Click the Salesforce Scheduler Setup Assistant tab. If you don’t see the Salesforce Scheduler Setup Assistant tab, enable it for your profile. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
Full Answer
Should you shift to code-based customization in Salesforce?
And as your appetites grow, you can shift to code-based customization. Keep in mind, though, that any change entails consequences. Even a tweak like deleting a value can lead to unexpected problems. Therefore, prior to changing anything, make sure you understand how it works and how it’s linked to other Salesforce components in use.
What is Salesforce configuration and customization?
Salesforce can be tailored in two ways, by means of either configuration or customization. The choice will determine how you shape your project team. If you go down the configuration path, you can use point-and-click tools without resorting to programming.
How to customize the user interface in Salesforce?
In Salesforce, you can configure layouts according to the established workflows using drag-and-drop or enable/disable options as well as a WYSIWYG editor. If you want to modify the interface to give it a unique look, for example, with a custom theme, you should go for deeper customization aided by your Salesforce admin or developers.
How do I change the default settings for Salesforce scheduler Setup Assistant?
Under Tab Settings, for Salesforce Scheduler Setup Assistant, select Default On, and then save the changes. Here’s what you see on the Salesforce Scheduler Setup Assistant tab.
What is Salesforce customization?
Salesforce customization is a popular next step in any Salesforce implementation project. Naturally, in order to align your customized solution with your business goals, you need a strategy. Let’s look at what these strategic stages could be.
How can Salesforce be tailored?
Salesforce can be tailored in two ways, by means of either configuration or customization. The choice will determine how you shape your project team. If you go down the configuration path, you can use point-and-click tools without resorting to programming.
What to do when your configuration options are exhausted?
When your configuration options are exhausted, forward the rest of the planned changes to your developing team or customization partner.
Is Salesforce a customization platform?
There comes a moment in each Salesforce owner’s life when they feel it’s time to customize. Fortunately, Salesforce is the platform designed for customization. Salesforce users are able to fine-tune the platform to their individual needs as well as develop their own apps to perform any task they have in mind.
Can you use Salesforce in place of Excel?
When you start using Salesforce in place of some other platform or Excel spreadsheets, your employees may find it difficult to get used to the new landscape of fields and tabs, particularly when they miss any important objects they used previously.
When you ask your end users for feedback on the features they lack, do they tend to exaggerate their requests
When you ask your end users for feedback on the features they lack, they tend to exaggerate their requests and present them as ultimate needs, without thinking about a bigger picture. However, these needs do not always translate into obvious business opportunities, or their impact is not worth all the system changes and costs entailed in the long run. You need to break your planned custom features into a few groups by their priority.
Can you build an app in Salesforce?
No jokes, you can develop an app in Salesforce in a few hours, with the help of drag-and-drop options. Naturally, you can’t build a sophisticated app in such a way, but if you need to set up a specific action immediately , it’s a great alternative to the typical laborious process of app development. Prebuilt apps.
What is Salesforce APEX?
The APEX is a programming language built into Salesforce which lets one create custom codes for performing various functions, such as updating fields, executing calculations, creating records, and any other. The VisualForce technology allows for the creation of custom screens right from scratch. You can build a new application by incorporating APEX within the background of these types of screens, therefore getting custom functionality amidst a custom screen. This method on customizing Salesforce is ideal for technology-savvy users since it requires the use of Java and HTML, and other similar elements.
Can Salesforce be integrated with accounting?
For instance, a business utilizing an accounting system can have the same information entered automatically in both their own and the Salesforce system, reducing time needed for input as well as avoid erroneous data and double entries. Salesforce may also be integrated with Apps for better performance with enhanced functionalities.
Create time-saving actions in no time
Fast track everything. Tailor relevant actions for different roles. Keep the most important custom actions at the top. Choose from a library of popular custom actions or build your own.
All your apps and customizations are now mobile
Powerful apps travel light. Take all the current ways you automate key processes and tailor custom apps for different roles — and make them supremely mobile. Keep adding mobile functionality with clicks, not code.
Your company. Your branded apps
Own your employees' mobile experience with Mobile Publisher. Create a consistently branded app using your own name, colors, and icon.
What is Salesforce?
Summary: Salesforce is committed to providing businesses large and small with the tools they need.
What is Salesforce App Cloud?
Salesforce App Cloud makes a customised CRM solution possible. App Cloud exists as a single ecosystem and is used for creating and running all of the personalised applications that an organisation might need. And, while it is possible for businesses to build and run their own applications without the Salesforce platform, App Cloud has certain advantages over other potential options:#N#Intuitive interface. Those within an organisation have the best understanding of what they need their apps to accomplish. Relaying those needs to app developers creates a potential disconnect — one that could result in miscommunications and lead to the creation of ineffective applications. App Cloud features a distinctly intuitive and easy-to-master interface, so no matter which member of the organisation needs to build an app, they’ll be able to do so precisely to their own specifications. This means more effective systems, and as a result, more effective employees.#N#Short development times. Some apps are more time-sensitive than others. When a specific need must be met immediately, waiting for the ideation, development, and release of an app to address that need is often simply not feasible. App Cloud takes advantage of easy, drag-and-drop elements to quickly create the necessary app and make it available for use, potentially in a matter of hours.#N#Multiple development tools. There’s more than one way to go about developing apps, so it doesn’t make sense for organisations to limit their employees to using only one app development tool. Salesforce brings together three superior development tools — Force.com, Heroku Enterprise, and Lightning — so that app designers can work with the tool that is best suited for getting the job done right.#N#Prebuilt apps. For those occasions when an organisation would rather use something pre built, Salesforce offers access to the AppExchange. There, businesses can browse through thousands of existing third-party apps in the world’s largest enterprise app marketplace.#N#Limitless possibilities. No matter the need, App Cloud is the solution for IT, marketing, HR, finance, operations, and more. It provides the tools and direction need by organisations — both large and small — in order to build the apps that will bring them success, and allow them to scale across a limitless number of devices and users.
