Configuration

Salesforce Configuration means that by using the Salesforce UI – Lightning or Classic, we can easily develop applications in Salesforce.  

Salesforce users can also configure CRM applications by means of “declarative” as well as “programmatic” tools. It also entails providing a user a set of defined values which will enable a given feature or enable a module to function. 

Popular Salesforce declarative tools you can use in Salesforce include:

  • Quick Actions 
  • Page layout customization
  • Formula fields and roll-up summary fields 
  • Validation rules 
  • Workflows and approval processes 
  • Custom fields and objects

Salesforce features developed with declarative tools have the following advantages:

  • Usually, faster and cheaper to build. 
  • Require less maintenance. 
  • Receive automatic upgrades when the tools are improved. 
  • Not subject to Salesforce governor limits. 

Providing a seamless, automated customer experience is challenging, time-consuming, and code-heavy. Depending on the precise nature of your business processes, you may need to:

  • Integrate various systems. 
  • Configure process logic. 
  • Build modern, rich screens for a pleasant user experience. 
  • Make the experience available from anywhere: desktop or mobile devices, internal apps, or external portals.

Lightning Flow provides declarative process automation for every Salesforce app, experience, and portal. 

Included in Lightning Flow are two point-and-click automation tools:

  • Process Builder, which lets you build processes. 
  • Cloud Flow Designer, which lets you build flows.