how to customise salesforce

How to: Customize your Salesforce App Branding

1. Check your Salesforce edition. Before you start with the domain change, make sure that you have the required editions so that you will be able to change the ...
2. Check your user permissions
3. Enable Documents object. ...
4. My Domain enablement. ...
5. Salesforce Branding. ...

Full Answer

How to create custom formula in Salesforce?

creating Formula field in Salesforce ? Go to Setup => Build => Create => Object => Select object => Custom Fields & Relationships => Click new => Formula. Now we are creating Formula field for student object to calculate average of three subjects F = ( S1+ S2 + S3) /3. Go to detail view of the object.

Should I customize Salesforce or configure it?

Set up your email signature. Adjust activity reminder notifications and preferences. Customize your profile. Add to and organize the navigation bar. You’ve Got Options. If you’ve read through the previous units, your brain is probably full of big picture information, and it might feel good to change perspective.

How to customize quick create in Salesforce?

• While you’re still viewing Candidate in the Object Manager, click Page Layouts.
• Click next to Candidate Layout, then select Edit.
• Under Salesforce Mobile and Lightning Experience Actions, click the override the predefined actions link.
• Click Mobile & Lightning Actions in the palette.

More items...

Do you need to customize Salesforce?

The capability of making changes into the Salesforce configuration is made available to users who have access as system administrators, without requiring any other software programming, but through basic Salesforce training. The higher the Salesforce edition, the more features can be configured.

See more

Where is the Customize option in Salesforce?

You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings. After creating a custom setting and you've added fields, provide data to your custom setting by clicking Manage from the detail page.

How do I customize my Salesforce home screen?

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.

What is Salesforce customization?

Salesforce customization refers to adding new features or functionality unavailable or not accessible in the default application environment. It involves custom development of code and includes external tools for developing functions that meet business needs.

How much can you customize Salesforce?

Since Salesforce is indeed a highly customizable platform, you can alter virtually any element in it. All customizable elements can be roughly divided into three groups: UI (user interface), functionality, and integrations. 1. You can change the look and feel of the original Salesforce UI.

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.

How do I customize my Salesforce lightning homepage?

Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.

What programming language does Salesforce use?

ApexFor server-side development, Salesforce app developers use Apex, a strongly typed object-oriented programming language with syntax similar to Java. Apex code is stored in the format of classes and triggers. Salesforce also has its own data management language SOQL, which is similar to SQL.

What is difference between customization and configuration?

Customize: “To write new code (programs, class files, scripts) to in the software that meets specific requirements.” Configure: “To use tools in the application to meet specific requirements without the use of code.”

Is CPQ part of Salesforce?

What is CPQ Salesforce? CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.

Is Salesforce easy to customize?

Salesforce makes it easy to fully customize your CRM solution. Everyone has different wants and needs, and customers are no different. As such, customers like to know that the experiences they're having are personalized for them, individually.

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 customization can be done to CRM?

There's virtually no limit to what elements can be customized in your CRM solution. From fields to forms, not to mention business processes and workflows, you can ensure that your system is modified to meet your specific needs and operations.

Salesforce Advantages

Salesforce does just that by providing a platform that is specifically designed for configuration and customization.

Find out what a CRM can do for you

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.

How to Customize Salesforce

Save the logo you wish to use to your “Documents” tab. To do this, click “New”, and provide the following details: Your document name, your file folder, your file location, and then click save.

Conclusion

These are a few things regarding how to customize Salesforce. You can customize darn near everything, and these were just a couple examples.

Customizing existing Standard Salesforce Application

In our previous Salesforce tutorial we have learned about Home page layouts , Home page components and how to create custom list views in Salesforce. In this Salesforce Tutorial we are going to learn about how to customize Standard Salesforce Application in to our custom application and making it equivalent to our custom application.

Customizing Standard Sales Application in custom Star Pharma Application

In Star Pharma App, we have six custom objects namely Pharma Products, Hospitals, Sales team, Samples, Visit and Invoices. As shown below we have create all fields and relationships in their object.

How to help sales managers reach the next opportunity stage?

To help your sales managers faster reach the next opportunity stage, you need to consider such activities and create a picklist for each stage. For example, to pass from “Qualification” to “Needs Analysis,” a sales manager should complete the following tasks: Hold the first meeting. Generate a list of requirements.

Why use vague notions in picklists?

Using vague notions in picklists has a similar effect as using obscure titles for opportunity stages: they suspend salespeople’s activities and prevent you from closing your deals faster. That is why it’s better to avoid notions that imply multiple actions. 3. Consider the percentage.

Can you set up different sales processes in Salesforce?

ScienceSoft's advice: In Salesforce CRM, you can set up different sales processes for each type of sales you make. Thus, if you come up with a new product or service offering, you can work out an individual sales process for it and create corresponding opportunity stages with their own percentages.