Slaesforce FAQ

how hard is it to custoize a salesforce website

by Sebastian Volkman Published 2 years ago Updated 2 years ago
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How to create website on Salesforce force?

How to create website on Salesforce Force.com? Please follow below steps to create a basic Force.com Site: Register a domain name of your choice. Create a Force.com Site using that domain name. Include all the required Visualforce pages to the Site which are related to your Site.

What is your experience with custom analytics solutions in Salesforce?

At Salesforce, we grappled with our own digital marketing organization's highly customized analytics solution for website reporting. While the custom solution provided many benefits for advanced analysis, it was time-consuming to produce basic reports and difficult to understand for many stakeholders.

What is the cost of Salesforce admin certification?

Salesforce Admin Certification is a proctored exam from Salesforce.com. The exam is proctored by Kryterion and can be taken either onsite or online. The certification exam is made up of 60 multiple choice/multi-select Questions with 105 Minutes to complete it. Passing score is 65%. Registration fees for the exam are $200 USD and retake is $100 USD.

What are the benefits of Salesforce sites?

And because sites are built on native Visualforce pages, data validation on collected information is performed automatically. You can also enable users to register for or log in to an associated portal seamlessly from your public site. Salesforce Sites is subject to these additional Terms of Use.

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How do I customize my Salesforce Home page?

Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.

How can Salesforce be customized?

Salesforce App Cloud makes a customized CRM solution possible. App Cloud exists as a single ecosystem and is used for creating and running all of the personalized applications that an organization might need.

Can users customize their Home page in Salesforce lightning?

Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities.

How do I make my own lightning Home page?

From Setup, Go to Quick Find / Search and enter App Builder then click Lightning App Builder.Click on New, will be redirected to 'Create a new Lightning Page' popup.Select 'Home page' and click on next.Enter the label name.Choose the page template or clone salesforce default page. ... Click on Finish.More items...•

How much does it cost to customize Salesforce?

If you consider Salesforce as an option to transform or set to rights your sales, marketing or customer service efforts, the total cost of a custom solution will be one of the factors determining your choice. Salesforce implementation costs can range anywhere from $10,000 to well over $100,000.

Is Salesforce CRM customizable?

CRM Software is Customizable As your business grows, you need a CRM system to grow with you. That's one advantage of Salesforce CRM: Salesforce CRM provides top-notch CRM options from basic to customized, allowing you to keep the information entered in the basic program as you upgrade and add features.

What is the difference between app page and home page in Salesforce?

The Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn't actually have to be included in all Apps, (so the definition is blurry). An App Page is just a single, static page, (lacking a record detail) that you can customize and put anywhere.

How do I create a dashboard in Salesforce?

Create a DashboardClick the Dashboards tab.Click New Dashboard.Name your dashboard All Opportunities . Leave all other fields as is and click Create.Click + Component.For Report, select Opportunities by Stage. Click Select. ... For Display As, select Vertical Bar Chart and click Add.Click Save.Click Done.More items...

How do I create a home page component in Salesforce?

Create Custom Home Page ComponentsFrom Setup, click Customize -> Home -> Home Page Components.Click New.Enter a name for the component.Choose the type of component.Click Next. a. For links- ... Click Save.After creating the home page component, you need to add it to a home page layout.

How do I create a custom lightning page in Salesforce?

Let's get started.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Select Record Page and start stepping through the wizard.Name your page New Opportunity Page , and select Opportunity. ... Choose the Header, Subheader, Right Sidebar template, and click Finish.More items...

How do I customize my dashboard in Salesforce?

Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.

What is Salesforce lightning page?

A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page.

What is Salesforce site?

Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization— without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through a branded URL of your choice.

How to determine the URL of a Salesforce site?

The Salesforce Sites Domain. For each of your sites, you determine the URL of the site by establishing the site's domain name. You can choose one of the following domain options. Use your Salesforce Sites domain. With this option, your Salesforce Sites domain name is used for all the sites that you create.

What is Salesforce information?

Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.

What is a support FAQ?

Publish a support FAQ—Provide helpful information on a public website where customers can search for solutions to their issues.

Share CRM Data with Your Partners

Learn how to use Salesforce settings to share CRM data securely with partners.

Build an Experience Cloud Site with Knowledge and Chat

Use the Customer Service template to create a site with chat snap-ins and knowledge.

Personalize Experience Cloud Sites with Audience Targeting

Build a customer account portal that's personalized for different audiences.

Search Basics for Experience Builder Sites

Set up search features so site members can find the information they need.

What happens when multiple custom domains serve this site?

If multiple custom domains serve this site, requests are routed to the site’s primary custom URL only if it’s an HTTPS custom domain. Otherwise, requests are redirected to the first HTTPS custom domain associated with this site, in alphanumeric order. If no HTTPS custom domain serves this site, this option has no effect.

What page do you use for ideas?

For ideas sites, you must use the IdeasHome page. For answers sites, use the AnswersHome page. If you don’t use a site template, your site inherits its look and feel from its associated portal.

Can you frame by any page?

Don’t allow framing by any page (most protection ): The most secure level, but it can cause certain pages to appear as blank pages. To avoid this issue, use the default setting instead.

What is Salesforce platform?

The Salesforce Platform offers the tools to help you create powerful business applications, fast. From easily setting up and maintaining run times with the Lightning Platform runtime services, to effortlessly automating complex business processes with process-building tools, to including social media options into every app with social collaboration capabilities, the Salesforce Platform empowers you to create the solutions that define your success.

How much ROI does Salesforce have?

Add to these tools the ability to create personalized reports and embed analytics capabilities directly into your apps, and to deploy across 14 languages and most worldwide currencies, and you’ll see how the Salesforce Platform can generate an average five-year ROI of 478% . Platform also provides access to the Salesforce AppExchange, where you can browse through hundreds of security-vetted, customer-reviewed, ready-made applications, ranging from free to enterprise-grade. Best of all, these apps are likewise fully customizable, so that you can find the app that’s right for your needs, and then make it even better.

What is Lightning App Builder?

Lightning App Builder gives users access to a range of point-and-click tools for creating custom applications, incorporating advanced business logic and presented in visually appealing formats, all without needing any coding experience on the part of the user. Schema Builder makes it possible for you to design your own data model, offering a dynamic environment in which you can view and interact with every object and relationship in your app. Heroku gives those with coding experience the chance to put that knowledge to use by supporting a range of programing languages, for more in-depth control over how you build your apps.

Why is it important to have a custom app?

In today’s connected digital world, there’s an ever growing demand for reliable software programs and applications. This is particularly apparent in the business sector. 71% of consumers say that it is important to them that they be able to receive product and customer support via their mobile smart devices, but even beyond connecting directly with clients, businesses are discovering that custom apps are capable of extending software and hardware capabilities almost limitlessly, through custom mobile application development.

What is custom software development?

Custom software application development is the process by which a company is able to design personalized software solutions for a specific user or group of users within their organization. The resultant applications will be able to address company needs more effectively and precisely than off-the-shelf options. However, the time, money, and talent needed to design and implement these custom application have historically been prohibitive. Only the most successful organizations could afford to create their own app solutions.

Can CRM be used for sales?

Given that an effective CRM system is likely to extend across every department, the potential for custom CRM applications aren’t limited only to sales or marketing. With custom apps for CRM, human resource specialists can automate time-consuming, repetitive tasks associated with onboarding, training, and time-off approval. Accounting and finance departments can use custom apps to automate delicate processes and ensure compliance, and can also help with purchase-order tracking. R&D departments can build custom apps that collate relevant data and automatically implement it in the development of new products or services. The list goes on

Is custom application development changing?

Fortunately, modern custom application development services are changing all of that.

What is Force.com site?

Avnish Yadav. You can use Force.com Sites (also known as Salesforce Sites) to run your company’s website. With Sites, Salesforce gives you a web server, hosting, and integration between your website and your salesforce organization.

Does Force.com have hardware?

Plus you don’t have to set up or support any hardware.

Can you set up a public website in Salesforce?

Salesforce Sites gives you a number of options. First, you can set up a public website that people can see without logging in with a username or password. Second, you can choose to display customized information to people who log in to a Customer Portal or Partner Portal.

What is custom label in Salesforce?

Think of a custom label as a custom text field that isn’t object-specific — it can be called anywhere in Salesforce. In other words, it’s not object- or configuration type-specific and can therefore be leveraged throughout the org.

How many characters are in Salesforce ID?

Provide the Salesforce ID. Here, we provide the 18-character case-insensitive ID.

What is custom metadata?

Custom metadata is customizable, deployable, packageable, and upgradeable application metadata. First, you create a CMDT, which defines the form of the application metadata. Then, you build reusable functionality that determines the behavior based on metadata of that type. Similar to a custom object or custom setting, a CMDT has a list of custom fields that represent aspects of the metadata.

What is custom label?

Custom labels are custom text values that can be accessed from Apex classes, Visualforce pages, or Lightning components.

Why are custom settings similar to custom objects?

Custom settings are similar to custom objects because they let you customize org data. Unlike custom objects which have records based on them, custom settings allow you to utilize custom datasets across your org, or distinguish particular users or profiles based on custom criteria.

Why can you categorize custom labels?

Admin Tip: You can categorize a custom label to give you and your admins/developers a clue as to where it’s used, since custom labels lack a Description field.

Does Salesforce need to be referenced in production?

First, the component you need to reference does not exist in Production — you just created it for the solution you’re building. That component will have a new ID that only exists in that sandbox. That same component will need to be created in each sandbox leading up to Production. Each time that component is created, a different Salesforce ID is created and, hence, a different ID will be referenced. As a result, you’ll have different versions of your formula, validation rule, process, flow, and so on in your sandboxes and Production. What a deployment and maintenance nightmare!

How much does Salesforce 201 cost?

One thing to note about Salesforce Admin Certification is the cost. The Admin 201 Certification Cost is $200 for the exam and then $100 for the retake. You can retake the exam up to 10 times (I sure do hope you don’t have to retake it at all!). You can now register for all your certifications right from within Trailhead.

How much does it cost to take Salesforce exam?

The certification exam is made up of 60 multiple choice/multi-select Questions with 105 Minutes to complete it. Passing score is 65%. Registration fees for the exam are $200 USD and retake is $100 USD. No Hard-copy or online material can be referenced during the exam.

Is Trailhead a good CRM?

Trailhead is the best place to start learning Salesforce. As a CRM company, Salesforce wants us admins to be the cheerleaders of their product. Trailhead makes it super easy to learn the system and play around in your own playground. As mentioned on their homepage, it is:

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Common Salesforce Customization Use Cases

  • Besides the already-mentioned integrations, branded UI, altered page layouts, custom objects, and custom processes that can’t be built using relevant Salesforce configuration capabilities (Workflow and Approvals, Process Builder, Flow Builder), there are a couple more customizatio
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Customization Project Duration

  • If you’re expecting that it will take a certain number of days, weeks or months to customize Salesforce, we have to tell you that it’s not how project duration estimation works. To estimate how long it will take in your case, we’d need way more information about your solution than, well, the fact that you have one or want one. But the short answer is, it can be anywhere from eight ho…
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“Great. Now What?”

  • After taking a look at the technical aspects of Salesforce customization, you should try to map all related Salesforce knowledge with the expertise of your team. Then, you can start thoroughly formulating your customization needs (after interviewing your Salesforce users), prioritizing features, apps, custom reports or whatever customizations you may need, outlining a customiza…
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