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. ...
What is the meaning of configuration in Salesforce?
Configuration means providing a user defined values which will enable a given feature or module to function. • for example: Email setting is an example of configuration. • salesforce users can configure CRM application.
What is configuration and setup in Salesforce?
Salesforce configuration is all you can do inside the CRM system. This means you can add a new field to your Salesforce, that uses a formula or a specific rule to achieve an outcome. In simple words, configuration in Salesforce means that user-defined values will permit a certain module or feature to function.
What comes under Salesforce configuration?
List Of Items That Can Be Configured / Customized In a Salesforce SolutionAdding objects / fields.Adding tabs/apps.Creating profiles/setting permissions.Workflows & custom reports.Validation rules.Email templates.Page layouts/record types.Integrating email clients.More items...•
How do you configure in 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?
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.”
What are flows in Salesforce?
A flow is the part of Salesforce Flow that collects data and performs actions in your Salesforce org or an external system. Salesforce Flow provides two types of flows: screen flows and autolaunched flows. To automate a business process that collects data from people, use a screen flow.
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.
What customization means?
: to build, fit, or alter according to individual specifications. Other Words from customize Example Sentences Learn More About customize.
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.
What is validation rule in Salesforce?
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”.
What is object in Salesforce?
Salesforce objects are database tables that permit you to store data that is specific to an organization. Salesforce objects are of two types: Standard Objects: Standard objects are the kind of objects that are provided by salesforce.com such as users, contracts, reports, dashboards, etc.
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.
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.
What is Salesforce configuration?
Salesforce configuration is all you can do inside the CRM system. This means you can add a new field to your Salesforce, that uses a formula or a specific rule to achieve an outcome. In simple words, configuration in Salesforce means that user-defined values will permit a certain module or feature to function.
What is Salesforce dashboard?
A custom dashboard in Salesforce gives you a 360-degree view of all your business processes and opportunities. With a Salesforce customized dashboard, you can represent data in an interactive way. Now, you are all set to see an increase in productivity and higher efficiency within your teams.
Why do you need a Salesforce portal?
You can get a Salesforce custom portal to have a great end-user experience. For example, the custom client portal will enhance the client’s and your convenience. Similarly, Salesforce employees or Salesforce partners portal can be used to streamline communications among the teams or partners and boost your business growth.
What should I do with SFDC in Salesforce?
For SFDC configuration, you should run all APEX tests in your Salesforce. Through this, you can spot new errors that might have occured due to data cleanup or changes in validation rules or triggers.
What are some examples of Salesforce customization?
Apex Classes, Apex triggers, Different third-party integrations, visual force emails, using CSS to alter the page layout and building visual force pages are some of the examples of Salesforce Customization.
Can you have custom fields in Salesforce?
In your Salesforce, you can have custom objects and field levels as per your business requirements. You can configure your Salesforce to streamline your workflow and get the most out of it.
Why is Salesforce Configuration important?
Salesforce Customization and Salesforce Configuration are equally considered to be important in the world of Salesforce, whenever it comes to achieving business objectives for the companies that require the platform.
What is Salesforce customization?
Salesforce Customizations are known to comprise custom codes while writing it for alteration in the functionality of the Salesforce platform. The inclination towards this type of work is desirable only for those companies that are surrounded by hundreds of sales representatives or predominantly by those with compound sales funnels.
What is Salesforce development company?
A Salesforce Development Company particularly deals with providing solutions to businesses with the help of Salesforce CRM. Before moving to the main point of discussion, let’s have a small brief about Salesforce CRM.
Is Salesforce a vast platform?
The Salesforce platform is quite vast and has been filled with quite a variety of capabilities, tutorials, documents, and so on. Plenty of guides, as well as for instructions, are available to tell exactly how to do the customization and configuration.
What is the risk of overpaying in Salesforce?
The risk of overpaying is extremely high when you don't have a plan of the processes automation required to your particular business model , type, or industry.
Do you need Salesforce implementation partner?
A knowledgeable Salesforce implementation partner will help you determine what exactly you need. Yes, it looks like you need just about everything at the start, but one of the main tasks of your Salesforce implementation partner is to determine together what your current needs are and what can be ignored.
