Key Points to Remember Before Starting Salesforce Customization

Points to Remember Before Starting Salesforce Customization

Salesforce is a highly customizable and adaptable platform. Customizing Salesforce as per your business needs is essential to achieve the desired outcome. It is also a possibility that while using the platform, you will bump into features that you have never known or might want to customize.

If you are trying to customize your Salesforce implementation, here are a few essential steps you need to follow to get the desired outcomes.

Make Your System Ready

If you have a new org then you must be wanting to customize a lot of features to meet your business requirements. However, several parts of the Salesforce are already adapted that you want to customize as an existing org. Either way, customization may affect the current features of Salesforce. Hence, it is essential to avoid any negative impact of the customization.

New Salesforce org guarantees a clean system however, with existing orgs you need to do a bit of work. It is advisable to ensure that your current system is clean before conducting any customization.

Risk-Free Customizations in a Mature Salesforce Org

Is It the Right Way?

There is a possibility to straight away brainstorm the customization solution and jump to implement it. However, there could be many ways to implement customization and it is better for Salesforce development services to first consider all the options thoroughly. It will help you opt for more manageable and adaptable solutions.

For instance, complex customization done through standard Salesforce features including Flows or Process Builder can be managed efficiently by the majority of admins. But customization done in Apex takes a longer time to adapt and requires a Salesforce developer for efficient management.

It might look tempting to just code instead of building out the same functionality using standard features. But it is always better to configure as much as possible using the standard features and then eventually move to the Apex.

Use Sandbox!

It is not advisable to make the customization without having the option to roll back. The sandbox provides a safe customization environment and helps you test features without affecting your live system or a user. You get the option of using multiple Salesforce sandboxes. Here is how you can use these:

  • Developer Sandbox: It is created without any data to help you see a clean system without pre-existing data. You can use it to implement new customization and test them with the latest test data. 
  • Partial Sandbox: It comes with sample data already present in the system. It enables you to check out the customization effects on your data. You can leverage this testing environment to use real sample data for testing or even leverage it as a template to add more test data.
  • Full Sandbox: It is also considered as a copy of your org. It enables you to deploy new customization and help you analyze how it would actually look in the system. It is normally used for final testing before the deployment. The best practice is to always keep the full sandbox updated as it is the closest to a backup of the live Salesforce system.

Take Expert Help

Salesforce comes bundled with a plethora of features and it is a cumbersome task to customize all of them with the same efficiency. Hence, if you want customization that you think is complex then it is advisable to take the help of experts.

The idea of having a professional Salesforce development service might look expensive to you at first but in the long run, you will end up saving money. It is because, in the majority of the cases, features are implemented incorrectly and affect other functionalities of Salesforce, and professional help just helps in fixing all of that.

Use Tools

Pro tools can help you execute complex customization with more confidence. For instance, Panaya ForeSight for Salesforce can support your Salesforce customization endeavors. It helps you identify the impact of your customization on other features and enables you to release the latest features securely.

Robust Testing

The new Salesforce customization always comes with the potential to affect features and other users in the system. Hence, before deploying it to live org, it is crucial to check its functionality in the sandboxes. Proper testing of the feature will help you validate whether it is working as per the expectation or not.

Helpful Naming Conventions

Using helpful naming conventions along with detailed description can help other admins and developers in the team to identify features easily. Salesforce doesn’t offer official naming conventions and you can have your own structure. However, to create good naming conventions, it is essential to follow these points:

  • Follow a Structure: Make sure to follow the same rule across the org. It will help in defining each and every feature clearly. For example; you can use object_fieldname__c (opportunity_email__c) for a custom field and Object – process for a process.
  • Keep it Concise: Keep it simple and easy to understand. It will also help in easier implementation and adoption. Hence, it is advisable to only keep essential information in the name.
  • Be Consistent: Not sticking to naming conventions will only increase the confusion. Following the above-mentioned steps, users can easily stick to a naming convention.

Add Details

The majority of Salesforce features come with an area where you can jot the description behind the customization. It can help developers and admins understand the functionality of the feature and prevent the duplication of customization. You can also use this area to log updates or customization done to a particular feature. It makes it easier to figure out the impact of any changes on other features.

Help Your Users

A lot of Salesforce features and fields including Apex or validation rules are capable of displaying the help text. These text messages enable users to easily figure out the accuracy of their actions and efficiently use new customization. Guidance for new customization helps users to easily adapt to new features. Making users know the purpose of customization surely enables users to use Salesforce more efficiently.

QA InfoTech offers end-to-end software development and testing solutions. Contact us for more information on how our experts can help you with Salesforce customization.

About the Author

QA InfoTech

QA InfoTech

Established in 2003, with less than five testing experts, QA InfoTech has grown leaps and bounds with three QA Centers of Excellence globally; two of which are located in the hub of IT activity in India, Noida, and the other, our affiliate QA InfoTech Inc Michigan USA. In 2010 and 2011, QA InfoTech has been ranked in the top 100 places to work for in India.

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