Salesforce Installation Best Practices.pdf
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The document outlines best practices for Salesforce installation, emphasizing its vital role in business operations across various departments. It highlights potential issues such as difficulties in customization, lack of system integration with accounting or ERP tools, and the need for better user experience through upgrades to the Lightning interface. Key concerns include data accuracy, user notifications, departmental collaboration, and management access to reports, prompting the need for strategic improvements in Salesforce usage.
Salesforce Installation Best Practices.pdf
- 1. Salesforce Installation Best Practices Salesforce is an essential business tool. There’s a good chance the industry leading CRM and supporting applications power critical functions in your organization from sales and marketing to service and beyond, making it virtually impossible for users to imagine working without it. At the same time, even an application as powerful as Salesforce might need a tune up every now and again. Perhaps your installation is highly customized and is more difficult to use than you’d like. Or perhaps your company has deployed other systems for accounting or ERP and Salesforce isn’t properly communicating with these new tools, requiring extra manual effort. Or perhaps you’re just interested in upgrading to the new Lightning Experience and taking advantage of the powerful new interface.
- 3. ● Your users spend their time copying and pasting between Salesforce and another application such as an ERP or even their email ● Your users frequently complain about old data, bad data, or missing data, causing them to update the incorrect account or enter other information incorrectly ● Your users aren’t receiving proactive notifications and reports from Salesforce about upcoming meetings, leads to contact, cases to service, and other important time-saving functions, or your workflows are no longer aligned with your processes ● Your users in different departments or on different sales teams sometimes step on each other’s toes, or voice concerns that their experience is cluttered with unnecessary information
- 4. ● Your management team doesn’t have access to the reports and dashboards they need to run the business, or don’t believe the existing reports and dashboards are accurate or actionable ● You’re still on Salesforce Classic and aren’t taking advantage of the newer and faster user interface of other features of Salesforce Lightning Click to Learn More: Salesforce Installation Best Practices
- 5. Thank You