Features of Salesforce Configuration:
- Configuration in Salesforce means offering user-defined values that will empower certain features/modules to start operating.
- Configuration can allow you to work with the Salesforce Admin panel to alter switches and setups in the programs.
- Salesforce Configuration helps to implement business requirements using Salesforce OOTB functionality.
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 configure my Salesforce integration?
How to set up your Salesforce Marketing Cloud integration
- Select Add Component, located at the bottom of the page.
- Choose Server-to-Server. Select Next.
- Check the following boxes for each set of components: Channels Email Read Write Send Assets Documents and Images Read Automation Automations Read Write Execute Contacts List and Subscribers Read Write ...
- Select Save.
What are the types of custom settings in Salesforce?
Note
- Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. ...
- Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. ...
- Replace Apex Code with SOQL Queries
How to use custom setting in Salesforce?
Custom Settings Methods
- Usage. Custom settings methods are all instance methods, that is, they are called by and operate on a specific instance of a custom setting.
- Custom Setting Examples. The following example uses a list custom setting called Games. ...
- Hierarchy Custom Setting Examples. ...
- Country and State Code Custom Settings Example. ...
See more
How do you configure Salesforce?
Look at the top of any Salesforce page.If you're using Lightning Experience, click. , then select Setup Home.If you're using Salesforce Classic and you see Setup in the user interface header, click it.If you're using Salesforce Classic and you don't see Setup in the header, click your name, then select Setup.
What is difference between customization and configuration?
A customization is a feature, extension, or modification that requires custom coding and/or some form of special implementation. A configuration is when you use native tools in the system to change its behavior or features.
How is Salesforce customized?
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.
Can Salesforce be Customised?
Whatever the need, whatever the organisation, Salesforce provides customisable, configurable, and buildable solutions, and does so effectively, quickly, and with minimum difficulty.
Is configuration the same as implementation?
Implementation - What approach will you use ( like workflow, flow, approval etc) Integration - Connecting Salesforce to some other software. Configuration - That does not require code. Point and click features.
What are custom configurations?
The Custom configuration section provides access to settings relating to creating custom pre-headers, fields, pages and other features for the site. Custom pages provide administrators the ability to create and publish custom company and program-specific information.
What is Apex for Salesforce?
Apex enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.
Is CPQ part of 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.
What is integration in Salesforce?
Salesforce integration is the process of integrating your Salesforce CRM with other systems and applications, such as ERP, Marketing Automation, HCM etc. There are many reasons why businesses want to integrate Salesforce with their other systems.
How many relationship types are in Salesforce and what are they?
There are two main types of object relationships: lookup and master-detail.
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 Process Builder in Salesforce?
Process Builder is an automated Salesforce tool that allows you to control the order of actions or evaluate the criteria for a record. Process Builder gives you the ability to use straightforward 'If/Then' logic to easily add automation to your Salesforce environment.
Easily build and update quotes
Your sales reps can quickly create and edit quotes, changing quantities, adding discounts, and configuring the best solutions for your customers.
Focus on what's best for each customer
Your sales reps can easily configure product bundles that are perfect for each prospect and customer.
Make data entry a thing of the past
Salesforce CPQ ensures that all of your company’s quotes are accurate and complete, and it uses your Salesforce Product Catalog, so setup is fast and easy.
Speed from opportunity to revenue with the power of CPQ software
Now there’s a fast, easy way to streamline configuration, pricing, and quote generation. View a demo and see for yourself.
What is Salesforce customization?
Another Salesforce customization that can improve your business execution is Customized Views. With this, your clients can have a consistent client encounter and expand the usefulness of your Salesforce. Presently, you won't confront the issue of default limitations as redone perspectives will give more functionalities, for example, list sees, custom structures, alternatives to transfer to connections, and so on
Why do you need a custom gateway in Salesforce?
For instance, custom customer entry will improve the customer's and your comfort. Also, Salesforce workers or Salesforce accomplices entryway can be utilized to smooth out correspondences among the groups or accomplices and lift your business development. This makes the Salesforce Custom entry an unquestionable requirement to have Salesforce customization.
What are pinnacle classes in Salesforce?
Pinnacle Classes, Apex triggers, Different outsider combinations, visual power messages, utilizing CSS to modify the page design, and building visual power pages are a portion of the instances of Salesforce Customization.
Why don't clients need Salesforce?
All the clients that don't need Salesforce access because of some explanation or have left the organization should be deactivated. This will help in improving the productivity of your Salesforce.
What is Salesforce design practice?
This Salesforce design practice includes searching for changes, increases, or cancellations made during the most recent week. Simply ensure you keep a note of these progressions and have them recorded or clarified in the first region that was changed.
Can you make Salesforce more intuitive?
Similar formats and subjects in your Salesforce become exhausting. You can make the interface of your Salesforce more intuitive and intriguing by utilizing Salesforce designs to change its subjects and formats.
Do you run APEX tests in Salesforce?
For SFDC design, you should run all APEX tests in your Salesforce. Through this, you can spot new blunders that may have occurred because of information cleanup or changes in approval rules or triggers.