Where to draw the line between Salesforce Configuration and Customization?

Are you planning Salesforce implementation for your business? Here is a piece of advice for you- You must implement what is already built in Salesforce and customize only what is necessary!


Many businesses presume they should create their own business logics or make extensive changes to the user interface of the cloud-based application. This is not the right approach!

Over the ye-ars of experience, seasoned salesforce consultants 360 IT Pro have found that the ideal approach should be of 80% implementation of the built-in features and only 20% customization.

This does not mean that you should avoid customization, but carry out only the essential customization. The reason behind this is that the fewer customizations you make, the easier it would be for your business to adapt to the future improvements made by Salesforce.

Main disadvantages of Salesforce over-customization

  • Customization is time taking and costs your business in the form of delays
  • Customizations may need to be repeated when upgrading
  • Businesses may choose not to upgrade due to the cost involved

Here are two instances where understanding the difference between salesforce configuration and customization plays a crucial role.

  • Compromising SAAS benefits due to Over-Customization – Over-customization has many downsides like it increases the time and efforts required, not just at the beginning, but forever. You will have to conduct extra testing to ensure that the quarterly updates do not affect your customizations. As a matter of fact, most of the businesses choose Salesforce to avoid such a situation with their on-premise CRM application. So, it will not be a wise decision to create a similar problem with the cloud-based application and compromise on the goodies it will offer in future.


  • Rebuilding the Salesforce User Interface -Using Visualforce to cut down the number of clicks required to complete a task may be justified in few cases, but is not always a good decision and can do more harm than good. Instead of aiming for the ease of doing work in all situations, aim for the efficiency of operations.

Takeaway point- Salesforce has a lot of configuration options that can handle most of what you need, and the remaining can be managed through customization, instead of a fully customized solution.