Salesforce can be customized or configured to meet business needs. Customization involves adding new features through code and tools, while configuration uses existing tools to modify fields, reports, and workflows. Customization offers more flexibility but requires more resources, so businesses choose customization when needing complex integrations or reports, and choose configuration for multiple customers on a limited budget.

1. Salesforce Customization Vs
Configuration
TM
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2. Salesforce is a powerful CRM platform for businesses. It is
highly configurable and can be easily customized to meet
different and specific business requirements.
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3. Salesforce Customization
● It refers to the process of adding new features or functionalities that are
unavailable or not accessible in the default application environment.
● It deals with the custom development of code and encompasses outside
tools to develop features.
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4. Few examples of Salesforce Customization
● APEX triggers: Automate complex business actions
● VisualForce pages: Display information in a different way
● Real-time integration: Transfer your information to another system
● vCard: Generates from a given contact
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5. Advantages of Salesforce Customization
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Easy-to-build
Variety of
functionalities
High customer
satisfaction
High customer
retention
Single
customer base

6. Salesforce Configuration
Salesforce Configuration focuses on utilizing its built-in tools, functionality,
tools, and components to create the best strategies for your business.
offers a wide range of configuration tools
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Creating custom fields Enforcing Data quality
Creating formula fields Crafting data reports
Configuring workflows

7. Advantages of Salesforce configuration
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High end
flexibility
Support customers
and users
Can be reused
Prevents
duplication
Manage everything
effectively

8. Salesforce Customization Salesforce Configuration
APEX classes and triggers Adding fields, objects, and tabs
VisualForce components, pages or emails Creating profiles
3rd party system integrations Setting permissions
Create Lightning components Custom reports and workflows
Develop custom partner portals Email templates
Alter the page look by CSS Data verification
Add capabilities by JS Integrating email clients
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9. Business needs: Salesforce Customization or Configuration?
You can choose configuration when you have:
● Multiple customers and multiple options for them.
● A variety of user segments that will be accessing the system for a long time.
● A limited time, budget, and expertise.
You can consider Salesforce customization when:
● You need a 3rd party integration.
● Standard reports are not enough.
● End users are uncomfortable with the configured platform.
● You have to cater to one client with strict deadlines.
● Highly skilled expertise, dedicated timelines, and budget.
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10. About Us
Cloud Analogy - A Salesforce development and consulting company that can help
you from scratch to finish evaluating on how you can get the most out of
Salesforce.
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Consult our certified Salesforce experts to achieve your business
goals and stay ahead of the competition.

11. Thank
You
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