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Top 7 Best Practices of Salesforce Customization (2)

Unlock Salesforce's full potential with 7 proven customization best practices. Improve user adoption, testing, training, and ROI with expert-driven insights.<br><br>

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Top 7 Best Practices of Salesforce Customization (2)

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  1. Top 7 Best Practices of Salesforce Customization

  2. Introduction & Objectives Purpose: Present strategic recommendations and domain‑expert guidance for Salesforce customization best practices. Objectives:  Define core goals and success metrics for customization.  Demonstrate how rigorous planning, testing, tooling, and sandbox usage elevate CRM outcomes.  Quantify benefits across analytics, efficiency, decision‑making, and revenue impact. 

  3. Practice 1: Conduct Thorough Research and Set Goals Importance of discovery and scoping: deep requirements analysis to map existing Salesforce architecture, integrations, and business workflows Domain terms: stakeholder interviews, business process mapping, impact assessment Benefit: ensures alignment with enterprise KPIs and avoids redundant or mis‑aligned customization work

  4. Practice 2: Great Planning, Great Execution Robust planning framework: use Agile sprints or waterfall milestones to structure configuration and Apex development   Resource allocation: Defining roles—Salesforce Developer, Admin, Architect, UX/UI, QA.  Change management: document inbound/outbound interface touches, release management, rollback plans 

  5. Practice 3 : Focus on Key Users User-centric design: involve sales, service, support teams early to collect pain points and prioritize adjustments   Ongoing feedback loops: iterative prototyping in sandbox, feedback sessions, user-acceptance checkpoints  Benefit: improved adoption, intuitive workflow, reduced training friction 

  6. Practice 4: Utilization of Sandboxes Sandbox environments: developer, partial, and full sandboxes for development, staging, and testing Use cases: parallel dev, isolated testing, end‑user training without impacting production Best practice: replicate production data scenario in full sandbox before UAT and deployment

  7. Practice 5: Frequent and Rigorous Testing Multi‑tier testing: unit tests, system integration tests, UAT, regression suites across sandbox tiers   Automation: leverage Apex test frameworks, Selenium or QA tools for repeatable validation  Benefit: early defect detection, increased reliability, reduced post‑release support effort 

  8. Practice 6: Empower Employees with Training and Ongoing Support User enablement: structured training in sandbox environments, role‑based learning curricula Continuous support: feedback channels, knowledge base, change logs Benefit: drives end‑user engagement, ensures feature utilization, maximizes ROI

  9. Practice 7: Powerful Tools for Confident Customization Salesforce development tools: Lightning Platform, Developer Console, Workbench, Salesforce CLI, Salesforce Lightning Inspector Configuration & low‑code extension: Lightning App Builder, Flows, Process Builder, custom metadata types Version control/CI‑CD integration: Git, Jenkins, Salesforce DX for controlled delivery pipeline

  10. Why Choose Minuscule Technologies Salesforce CRM for Manufacturing? More than 150+ Certified Professionals Our solutions are scalable, secure, and SOC compliant We follow Proper Agile Methodology We help businesses stay ahead of the competition

  11. Thank You +1(281)371-6080 log.minusculetechnologies@gmail.com www.minusculetechnologies.com 24044 Cinco Village Center Boulevard #100, Katy, TX 77494, United States

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