Salesforce customization refers to customized coding and software development to add more personalized and robust features to the CRM software. Customization in Salesforce can help the organization increase productivity by personalizing the CRM platform to achieve its goal more efficiently. 

Customization in the Salesforce will optimize the platform's usability, boost analytics, integrate third-party applications, and amplify automation for the execution of day-to-day tasks. Now we are going to discuss some common types of Salesforce Customization.

Types of Customization in Salesforce:

There are mainly three types of customization, and we are going to discuss all of those in detail. Let’s Start with declarative.

  • Declarative

When there is a need to enhance the platform, declarative customization in Salesforce helps to reduce the need for coding. In such a type of customization, the focus will be purely on the user’s requirements. If users need some features, that feature will be switched on and vice-versa.  

  • Integration

The organization will have multiple applications for fulfilling various functions of the business. In such cases, the organization will be liable to re-enter all the required data multiple times in different applications, and another issue the organization faces will be collaboration.    

  • Custom Code       

Using custom code customization in Salesforce allows us to extend the functionality of Salesforce. With this type of customization, custom objects and fields, personalized dashboards, modification of user interface, automation in the process, etc., can be created. 

The selection of the customization depends upon the organization's requirements. E.g., Suppose an organization wants to advance in the Salesforce platform. In that case, declarative customization should be preferred, and if they are willing to integrate some application with the Salesforce CRM platform, they should go for integration or custom code customization in Salesforce. 

How Customization in Salesforce Can Increase the Productivity of the Organization:

The following are several ways by which customization can be done in Salesforce to benefit the organization and increase its productivity. 

  • Custom Objects and Fields

With the help of customization in Salesforce, the organization can create custom objects and fields, which will help it meet its requirements. The data can be gathered and organized in such a way that it can help improve the efficiency and productivity of the organization. Custom objects and fields will help the organization track and manage the information according to relevancy, improving the organization's decision-making. If you are willing to create custom objects and fields in your CRM, then you should contact the Salesforce customization services providing organization; they will help you apply Salesforce customization in your organization.  

  • Custom Reports and Dashboards

Salesforce is a CRM tool that offers super-efficient reporting and dashboard capabilities by which organizations can create personalized data sets. With customization in Salesforce, organizations can create customized reports and dashboards, which will be according to their key performance indicators and business metrics of organization it will help the organization to have real-time information on operations and current trends by which efficient decision-making can be made.

  • Workflow Automation

The flow and process builder, one of the powerful tools of Salesforce, will help automate the repetitive and standardized process. Automating routine and repetitive tasks like data entry, approvals, and notifications can save a lot of time, which can be used in the strategic activities by which an organization's productivity will increase.            

  • Integration with Third Party Applications

Salesforce customization will help integrate third-party applications with the Salesforce CRM tool. Integrating Salesforce with other tools, such as marketing automation, finance systems, customer support, etc., will help remove manual data transfer, improving data accuracy. Thus, it will help the organization to boost its productivity.

  • Customized User Interface

Salesforce lightning app builder will help to build the customized user interface, which will be personalized according to roles and responsibilities. By developing a user-friendly interface, the user will be benefitted as learning and adoption will be easier for them, and it will help to increase their productivity.

Conclusion:

In the above blog, we have discussed different ways customization in Salesforce can be helpful to the organization. But the organization should remember one thing during customization, and that is customization should align with the goals and requirements of the organization only then will it help the organization to increase its productivity. If you want to customize your Salesforce CRM platform, then hire Salesforce developer. They will help you customize your platform by which your organization's effectiveness and efficiency will increase, which will lead to goal completion.