How to Customize Salesforce For a Richer Experience

 

On top of the standard sales tools Salesforce comes with, it’s framework can be quite customized to tailor to the specific needs of a company in various aspects, which makes it the highly successful platform it currently is that’s preferred by many.

This is an outstanding feature that allows for a completely custom user-friendly interface which adheres to the corporate brand. Implementing your knowledge on how to customize Salesforce elicits an overall professional appeal with an added twist of personal touch. The fresh new environment brings about great benefits to both employees and customers, helping out a myriad of organizations ranging from non-profit establishments to huge corporations.

 

Learning how to customize Salesforce proves to be a worthy investment for a richer experience, a more effective company with lucrative returns. Customizing Salesforce is not a difficult task, whether changing colors, images, custom fields and objects, third party extensions, workflows, to integrating apps and devices. Rather, it is possible to have it easily done with the right guidelines, to ensure efficiency in both time and efforts. Customization can be streamlined into configuration, tools for further development, and integration, all of which you can learn through various Salesforce tutorials.

 

How to Customize Salesforce

1. Configuration

The capability of making changes into the Salesforce configuration is made available to users who have access as system administrators, without requiring any other software programming, but through basic Salesforce training. The higher the Salesforce edition, the more features can be configured. Configuration enables users to modify fields, objects, formulas, properties, security settings, and a lot more. Significant changes can be fulfilled through configuration, which may actually be enough to meet a brand’s requirements.

 

Utilizing simple point and click when customizing Salesforce allows you to do or modify certain things, and these would somehow give you an idea of what you can do out of the box of Salesforce functionalities:

-Tab names and labels
-Tab grouping via apps
-Text field locations
-Add custom links into the Home Tab
-Display custom sidebar components on any page
-Show or hide the collapsible sidebar
-The logo located at the top left corner, hence replacing the salesforce image with your company logo

 

How to Customize Salesforce by Adding your Company Logo:

-Save your logo in your Documents Tab.
-Click Setup–>App Setup–>Customize–>Home–>Home Page Components
-Click New under custom components, then hit Next. Enter the name of your new component. Select the image then hit Next again.
-Insert your image and then Save.
-Go to App Setup–>Customize–>Home–>Home Page Layouts
-Click New to create your new layout, follow through with the wizard selecting your components along the way.
-Move and assign your logo, then Save all changes.

 

2. Tools

There may be instances wherein users desire to extend the Salesforce capabilities beyond what configuration can fulfill, and in such cases, tools can be optimized for development. The APEX is a programming language built into Salesforce which lets one create custom codes for performing various functions, such as updating fields, executing calculations, creating records, and any other. The VisualForce technology allows for the creation of custom screens right from scratch. You can build a new application by incorporating APEX within the background of these types of screens, therefore getting custom functionality amidst a custom screen. This method on customizing Salesforce is ideal for technology-savvy users since it requires the use of Java and HTML, and other similar elements.

 

3. Integration

Sometimes, companies require an existing system to be integrated within the Salesforce functionality. This way, data can be easily transferred from one system to the other, and can be synchronized allowing for more efficiency and accuracy. For instance, a business utilizing an accounting system can have the same information entered automatically in both their own and the Salesforce system, reducing time needed for input as well as avoid erroneous data and double entries. Salesforce may also be integrated with Apps for better performance with enhanced functionalities.

 

Keep in mind that all changes mentioned in this salesforce crm tutorial, are exactly those you are making and implementing for the purpose of supporting your sales personnel, helping towards effective business planning through gathering valuable insights, up to ultimately closing a deal. Hence, any salesforce customization you have applied must altogether be monitored and maintained.

 

 In line with the understanding on how to customize Salesforce, you must also understand the importance of being on your guard against competition by looking out for ways to improve and constantly keep up with changes, to meet both employee and customer needs towards the stability and success of your company.

Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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