Check How to Do Salesforce Customization in Six Easy Steps
- 6 minutes
- 2018
Managing customer relations and sales of a business has become a lot easier with Salesforce Development. It has emerged as a powerful tool that can be easily customized to meet the specific needs of your business. With Salesforce customization, you can easily add new features, change UI, and integrate with the third-party systems. However, for optimum Salesforce customization, following an organized approach is important. Here are the simple and easy steps to ensure effective Salesforce customization.
1. Get Input from End Users
The first step in Salesforce customization is to gather information about the real needs of the end-users. For this purpose, you can consider taking views of the employees regarding their individual experience with Salesforce. Collect input about the challenges that they are presently facing, the features that they want to add, and the features of Salesforce that are considered useless by them. Availing feedback from the employees can help in identifying the potential functionality gaps and ensure effective Salesforce customization.
1. Get Input from End Users
The first step in Salesforce customization is to gather information about the real needs of the end-users. For this purpose, you can consider taking views of the employees regarding their individual experience with Salesforce. Collect input about the challenges that they are presently facing, the features that they want to add, and the features of Salesforce that are considered useless by them. Availing feedback from the employees can help in identifying the potential functionality gaps and ensure effective Salesforce customization.
2. Build a Customization Team
Creating a dedicated team for Salesforce customization is the next thing to do. On the basis of the available time as well as resources, you can decide whether to build an in-house team or hire the certified Salesforce registered consulting partner. If you have Salesforce expertise, developing an in-house team is an ideal option.
But, in case you have limited time for upgrading, availing the assistance of the third-party consultants proves to be beneficial. With instant access to the professional team, you can avoid the potential risks and ensure optimum Salesforce customization. Also, consider engaging a CRM manager for enhanced outcomes.
3. Prioritize Custom Features
As you already have the feedback from the employees, it can give a clear picture of the features that require to be added. However, there may be a number of features that are suggested. In order to keep the budget in control, it is important to prioritize the custom features. Consider the criticality of the features and how they impact your business. The features that have the potential to enhance the ROI of your business are to be added first.
4. Use Appropriate Sandbox
While undertaking the Salesforce customizations, you might come across various unpredictable consequences that can affect system operation. In order to avoid such consequences, it is important to test the Salesforce customization in the sandbox environment. While there are four sandbox types, you can choose the right option depending on the needs of your business.
4. Use Appropriate Sandbox
While undertaking the Salesforce customizations, you might come across various unpredictable consequences that can affect system operation. In order to avoid such consequences, it is important to test the Salesforce customization in the sandbox environment. While there are four sandbox types, you can choose the right option depending on the needs of your business.
5. Avoid Over-customization
Many businesses often over customize the Salesforce platforms. However, this can lead to low adoption as well as redundant features. In order to avoid over customization, it is essential to plan the Salesforce customization well ahead of time. Considering the end-user feedback, set budget, and the impact on business ROI can help in avoiding over-customization.
6. Provide Training
Customization adds more features to the Salesforce platform. In order to ensure optimum adoption by the end-users, it is important to provide them with appropriate training. It will help them in using the upgraded Salesforce effectively for their daily work without any challenge. Following the systematic approach can help in facilitating Salesforce customization the best.
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