When you use a robust and comprehensive tool like Salesforce it becomes easy to get confused between terms that might sound or look similar, such as ‘customizable’ and ‘configurable’.
This possibility of a confusion being born, increases many-fold when the platform that you are using, Salesforce in this case, offers both.
Obviously, the two are not the same.
In a brief manner, if I was to give the fundamental difference between Salesforce Configuration and Salesforce Customization, it would be this:
When we talk about ‘Salesforce Configuration’, it allows the user to be able to use such features on the platform that already exist.
It offers them the option to tweak and adjust them, however, to meet your needs and requirements.
‘Salesforce Customization’, on the other hand, gives you the ability to code and develop particular features.
These features are those that are not provided to you as an OOTB (Out Of The Box) functionality.
Now let us dive deeper, and take a more detailed look at the distinguishments these two features have.
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It incorporates everything that you can do in a CRM platform to configure it to your business needs and requirements, that too without the need for any coding.
For instance, a new field can be added to an existing formula in order to reach the desired outcome.
Here are some examples of Salesforce Configuration, for developing a deeper understanding:
When we talk about coding and development of new functionalities or features on the CRM platform, which did not come from the OOTB version, this is where Salesforce Customization walks in.
This means, integrating such features is made possible by the use of the Salesforce Customization feature.
These are the features that can be integrated with the workflows of your business process and contribute to a scalable outcome.
In other words, when you want to extend Salesforce functionality beyond its inherent powers, you customize it and tailor it to your requirements.
Here are some examples of Salesforce Customization, for developing a deeper understanding:
Here are some more differences between the two features, i.e., Salesforce Customization vs Configuration:
|Salesforce Customization||Salesforce Configuration|
|With the Customization feature, you can build the Salesforce Experience Cloud.||With the Configuration feature, you can create record types.|
|Create Lightning components||Build email templates|
|Develop low code applications||Work with validation rules|
|Add additional capabilities with
|Adding tabs, objects, or fields|
|Work with Visualforce, Aura and LWC||Creating new permissions or profiles|
Do you need expert guidance?
Generally, with Salesforce integration, the presence of an expert is not a must. This is because you are not essentially altering the foundational structure of Salesforce.
That being said, a consultant can save you precious time when it comes to integrating Salesforce to your business in order to cater to your specific needs and yielding an improved Return on Investment (ROI).
A certified Salesforce implementation partner, such as TIS, can prove to be of great value for your Salesforce integration procedures.
When it comes to Customization, the scope of Salesforce expands a bit.
This is why it is difficult to handle customization with an in-house team, and an expert is required for assistance.
A certified Salesforce implementation partner is your best bet to a smooth and easy road to customization.
It can be a challenging task to choose between configuration or customization, at certain times.
When this happens, you need to determine your needs and requirements clearly.
Then, you need to consider the following questions and answer them.
This will help you sort your confusion out and make your decision easier.
Often configuration is done while implementing Salesforce in your system.
This is why it is a crucial part of the initial process.
It is not relevant to whether you decide on Salesforce CRM customization later on in the future, or not.
On the other hand, Salesforce customization is an elaborate process. Its need is felt when you need more alterations and changes that do not come OOTB.
Below are some of the most common scenarios when the need for Salesforce Customization is felt.
When you add information or modify the Salesforce platform, in order to allow the stock software to work in alignment with your business goals, it is known as Configuration.
On the other hand, customization means changing the source code of Salesforce to ensure that it is tailored to your individual needs and requirements.
Most of the time, both of these functionalities are necessary to ensure your business objectives are being met.
What your business requires at any given point in time, Salesforce configuration or customization, depends upon your unique goals and objectives.
If you are not sure of what will work out best for you, a certified consultant can help resolve the issue for you.
At TIS, we come with great technical expertise to provide high-quality Salesforce customization and configuration assistance.
When you decide to partner with us, you not only open the path for the best assistance there is, but also are offered tailored solutions to your individual issues so that you are able to make the correct decisions resulting in a boost in business performance and an improved customer experience.
Salesforce customization fundamentally involves modifying the basic functionality and features of the CRM platform in order to remain relevant to your business needs and requirements.
On the other hand, configuration is the process of integrating Salesforce with your business requirements, while using the OOTB tools and features, such as:
That too without coding.
To understand and establish whether customization or configuration is the best choice for your Salesforce implementation, you need to be careful while you lay out your business goals, present resources, and the platform’s OOTB features.
Generally businesses prefer to go with Configuration, since it uses OOTB Salesforce tools. Configuration also requires less effort and time.
However, It may be the case that customization is needed, if you have any business requirements that cannot be met with the platform’s features that come out-of-the-box.
It is therefore important to take factors such as cost, long-term maintenance, and scalability into consideration, when making a decision.
When configuring or customizing Salesforce, it is of utmost importance to follow best practices to ensure a successful implementation is attained.
Some key recommendations are as follows:
About the Author:
This blog is authored by Nandini Pathak with an area of expertise in technology. Uniquely blending her legal background to create engaging content, she is passionately involved in emerging technology trends. An avid dog lover, her warmth and empathy enrich her writing style. Nandini’s passion for learning and her SEO proficiency ensure her work stays relevant and visible, making her an impactful content creator who seamlessly integrates personal pursuits with professional expertise in the technology domain.
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