Salesforce is a fantastic CRM platform, in some part thanks to the adaptability the platform has. It gives users an endless scope of customisation, making it a favourite tool for many businesses across the world. Whether you’re using Sales Cloud or Service Cloud, there’s no end to the scope of growth in your org. For 2020, you may be thinking of implementing a new Salesforce customisation concept, but you must ensure you do it in a way that’s safe and effective.
Here are some vital best practices you should follow, and some of our Salesforce customisation tips for 2020.
New Customisation Feature
If you’re planning to work with a new org, you’ll find that various features must be customised to fit your new changes. Conversely, if you’re looking at customising your current org, it’s likely that multiple parts of your Salesforce system has already been adjusted to the new changes. No matter your customisations, they’ll impact current existing features in Salesforce.
It’s vital that you make sure customisations you complete don’t impact your Salesforce environment negatively. While you’ll get a completely clean system when you work with a new Salesforce org, existing orgs may need some extra modifications.
Implement Customisation Changes in the Right Way
Any time you need to look for a new Salesforce customisation, it’s likely your team will have to come up with a solution and implementing it. However, if you work with experienced Salesforce skilled developers such as Purus, they can advise you to step back and fully analyse the options open to you. This’ll help you decide on the best action to take to ensure the best customisation strategy is implemented.
Some solutions are easily manageable and adaptable than others. Even the most complex of customisations can be implemented using Salesforce features such as Process Builder, and run solely by the admin. Other customisations require an experienced Salesforce developer, due to the greater amount of time that’s required to adapt the setup. There are some Salesforce developers who would attempt the coding process without building upon the same functionality with support from standard features. We recommend that you always use standard features while configuring the system.
Proper Planning and Execution
Planning things at the beginning of the process provides you with a range of benefits to ensure a smooth transformation. This is why Salesforce development experts ensure a proper plan is in place before completing an effective execution. By planning from the start, you can gain a full idea of what you want to achieve with the customisation and measure the progress during the process.
You can also look back and refer to your original plan to see how far you’ve moved along the developmental and customisation phase. This will help you during the present stage of the customisation process but also in the future. Additionally, the plan can make the process easier, so you can prioritise your customisation goals. This is important as many features you’ll look to implement will depend on other features, so they must be made before you can move onto the next phases.
Test with a Sandbox
To ensure your customisation is fit to purpose, test it in a Sandbox before implementing it. This’ll support you with making the best use of your resources to ensure you get the desired result.
There are a few Sandbox options for developers including:
- Developer Sandbox – this includes creating new customisations and testing them out with new data. Developer sandbox is created without any data at all, allowing you to view a clean system without a pre-existing mass of data.
- Partial Sandbox – A partial sandbox gives you sample data that you input into your system, allowing you to see how customisation will affect your org. This is a superb testing environment because you can use sample data to test or use as a template for providing extra test data.
- Full Sandbox – This option contains a complete copy for your org. This allows you to deploy new customisations into it to see how it’ll look. This version of the a sandbox is usually held for final testing before deploying it live – anything added to this sandbox should be ready for the live org. Developers should keep this up-to-date as it can be a backup of your live Salesforce system.
If you’re planning on customising your Salesforce org in 2020, follow these steps to ensure a smooth transition. For the best results partner with an expert Salesforce services provider in Purus, and we’ll ensure your customisation benefits your users, your customers and your business. Get in touch today!
For more Salesforce advice for 2020, read Our 2020 Tips & Insights for Salesforce.