Salesforce is a powerful platform, but many people think you need to be a developer to make meaningful customisations. The truth is, Salesforce offers a range of point-and-click tools that allow anyone to tailor the system to their needs — no coding required. In this guide, we’ll explore how beginners can start customising Salesforce using tools like Lightning App Builder and Flow.
1. What Is Point-and-Click Customisation?
Point-and-click customisation refers to making changes in Salesforce without writing code. Instead, you use a user-friendly interface to drag and drop elements, configure settings, and build automations. This approach is perfect for beginners or admins who want to adapt Salesforce to their organisation without technical expertise.
2. Lightning App Builder: Create Custom Pages with Ease
The Lightning App Builder is one of Salesforce’s most versatile tools. It lets you create customised user interfaces for different roles and purposes.
Key Features:
- Drag-and-drop components to build pages.
- Use standard components (e.g., Recent Items, Reports, Dashboards) or install pre-built components from the AppExchange.
- Preview changes in real-time.
What You Can Build:
- Custom Home Pages tailored to different teams.
- Record Pages that display only the information a user needs.
- App Pages that act as dashboards or navigation hubs for specific tasks.
Getting Started:
- Navigate to Setup > Lightning App Builder.
- Choose the type of page you want to create.
- Drag components onto the canvas and arrange them as needed.
- Assign the page to users, profiles, or apps.
3. Salesforce Flow: Automate Processes with No Code
Salesforce Flow is a powerful tool for automating processes and guiding users through workflows. With Flow, you can create complex automations without a single line of code.
Key Features:
- Build visual workflows using a drag-and-drop interface.
- Automate repetitive tasks like sending emails, updating records, or creating follow-up tasks.
- Trigger flows based on user actions, scheduled times, or record changes.
Examples of What You Can Do:
- Automate lead assignment based on criteria like region or industry.
- Send welcome emails to new customers when an opportunity is closed.
- Create guided step-by-step forms for data entry or troubleshooting.
Getting Started:
- Navigate to Setup > Flows under the Process Automation section.
- Choose a Flow type (Screen Flow, Record-Triggered Flow, etc.).
- Drag elements (e.g., Decisions, Assignments, Screens) onto the canvas to design your process.
- Save and activate your flow.
4. Additional Tools for No-Code Customisation
Beyond Lightning App Builder and Flow, Salesforce offers other tools to help you customise your org without coding:
- Validation Rules – Ensure data quality by creating rules that enforce specific conditions (e.g., making a field required based on another field’s value).
- Reports and Dashboards – Build custom reports and visual dashboards to provide actionable insights.
- Custom Fields and Objects – Add new fields or objects to store unique business data.
- Page Layouts – Customise the arrangement of fields and related lists on record pages.
5. Tips for Successful Customisation
- Start Small: Begin with simple changes, like adding a field or creating a basic report.
- Test Thoroughly: Always test your customisations in a sandbox before deploying them to production.
- Gather Feedback: Involve end-users in the process to ensure your changes meet their needs.
- Keep Learning: Use Salesforce Trailhead to explore tutorials and best practices for point-and-click tools.
Customising Salesforce doesn’t have to be complicated. With tools like Lightning App Builder and Flow, you can create personalised pages and automate processes without any coding knowledge. These no-code solutions empower you to adapt Salesforce to your organisation’s unique needs, saving time and improving efficiency.
Need help building custom solutions in Salesforce? Contact IntegraLogic today for expert guidance and support!