Salesforce Clicks And Code: How Can You Decide Between Custom & Native Development?

One of Salesforce’s catchphrases is, “Clicks — not code.” It emphasizes that you can accomplish a lot with Salesforce to provide sophisticated functionality without bespoke programming for custom apps. However, many individuals are still confused about when to employ custom development and use Salesforce clicks.

What Is The Native Salesforce App?

A native mobile application is written in a programming language appropriate to the software version, such as Objective C for iOS or Java for Android. Native mobile apps provide a high level of performance and dependability.

A native Salesforce CRM app is designed entirely within Salesforce utilizing the Lightning Platform, rather than being written outside of Salesforce, and then integrated with Salesforce using the Salesforce API. Since a native app sits within Salesforce, it is unnecessary to integrate it with Salesforce.

Let’s start with a query to see whether a Salesforce native app for the IT industry or technical advancement over custom app development is the better option. So, how do you know which one should you choose between salesforce native vs custom development?

What Factors Influence The Decision To Employ “Clicks” Rather Than “Code?”

The stakeholders look for and analyze clients who have used both alternatives extensively and factors. The factors in ascending order are:

Who will provide continuous support for the code?
What is the return on investment compared to using native features?
How much will the pricing be?

The long-term expense of ownership of bespoke development might be more than the original initial development budget. Furthermore, not all businesses are equipped, or even want to be, to undertake continuous maintenance. Surprisingly, the size of the organization has no bearing on the choice.

What Factors Influence The Decision To Employ Custom Development?

As Salesforce offers a Salesforce native app for the IT industry, many firms and projects go for custom app development and employ Salesforce native functionalities afterward. Following factors influence the above decision of custom app development:

Learn everything there is to know about the product’s native features. Have you tried all of the native options?
Don’t just start coding because you think you can.
Be willing to change business processes to make use of native features.
Consider what you gain (automation, a friendly user interface, etc.) from the perspective of the business process’s importance and usage frequency.
Consider who will provide post-deployment assistance for the project.

Key Advantages Of Using Clicks Instead Of Code

Alternatives without Code — One of the reasons behind the “Clicks, not Code” tagline is the abundance of options for Salesforce development that do not need coding. Workflow Rules, Process Builders, and Flows are all Salesforce features that may be used to address scenarios when you need to automate or integrate with other systems. Even if you don’t want to choose between clicks and code, many things can be achieved through point-and-click development.
Customization in Salesforce – Some needs are best addressed without regulation. Using Document Types and Screen Layouts to provide distinct displays of segregated Accounts is a good example.
Time to Develop – There are many demands for methods in which Salesforce may better serve a business at any given time from a variety of stakeholders. It will often take longer to complete a job using code than to do a similar activity using point-and-click development.
Long-Term maintenance is critical – It is especially critical for consultants who engage with clients. There’ll always be a deadline for any project. After that, someone from the customer will have to assume the system’s upkeep, diagnose any difficulties and propose additions as the business’s needs evolve.

Key Advantages Of Using Code Instead Of Clicks

Data Volume Situations – If data is continuously imported in large numbers and extensive analysis on that data is required, especially in conjunction with other data in the system, it may be beneficial to include custom code to assist with some research.
Sophisticated Logic Cases — At the present moment, some complex and dynamic logic scenarios cannot or should not be handled without unique code. Depending on how users obtain access to Salesforce, custom code may guarantee that the client has a consistent experience when using the system.
Customized Interfaces for Unique Requirements — Custom interfaces can be critical to the effective adoption of any new technology. When a user uses a system, it is essential to ensure that they are not irritated while completing their tasks. We’ve all dealt with scenarios where we can’t locate what we’re looking for or when it feels difficult to get the data needed.

Case Study: How To Use Clicks And Code

Based on your business objectives, the easiest way to design the best solution for your Salesforce environment is to employ Clicks and Code (using custom labels Salesforce and custom settings Salesforce within the Salesforce setup). Let’s look at some instances of how to use Clicks and Code in the real world.

Business Rule Accommodation

The number of methods by which charges are processed, and it is established who is accountable for how much money to collect might seem ridiculous to people who aren’t in the insurance sector.

There is a need for a solution that can take all of the data coming in, including data on the customers, where the customer was treated (if medically insured), how was his data shown, his past records, and any other relevant information, to calculate the expenses and payer involved in a given encounter. Furthermore, because the insurance company and provider contracts change often, the rules in the system must be updated regularly.

Clicks and code were used to enable the update and maintenance of these business requirements to improve the customer experience and reduce the customer effort and money over the long term.

Conclusion

Any circumstance necessitates a thorough examination of the available possibilities and selecting the best one. It’s no different when developing technical solutions, particularly Salesforce development. Salesforce gives us more opportunities to design our solutions with each new version. The motto “Clicks, not Code” is a fantastic one. It emphasizes the critical idea that, when possible, clicks are a terrific way to satisfy demand in Salesforce. On the other hand, point-and-click development cannot or should not be utilized to help every business necessity.

It might be challenging to create a Salesforce solution that satisfies your company’s demands today and in the future. Manras’ Team is up to the task and can create solutions that consider all essential elements. To know more about how Manras can help your organization, contact us today!