Slaesforce FAQ

how to deal with level 1 production issues salesforce

by Mac Reinger Jr. Published 2 years ago Updated 2 years ago
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It includes Level 1 support from a Salesforce technical team and access to a number of free self-service resources, like Trailhead, Trailblazer Community, etc. Obviously, to address the Salesforce support needs (like, ongoing CRM administration and constant system monitoring) in full, the company will either have to purchase a more advanced support plan (like Premier, or Premier+) from Salesforce or resort to third-party support services.

Full Answer

Why is Salesforce so hard to use?

It’s no news that the whole giant cloud system of Salesforce can get very confusing and frustrating for its users. Very often, the users, including sales reps, marketers and event managers lack the terminology and system knowledge that developers used to create and customize their sales / marketing / etc cloud.

What are the primary competitors of Salesforce?

All primary Salesforce competitors, such as Microsoft Dynamics 365, Oracle CRM, SAP CRM and others, provide multiple deployment options to their customers (e.g., on-premises, cloud or hybrid solutions) as well as different cloud deployment models, like a private cloud, public cloud or hybrid cloud.

What is release management in Salesforce CPQ?

Alyssa is a Salesforce CPQ expert, and is the Salesforce.com Product Owner at UiPath. Release Management is the process followed to release new features into a system. We’ll focus specifically on release management for Salesforce in this guide.

What is the annual revenue of Salesforce?

Salesforce Consultant and Business Analyst. In its annual report, Salesforce claimed the revenue of $13.3 billion for the fiscal year 2019, which exceeds the revenue made in 2018 by almost $4 billion, and makes Salesforce an uncontested leader of the CRM market.

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What are the problems with Salesforce?

Based on our Salesforce consulting practice, we see that customers most often face the following Salesforce problems: 1 Expensiveness and implicit costs. 2 Customization can easily get off track. 3 Limited deployment options. 4 Steep learning curve and user adoption issues.

How much revenue does Salesforce have in 2019?

Updated: Nov 19, 2019. In its annual report, Salesforce claimed the revenue of $13.3 billion for the fiscal year 2019, which exceeds the revenue made in 2018 by almost $4 billion, and makes Salesforce an uncontested leader of the CRM market. Despite its numerous advantages and indisputable leadership, the Salesforce system still has a couple ...

Is Salesforce a competitor?

All primary Salesforce competitors, such as Microsoft Dynamics 365, Oracle CRM, SAP CRM and others, provide multiple deployment options to their customers (e.g., on-premises, cloud or hybrid solutions) as well as different cloud deployment models, like a private cloud, public cloud or hybrid cloud. Salesforce, has only the cloud deployment option and the public cloud deployment model, which may be an issue for companies that want to manage the infrastructure and security of their CRM themselves.

Is Salesforce a powerful platform?

No doubt, Salesforce is an extremely powerful platform. Yet, to feel this power, one may have to build in numerous complementary components. In essence, this work may soon remind setting up a Lego house – one may start with small blocks and then spend a long time choosing additional fancy blocks to create a ‘perfect’ solution that fully satisfies one’s needs. However, with the customization capabilities so ample, it’s easy to go beyond the reasonable limits and make the solution too complex for users.

Is Salesforce heavy on storage?

Some Salesforce customers complain that the system is heavy on the pocket. A considerable growth of Salesforce expenses may result from the data and storage limits. Although the free storage capacity increased tenfold in 2019 (and now constitutes 10 GB of data storage and 10 GB of file storage per org), it’s still may be insufficient for an organization, which has a huge customer base and stores vast amounts of customer data along with sales and marketing materials, like contracts, proposals, presentations, demos, etc. To solve the problem of data and file storage limits, Salesforce customers purchase external databases and DMSs (like SharePoint).

Is Salesforce CRM a low adoption?

However, even with all the required training sessions passed, there’s no guarantee that users will regularly use the system. If Salesforce CRM isn’t configured with user convenience as a priority, user adoption will still be low.

The big 4

Quality problems: High defect rate, high return rate and poor quality.

Real world production problems

One great example of how a major quality problem can really cause problems down the line, recently happened to one of my clients in the UK. It was a wood product, but the moisture content of the wood was never tested. In addition, the product was not packed well for a wood product.

What you can do

Quality control is exactly that: maintaining control over the level of quality you’re turning out. It’s important to be on good terms with your factory, because communication is key and because you really want them to understand exactly what it is you are looking for.

Work smarter, not harder

I can see how it might seem like a lot of extra work, and very nitpicky too. It does get easier, but your first production run is bound to hand you some problems. So by taking a long look at what went wrong, and how it will be avoided in the future, you are saving yourself a lot of frustration down the road.

What is Release Management?

Release management is a continuous process that has specific stages which should be followed for a successful release each and every time. Each step is important to ensure a stable release of new features, and each should be fully completed before moving onto the next stage. Today we’ll focus on two very important stages: Test and Release.

Why Salesforce Release Management is Challenging

The release management process applies to both metadata and reference data deployments. While these concepts are the same, the execution differs slightly. For metadata releases, such as new fields, page layouts & process builders, Salesforce has Change Sets built in to move these components.

How to Improve Salesforce Release Management

Planning your releases is the cornerstone of Release Management – and agile development overall. This is a crucial step to get right whether you are deploying a simple Process Builder, or a tricky Salesforce CPQ Product Rule.

Summary

Release management is critical to master to ensure your Salesforce environment is always functioning in tip-top shape.

The role of technical support

Technical support is a service that supports users of technology products or services. Technical support is also known as IT support, help desk, or service desk. In contrast to traditional training, technical support typically focuses on helping with a specific user problem or issue.

IT support levels (tiers)

The terms “support levels” and “support tiers” are phrases used interchangeably within IT organizations.

Is tiered technical support necessary?

A case can be made against tiered technical support. Swarming support, including intelligent swarming, has proven to be a strong alternative to traditional tiered support.

Setting up tiered technical support

Establishing or making changes to your technical support team can be overwhelming, especially as your company grows.

Poor hiring and retaining the right sales reps

If you strive to achieve better sales performance in your company, you need to hire the right people.

Automation of routine tasks

The Salesforce functionality allows creating a 360-degree customer profile to gain deep knowledge about your customers and boost sales, reducing sales reps’ overload at the same time.

Ineffective assessment of sales reps and coaching

Keeping your employees in the dark regarding their performance and ignoring the importance of employee training won’t contribute to building trust with you, nor to increasing sales volume.

Low motivation

Lack of sales reps’ motivation is one of the biggest challenges for sales managers.

Lengthy customer decision time frames

Facing long sales cycles can be a nightmare for all sales staff, meaning delayed return on investment and uncertainty about the possibility of actually winning the deal.

Inefficient proposals

All your sales reps’ efforts to create the right proposal can be brought to nothing due to certain critical issues.

Coming up with a proposal can be hindered by a lack of collaboration between departments

The solution: Salesforce can serve as an efficient cross-collaboration tool for sales reps, presales engineers, financial managers, marketing, and other departments enabling efficient cooperation to prepare an effective proposal.

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