Apply these four specific steps to secure full user adoption and a successful salesforce: Create an advantage to using the system. For example, for front-line sales people, it has to be easier to do their jobs using the system, than not using it.
Full Answer
How do you build a successful Salesforce project?
There’s no shortage of advice if you Google ‘salesforce project success’. Set clear goals. Align the salesforce project with your business strategy. Get executive buy-in. Manage stakeholders. Clean up data. Deliver training – lots of it. I don’t disagree. However, I find there is a problem. This advice is too generic.
What is the best thing about Salesforce?
Create a robust, scalable architecture The best thing about salesforce is that it’s easy to add a field. The worst thing about salesforce is that it’s easy to add a field. Over-enthusiastic creation of fields and other features quickly swamps salespeople and other users. Be judicious.
Is your lead to opportunity process putting your Salesforce project success at risk?
The Lead to Opportunity processes often provokes fraught discussion. However, an effective re-design of this process puts salesforce project success at risk. Use these principles to avoid that.
What is the best starting point for a robust Salesforce architecture?
The best starting point for a robust salesforce architecture is not the creation of the first field. Better by far, to stand in front of a whiteboard with the project team and plan out your architecture. Think about improving your processes.
How does Salesforce project success depend on sales managers?
Salesforce project success depends upon sales managers and leaders using dashboards and reports to improve performance . It means each one has to be a coach, not a pundit.
What happens if you don't fully engage with your salesforce system?
If users do not fully engage with your system, then no matter what else happens, your salesforce project will not be a success. Too often, user adoption equates with training. That’s a mistake. Deliver as much training as you like and you still cannot guarantee salesforce project success.
Is full benefit realization harder to achieve?
Ironically, that means full benefit realization is harder to achieve. However when you do, the benefits are so much bigger. To secure those benefits, salesforce project success requires independent expertise, experience, advice and guidance. You’ve read the 10 specific drives of salesforce project success.
Is Salesforce a hard launch?
Salesforce project success requires a hard launch. Let’s be clear. In many businesses, a pilot with a specific group of users is a sensible thing to do. It contributes to salesforce project success. Likewise, a phased rollout is also logical.
April 19: Get early access to the release by signing up for a Pre-Release org
Admins can sign up for a Developer Edition environment chock full of all the Summer ’18 features to explore to your heart’s content. Developer environments are stand-alone environments where you can learn, build, and get comfortable with features and functionality.
April 23: Review the Release Notes
Release notes are posted here. Search the products you use for release updates. Make sure to check out the “You Asked For It” section which lists all of the IdeaExchange ideas included in the release. First time reading the release notes? Here are some great tips.
May 4: Be sure to refresh your Sandbox
May 4 is the refresh deadline to get early access to all the Summer ’18 features in one of your Sandboxes. Once you have explored with the Free Developer environment and reviewed the release notes for features that are important to you – it’s time to try out features related to your customizations in your sandbox.
May 25: Join us live for the Awesome Admin Release Preview
Join Admin Evangelists and an expert panel for a 1hr deep dive into the release and what features Admins can’t miss. This preview is a great opportunity to hear an overview from Admin experts and may help you determine which features in the Release Readiness Live broadcast to focus on.
May 28-31: Watch Release Readiness LIVE by cloud
Hear from Product Managers across the company and across the clouds as they share the latest features and demos of their products. This is a multi-day, live video streaming event that is available on-demand after the event.
What is Salesforce experience?
Experience in Salesforce means being exposed to all kinds of situations, problems and solutions. What options can you offer your users for their current problems? What worked last time? What are some common pitfalls you should avoid this time around?
What is technical knowledge in Salesforce?
Technical Knowledge is the ability to demonstrate how well you know the Salesforce platform. Are you aware of all the declarative functionality of Salesforce? How about the programmatic functionality? When should one be used over the other?
Community
Get tips, tricks, and troubleshooting help from over 3.5M+ members in the Trailblazer Community.
Trailhead and Self-Learning
Take the guesswork out of Salesforce with fun online learning for admins, developers, and users.
Videos
Watch how-to and troubleshooting videos and learn best practices from Salesforce Experts.
Events
Attend webinars, office hours, and in-person and virtual events to learn from Salesforce experts.
Guided Journeys
Learn basics, find training, and adopt best practices with product-specific learning paths.
