Tag: Develop Applications

Achieving Your Business Goals through Salesforce Customization: A Step-by-Step Guide
Are you wondering how you can achieve your business goals? Look no further than Salesforce customization! Let’s share a step-by-step process of harnessing the power of Salesforce to supercharge your business growth. Be set to unleash the full force of customization, conquer the business realm, and make your dreams a reality.

What Is Salesforce Customization?

Customization in Salesforce lets users easily customize records and standard tabs, incorporate custom fields, and configure page layouts. By implementing the necessary functions, there is an advantage that you can customize the application to be easier to use for your company.

Contact Manager, Group, Professional, Enterprise, and Editions users can fully personalize their display preferences. Salesforce also allows you to develop your applications.

Types Of Salesforce Customization

System Customization

Your existing system may need more fields to enter the information you want to record, or it may not suit your business or industry well. If you develop strategies and applications with Salesforce, you can solve these problems and work more efficiently.

Typical functions that can be customized in Salesforce development are as follows.
- Customer information- Manage basic information such as customer name, address, and contact history.
- Opportunity Information- Manage ongoing deals and the history of past deals.
- Prospects-  Manage prospective customer information.
- Product information - Manage information such as product numbers and prices.
- Inquiry – Manage customer inquiry history.
- Approval, workflow– Approval and workflow are managed on the system.
Don’t forget to check out: Implementing Salesforce Revenue Cloud with QuickStart Solutions to Achieve your Business Goals

Application Customization

Salesforce customization also allows the creation of applications tailored to your specific needs. For instance, you can develop a business management app that aligns perfectly with your company’s workflow or a project management app designed for your team’s size and objectives.

Utilizing these applications to enhance your work processes can establish an environment that fosters greater focus and productivity.

Salesforce apps cover various functions, including human resources, accounting, marketing, and information systems. Skip the hassle and download the apps you need from our wide-ranging selection, saving you time and effort.

Customization In Salesforce- How To Get Started?

Here are the Salesforce customization best practices that can help you achieve your business:

Define Your Business Goals

The first step in leveraging Salesforce is to define your business goals clearly. Whether improving customer satisfaction, increasing sales, streamlining operations, or expanding into new markets, clearly understanding your objectives helps you effectively align your customization efforts.

Identify Customization Needs

Work on specific customization needs once you know the business goals and process gaps. This can include custom fields, objects, workflows, reports, dashboards, and user interfaces. Note down all the required customizations and work and give priority as per business goals.

Evaluate Your Existing Processes

It’s imperative to evaluate your existing processes before diving into Salesforce customization. Identify pain points and areas for improvement to determine where customization can significantly impact.

Leverage Salesforce Configuration Tools

Salesforce provides various configuration tools that allow you to customize the platform without coding. The Lightning App Builder, for instance, enables you to create custom pages and layouts using a drag-and-drop interface.

The Process Builder helps you automate business processes by defining workflows and rules. Explore these tools and leverage them to implement the identified customizations.

Provide Training And Support

Customizing Salesforce introduces new functionalities and workflows to your users. Conduct training sessions, create user guides, and offer ongoing assistance to help users leverage the new customizations effectively. The better your users understand the benefits and functionality, the more successful your Salesforce customization efforts will be.

Extend Functionality With Custom Development

While Salesforce’s configuration tools offer powerful customization options, there might be scenarios where custom development is required to meet your unique needs.

If the out-of-the-box features still need to fully address your requirements, consider engaging Salesforce developers or partners to build custom solutions using Apex (Salesforce’s programming language) and Visualforce (for custom user interfaces).

Custom development allows you to extend the platform’s functionality and create tailored user experiences.

Test and Iterate

Once you have implemented the customizations, testing them thoroughly is essential.

Ensure that they work as intended and align with your business processes. Involve key stakeholders, such as end-users and department heads, in the testing process to gather feedback and make necessary adjustments. Continuous iteration and improvement are key to achieving optimal results.

Monitor And Measure Success

Once your customizations are in place and your team is trained, monitoring and measuring their impact on your business goals is crucial—Leverage Salesforce’s reporting and analytics capabilities to track key metrics and KPIs.

Check out another amazing blog by Algoworks here: Benefits of hiring a Salesforce developer for your business

Wrapping Up

To achieve business goals, Salesforce customization offers businesses a robust toolkit. Following this step-by-step guide, you can align your customizations with your business objectives, streamline processes, and empower your teams to drive growth and success. Remember that customization is an ongoing process, and it’s important to regularly evaluate, iterate, and adapt to stay ahead in today’s dynamic business environment.
June 1, 2023
Salesforce Classic vs. Salesforce Lightning – Which Is Better

There’s really no denying that technology has taken huge leaps in the past decades. With the advent of app development reaching newer and higher levels in recent years, applications have become more accessible to businesses.

In 2014, Salesforce’s goal was to empower businesses in the IT domain. With that being said, developers created the Salesforce Lightning Platform that allowed users to create their applications.

What Is The Salesforce Classic Platform?

Salesforce Classic was the interface of the world’s most popular CRM platform. Unfortunately, due to its text-centricity, a large amount of wasted space, and few graphical elements shown at low resolution, the UI now appears antiquated. As a result, new users have a hard time navigating the Classic UI and completing Salesforce implementations.

What Is The Salesforce Lightning Platform?

Salesforce Lightning is next generation, with a reimagined user interface, a strong framework for rapid and easy app creation, and the AppExchange ecosystem for ready-to-use solutions. Allow everyone in your company to benefit from Lightning’s strength and functionality, from executives to business users to administrators and developers.

Known as the updated version of the Salesforce Classic, the Salesforce Lightning Platform allows you to create modern apps quickly and easily. It’s an innovative combination of a Lightning app builder, designing system, and components that help you design smart design c.

When one compares Salesforce Classic to other CRM competitors, one will notice a significant difference and that it’s relatively obsolete. However, owing to Lightning Experience, the game of CRM has altered, with a focus on information-centric visualizations and perhaps more.

In this article, we’ll dig a bit deeper into Salesforce Classic and Salesforce Lightning and see which is a better choice for your business. Let’s take a look!

Don’t forget to check out: How to Change the Text Color in Salesforce Lightning

The Biggest Differences Between Classic and Lightning Salesforce

1. Enhances User Interface and Experience

When it comes to designing applications, one of the most important aims for developers is to provide a user with an efficient and remarkable experience. The Salesforce Lightning offers impressive interface updates that allow users to utilize functional components to make designing and developing much easier, such as drag-and-drop.

Besides that, Lightning also eliminates the need for Visualforce, wherein every code created must be tested before it’s deployed. Although this is great to find more bugs and improvements in the process, Lightning prevents these tedious tasks altogether.

2. Better Security

When you choose Salesforce Lightning, you’ll be happy to know that it comes with enhanced security. This means that it uses LockerServices that allow Lightning components to separate from each other, giving your platform more security from malicious data. Unfortunately, you can’t find this type of feature with Salesforce Classic.

In Salesforce Lightning, you’ll also notice that permissions are quite a game-changer in this platform, allowing you to raise security levels and access while you’re in session.

3. Utilizes Einstein Wave Analytics

Besides having a strong user interface and security upgrade, Salesforce Lightning also provides access to Einstein Analytics reporting. This feature allows users to create graphs, charts, and lists, thanks to the help of Lightning’s dashboard, which aids you in viewing important metrics.

Einstein Analytics gathers data from Salesforce and updates its report automatically on an hourly basis. Besides that, Einstein Analytics also provides dashboard exports, widget editing, and advanced formula calculation.

4. Progressive Platform for Seamless Lead Generation

Many people were intimidated by the vast updates that Lightning provided, but slowly, they realized that the transition and compatibility issues were addressed. This made the platform evolve into something bigger, allowing support for all custom metadata objects, improving company workflow and productivity.

With that being said, even if the Classic allows you to create leads, Lightning offers more features that can help manage sales processes better. With that, you get to generate more leads and improve customer management, making this a great Salesforce-managed service.

Check out another amazing blog by Apphienz here: The All New Salesforce Service Cloud Summer’21 Top Features

The Bottom Line: Salesforce Lightning is the Best Choice

The time has come for the Lightning Experience! Although Salesforce Classic isn’t going away anytime soon, all new Salesforce features are exclusively available in Lightning Experience. Without a doubt, Lightning Experience is the place to be and when you know your business goals and how you want to run your business, it goes without saying that Salesforce Lightning takes the cake.

With its impressive performance updates, customizable features, and convenient user interface, you can finally develop applications that will help create a better and more productive workflow.

How Can Apphienz Help You?

Whether you’re switching from classic to lightning or you’re looking into enhancing your capabilities with the Salesforce platform, Apphienz is here to help you.

We are a Salesforce consulting partner that provides clients with support in maintaining their Salesforce Instance and guides them in developing new applications through consultation and training. If you want to learn more about how we can help you, connect with us today!

June 16, 2021
Get the Best Out of Salesforce Customer Portal
When it comes to CRM the first thing we talk about is Salesforce and when it comes to CMS the first thing we talk about is WordPress. For a decade now these companies have been ruling in their respective markets.

Salesforce with the help of its CRM is bringing ease to millions of companies across the globe. Different levels of companies, be it small, medium, or large, are using Salesforce CRM and leveraging the power of their data to make better decisions.

Whereas talking about CMS, WordPress provides very powerful backend support for developers to develop applications as well as to content creators to publish their content. Recently, they collaborated with Google’s Web Stories, a new community for content creators. Using the WordPress plugin, content creators can create their web stories which will appear on Google Discover as well.

After ruling separately for decades someone thought of combining the power of CRM and CMS by integrating them i.e. Salesforce and WordPress. Since this is done over time it has helped lots of companies to easily use CRM and CMS together. Additionally, it has also given rise to portals which made it easy for companies to transmit data and serve customers better.

Over the course of time, more than a thousand portals of various types are created. Here, we are going to discuss what you as a company can provide to your customers in this pandemic and how portals will help you serve better.

Don’t forget to check out: Set Up and Manage Salesforce Communities

If your business is using the Salesforce customer portal then below are some of the new features that you can include in it:
- Augmented Reality:
Almost every person today will be following social distancing. In such times if your customers need assistance, then it’s time to play safe. This is when you can have an AR feature in your portals. With the help of AR, your customers can login to your portal and can see how to use your company’s products, solve any issues, and many more.
- Video Call Support:
Video call meetings are the new normal. They are here to stay for a longer time than you can imagine. Integrate any video calling application or create your own within your portal. This will help your customers connect with your employees and solve their issues. This feature will definitely help you serve your customers better. Going one step further, you can even provide your customers with an option to fix a video call appointment with your employees. It even helps you check in with your customers as well as employees’ availability.
- Show employee temperature:
In any unavoidable situation if you need to send your employees to your customers’ home then you can take all the basic precautions. Check your employees’ temperatures and update them in the portal at a specific time. You can notify the customer about this according to time and location. This will help you and your customers’ feel safe. Additionally, this will even give a message to your customers that your business is taking precautions to keep you and the employees safe.
- Building community:
Most of us are going to stay home for safety reasons even after businesses open up. You can take this as an opportunity and build a community in your portal itself. You can provide your customers with basic FAQs, internal communication with each other, and more. This will help your customers stay updated with your products and services and their work. Take this as an opportunity to connect with your customers and serve them better.

Check out another amazing blog by CRMJetty here: Things You Need to Consider While Integrating WordPress and Salesforce

Conclusion

We can understand, oftentimes it can be difficult to implement a portal from the variety of options available in the market. To overcome these issues you can use our Salesforce WordPress plugin which easily integrates with your website, gets set up in minutes, and is feature-rich. Connect with our experts here.
November 3, 2020