The process of custom development and coding to add robust features to your CRM platform is termed as Salesforce Customization. When these features are integrated into your business, your business gets a scalable impact. Customization is a major part of salesforce services, which is being adopted by a number of business organizations in the present scenario. Best Practices of Salesforce Customization There is a need to follow certain practices in order to execute a successful customization process. Some of the best practices include: It is required to plan ahead. Customizations should be organized and prioritized. Sandbox should be used to create salesforce customizations in a safe place without affecting the other users. You should not hesitate in taking the help of salesforce experts. Other tools should also be used to help you in customization. Testing should be done again and again before eventually deploying the customization. Concise, simple, and structured naming conventions should be used for better communication. Details about the features should be added to help other developers understand your customizations. It will prevent them from being duplicated or changed. Help texts should be provided for the users to simplify the usage of customization. When to Get Salesforce Customization Services You should go for taking salesforce customization services in case of the following situations. Third-party integration is required for executing your business process for better performance. More reports and dashboards are needed, which are interactive and well-built to get the desired information. End-users are feeling it difficult to adopt the configured platform. You have a budget and timeline that is set to materialize the customization. Get the Assistance of a Salesforce Customization Agency To get the best out of the customization process, it will be a perfect option to take the assistance of salesforce experts. You can get a team of experts with the help of a salesforce customization agency. Codinix is one of the agencies that can help you in this regard. This agency comprises a team of experts in customization as well as other salesforce procedures. Conclusion Salesforce customization will be one of the best deals for you when you need more features for your business process. You can get the services for customization from an agency with a team of experts. These agencies provide the best solutions according to your business requirements after you tell them your business process.

1. SALESFORCE
CUSTOMIZATION
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2. Introduction
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3. What Is Salesforce
Customization?
The process of custom development
and coding to add robust features to
your CRM platform is termed
as Salesforce Customization. When
these features are integrated into your
business, your business gets a scalable
impact.
Customization is a major part of
salesforce services, which is being
adopted by a number of business
organizations in the present scenario.
www.codinix.com

4. www.codinix.com
Best Practices of
Salesforce Customization
There is a need to follow certain
practices in order to execute a
successful customization process.

5. www.codinix.com
Some of the best practices
include
➔ It is required to plan ahead.
➔ Customizations should be
organized and prioritized.
➔ Sandbox should be used to create
salesforce customizations in a safe
place without affecting the other
users.

6. www.codinix.com
➔ You should not hesitate in taking
the help of salesforce experts.
➔ Other tools should also be used to
help you in customization.
➔ Testing should be done again and
again before eventually deploying
the customization.
➔ Concise, simple, and structured naming
conventions should be used for better
communication.
➔ Details about the features should be
added to help other developers
understand your customizations. It will
prevent them from being duplicated or
changed.
➔ Help texts should be provided for the
users to simplify the usage of
customization.

7. When to Get
Salesforce
Customization
Services?
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8. www.codinix.com
You should go for taking
salesforce customization
services in case of the
following situations.
➔ Third-party integration is required for
executing your business process for
better performance.
➔ More reports and dashboards are
needed, which are interactive and well-
built to get the desired information.
➔ End-users are feeling it difficult to adopt
the configured platform.
➔ You have a budget and timeline that is
set to materialize the customization.

9. To get the best out of the
customization process, it will be a
perfect option to take the assistance of
salesforce experts. You can get a team
of experts with the help of a salesforce
customization agency.
Codinix is one of the agencies that can
help you in this regard. This agency
comprises a team of experts in
customization as well as other
salesforce procedures.
www.codinix.com
Get the Assistance of a
Salesforce Customization
Agency

10. www.codinix.com
CONCLUSION

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Salesforce customization will be one of the best deals for you
when you need more features for your business process. You can
get the services for customization from an agency with a team of
experts.
These agencies provide the best solutions according to your
business requirements after you tell them your business process.

12. Thank You
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