{"id":1162,"date":"2022-06-09T09:19:34","date_gmt":"2022-06-09T03:49:34","guid":{"rendered":"https:\/\/rafayee.com\/?page_id=1162"},"modified":"2024-01-18T14:19:50","modified_gmt":"2024-01-18T08:49:50","slug":"salesforce-customisation","status":"publish","type":"page","link":"https:\/\/rafayee.com\/index.php\/whitepapers\/salesforce-customisation\/","title":{"rendered":"Salesforce Customization"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1162\" class=\"elementor elementor-1162\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-03936bd elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"03936bd\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-74f5c08\" data-id=\"74f5c08\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-779aec0 elementor-widget elementor-widget-image\" data-id=\"779aec0\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/rafayee.com\/wp-content\/uploads\/elementor\/thumbs\/business-chart-visual-graphics-report-concept-pstjs4wox7lpchar6jn9xxd62u7aqqg6sov0lras5k.jpg\" title=\"business-chart-visual-graphics-report-concept\" alt=\"business-chart-visual-graphics-report-concept\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-efb9608 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"efb9608\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-492950b\" data-id=\"492950b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c66cbb0 elementor-widget elementor-widget-heading\" data-id=\"c66cbb0\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Unleashing the possibilities of Salesforce Customization - in CRM, UX, and CX<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-59117b4 elementor-widget elementor-widget-text-editor\" data-id=\"59117b4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Salesforce CRM has proven to enhance the user and customer experience for businesses through its implementation involving configuration, customization, integration, and data migration processes. Salesforce configuration and customization are two steps that must be performed to improve functionality to suit the business needs. Salesforce configuration implies utilizing and modifying the system&#8217;s existing capabilities to improve business outcomes. Salesforce customization differs from configuration as it involves the addition of new functions and features that are not available in Salesforce systems. Salesforce Customization allows a company to have features that are unique and only available to itself. Customized features are statistically proven to improve internal workflows, and client relationships, while also providing an incremental Return on Investment.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0774872 premium-testimonial__skin1 elementor-widget elementor-widget-premium-addon-testimonials\" data-id=\"0774872\" data-element_type=\"widget\" data-settings=\"{&quot;skin&quot;:&quot;skin1&quot;,&quot;img_position&quot;:&quot;relative&quot;}\" data-widget_type=\"premium-addon-testimonials.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\n\t\t\n\t\t<div class=\"premium-testimonial-box\">\n\n\t\t\t\n\t\t\t\t<div class=\"premium-testimonial-container\">\n\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"premium-testimonial-upper-quote\">\n\t\t\t\t\t\t\t<svg id=\"Layer_1\" class=\"premium-testimonial-quote\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"48\" height=\"37\" viewBox=\"0 0 48 37\"><path d=\"m37,37c6.07,0,11-4.93,11-11s-4.93-11-11-11c-.32,0-.63.02-.94.05.54-4.81,2.18-9.43,4.79-13.52.19-.31.2-.7.03-1.01-.18-.32-.51-.52-.88-.52h-2c-.27,0-.54.11-.73.31-5.14,5.41-11.27,14.26-11.27,25.69,0,6.07,4.93,10.99,11,11h0Zm-26,0c6.07,0,11-4.93,11-11s-4.93-11-11-11c-.32,0-.63.02-.94.05.54-4.81,2.18-9.43,4.79-13.52.19-.31.2-.7.03-1.01-.18-.32-.51-.52-.87-.52h-2c-.27,0-.54.11-.73.31C6.13,5.72,0,14.57,0,26c0,6.07,4.93,10.99,11,11h0Zm0,0\"\/><\/svg>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t<div class=\"premium-testimonial-content-wrapper\">\n\n\t\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"premium-testimonial-text-wrapper\">\n\t\t\t\t\t\t\t<div >\n\t\t\t\t\t\t\t\t<p>&#8220;Customizing the Customer experience through Salesforce returns an average of $8.7 for each dollar invested.&#8221;<\/p>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\n\t\t\t\t\t\t\t\n\n\t\t\t\t\t\t\t<div class=\"premium-testimonial-author-info\">\n\t\t\t\t\t\t\t\t<h3 class=\"premium-testimonial-person-name\">\n\t\t\t\t\t\t\t\t\t<span >\n\t\t\t\t\t\t\t\t\t\tSource: Solunus\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/h3>\n\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"premium-testimonial-lower-quote\">\n\t\t\t\t\t\t\t<svg id=\"Layer_1\" class=\"premium-testimonial-quote\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"48\" height=\"37\" viewBox=\"0 0 48 37\"><path d=\"m37,37c6.07,0,11-4.93,11-11s-4.93-11-11-11c-.32,0-.63.02-.94.05.54-4.81,2.18-9.43,4.79-13.52.19-.31.2-.7.03-1.01-.18-.32-.51-.52-.88-.52h-2c-.27,0-.54.11-.73.31-5.14,5.41-11.27,14.26-11.27,25.69,0,6.07,4.93,10.99,11,11h0Zm-26,0c6.07,0,11-4.93,11-11s-4.93-11-11-11c-.32,0-.63.02-.94.05.54-4.81,2.18-9.43,4.79-13.52.19-.31.2-.7.03-1.01-.18-.32-.51-.52-.87-.52h-2c-.27,0-.54.11-.73.31C6.13,5.72,0,14.57,0,26c0,6.07,4.93,10.99,11,11h0Zm0,0\"\/><\/svg>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\n\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8ad68e1 elementor-widget elementor-widget-heading\" data-id=\"8ad68e1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Salesforce Configuration vs Salesforce Customization <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-93753b5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"93753b5\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ace7c99\" data-id=\"ace7c99\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-9b217a6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9b217a6\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-485daee\" data-id=\"485daee\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-30eb005 elementor-widget elementor-widget-heading\" data-id=\"30eb005\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Salesforce Configuration<br><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ef5026a elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"ef5026a\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Allows us to use UI for developing Salesforce applications.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">User-defined values enable a required feature to function and operate.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">A new field is added to a salesforce object in the process of configuration.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">For obtaining the result of configuration, a preset formula or operation is performed.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-6812800\" data-id=\"6812800\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d016e8d elementor-widget elementor-widget-heading\" data-id=\"d016e8d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Salesforce Customization<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b191b16 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"b191b16\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">The process of writing customized operations and functionalities on top of the Salesforce Configuration using Visualforce pages and Apex<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Salesforce development creates new functions in Salesforce customization.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">A code is added to the salesforce object to perform an operation or function.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Apex code addition generates a vCard from a given contact, resulting in customization.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6545d0c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6545d0c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-141bcc5\" data-id=\"141bcc5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3008388 elementor-widget elementor-widget-heading\" data-id=\"3008388\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Need for Salesforce customization<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-07ce544 elementor-widget elementor-widget-text-editor\" data-id=\"07ce544\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Salesforce customization is required when a company plans to implement a specific set of operations and features that are beyond Salesforce&#8217;s current capabilities. To enable those operations, Salesforce provides a wide range of customizations in every part of the system, allowing a business to fulfill its needs. This allows a business to perform customized operations and gain access to additional capabilities based on their needs and industry of operation. Salesforce customization is accomplished through the use of APEX code extensions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-72a0a00 elementor-widget elementor-widget-heading\" data-id=\"72a0a00\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">When to Customize Salesforce?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d734d33 elementor-widget elementor-widget-heading\" data-id=\"d734d33\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">1. Lack of Automation:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e321eb5 elementor-widget elementor-widget-text-editor\" data-id=\"e321eb5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Salesforce&#8217;s goal is to bring automation by accelerating the current operations of existing systems. The greater the number of manual operations, the greater the need for Salesforce. Data entry, data handling, and follow-ups are a few examples of manual operations. These could be fixed with Salesforce configuration, but in the case of conditional automation, customization is required for automating processes.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6a32ccb elementor-widget elementor-widget-heading\" data-id=\"6a32ccb\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2. Difficult UI:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-01b5811 elementor-widget elementor-widget-text-editor\" data-id=\"01b5811\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Salesforce implementation may cause unexpected difficulties for employees in adapting to and performing system operations. These issues could be resolved with drag-and-drop options, but Salesforce Customization is used to solve complexity by creating customized portals and dashboards in accordance with the needs of the employees.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f1a4036 elementor-widget elementor-widget-heading\" data-id=\"f1a4036\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">3. Inefficient and Insufficient Reporting:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f74657f elementor-widget elementor-widget-text-editor\" data-id=\"f74657f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Businesses may need to consider customization if the existing reports do not provide them with the relevant set of data they require, as standard reporting may not include it at all. Salesforce customization revises data models and customizes reports based on need and relevance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a1c9a0b elementor-widget elementor-widget-heading\" data-id=\"a1c9a0b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">4. The Third-Party integration:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-290fd80 elementor-widget elementor-widget-text-editor\" data-id=\"290fd80\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Third-party integration may require salesforce customization because the systems must be aligned in order to share data and features. Due to customized operations and workflow, such alignment may occasionally fall outside of existing configurations, resulting in salesforce customization.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-72a4d8e elementor-widget elementor-widget-image\" data-id=\"72a4d8e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"642\" height=\"1024\" src=\"https:\/\/rafayee.com\/wp-content\/uploads\/2022\/07\/1-642x1024.png\" class=\"attachment-large size-large wp-image-2391\" alt=\"\" srcset=\"https:\/\/rafayee.com\/wp-content\/uploads\/2022\/07\/1-642x1024.png 642w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/07\/1-188x300.png 188w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/07\/1-768x1225.png 768w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/07\/1-15x24.png 15w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/07\/1-23x36.png 23w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/07\/1-30x48.png 30w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/07\/1.png 800w\" sizes=\"(max-width: 642px) 100vw, 642px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d187df7 elementor-widget elementor-widget-heading\" data-id=\"d187df7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Workflow of Salesforce Customisation <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ec5e05d elementor-widget elementor-widget-heading\" data-id=\"ec5e05d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">1. Understanding the need for Salesforce Customisation:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b970dad elementor-widget elementor-widget-text-editor\" data-id=\"b970dad\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Surveying end-users or clients is the most effective way to determine the need for customization. Understanding the difficulties that the employees face is a good place to start. Employees may explain the challenges they face, as well as the features that add value and those that do not. The proper surveying protocol is to prepare a set of appropriate questionnaires. These internal surveys, feedbacks, future planning, and audits provide valuable information for Salesforce Customization.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e0113c9 elementor-widget elementor-widget-heading\" data-id=\"e0113c9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2. Building a Team:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c332945 elementor-widget elementor-widget-text-editor\" data-id=\"c332945\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Salesforce customization is a complex process that demands the participation of an expert team in order to add new features and operations. Bringing in Salesforce Consultants can help with this. Salesforce Consulting services are the most efficient way to achieve the desired results. For successful salesforce customization, an expert team of salesforce developers, business analysts, and data scientists completes each task perfectly.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7e2099b elementor-widget elementor-widget-heading\" data-id=\"7e2099b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">3. Prioritise:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8993f38 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"8993f38\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Customization is done for internal reasons and to improve the customer experience.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">The required features' priority list should be sorted by criticality.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">It should be determined whether the required feature is critical and, if so, whether the work suffers as a result of its absence.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">If all of these conditions are met, the impact on the Return on Investment (ROI) should be evaluated.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Since the feature can add more value to the business while also saving time and money, it should be prioritised for customization.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Salesforce customization should be prioritised together with proper budget allocation because it may cause conflict in other areas of the organisation.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Unnecessary salesforce customization should therefore be avoided.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-827e9dd elementor-widget elementor-widget-heading\" data-id=\"827e9dd\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">4. Test customization before implementing:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-961a691 elementor-widget elementor-widget-text-editor\" data-id=\"961a691\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Internally, various objects and features are linked, which may result in unanticipated consequences involving errors and impending operation. Live customization may take time and may interfere with current business operations as these changes may cause the business to slow down. Counting on every minor detail is time-consuming, so the best way to be safe is to perform customizations in the sandbox. Customization should be tested in a sandbox environment before being executed to ensure success. There are several sandboxes available, including the Developer Sandbox, the Developer Pro Sandbox, the Partial Copy Sandbox, and the Full Sandbox.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-94f827f elementor-widget elementor-widget-heading\" data-id=\"94f827f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">5.  Avoiding over-customization:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a07ba94 elementor-widget elementor-widget-text-editor\" data-id=\"a07ba94\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Businesses that want to make their systems more functional and suited to their specific needs are prone to over-customization. Over-customization can sometimes complicate UI further by increasing budget and time consumption. To resolve this, effective planning, feature prioritization, strict deadlines, and proper budget allocation should be implemented as the foundation of salesforce customization.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-87c98a8 elementor-widget elementor-widget-heading\" data-id=\"87c98a8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">6.  Training:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4926d64 elementor-widget elementor-widget-text-editor\" data-id=\"4926d64\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Salesforce customizations can be difficult for employees to use when dealing with day-to-day tasks. As a result, team members must be trained to make effective use of customizations.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7952786 elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-image\" data-id=\"7952786\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"162\" src=\"https:\/\/rafayee.com\/wp-content\/uploads\/2022\/06\/Blue-Minimalist-Personal-Profile-LinkedIn-Banner-1584-\u00d7-250-px-1024x162.png\" class=\"attachment-large size-large wp-image-1749\" alt=\"\" srcset=\"https:\/\/rafayee.com\/wp-content\/uploads\/2022\/06\/Blue-Minimalist-Personal-Profile-LinkedIn-Banner-1584-\u00d7-250-px-1024x162.png 1024w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/06\/Blue-Minimalist-Personal-Profile-LinkedIn-Banner-1584-\u00d7-250-px-300x47.png 300w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/06\/Blue-Minimalist-Personal-Profile-LinkedIn-Banner-1584-\u00d7-250-px-768x121.png 768w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/06\/Blue-Minimalist-Personal-Profile-LinkedIn-Banner-1584-\u00d7-250-px-1536x242.png 1536w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/06\/Blue-Minimalist-Personal-Profile-LinkedIn-Banner-1584-\u00d7-250-px-24x4.png 24w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/06\/Blue-Minimalist-Personal-Profile-LinkedIn-Banner-1584-\u00d7-250-px-36x6.png 36w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/06\/Blue-Minimalist-Personal-Profile-LinkedIn-Banner-1584-\u00d7-250-px-48x8.png 48w, https:\/\/rafayee.com\/wp-content\/uploads\/2022\/06\/Blue-Minimalist-Personal-Profile-LinkedIn-Banner-1584-\u00d7-250-px.png 1584w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4b8e3e2 elementor-widget elementor-widget-heading\" data-id=\"4b8e3e2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Salesforce customization scope and possibilities<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7bec3ff elementor-widget elementor-widget-text-editor\" data-id=\"7bec3ff\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Salesforce customization enables a company to perform precise operations that align with the persona of the company and meet its needs.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-215f91e elementor-widget elementor-widget-heading\" data-id=\"215f91e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">1.  Additions to the current system:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-84efdd3 elementor-widget elementor-widget-text-editor\" data-id=\"84efdd3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Adding more objects, fields, features, records, and reports beyond Salesforce&#8217;s current capabilities improves the existing systems. The addition of custom objects and portals to the existing functionalities depends on the industry in which the organization operates.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fd6cd10 elementor-widget elementor-widget-heading\" data-id=\"fd6cd10\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2.  Embedding Business Rules into CRM:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ab723d5 elementor-widget elementor-widget-text-editor\" data-id=\"ab723d5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Apex Triggers automates sales, marketing, and services. More features are added to the processes, making operation and management easier.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-671f099 elementor-widget elementor-widget-heading\" data-id=\"671f099\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">3.  Automating manual tasks:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c596b6b elementor-widget elementor-widget-text-editor\" data-id=\"c596b6b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Workflows and Apex triggers automate daily and recurring tasks. Using workflow tools such as process builder or apex code reduces the manual load while automating day-to-day tasks improving productivity and saving time.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bf4e5c8 elementor-widget elementor-widget-heading\" data-id=\"bf4e5c8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">4.  Automating Business Processes:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f7a9a19 elementor-widget elementor-widget-text-editor\" data-id=\"f7a9a19\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Marketing, sales, commerce, and service processes are all automated and accelerated.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cfbb62d elementor-widget elementor-widget-heading\" data-id=\"cfbb62d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">5.  Handling  Bulk Data:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-719b4bc elementor-widget elementor-widget-text-editor\" data-id=\"719b4bc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>With more customized options, large groups of data can be handled, processed, and updated. With customization such as records, ledgers, and so on, mass data loading, transferring, updating, deleting, and analyzing data is possible. Bulk triggers are used to load, process, delete, and re-update a large amount of data.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9406845 elementor-widget elementor-widget-heading\" data-id=\"9406845\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">6.  Custom Email Templates:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ef6f4a5 elementor-widget elementor-widget-text-editor\" data-id=\"ef6f4a5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Emails that are customized to the brand that the company wishes to project, strengthen B2B and B2C communications.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-914c854 elementor-widget elementor-widget-heading\" data-id=\"914c854\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">7. Custom Reports:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2adcadd elementor-widget elementor-widget-text-editor\" data-id=\"2adcadd\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Using Apex Instructions, custom reports that present the relevant data reflecting the required figures and numbers improve the functionality of the business.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-43ebd7d elementor-widget elementor-widget-heading\" data-id=\"43ebd7d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">8. Salesforce with Einstein AI:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-078abe3 elementor-widget elementor-widget-text-editor\" data-id=\"078abe3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Data analytics, also known as Einstein Analytics or Wave Analytics, is a critical component of Salesforce CRM. It has a comprehensive set of dashboards dedicated to accumulating data about customer operations on the organization&#8217;s website and social channels. This data is compiled and customized in the analytics suite for understanding the lagging areas and achieving better results quickly. AI-powered features suggest email open rates, sales forecasting, sales-related action, and routing service cases, among other things.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2e376d6 elementor-widget elementor-widget-heading\" data-id=\"2e376d6\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">9. Third-Party Integration:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e06750 elementor-widget elementor-widget-text-editor\" data-id=\"3e06750\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Collaboration with a third-party tool improves operations and makes them more efficient to meet the requirements of the business. New features are added, omitted, and modified at the time of integration using SOAP\/REST APIs.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4168392 elementor-widget elementor-widget-heading\" data-id=\"4168392\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Benefits of Salesforce Customisation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-641a8b4 elementor-widget elementor-widget-heading\" data-id=\"641a8b4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">1.  Reduced manual load:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eaebb8b elementor-widget elementor-widget-text-editor\" data-id=\"eaebb8b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Employees are overburdened with unnecessary work due to tiring and time-consuming tasks. Customization helps to reduce workload, save time, and increase productivity.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b6146a6 elementor-widget elementor-widget-heading\" data-id=\"b6146a6\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2. Return on Investment: <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5f5539e elementor-widget elementor-widget-text-editor\" data-id=\"5f5539e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Every dollar spent on customer experience customizations generates an average of $8.7 dollars.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d9af991 elementor-widget elementor-widget-heading\" data-id=\"d9af991\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">3. Revenue:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-37e9eb2 elementor-widget elementor-widget-text-editor\" data-id=\"37e9eb2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Salesforce customization has been shown to increase an organization&#8217;s revenue by a certain percentage.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-501dcce elementor-widget elementor-widget-heading\" data-id=\"501dcce\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">4. Incorporates business rules:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f3357aa elementor-widget elementor-widget-text-editor\" data-id=\"f3357aa\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>By automating sales, marketing, and services, the organization&#8217;s business improves.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-97f61b5 elementor-widget elementor-widget-heading\" data-id=\"97f61b5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">5. Data Analysis:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8fb1dcc elementor-widget elementor-widget-text-editor\" data-id=\"8fb1dcc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Organizations perform data analysis at a faster rate to ease business functions by analyzing relevant data and ignoring irrelevant ones.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d482baa elementor-widget elementor-widget-heading\" data-id=\"d482baa\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Conclusion:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ebe8678 elementor-widget elementor-widget-text-editor\" data-id=\"ebe8678\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Salesforce customization is a standard step in the salesforce implementation process. The primary reason for customizing salesforce is to match it to the needs of the business and to customize more operations and features. To achieve effective customization, a workflow must be followed within time and budget constraints. A company must assess the reasons for customization, form a team, prioritize tasks, test in the sandbox, and implement customized features. Furthermore, there is indeed a lot of scope and advantage in salesforce customization as it provides a return on investment. The key to Salesforce&#8217;s emergence as a business&#8217;s preferred system for improving customer experience and UX\/UI for ease of business operations along with revenue generation is customization.<br><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Unleashing the possibilities of Salesforce Customization &#8211; in CRM, UX, and CX Salesforce CRM has proven to enhance the user and customer experience for businesses through its implementation involving configuration, customization, integration, and data migration processes. Salesforce configuration and customization are two steps that must be performed to improve functionality to suit the business needs. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1071,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-1162","page","type-page","status-publish","hentry"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"acf":[],"_links":{"self":[{"href":"https:\/\/rafayee.com\/index.php\/wp-json\/wp\/v2\/pages\/1162","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rafayee.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/rafayee.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/rafayee.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/rafayee.com\/index.php\/wp-json\/wp\/v2\/comments?post=1162"}],"version-history":[{"count":127,"href":"https:\/\/rafayee.com\/index.php\/wp-json\/wp\/v2\/pages\/1162\/revisions"}],"predecessor-version":[{"id":4160,"href":"https:\/\/rafayee.com\/index.php\/wp-json\/wp\/v2\/pages\/1162\/revisions\/4160"}],"up":[{"embeddable":true,"href":"https:\/\/rafayee.com\/index.php\/wp-json\/wp\/v2\/pages\/1071"}],"wp:attachment":[{"href":"https:\/\/rafayee.com\/index.php\/wp-json\/wp\/v2\/media?parent=1162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}