How to Optimise Your Salesforce Org

As a Salesforce administrator working in a fast-paced environment where your Salesforce org is developing quickly, are you encountering technical problems like technical debt, dirty data, or low adoption? Or are you having trouble figuring out how to make sure your organization operates effectively with a limited amount of time and resources?

In order to develop a strong CRM-effective Salesforce org, monitoring end-user acceptance and eradicating technical debt are the two pillars.

If you’re unsure of where to begin, though, here are some pointers to get you going. Let’s take a close look at some of the best, most useful pointers and techniques to support you in optimizing your org and making sure Salesforce CRM projects are prepared for success.

 

1. Use Salesforce Optimizer to streamline the User Experience

At several moments during their talks with consumers, sales and service representatives must gather crucial information. With the help of Salesforce Optimizer, a new tool for Salesforce administrators, you can simply manage various features and optimize them to make it easier and faster for your users to complete their tasks. To receive customized reports with suggestions for feature installation, cleanup of customizations, reduction of data complexity, and increased feature adoption, you must run Salesforce Optimizer in sandbox or production settings.

 

2. Clean up your Data on a regular basis

Old contacts or leads can be deleted to clear out clutter and boost performance in your Salesforce org. For instance, it can be advantageous to delete those data if you have a sizable number of leads who haven’t been contacted in over a year. Finding the leads that are still active and relevant will be simpler thanks to this, which will help clear up storage space. This will enable you to concentrate on leads that are more likely to convert and enhance the overall effectiveness of your organization.

 

3. Get a Stakeholder’s Support for the Project

Attempt to interact with consumers to get to know them, their businesses, and their ultimate objectives. What are they hoping to accomplish by working with you?

Once you have determined the specific objectives and wants of each stakeholder, it is important to concentrate on earning and keeping their trust while creating tailored business processes and technologies. Meeting with key stakeholders to go over initial needs, project demands, and restrictions is essential. To ensure effective projects and better business outcomes, it is crucial to maintain continual communication with your key stakeholders and keep them informed.

 

4. Use Indexing

Indexing is a method for improving the search functionality of specific fields in Salesforce. You can accelerate your searches by indexing fields that are frequently queried. It would be advantageous to index that information, for instance, if you routinely search for chances using the “Account Name” field in a custom object called “Opportunities.” This will enhance the pace of your searches and the overall functionality of your org by enabling Salesforce to identify the opportunities connected to a particular account rapidly.

 

5. Use Custom Settings

Custom settings are similar to custom objects, but they do not take up storage space. They are useful for storing data that you want to use across the entire org. For example, you can use custom settings to store information such as a company’s fiscal year-end date or a default discount rate. These custom settings can then be referenced in formulas, validation rules, and other areas of the system, improving efficiency and reducing the need for manual updates.

 

6. Use Validation Rules

When it comes to ensuring that your data is accurate and consistent, validation rules are a very effective tool. To make sure a phone number has 10 digits, for instance, or that a date is not in the past, you can use validation rules. You may stop errors from occurring and raise the quality of your data by putting validation rules into place. As a result, your organization’s overall performance will be enhanced by helping to verify that your data is correct and trustworthy.

 

7. Use Sharing Rules

You can restrict access to documents using sharing rules that take into account particular requirements. You can make sure that only the proper individuals have access to sensitive information by employing sharing rules. To ensure that only members of the finance team have access to financial information, for instance, you might use sharing rules. This will increase security and lessen the possibility that private data could end up in the wrong hands.

 

8. Make use of the Salesforce Lightning Experience

Modern, quicker, and more effective user interfaces are available, like the Salesforce Lightning Experience. Your organization will operate more efficiently if you move to the Lightning Experience. Users will find it simpler to explore and get the information they need thanks to the Lightning Experience’s more user-friendly and streamlined layout. As a result, your organization will perform better overall because of greater production and efficiency.

 

9. Use the Salesforce Health Check

A free tool called Salesforce Health Check evaluates the operation of your organization and offers suggestions for enhancements. You may find out where your organization is underperforming by utilizing the Health Check, and then you can make adjustments to boost performance. The Health Check can find, for instance, that you have a lot of custom fields that aren’t being utilized and suggest getting rid of them to optimize performance.

 

10. Keep up with Changes and New Features

There are several ways to integrate Salesforce with your existing systems. You can get rid of silos and provide the senior team with access to reporting that spans all areas of the business by integrating Salesforce throughout your organization. Since decision-making tools are limited to a certain region of the business, it is difficult to forecast how a change will affect the organization. By integrating data, you can hasten reporting, enhance decision-making, make data entry easier, reduce errors, and get ready for future system integration.

Keep in mind that Salesforce is constantly developing, and new features and updates are frequently published. Make sure you are informed on the most recent advancements in order to keep in front of the curve. Consider subscribing to the Salesforce blog and attending Salesforce events to stay up-to-date with the latest features and updates.

 

In Conclusion

To make the most of the platform, there are numerous approaches to enhance your Salesforce CRM. One of the most effective CRM platforms now on the market, Salesforce, offers a variety of features that boost admin productivity, improve summary views for faster consumption, and provide more visible graphical representations.

You can maximize your usage of Salesforce and produce better outcomes for your company by adapting the platform to your needs, utilizing automation, collecting insights from reports and dashboards, educating your staff, and keeping up with new capabilities.

 

Ready to optimize your Salesforce org and achieve greater productivity and efficiency? DKLOUD can help! As a Salesforce consultancy specializing in Salesforce CPQ, Revenue Cloud, Billing & Core, we have the expertise to guide you through the process.
Follow our website for more blogs, podcast video episodes, industry updates, and insights, and don’t hesitate to reach out to us at info@dkloudconsulting.com to learn more about our services. Let us help you unlock the full potential of your Salesforce org and take your business to the next level!

 

– Written by Meshach Dimka