Salesforce opens the door to tons of possibilities for your organization. However, sometimes all the features and options available to Salesforce users can make it seem complicated quickly. There are a lot of ways to work within Salesforce and tons of tips for Salesforce admin out there but it can be difficult to figure out where to start.
In this post, we’ll give you a few ideas to get the ball rolling if you’re just starting with Salesforce or get you back on the track to success if your organization is already using it. Want to know how to get the most out of Salesforce? Here are 7 Salesforce admin tips you should know.
Our top 7 Salesforce admin tips
Make Salesforce a single source of truth
In one of our previous posts, we talked about making Salesforce a single source of truth. One of the best practices any company can adopt is a suggestion directly from Salesforce themselves, “If it isn’t in Salesforce, it doesn’t exist!” This is an essential mantra to fully leverage the power of Salesforce and get a 360-degree view into your organization.
Encouraging salespeople to enter leads, update contacts, and enter opportunities in a timely manner, or trying to convince marketing to give up their Excel spreadsheets and begin tracking all of their marketing efforts through Salesforce can be a challenge. However, it’s critical to provide your executive team with a global view of the effectiveness of campaigns. Making Salesforce your single source of truth makes that simple.
Leverage the AppExchange
AppExchange makes it easy to extend the capabilities of Salesforce. You’ll find thousands of apps that you can install in a few clicks. You can also find our Salesforce backup and recovery solution on the AppExchange. A quick search can save your organization lots of time by providing the solution you need in just a few minutes.
So, before you start from scratch conceptualizing or creating something you could use in Salesforce, check the AppExchange first. Many times, you’ll find that there are solutions to whatever you’re facing and you can quickly add great tools to Salesforce to help your team.
Keep Salesforce data clean
As a Salesforce admin, you know that duplicate records, bad data, and other issues can wreak havoc on the business. In order to keep your Salesforce data clean, you should create validation rules and review your sharing model. This way, you can ensure that your organization has access to the right data when you need it most. Having these processes in place and training your team on how to deal with data is key to making the most out of Salesforce.
Don’t wait until you’re dealing with piles of data that your organization can’t use. Instead, start early and document the way your organization handles data.
Use the “help text” box
You can use the help text or “field level” help box to ensure your team can make sense of data within Salesforce. Here, you can provide a helpful description for each field that gives details to your users when they hover over the information icon.
Note: it’s important that you don’t include instructions for entering data here. Instead, focus on the purpose of each field. You can provide information on what attributes these fields should have and examples of what users should enter in these fields instead.
Give your team knowledge
Just like you should educate your team about data, you should also train them on how to use Salesforce. Spending some time creating training materials for new and existing users can save you both time and headaches down the line. It gives you a resource to pass to new team members and something to pull from when users have questions.
The key here is doing everything that you can do to save yourself and your team time. If you’re just starting with Salesforce, looking to increase adoption of features or simply optimizing the process, the more resources you have, the better. Remember: knowledge is power
Back up data often
How often is your organization backing up data? Salesforce offers weekly data export but for many organizations, backing up weekly isn’t enough. A lot can change in seven days, and it’s important to create a backup and recovery plan that fits your organization’s needs. Backing up data is one of the most important things to consider when your team relies heavily on Salesforce.
The truth is that your team will face a lot of downtime in the event of data loss without a plan. Organizations that don’t have a backup and recovery plan in place lose a lot of time and money when data loss happens. Since what Salesforce offers isn’t enough, it’s critical to consider a third-party solution to back up and recover your data.
Encourage the use of Salesforce Chatter
There are several advantages that come with encouraging users to adopt Salesforce Chatter. First, your team can create private chats to communicate with other people on staff and coordinate tasks to get jobs done faster. Beyond the business benefits though, it increases morale for everyone on the team by giving them a dedicated space to share ideas and interact with each other. All of these things come together to help you manage a better, more organized team. Want to know more about how you can encourage the use of Salesforce Chatter? You can check out our post on the topic here.
Looking for a Salesforce backup solution?
Above all Salesforce admin tips, backing up your data regularly is the most important thing to do. With Reflection, you can back everything up. This includes base objects, custom objects, attachments, files, Force.com app data, and Chatter posts. You can back data up completely on-premise or use our cloud-hosted offering. We also allow you to back up data as often as you’d like and in the event of data loss, you can recover your data in one click.
Don’t let your organization feel the impact of data loss. Instead, invest in a solution to protect your most important business asset. Want to know more? If you want to see of Reflection can do for you, schedule a demo or start a free trial of Reflection Enterprise now.