This past Thursday, June 29th, Blytheco held our Salesforce Twitter Chat. We thought it would be great to share the content for those who were not able to attend.
The theme of our chat was around data integrity along with getting the most of your data. See below for our recap.
The first question we posed to the audience was “How important is user adoption for Salesforce?” We feel the best response was that user adoption is the most important asset a company has, not only the best way to get data in Salesforce, but this helps in calculating ROI. The more users entering data into Salesforce, the more data you have to report and analyze business trends.
The resource to reference on six best practices for user adoptions is: http://bit.ly/2srFRsi
Next, we moved into maintaining the integrity of your data. While there are numerous ways to do this, Salesforce has provided the best way to manage data quality. Here is an overview of the steps, as well as a link to the article:
- Profile your data
- Control your data
- Integrate your data
- Augment your data
- Monitor your data
- Assign ownership, train users, & commit to a data-quality process.
Follow these best practices for managing data quality in Salesforce & data will be perfect! http://bit.ly/2tPnafZ
Controls on profiles are critical. For those newer to Salesforce CRUD is an acronym for Create, Read, Update, and Delete. You should always review these for your users to maintain data integrity. While some users should have the ability to create, update, and delete capabilities; some should have read-only access. These items should be reviewed carefully in your Salesforce Org.
I think validation rules are great in Salesforce since it stops the user from continuing until all data is entered. I also believe searching is best before another record is created to avoid duplication in Salesforce.
For more great info on managing data, refer to this document: http://bit.ly/2tPnafZ
Did you know that you can integrate Salesforce with your ERP? This is another way to avoid data duplication. There are numerous integration tools. Your organization can use your ERP as the master controlling data in Salesforce eliminating duplication. Blytheco has assisted with several of our clients with integrating their Salesforce organization & their ERP. Contact us at firstname.lastname@example.org for more information.
Here is a link to ERP integration tools on the Salesforce AppExchange to give you some ideas about what can be done. https://appexchange.salesforce.com/category/erp
Are you still using classic or have you made the switch to Salesforce Lightning? Salesforce Lightning has many great features with more announced with each release. Some features will eliminate “fat fingers” such as the Kanban screens. Drag & Drop in a flash! The “Path” feature in lightning Leads and Opportunities allows reps to gather needed info & guide them to their next step, eliminating useless info while making sure your reps gather vital info needed for your organization.
A great resource to compare Salesforce Classic and Salesforce Lightning can be found at the following link: http://sforce.co/2sidvSx
The last item highlighted during our Twitter Chat was the Pros and Cons of hiring a Full-Time Salesforce Administrator versus hiring a Salesforce Consulting Firm.
We provided some additional information along with an infographic to assist with your decision process. http://bit.ly/2tlN3XX
We hope you found our Twitter Chat and recap useful. Please feel free to reach out to us at Salesforce@Blytheco.com for any questions or comments.
Look for future Salesforce blogs at: https://blog.blytheco.com/category/software/crm-software/salesforce