Salesforce out of the box means the declarative features provided by the Salesforce, where we can develop applications just by using button clicks and without any code e.g. workflow/approval process,reports and dashboards. You can customize lot of things using OOTB features of Salesforce CRM
Customer relationship management
Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers' history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive sales growth.
What is Salesforce out of the box?
Show activity on this post. Salesforce out of the box means the declarative features provided by the Salesforce, where we can develop applications just by using button clicks and without any code e.g. workflow/approval process ,reports and dashboards . It mainly has features for linking salesforce with Outlook.
What is meant by out of the box functionality?
Out of the box (or vanilla) functionality means the product capabilities that are available in a package/Software. E.g. Salesforce provides a lot of features that are available for the users to use directly without making any changes. This, of course varies by the edition of Salesforce.
What features/functionality are not available in Salesforce?
The features/functionality which are not available in Salesforce or when you want to add functionality on top of the existing functionality you need customization. Salesforce provide you tools which are used to customize the application. These are Apex, Triggers, Visualforce, API (SOAP, Restful, streaming, chatter) etc. e. g.
What is out-of-the-box (OTB)?
Out-of-the-Box: Any functionality that comes shipped directly from the software vendor or can be configured easily (where “easily” means configured by a business, not IT user) with built-in workflow tools, templates, and/or best practices provided directly by the vendor.
Is Salesforce out of the box?
Salesforce Reports & Dashboards Salesforce reports and dashboards are Salesforce's out-of-the-box analytics, the “go to” option for quick reporting; as you would expect from the #1 CRM in the world, they are powerful, intuitive, customisable, and they work well for organizations of all types and sizes.
What is box for Salesforce?
Box for Salesforce is the easiest and quickest way to combine your Box enterprise content with your Salesforce data. Right from within the Salesforce interface, you can share, access, and manage all the content you have stored in Box. Access Box directly from within the Salesforce interface.
How do you use boxes in Salesforce?
The following steps to set up a Box and Salesforce integration are listed below.Step 1: Install Box for Salesforce.Step 2: Create or define a folder for Salesforce in your Box.Step 3: Reviewing Box Files in Salesforce.Step 4: Uploading a File in the Box tab.Step 5: Embedding Box in Standard Objects.
What is box integration?
Box integrations allow users to use Box's features without having to exit the app they're currently using. With the integration, the app accesses Box directly from within the app, saving time. Those using Box can access features in the integrated app without having to leave Box, too.
What is out of box features?
Customizing a platform can be time-consuming, and sometimes it might need proper expertise. However, there will be out of box features, which can be used readily without any customization or configurations. The out of box features are the standard features, which can be used straight away. Often, small and medium businesses might not require any customizations at all, or sometimes there might be business requirements to kick start with standard features. Some of the out of box features which could be helpful for the business is discussed right here.
What is the solution tab in Salesforce?
The solutions tab on the salesforce can be used as a repository for frequent solutions, that can be used by the customer service teams, to quickly answer the frequent or common queries of the customer. This is one of the features in Salesforce that drives customer experience with faster resolution.
What is chatter in Salesforce?
Chatter is a native feature of salesforce, which is incredibly useful as powerful. It’s a kind of social network on the Salesforce platform, that allows different teams to collaborate and coordinate amongst themselves. For example, teams can collaborate for a sales opportunity that has got huge potentials. The best part is, this collaboration can be done defying the global boundary limits. Even support teams can communicate to their leadership teams about any potential escalations or elevations. The communication becomes much more streamlined and faster.
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Breaking Down the Terminology
To eliminate confusion and hopefully give the industry a common way to talk about these issues, LNS Research will use the following definitions for each of these terms:
An Out-of-the-Box vs. Configured vs. Customized Example
To help make these definitions clear, it may be worthwhile to put it in the context of purchasing a new car.
Final Points to Consider in This Debate
Again, going back to our most recent MOM research, there is still a broad difference in the use of out-of-the-box software. But it is clear that more and more companies are striving to get to the 80% out-of-the-box threshold with the remainder of functionality being delivered through configurations and an out-right elimination of customization.
Debbie Kuklis
To help our customers achieve positive outcomes faster with Salesforce, our architects are sharing implementation best practices in a new expert insights blog series. Pushpi Mandal, architect director, contributed to this post.
1. Deliver faster results with out-of-the-box functionality
Speed and agility are important to our customers. You can deliver results faster by prioritizing out-of-the-box (OOTB) functionality before considering custom development.
2. Focus on the foundation
Before releasing any services, apps or capabilities to production, you must ensure the soundness of the technical architecture upon which the foundation is built. As with the construction of a house, a solid foundation is critical to the success and longevity of what’s built on top.
3. Create a playbook and process for delivering new features
Eventually, as you begin to roll out new features, your end users and stakeholders will make requests and ask for new functionality. A playbook and process for managing these requests will allow you to scale, and prioritize the requests against key business needs.
Lightning App Builder (and Lightning Components)
The Lightning App Builder is a point-and-click tool that’s easy to create pages for Salesforce Lightning, or to use in the mobile app. This enables you to rearrange pages to highlight key information users need, and hide anything irrelevant.
Salesforce Reports & Dashboards
Salesforce reports and dashboards are Salesforce’s out-of-the-box analytics, the “go to” option for quick reporting; as you would expect from the #1 CRM in the world, they are powerful, intuitive, customisable, and they work well for organizations of all types and sizes.
List Views
Who doesn’t love a Salesforce list view? List views in Salesforce are what they sound like: a view that’s a list of records. Find list views on the home tab of each object, for example, on the lead object, you will find list views such as “Today’s leads”, “Recently viewed leads”, plus any custom views you create.
Validation Rules
A Validation Rule is a rule on a field which verifies that data entered by a user meets a certain criteria, before the user can save the record.
Security: Profiles, Roles, Permission Sets
Security in Salesforce is crucial to ensure each user can access only the record data that’s appropriate/relevant to their work. Anyone that has looked at the Certified Administrator will know there’s a big emphasis on this topic because it can be tricky to nail down as a Salesforce newbie.
Sandboxes
A Sandbox lets you develop and test your configuration, in the safety of a controlled environment. They are copies of your production environment that have the same platform customizations (eg. custom fields, code, automation). Some Sandbox types, will also contain a copy of your production data (eg. Leads, Accounts, Contacts data).
Change Sets
Salesforce change sets act like containers that move configuration between Salesforce environments, for example, from a sandbox to your production org (live environment users log into).
