Salesforce Customization vs Configuration What’s the Difference

Salesforce is a highly customizable platform. But what does that actually mean? And what’s the difference between customization and configuration?

In this article, we’ll take a look at the difference between Salesforce customization and configuration, and when you should use each.

Customization:

Salesforce customization refers to any changes made to the platform that are not part of its default setup. This can include adding or removing fields, custom objects, workflows, etc. Basically, anything that changes the way Salesforce looks or works is considered customization.

Configuration:

Configuration, on the other hand, refers to changes that are made to how Salesforce functions without changing its appearance. This can include things like setting up user permissions, establishing workflow rules or creating custom buttons and links.

So, which should you use?

There’s no right or wrong answer when it comes to Salesforce customization vs configuration. It really depends on your specific needs and goals. If you need to make changes that will significantly impact the way Salesforce looks or works, then customization is probably your best bet. But if you just need to make some adjustments to how Salesforce operates without changing its appearance, then configuration will probably suffice.

Of course, there are always exceptions to the rule. So, if you’re ever unsure about whether something should be considered customization or configuration, it’s always best to consult with a Salesforce expert before making any changes.

Salesforce customization refers to any changes made to the platform that are not part of its default setup. This can include adding or removing fields, custom objects, workflows, etc. Basically, anything that changes the way Salesforce looks or works is considered customization.

Configuration, on the other hand, refers to changes that are made to how Salesforce functions without changing its appearance. This can include things like setting up user permissions, establishing workflow rules or creating custom buttons and links.

So, which should you use? There’s no right or wrong answer when it comes to Salesforce customization vs configuration. It really depends on your specific needs and goals. If you need to make changes that will significantly impact the way Salesforce looks or works, then customization is probably your best bet. But if you just need to make some adjustments to how Salesforce operates without changing its appearance, then the configuration will probably suffice.

Of course, there are always exceptions to the rule. So, if you’re ever unsure about whether something should be considered customization or configuration, it’s always best to consult with a Salesforce expert before making any changes.

As a final note, keep in mind that Salesforce offers a wide range of features and options out-of-the-box. So, before you start customizing or configuring anything, it’s always worth taking a look at what Salesforce already has to offer. You might be surprised at how much you can accomplish without having to make any changes at all. WPC2027

FAQs:

Q: What is the difference between Salesforce customization and configuration?

A: Salesforce customization refers to any changes made to the platform that are not part of its default setup. This can include adding or removing fields, custom objects, workflows, etc. Basically, anything that changes the way Salesforce looks or works is considered customization. Configuration, on the other hand, refers to changes that are made to how Salesforce functions without changing its appearance. This can include things like setting up user permissions, establishing workflow rules or creating custom buttons and links.

Q: Which should you use – Salesforce customization or configuration?

A: There’s no right or wrong answer when it comes to Salesforce customization vs configuration. It really depends on your specific needs and goals. If you need to make changes that will significantly impact the way Salesforce looks or works, then customization is probably your best bet. But if you just need to make some adjustments to how Salesforce operates without changing its appearance, then the configuration will probably suffice.

Conclusion:

Salesforce customization and configuration both have their own advantages and disadvantages. It really depends on your specific needs as to which one you should use. If you need to make changes that will significantly impact the way Salesforce looks or works, then customization is probably your best bet. But if you just need to make some adjustments to how Salesforce operates without changing its appearance, then the configuration will probably suffice.

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