Listed as the world’s number one CRM platform, Salesforce comes with a plethora of advanced features and functionalities. The best part of using Salesforce is its capabilities of customization and configuration.
A well-optimized, customized and configured Salesforce instance will deliver greater results, such as increased win rate, improved sales productivity, process automation, and increased customer engagement, to name a few. A good Salesforce professional services company can help you achieve the same.
However, according to the Salesforce Relationship Survey, Salesforce improves deals win rate by 24% and sales productivity by 25%.
Salesforce Customization and Salesforce Configuration
A Nucleus Survey was conducted. It revealed that 86% of consumers prefer personalization in services they avail. It impacts their purchasing decision. Thanks to the impeccable customization powers of Salesforce that it allows users infinite customization and configuration via programming or declarative tools.
Salesforce is a customer-centric CRM platform, and it always walks the extra mile when it comes to customer experience. It allows the building of new functionalities and adjusts existing ones.
People often interchangeably use Salesforce Customization and Salesforce Configuration, which is not the right case. Rather both are quite different.
Before we dive deep into both concepts, let’s first understand the difference between the configuration and customization of Salesforce CRM.
What is Salesforce Configuration?
If you are planning to hire a Salesforce consulting company, make sure you are well aware of the term Salesforce configuration.
Configuration of Salesforce is the process that you do inside the system with the help of customized codes. When a user wants to configure their system without much change to the basic structure, then Salesforce configuration comes in handy.
Salesforce configuration involves complex functionalities, and to handle the same, hiring an experienced certified Salesforce consultant will be a wise choice.
Configuration in Salesforce is a wide area. Here are some of the areas where you can carry out the process of Salesforce configuration –
- Setting up an email
- Making changes in the workflows
- At the time of page layouts changing
- Modification of User Interface
- Pulling the fields
- Creation of the additional reports
What is Salesforce Customization?
Salesforce customization comes in use when a user wants to add a new feature or functionality in the Salesforce system which is not available or not accessible. Customization of Salesforce focuses on the expansion of the overall functionality of Salesforce instances by coding and building custom software.
Salesforce customization enables users to extend the functionality of CRM. You can improve UI performance, build low-code apps, develop features or functionalities that are available, and more, using the Salesforce customization process.
You can use SF customization in the following areas:
- Apex classes
- Building visual force pages
- Apex triggers
- Changing page layout using CSS
- 3rd party integrations
- Visual force emails
360-Degree View on the Difference of Salesforce Customization and Configuration
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Advantages and Disadvantages of Salesforce Configuration
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Advantages and Disadvantages of Salesforce Customization
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On a Parting Note
Understanding the difference between Salesforce customization and configuration is the need of the hour for businesses. Both terms are essential as they help you achieve your business goal.
We hope the points discussed above will prove helpful to you and that you can make a well-informed decision as per your business requirements.
Hire a Salesforce consulting company and get professional guidance. The certified Salesforce professionals will help you choose the right option, be it configuration or customization.
