Salesforce Customization
                     SALESFORCE 
CUSTOMIZATION
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Introduction
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The process of custom 
development and coding to add 
robust features to your CRM 
platform is termed 
as Salesforce Customization. 
When these features are 
integrated into your business, 
What Is your business gets a scalable 
Salesforce impact. 
Customization?
Customization is a major part 
of salesforce services, which is 
being adopted by a number of 
business organizations in the 
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present scenario. 
Best Practices of Sale There is a need to follow 
sforce Customization certain practices in order to 
 execute a successful 
customization process. 
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➔ It is required to plan ahead.
➔ Customizations should be 
organized and prioritized. 
Some of the best ➔ Sandbox should be used to 
practices include create salesforce 
customizations in a safe 
place without affecting the 
other users.
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➔ Concise, simple, and structured 
naming conventions should be 
used for better communication.
➔ You should not hesitate in ➔ Details about the features 
taking the help of should be added to help other 
salesforce experts. developers understand your 
➔ Other tools should also be customizations. It will prevent 
used to help you in them from being duplicated or 
customization. changed. 
➔ Testing should be done ➔ Help texts should be provided 
again and again before for the users to simplify the 
eventuwawllwy. cdodeipnilxo.cyoimng the usage of customization. 
customization. 
When to 
Get 
Salesforce 
Customizati
on 
Services? 
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m
➔ Third-party integration is required 
for executing your business 
process for better performance. 
You should go for ➔ More reports and dashboards are 
needed, which are interactive and 
taking  
well-built to get the desired 
salesforce customiz information.
ation services ➔ End-users are feeling it difficult to 
  in case of the adopt the configured platform. 
➔
following situations. You have a budget and timeline 
that is set to materialize the 
customization.
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m
To get the best out of the 
customization process, it will 
be a perfect option to take the 
assistance of salesforce 
experts. You can get a team of 
Get the Assistance experts with the help of a  
of a Salesforce salesforce customization agenc
y
Customization 
. 
Agency
Codinix is one of the agencies 
that can help you in this 
regard. This agency comprises 
a team of experts in 
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m customization as well as other 
salesforce procedures. 
CONCLUSIO
N
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Salesforce customization will be one of the best 
deals for you when you need more features for your 
business process. You can get the services for 
customization from an agency with a team of 
experts.
These agencies provide the best solutions 
according to your business requirements after you 
tell them your business process. 
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Thank You
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