The Salesforce customization dilemma: Get in or stay out?
You have your Salesforce solution set up and running and it seems all you’ve got to do right now is relax and enjoy the moment. But, alas, you and your Salesforce end users have slowly started to notice that, as great as Salesforce is, it’s not perfect as is. Some fields are missing, reports aren’t all that enlightening, and processes just aren’t quite automated enough.
Sound familiar? Happens to the best of us.
And more often than not, it means resorting to Salesforce configuration, customization, or some combination of the two.
Table of contents:
- What is customization?
- Why do it?
- Salesforce tools used
- What to customize
- What to keep in mind
- Use cases
- Project duration
- Where to start
Salesforce customization as a concept
What is Salesforce customization?
This question is best answered by comparing Salesforce configuration and customization. Very roughly speaking, Salesforce configuration means opening the platform’s “settings tab” and clicking different buttons to add or change fields, objects, tabs, set up automation workflows, create apps using a no-code interface and so on.
Salesforce customization fulfills the same goal of adapting the platform in a specific way to suit your business processes but it entails much more serious actions that involve programming skills and code-level changes.
Why do companies opt for Salesforce customization?
Things like excessive manual data input, missing workflows for complex approval processes and lacking email automation can cost sales, customer service or marketing teams a lot of time. This way, all the big and small imperfections in your Salesforce solution keep your users’ productivity down, thus negatively affecting your revenue. To remedy this situation and improve Salesforce user experience, companies set out to customize Salesforce so that it supports specific bits of their business processes better.