{"id":47654,"date":"2018-01-11T09:12:25","date_gmt":"2018-01-11T03:42:25","guid":{"rendered":"http:\/\/blog.odango.com\/?p=47654"},"modified":"2023-02-04T09:24:18","modified_gmt":"2023-02-04T03:54:18","slug":"configuration-and-customization-in-salesforce-tutorial","status":"publish","type":"post","link":"https:\/\/asha24.net\/blog\/configuration-and-customization-in-salesforce-tutorial\/","title":{"rendered":"Configuration and Customization in Salesforce &#8211; Tutorial"},"content":{"rendered":"\n[et_pb_section bb_built=&#8221;1&#8243; next_background_color=&#8221;#000000&#8243;][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_post_title _builder_version=&#8221;3.0.105&#8243; title=&#8221;on&#8221; meta=&#8221;off&#8221; author=&#8221;on&#8221; date=&#8221;on&#8221; categories=&#8221;on&#8221; comments=&#8221;on&#8221; featured_image=&#8221;off&#8221; featured_placement=&#8221;below&#8221; text_color=&#8221;dark&#8221; text_background=&#8221;off&#8221; title_font=&#8221;Source Sans Pro||||||||&#8221; title_font_size=&#8221;47&#8243; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221; title_text_color=&#8221;rgba(0,0,0,0.8)&#8221; title_text_align=&#8221;left&#8221; text_shadow_horizontal_length=&#8221;0.08em&#8221; text_shadow_vertical_length=&#8221;0.08em&#8221; text_shadow_blur_strength=&#8221;0.08em&#8221; title_text_shadow_horizontal_length=&#8221;0.08em&#8221; title_text_shadow_vertical_length=&#8221;0.08em&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;|||10%&#8221; \/][\/et_pb_column][\/et_pb_row][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|phone&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\nConfiguration helps you use User Interface(UI) to easily develop applications in Salesforce whereas Customization enables you to write your own functionality (Visualforce pages &amp; Apex).\r\n\r\n<strong>Visualforce Pages:<\/strong>\r\n\r\nVisualforce is markup language that permits to set User Interface components in salesforce. It&#8217;s a very attractive tool which operates on\u00a0force.com\u00a0platform. Overusing page layouts, you can efficiently configure User Interface.\r\n\r\n<strong><a href=\"https:\/\/developer.salesforce.com\/page\/Apex_Code:_The_World%27s_First_On-Demand_Programming_Language\">Apex Programming<\/a>:<\/strong>\r\n\r\nIt\u2019s a completely object-oriented type, on-demand programming language. The syntax resembles Java and acts like reserved procedures.\r\n\r\nUtilize this quick guide to the 3 main categories of <a href=\"https:\/\/asha24.net\/blog\/a-guide-on-salesforce-security-models\/\">Salesforce<\/a> customization to understand whatever your customizing options are \u2013 and where to look when something you tried isn\u2019t working.\r\n\r\n\u2022\u00a0\u00a0\u00a0 Configuration (or declarative),\r\n\r\n\u2022\u00a0\u00a0\u00a0 Integration (data), and\r\n\r\n\u2022\u00a0\u00a0\u00a0 Custom code.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=&#8221;3.0.106&#8243; show_in_lightbox=&#8221;off&#8221; url_new_window=&#8221;off&#8221; use_overlay=&#8221;off&#8221; always_center_on_mobile=&#8221;on&#8221; force_fullwidth=&#8221;off&#8221; show_bottom_space=&#8221;on&#8221; src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-100.png&#8221; align=&#8221;center&#8221; \/][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|phone&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<strong>Configuration:<\/strong>\r\n\r\nThere are many multiple ways to customize how<a href=\"http:\/\/force.com\/\"> Salesforce<\/a> views and reacts to users &#8211; declarative work and custom code.\r\n\r\nDeclarative job concern to fixing up and working Salesforce\u2019s original functionality or declarative development features. In another word, clicking the right boxes to switch characteristics on and off in the program.\r\n\r\nAlways remember \u201cclicks not code\u201d beginning, as <a href=\"https:\/\/asha24.net\/blog\/salesforce-role-hierarchy-creation-best-practice\/\">Salesforce<\/a> configuration needs blank programming. The declarative work doesn\u2019t really affect your Salesforce dashboards.\r\n\r\nIt further recommends configuring the back-end system supplies. Despite, this can stay somewhat complicated. Estimating out whereby to balance Salesforce\u2019s original settings correctly and most conveniently is one of that clear-to-learn-hard-to-master stuff.\r\n\r\n<strong>Integration:<\/strong>\r\n\r\nDifferent business applications in some field will support you to maintain various features of your business before performing Salesforce.\r\n\r\nModerately than producing a disorganized process that pushes your team to re-enter data, we can integrate Salesforce among these applications so, this data moves from one program to the other and your workflow doesn\u2019t sustain.\r\n\r\nThe main business applications advance integration apps to Salesforce:-\r\n\r\n\u2022\u00a0\u00a0\u00a0 Customer Services.\r\n\r\n\u2022\u00a0\u00a0 Administration &amp; IT.\r\n\r\n\u2022\u00a0\u00a0\u00a0 Collaboration.\r\n\r\n\u2022\u00a0\u00a0\u00a0 Sales.\r\n\r\n<strong>Custom Code:<\/strong>\r\n\r\nIf you&#8217;ve tired your declarative options and but require more from Salesforce, then it\u2019s the opportunity to look at your custom code choices. The custom code contains coding for different modules inside the <a href=\"https:\/\/developer.salesforce.com\/page\/Application_Framework\">Salesforce framework<\/a>.\r\n\r\nCertain modules will be utilized for business logic, front-end components, or both. Applying APEX (Salesforce coding language), we can generate custom dashboards and custom roles within Salesforce, so as automatically modernizing fields, building records or executing calculations.\r\n\r\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; prev_background_color=&#8221;#000000&#8243;][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_team_member _builder_version=&#8221;3.0.106&#8243; name=&#8221;Naveen E&#8221; position=&#8221;Author&#8221; facebook_url=&#8221;&#8221; twitter_url=&#8221;&#8221; google_url=&#8221;&#8221; linkedin_url=&#8221;&#8221; image_url=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/1234.gif&#8221; background_layout=&#8221;light&#8221; header_font=&#8221;Titillium Web|700|||||||&#8221; body_font=&#8221;Titillium Web||||||||&#8221; body_font_size=&#8221;16&#8243; body_font_size_last_edited=&#8221;on|phone&#8221;]\r\n\r\nHola peeps! Meet an adventure maniac, seeking life in every moment, interacting and writing at Asha24.\r\n\r\n[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":47660,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-47654","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Configuration and Customization in Salesforce - Tutorial - Asha24 Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/asha24.net\/blog\/configuration-and-customization-in-salesforce-tutorial\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configuration and Customization in Salesforce - Tutorial - Asha24 Blog\" \/>\n<meta property=\"og:url\" content=\"https:\/\/asha24.net\/blog\/configuration-and-customization-in-salesforce-tutorial\/\" \/>\n<meta property=\"og:site_name\" content=\"Asha24 Blog\" \/>\n<meta property=\"article:published_time\" content=\"2018-01-11T03:42:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-02-04T03:54:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/asha24.net\/blog\/wp-content\/uploads\/2018\/03\/configuration-and-customization-in-salesforce-tutorial1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"572\" \/>\n\t<meta property=\"og:image:height\" content=\"335\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mahesh\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/asha24.net\/blog\/#website\",\"url\":\"https:\/\/asha24.net\/blog\/\",\"name\":\"Asha24 Blog\",\"description\":\"Dedication Towards Learning\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/asha24.net\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/asha24.net\/blog\/configuration-and-customization-in-salesforce-tutorial\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/asha24.net\/blog\/wp-content\/uploads\/2018\/03\/configuration-and-customization-in-salesforce-tutorial1.jpg\",\"contentUrl\":\"https:\/\/asha24.net\/blog\/wp-content\/uploads\/2018\/03\/configuration-and-customization-in-salesforce-tutorial1.jpg\",\"width\":572,\"height\":335},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/asha24.net\/blog\/configuration-and-customization-in-salesforce-tutorial\/#webpage\",\"url\":\"https:\/\/asha24.net\/blog\/configuration-and-customization-in-salesforce-tutorial\/\",\"name\":\"Configuration and Customization in Salesforce - Tutorial - Asha24 Blog\",\"isPartOf\":{\"@id\":\"https:\/\/asha24.net\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/asha24.net\/blog\/configuration-and-customization-in-salesforce-tutorial\/#primaryimage\"},\"datePublished\":\"2018-01-11T03:42:25+00:00\",\"dateModified\":\"2023-02-04T03:54:18+00:00\",\"author\":{\"@id\":\"https:\/\/asha24.net\/blog\/#\/schema\/person\/f6167b78bbaddfc399ae1154cd5b6759\"},\"breadcrumb\":{\"@id\":\"https:\/\/asha24.net\/blog\/configuration-and-customization-in-salesforce-tutorial\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/asha24.net\/blog\/configuration-and-customization-in-salesforce-tutorial\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/asha24.net\/blog\/configuration-and-customization-in-salesforce-tutorial\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/asha24.net\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Configuration and Customization in Salesforce &#8211; 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