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, your business gets a scalable impact.
Customization is a major part of salesforce services, which is being adopted by a number of business organizations in the present scenario.
Best Practices of Salesforce Customization
There is a need to follow certain practices in order to execute a successful customization process. Some of the best practices include:
It is required to plan ahead.
Customizations should be organized and prioritized.
Sandbox should be used to create salesforce customizations in a safe place without affecting the other users.
You should not hesitate in taking the help of salesforce experts.
Other tools should also be used to help you in customization.
Testing should be done again and again before eventually deploying the customization.