Customization in Salesforce is adding features that are missing in the default application. With the help of customization, the organization can create custom objects that will help them meet their requirements. The organization can increase its productivity by customizing Salesforce as per its needs.
In this blog, we will discuss certain practices you should follow in customization in Salesforce.
Best Practices for Customization in Salesforce:
The following are the practices that every organization should follow to get maximum benefit by customization of Salesforce.
Plan and Prepare
Before starting customization, you should research your requirements to help you decide which features to add to your Salesforce. Whenever you decide to add or remove some feature, you should remember that the change you are making might affect other features of Salesforce. So you must ensure that whatever customization in Salesforce you are doing must not have any negative impact.
Connect with Salesforce Experts
Salesforce is a CRM tool with many features integrated into it. The organization can find solutions and efficiently fulfill its requirements by customizing Salesforce. When you decide to customize your Salesforce, you must consult a Salesforce development company. They will help your organization determine which features you should integrate and which features you should not. They will assist you throughout the customization process and fulfill your requirements. If you want to connect with an expert, then hire a salesforce customization company as said earlier, they will guide your organization in every manner.
Use Sandbox
Sandbox is an environment that helps the developers to evaluate the modifications. It enables its user to run the programs without affecting the live applications. Thus every organization doing customization in Salesforce must use the Sandbox before they push the features to the production environment.
Excessive Customization Should be Avoided
As mentioned earlier, customization should be done after doing proper research, and we should customize only those required to fulfilling our needs. If you have excessively customized your Salesforce, it won't be easy to update, provide the necessary support, and improve it.
Consistent Testing and Training
Continuous Testing of the customization in Salesforce is necessary so that it does not create any issues in a real environment. Before making the customization live, we have to test them in Sandox frequently; it ensures that the application runs smoothly in a real-time environment.
Also, after completing the customization, the organization should provide adequate training to end users so they can understand how to work more effectively and efficiently.
Conclusion:
This blog has discussed customization in Salesforce and its best practices. These are the best and basic salesforce customization practices, including performing adequate research, taking a salesforce consultant's help, using Sandbox, and avoiding excessive customization, Testing, and training. To know more about customization in Salesforce, you should consult the Salesforce development company, which will guide you in customizing and personalizing your software.