Steps to Get Your Salesforce Customization Go Right

Steps to Get Your Salesforce Customization Go Right

1. Get the Needed Input The first step for Salesforce customization is to get the right information from the end-users of the Salesforce platform.

2. Prep Up a Team You need to build a development team that will be dedicated to customization the platform. Plan it according the time and resource availability.

3. Use the Right Sandbox There are four types of sandbox and you need to pick the right one to perform the coding for customization. ● ● ● ●

Developer sandbox Developer pro sandbox Partial copy sandbox Full sandbox

4. Don’t Over Customize Over customizing the platform can end up in low adoption rate and redundant features that could confuse the end-user. So, make sure to avoid it.

5. Provide the Necessary Training To ensure the successful user-adoption of the customized Salesforce platform, you need to be certain about offering the right support and training to the respective end-users.

Get Salesforce Developers to Manage it All From coding to user training, Salesforce customization could be easier with the right team of certified Salesforce developers. Get in touch with our experts at 360 Degree Cloud to get started.