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 meant by 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 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 the difference between configuration and customization?
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 long does it take to configure Salesforce?
Salesforce implementation time can vary based on organizational requirements. On average, it could take 3 to 4 weeks and this time can be much longer in some cases. Understanding common best practices in salesforce implementation can increase speed and minimize costs.
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.
Where is Salesforce setup?
The Setup menu is accessed from the Setup link on the upper-right corner of any Salesforce page. The Setup menu is organized into goal-based categories: Administer, Build, Deploy, Monitor, and Checkout. Personal settings, which all Salesforce users can edit, are available from a separate My Settings menu.
What is the full form of SFDC?
SFDC:- SFDC stands for Salesforce.com. It is a distributed computing and social venture software-as-a-service (SaaS) supplier situated in San Francisco. It was established in March 1999, to a limited extent by previous Oracle executive Marc Benioff. is the most popular cloud-based CRM today.
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 is the difference between design and configuration?
Configuration :- Setting Up the system to start the work. Design :- A new module which needs to be developed in the system (Ex :- Design a house plan). Customization :- You need some thing which needs to be added after the development of the design or change in the standard system.
What is the difference between code and configuration?
A simple attempt to differentiate them would be to look at where they are stored. Everything in source files that are consumed by the compiler is code. Everything in configuration files that are read at runtime is configuration.
What is Salesforce customization?
These features can seamlessly integrate with business workflow and processes . Salesforce customize can help scale your business for better growth and improvement in ROI. Customization can be stated as a step ahead of Salesforce configuration. Customization is required for cases where configuration doesn’t serve the purpose.
Why is Salesforce important?
When a business plans to use a Salesforce solution, it is important to make sure that all the business requirements are met. The Salesforce platform can provide businesses the functionality they need because it is configurable as well as customizable. When the discussion is about Salesforce customization vs configuration, many businesses believe that these are the same. However, these are quite different from each other.
Is there more to Salesforce customization vs. configuration?
Of course, there is more to Salesforce customization vs. configuration that you must know when considering extending your future services. But whatever you choose, make sure you get everything done with the help of a knowledgeable and experienced Salesforce implementation partner.
Is Salesforce customization interchangeable?
Both the concepts of Salesforce customization and configuration are popular but understood interchangeably. Many companies find it difficult to identify which one they need. Let us go into details of what each of these means and when to use which one.
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 is a Rolustech CRM?
There is so much more you can do with a CRM, so leverage it to keep your business on top! Rolustech is an Official Salesforce Partner firm making its mark in providing services which include, but are not limited to, Salesforce Implementation, Customization, and Integration. Contact us now for a FREE Business Analysis.
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.
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.
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 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.
Understanding Salesforce Customization and Configuration
Everything you can do in the CRM, without any customized coding, to configure it to your business falls under Salesforce configuration. One example is adding a new field to an existing formula to reach the outcome you want.
When Does Salesforce Customization Make Sense?
In most cases, the configuration will happen when implementing Salesforce. Therefore, it is part of the process, irrespective of whether you choose to customize the CRM later or not.
Takeaway: Salesforce Customization vs. Configuration
Let’s recap. Configuration means adding information or modifying Salesforce to enable the stock software to work best for your business. Whereas customization refers to altering the source code of Salesforce so that it is tailored to particular needs.
What is the field that adds a new field to Salesforce called?
Addition of a new field to a given Salesforce object and addition of a new field which will use a formula to achieve some outcome is called a configuration .
Why is customization important in Salesforce?
Configuration and Customization are just as important in the world of Salesforce when it comes to achieving business goals for the corporations that use the platform. Take a good look at the workforce you have on board, the staff that you’re developing, the associates that are available to you, and the applications that you can control to turn Salesforce into a platform that will lead your business from where it is presented to where it really needs to be. Salesforce has got loads of choices that can probably get you the maximum of what you require to start adopting as well as to continue to utilize the platform.
What is configuration in Salesforce?
Configurations essentially involve varying switches and setups in the program, which can be done right from the management panel by somebody who has been trained to manage the said platform. Companies can generate new components and fields, assimilate surveys, update multiple workflows, and create custom-made reports—all just by switching things on and off in the elementary Salesforce install.
Is Salesforce configurable?
We often come across people who are fairly new to working with Salesforce and are really looking forward to turning the platform into something that meets their business requirements. The Salesforce platform is a very influential tool that is very configurable and awfully customizable. Generally, people use those terms quite interchangeably, but in the Salesforce network, they mean absolutely different things. This article will make you realize the difference between the two concepts. In order to make it a little easier.
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.
