was not available for the customer support people. Adding a new field to a given salesforce object is also part of the configuration.

• Customization- The feature or function which is not available as a part of the application, needs to extend with the help of customization. Despite that, you configured the things which have few actions to achieve. Adding triggers and the apex code on the object to generate a vCard is also a part of customization.

Salesforce is a collection of both configuration and customization. But to maintain the optimal balance, it's important to start with the configuration. However, to tackle the defaults of salesforce tools, it’s high time to use code-based customization.        

Why should you choose Salesforce Customization?

To support the sales and customer service activities of your employees, Salesforce customization plays a crucial role. The configuration became the reason to achieve a basic level of automation. It allows the creation of workflow rules and approval processes with the help of process builder and flow builder, which ultimately help to manifest the emails, close or stuck deals, deadlines of processing, etc. The lack of automation increases the quality of the business process.  

• Inconvenient UI/UX- There is no doubt about the user-friendliness of the new version of salesforce UI, but the default page layout does not fulfill the needs of your employees. The needful arrangement of fields, tabs, and apps increases the conveniences via easy workflow. The visual force and lighting of salesforce provide a medium to create a UI modification such as branded UI.

• To make the most out of the Salesforce product- When you decide to purchase a Salesforce license, the idea of reducing manual jobs and team collaboration might be in mind. With this, you can close deals faster and continue communication with clients from the same point where it was left earlier. Also, you don't need to spend much time on reports and work can be continued on the go while you are traveling. But, over time, you notice that all of these goals are not achieved in the same way as it was expected. Salesforce customization is only the way to get out of this. 

• To get better results of business processes- If Salesforce is not customized well, then it will not be able to work with your team members as they expected to. So you need to make modifications, to the system and business processes. It could be well aligned with business goals within the decided budget and time frame only.

• To get all views of customers- The main objective of Salesforce implementation is getting a 360-degree of each customer. If you are not able to achieve this goal, then your system needs customization, so it can make it suitable for managing communications. Once you can set up Salesforce as per the business needs, then deals could be closed faster, they can be tracked on the go, and generate new leads for the ultimate growth of your business.

• Reporting the errors- Every time you communicate with the client either in the form of emails, messages, or phone, it must generate automatic reports in the database, otherwise, Salesforce implementation would be just a waste of time.

How can you manage customization right?

1. Continuous process improvements, automation, and optimization - If you implement it correctly, the salesforce CRM can provide endless benefits to your business. But it's quite difficult without performing the improvement, automation, and optimization processes. It's become vital to find a well-known trusted Salesforce partner to get work done as per your expectations and budget. 

2. The business will grow with time - It doesn't matter even if you started as a small business, things will change, and your business of will develop over time. To get guaranteed growth for the business, you need to make sure that Salesforce CRM is working well to cope with those growing changes. With the supporting plan, you could make sure that Salesforce will scale as per your growing business needs. 

3. Technology advancements and innovative app creation - App creation and the advancement of technology are the biggest advantages of the Salesforce development platform. Through Salesforce App Exchange development, you can design and develop business apps quickly. This makes it possible to solve complex business challenges more rapidly and effectively. 

The beauty of Salesforce is the automatic upgrades of the latest industry trends regularly. The product can manage all the information from a single place and can give you a 360-degree view of each customer of yours. Moreover, it can help in generating leads, managing the campaign, and lead tracking. So, ultimately you share the work and keep your CRM system free to focus on the customer’s needs.

Want to get the best Salesforce Customization Services for your enterprise?

Atocloud is a leading Salesforce Development Company in India, USA, and across the globe with over 10+ years of expertise in delivering top-notch Salesforce Customization services. Our dedicated team of 40+ certified developers offers customized solutions that meet your specific requirements and help you get an edge over your competitors. Contact us today to share your queries or raise a concern.