Guide to Salesforce Implementation for Rookie Administrators
If all of a sudden, you find yourself saddled with the role of a Salesforce administrator even though you do not have any prior experience, it can prove to be immensely challenging. The best thing you can do at this point of time is to interact in detail with the person who had set up the original implementation and get to know the details. As long as you have a goal that’s clearly defined, with some amount of persistence you can get Salesforce to accomplish what you require with aplomb. This is the reason why they have beaten their competitors in CRM hollow in the short time that they have been in existence.
As an administrator, if you are attempting to learn the capabilities of Salesforce, it is best that you start off with just one task to be achieved than to try and do a whole assortment of stuff all at once. While the interface and usability of Salesforce are by and large intuitive, it can take a fair amount of learning to have command over basic development and customized administration, despite the presence of the huge amount of help and knowledge base available online.
Simple to Generate Complete Chaos
Salesforce administration in small businesses that have only a single database user can be relatively easy because you know everything and can monitor everything. When the same business grows to a corporate or enterprise level entity, Salesforce is used to administer a wide assortment of functions ranging from tracking revenue, managing help files, lead lists, support cases, conversion rates, integration of email and website, and tracking return on investments. It is very easy to land up with a completely chaotic situation when multiple administrators of various functions start changing stuff simultaneously without effectively communicating with each other.
If your organization, like most organizations, relies on Salesforce-generated metrics and information, as an administrator you need to assure yourself and others that the information provided is as accurate as can possibly be expected. While in the beginning this will necessarily have to be done retroactively, you can avoid the monotony in the later period by planning carefully the management of information and workflows as well as by establishing robust internal processes.
How to Ensure Success and Accuracy When Making a Beginning with Salesforce
When you start out in an administrator role, the first thing you need to do is to establish that all the important records have been included in the Salesforce system and nothing vital left out. A good way of keeping your database clean is to deploy a tool that can monitor duplicate records that can waste the valuable time of the sales team. It can also prevent the salespersons from appearing unprofessional when they make cold calls on targets that have already been contacted or worse are existing customers. Salesforce packs a lot of punch as a workflow automation tool so you should go ahead and attempt to automate every task that you can imagine and more.
Make Logic and Simplicity the Cornerstones of Your Approach
When you generate reports, you should save them under names that are logical, otherwise, you could end up wasting time recreating reports, and sorting out discrepancies.
Once you create a report format for a particular function, the only variable that would need changing is the date range – if there are other changes then possibly it should be another distinct report. Sending emails with reports to the sales team is another repetitive function that should be high on your automation agenda. You can also use version control systems like Salesforce Git and Salesforce Git Hub to make your task easier. This enables the sales team to monitor individual and team performances better and increases overall efficiency while saving you a lot of time.
The key to successful and effective Salesforce administration is to maintain focus on one task at any given point of time. As an administrator, no doubt you will be constantly learning new things so be sure to revisit tasks completed earlier and refine them with your new knowledge but ensure that you maintain the approach of one task at one time.