As a Salesforce Admin, you need to know what the differences are between configuration and customization.
What is Salesforce Customization?
- Salesforce customization is the process of making adjustments to the fundamental Salesforce platform in order to add to or improve upon existing functionality. These modifications are far more complex than configuration since they are irreversible and permanent.
- Writing code is required for customizations, which can range from straightforward JavaScript functions that enhance the system operation of your company to sophisticated tools like Apex triggers or Visualforce pages that automate certain procedures.
- A process flow rule, an object (like a new field), a field (like the name of a custom object), an entire object type, or any combination of these might be customised (for example, assigning tasks).
You may expand the capability of your Salesforce system by customising it. Consideration of modification as programming makes it simpler to comprehend. You are writing code that cannot be erased without erasing the modifications you have made, not merely altering a setting. Your personalization will vanish if someone deletes an object or field that you’ve created.
This is why, whenever you develop an application on top of Salesforce, we advise that you always construct your own edition rather than using a standard edition as your source. This will prevent issues from occurring in your application’s code if Salesforce’s standard edition is modified in the future.
Example of Salesforce Customization
Examining the most typical Salesforce modifications will help.
- Personalized page layouts: You may set up your pages to have various fields and sections. Alter the grouping or arrangement of fields and sections on your pages, or add additional tabs or buttons.
- Custom objects: You may add new custom objects (custom tables) to Salesforce to store information that is significant to you or your company, such as product information, client testimonials, or project information. These objects provide you with the freedom to store any information that is pertinent to your company because they are not constrained by the default capabilities offered by Salesforce.
- Custom portals: By using a well-designed portal, administrators can publish content within Salesforce that is pertinent to the roles of their users in a single, central location rather than scattering it across numerous dashboards, which makes it challenging for users who don’t have access to all of these types of dashboards to navigate!
Pros and Cons of Salesforce Customization
You may use customisation, a potent tool, to change the way your Salesforce instance looks and feels. Customization has been a feature of the product from its inception. You may make your own unique objects, fields, formulae, validation rules, and even custom buttons. This implies that if there is a feature or app that Salesforce doesn’t already offer that you desire, you may build it from scratch. In order to have all the information needed in one place without having to switch between records on various pages or tabs inside Leads & Opportunities, you can also add additional fields and tabs to existing objects like Leads & Opportunities (although this can be done as well).
The new Lightning Experience may make it appear like there’s no use in customising anything since it would be useless once we transition over, but fear not! Don’t worry about losing your work; you will still be able to access these settings after the transfer.
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What is Salesforce Configuration?
- Salesforce Configuration is used to alter tiny aspects of your system’s operation, such as page layouts or dashboards.
- Salesforce Customization, however, enables you to alter for larger items. They can also include new fields and objects, as well as workflow rules and code, but they have a longer lifespan than configurations.
- With configuration, you may temporarily modify Salesforce’s internal structure to meet your needs. Neither new features nor code changes are being made by you. Configuration is similar to placing furnishings in your home or using an Instagram filter. You are only organising things in a new way. Later adjustments are simpler to implement, and they don’t require the skills of a coder.
Example of Salesforce Configuration
For instance, you may utilise the native capabilities in Salesforce to alter or personalise the appearance of your Salesforce org. There are methods for carrying it out on both a small and a large scale.
The setup will better suit your needs if you wish to make organizational-level adjustments. For instance, if you want new fields in each of your objects, you should accomplish this under the administrative console’s system configuration tab.
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Pros and Cons of Salesforce Configuration
- A fantastic place to start with customisation is through Salesforce Configuration. The easiest approach to begin modifying Salesforce is using this method. This is ideal for little organisations or corporations without a development crew.
- It’s also really simple to use and learn. Since it doesn’t need any coding knowledge at all—you simply need to drag and drop various pieces into your page layout template—Salesforce Configuration might be an excellent location to start learning how programming languages like Apex or Visualforce operate if you’re unfamiliar with them.
- It provides Custom Lightning Components (LCC) and Visual Flow as two methods for creating solutions (VF). Both of these recently introduced capabilities are novel, although neither one calls for coding expertise. Consequently, even novices may begin using them straight away!
Salesforce Customization Vs Salesforce Configuration
- Changes to your system that are not achievable through configuration can be made through customization.
- Your system may be customised to include additional features, fields, and objects.
- Customized systems are difficult to return to their initial condition.
Being a busy person, you want to ensure that your company can adapt to the rapidly changing technological landscape. Because of this, you might think about choosing Salesforce setup over customised.
The setting is temporary, but modification requires programming code and is permanent. If circumstances alter or new requirements emerge, it is simple to adjust your Salesforce account.
Making changes to the functionality of your product is all that is required for Salesforce Configuration; no coding or programming is required. Additionally, because it doesn’t need to hire new people, it is less dangerous than customisation. This implies that setting up Salesforce doesn’t interfere with other tasks being completed by a business. It does not necessitate devoting time away from other obligations at work or home!
The primary justification for why people prefer customised configurations? Typically, customizations cost more than settings. due to the high expenditures associated with their training and development. so that before using them in real life (or, worse yet, before they are ever deployed), everyone involved is aware of how they should operate.
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Salesforce Customization or Configuration: Which is Best?
Therefore, there are two different types of changes you can make to your Salesforce instance: customization and configuration. Changes to your system’s operation on a lesser scale can be made through configuration. For instance, you may alter a workflow rule or adjust the fields on a page layout. Additionally, you may set up certain buttons and links to show on specific pages across your whole website.
Compared to customising, the configuration is easy to update later if necessary. However, it is less adaptable in terms of the size or effects of such modifications. By adding data components (elements that convey extra information about records), generating new objects (tables), or developing totally new capabilities that weren’t previously available, customization enables you to modify much larger items (like an invoicing tool).
If this sounds like something you might want to spend some time with, I recommend connecting with a Salesforce Customization Consultant.
Conclusion
It’s crucial to remember that modifications need programming expertise and are considerably more difficult to adjust after the fact. Additionally, if your customisation is deleted, it is permanently lost. Since all you’re doing is altering settings, configurations are considerably simpler to alter afterwards. If someone accidentally modifies your setup, you can typically return to the original state quite quickly.
Connect with Salesforce Consulting Services if you’re still unsure about which is best and who to hire. They can assist you in making the right decisions for the success of your business.
Read this blog as well – Guide To Salesforce Customization Services
Originally Posted – Articlehero.com
