{"id":3830,"date":"2023-02-02T16:26:16","date_gmt":"2023-02-02T10:56:16","guid":{"rendered":"https:\/\/www.fexle.com\/blogs\/?p=3830"},"modified":"2023-02-03T10:37:57","modified_gmt":"2023-02-03T05:07:57","slug":"salesforce-configuration-vs-salesforce-customization-understand-the-differences","status":"publish","type":"post","link":"https:\/\/www.fexle.com\/blogs\/salesforce-configuration-vs-salesforce-customization-understand-the-differences\/","title":{"rendered":"Salesforce Configuration Vs Salesforce Customization: Understand The Differences"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Listed as the world\u2019s 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.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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 <a href=\"https:\/\/www.fexle.com\/salesforce-professional-services.php?utm_source=BLG&amp;utm_medium=GLS&amp;utm_campaign=Mobile&amp;utm_id=Giri&amp;utm_content=Salesforce+Professional+Services\" rel=\"\">Salesforce professional services<\/a> company can help you achieve the same.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, according to the Salesforce Relationship Survey, Salesforce improves deals win rate by 24% and sales productivity by 25%.<\/span><\/p>\n<p><img loading=\"lazy\" class=\"aligncenter wp-image-3834 size-full\" src=\"https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2023\/02\/Salesforce-Configuration-Vs-Salesforce-Customization-1.png\" alt=\"Salesforce-Configuration-Vs-Salesforce-Customization\" width=\"1000\" height=\"600\" srcset=\"https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2023\/02\/Salesforce-Configuration-Vs-Salesforce-Customization-1.png 1000w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2023\/02\/Salesforce-Configuration-Vs-Salesforce-Customization-1-300x180.png 300w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2023\/02\/Salesforce-Configuration-Vs-Salesforce-Customization-1-768x461.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<h3 style=\"text-align: center;\"><b>Salesforce Customization and Salesforce Configuration<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">People often interchangeably use Salesforce Customization and Salesforce Configuration, which is not the right case. Rather both are quite different.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before we dive deep into both concepts, let\u2019s first understand the difference between the configuration and customization of Salesforce CRM.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><b>What is Salesforce Configuration?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">If you are planning to hire a Salesforce consulting company, make sure you are well aware of the term Salesforce configuration.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0Salesforce configuration involves complex functionalities, and to handle the same, hiring an experienced certified <a href=\"https:\/\/www.fexle.com\/salesforce-professional-services.php?utm_source=BLG&amp;utm_medium=GLS&amp;utm_campaign=Mobile&amp;utm_id=Giri&amp;utm_content=Salesforce+Professional+Services\">Salesforce consultant<\/a> will be a wise choice.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Configuration in Salesforce is a wide area. Here are some of the areas where you can carry out the process of Salesforce configuration \u2013\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Setting up an email<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Making changes in the workflows<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">At the time of page layouts changing<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Modification of User Interface<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pulling the fields<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Creation of the additional reports<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><b>What is Salesforce Customization?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can use SF customization in the following areas:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apex classes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Building visual force pages<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apex triggers<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Changing page layout using CSS<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">3<\/span><span style=\"font-weight: 400;\">rd<\/span><span style=\"font-weight: 400;\"> party integrations<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Visual force emails<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><b>360-Degree View on the Difference of Salesforce Customization and Configuration<\/b><\/h3>\n<p>&nbsp;<\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Salesforce Configuration<\/b><\/td>\n<td><b>Salesforce Customization<\/b><\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Addition or modification of new object or field<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create custom community templates in the community cloud<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Building new tabs<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improvise standard UI as per the team\u2019s requirements<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Addition of applications<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Adjustment of home page &amp; page layouts using CSS<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Designing profiles or altering them<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">3<\/span><span style=\"font-weight: 400;\">rd<\/span><span style=\"font-weight: 400;\"> party app integration<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enable new setting app permissions<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Creating additional features &amp; capabilities with JavaScript<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create email templates or modify them<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Building lightning components<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create workflows and validation rules, and modify them<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Develop low-code apps<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Creating additional reports. Creating dashboards<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Creating websites on Force.coms<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Connect some apps from AppExchange<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Seamless implementation of default tools<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customization of UI<\/span><\/li>\n<\/ul>\n<\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Website Building<\/span><\/li>\n<\/ul>\n<\/td>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><b>Advantages and Disadvantages of Salesforce Configuration<\/b><\/h3>\n<table>\n<tbody>\n<tr>\n<td><b>Pros<\/b><\/td>\n<td><b>Cons<\/b><\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It supports different types of users and customers<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Configurations are complex<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enable businesses to grant usage accessibility as per requirements<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Build different options for different options<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Highly flexible<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It requires inter option dependency<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Configurations can be reused<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Multiple chosen path makes difficult to test stability<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prevent duplication of code<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Complex testing<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Centralization of logics in code<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">All interrelated components need to be considered<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><b>Advantages and Disadvantages of Salesforce Customization<\/b><\/h3>\n<table>\n<tbody>\n<tr>\n<td><b>Pros<\/b><\/td>\n<td><b>Cons<\/b><\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customization is easy to execute<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Difficult maintenance<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Higher customer retention and satisfaction<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Users can get into needless\u00a0 customization<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Unique business solutions as per business requirements<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Focus can be lost easily<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customization does not affect core app\u2019s performance<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Risk to the future scalability of the app<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It focuses on single customer base<\/span><\/li>\n<\/ul>\n<\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Best fit for system integration &amp; website customization<\/span><\/li>\n<\/ul>\n<\/td>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p><b>On a Parting Note<\/b><\/p>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><a href=\"https:\/\/www.fexle.com\/contact-us.php?utm_source=BLG&amp;utm_medium=GLS&amp;utm_campaign=Mobile&amp;utm_id=Giri&amp;utm_content=Salesforce+Configuration+Vs+Salesforce+Customization%3A+Understand+The+Differences\"><img loading=\"lazy\" class=\"alignnone wp-image-2946 size-full\" src=\"https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/01\/call-to-action.png\" alt=\"hire salesforce developer\" width=\"850\" height=\"112\" srcset=\"https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/01\/call-to-action.png 850w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/01\/call-to-action-300x40.png 300w, https:\/\/www.fexle.com\/blogs\/wp-content\/uploads\/2021\/01\/call-to-action-768x101.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/a><\/p>\n\n<div class=\"twitter-share\"><a href=\"https:\/\/twitter.com\/intent\/tweet?via=fexle_services\" class=\"twitter-share-button\">Tweet<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Listed as the world\u2019s 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.\u00a0 A well-optimized, customized and configured Salesforce instance will deliver&hellip; <a href=\"https:\/\/www.fexle.com\/blogs\/salesforce-configuration-vs-salesforce-customization-understand-the-differences\/\" class=\"more-link\">Continue Reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":3832,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[111],"tags":[771],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce Configuration Vs Salesforce Customization: Understand The Differences - FEXLE Services Official Blog<\/title>\n<meta name=\"description\" content=\"Get complete guide to understand the difference between Salesforce Configuration Vs Salesforce Customization. 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