how to improve salesforce

7 Ways to Instantly Improve Your Salesforce Org.

• 1. Keep Custom Fields Under Control. Salesforce is one of the most customizable CRM platforms available, and custom fields are especially useful ...
• 2. Provide Continuous Training.
• 3. Collect Feedback.
• 4. Restrict Report Creation.
• 5. Improve Efficiency with Apex and Workflows.

Full Answer

Is your Salesforce application performance slowing your business down?

If the application’s performance suffers, so does the business. Delays within the Salesforce application, slow page load times, and timeouts aren’t just productivity killers. In some cases, important work can be lost and files can’t be saved. Even worse, when users are unable to make updates, a lack of visibility across the company can ensue.

How to reduce technical debt in your Salesforce organization?

Tools like Field Trip and the Salesforce Optimizer help identify loose metadata that has the potential to be removed. By leveraging information from these reports and the Dependency API, you can sift through and start chipping away at unused metadata. Reducing technical debt is a great step toward improving your Salesforce org’s performance.

What is Salesforce and why is it important for business?

For many companies, Salesforce is a critical component in their business operations. Companies rely on Salesforce to keep the business moving smoothly and profitably. If the application’s performance suffers, so does the business.

How important is data quality in Salesforce CRM?

As the volume of data generated grows by the day and new customer communication channels become mainstream, Salesforce admins need to be more proactive about ensuring CRM data quality.

See more

How can I improve my Salesforce performance?

In brief,Use instances and plugins close to you. Optimize plugin usage.Provide sufficient bandwidth for the Salesforce application to run.Tackle big data wisely.Cache static objects.Follow Salesforce coding practices.Pay attention to every new and small detail.

What are the weaknesses of Salesforce?

Salesforce consExpensive.You have to pay for add-ons to get the most out of the software.Configuration and setup is complex and time-consuming.Cluttered interface makes navigation and simple tasks unnecessarily complex.The learning curve never seems to end.Customer support has a poor reputation.

What makes Salesforce successful?

One of the reasons that Salesforce is so popular is that it is packed with features like no other CRM software; features such as contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics and an intuitive, mobile-ready dashboard.

What is Salesforce growth strategy?

Salesforce's growth strategies lie in investments by focusing on Cross-Selling and Upselling, extending existing service offerings, reducing customer attrition, expanding and strengthening the partner ecosystem, international expansion, targeting vertical industries, expanding into new horizon markets, extending go-to- ...

What are the strengths of Salesforce?

Below are the Strengths in the SWOT Analysis of Salesforce.com:Leadership in OnDemand Cloud Hosted CRM.Strong customer base more than 1 million around the world.Increasing focus on research and development capabilities.Cloud computing services are gaining importance.More items...

Who are Salesforce competitors?

Competitors and Alternatives to SalesforceMicrosoft.Oracle.SAP.SugarCRM.Zoho.Sage.Zendesk.CRMNEXT.

Where will Salesforce be in 5 years?

According to our forecasts, the price of Salesforce stock will be between $410 and $490 per share in the next five years.

Who is Salesforce biggest customer?

Top 8 Salesforce CustomersBharat Petroleum Corporation Limited (BPCL)Olx India.Godrej Group.Razorpay.Safexpress.Titan Company.ClearTax.redBus.

Why is Salesforce terrible?

The main drawback of Salesforce is its confusing pricing, which can quickly get expensive. We would have preferred simpler more transparent pricing like some of its competitors offer. Also, while Salesforce is generally easy to use, there is also somewhat of a learning curve to get the most out of it.

What will be future of Salesforce?

Salesforce as a Game Changer It's predicted that SaaS CRM solutions will reach a deployment rate of 80 to 85% by 2025. The CRM software market in itself is estimated to grow at a rate of about 14% annually in the short-term, through 2017.

What are Salesforce core values?

Our Unique Salesforce Culture We rely on our core values—trust, customer success, innovation, equality, and sustainability—to shape our culture and inform how we serve our customers and communities. Our values are our guiding compass, helping us venture into new places and reach great heights.

Can Salesforce keep growing?

As Salesforce continues to gain market share and lead as the number 1 CRM application globally, the overall total addressable market for the company continues to grow. It is expected that digital spend transformation will continue to see strong growth, growing at 15% CAGR over the 2019 to 2024 period.

Why Should Enterprises Care About Slow Salesforce Orgs?

For many companies, Salesforce is a critical component in their business operations.

Why does technical debt matter in Salesforce?

Why does technical debt matter? When you start hitting some of Salesforce’s limitations, all this technical debt can quickly become an issue for Admins or developers. Some common limitations include object field limits, data storage limits, and various apex governor limits.

How to reduce Apex CPU timeout?

One way to eliminate or reduce the Apex CPU timeout error and speed up your Salesforce org is by compiling each object’s Process Builders into a single, master Process Builder.

What happens if a process fails?

This error can creep up in a variety of ways. If a Process fails, you’ll receive a warning as an exception email. You might also start anticipating the error when you experience slower load times while creating or updating records.

How to reduce technical debt?

In order to reduce this problematic technical debt, administrators should start by creating a dedicated schedule to check, review, and eliminate debt.

Is Salesforce a flow builder?

With the rise in popularity of Salesforce’s Flow Builder and Process Builder, a lot of complex business logic is being moved over to declarative tools.

Do you remove the recursive flag in Process Builder?

In your master Process Builder, don’t forget to remove the recursive flag at the top as it can be very difficult to control Process Builder recursion so not to trigger each node. There are some great notes about that here.

Why are custom fields important in Salesforce?

Salesforce is one of the most customizable CRM platforms available, and custom fields are especially useful because they let you organize your data in a new field if a relevant field doesn’t already exist. However, in the wrong or inexperienced hands, custom field creation can be an administrative nightmare and could make your system less efficient. Get the best from the custom fields function by:

Why are validation rules important?

Validation rules improve the integrity of your data and ensure that it’s reliable and meets the needs of your organization. Validation also makes data easier to enter correctly. Without validation rules then your users could be overwhelmed with the amount of data they have to enter or you, as an executive, might not be getting the data you need to make decisions. Validation Rules are critical!

Is Salesforce a good CRM?

Salesforce, when implemented well, is one of the most powerful CRM platforms in the marketplace today. It’s important to balance common sense, an efficient data structure and a pleasant user experience to ensure your system works well for you and delivers tangible results. Because Salesforce is such a powerful application there are features and capabilities that get missed when implementing it. So we put together this list of seven guidelines you can make the most out of this world-class CRM system.

Can you teach Salesforce in a 2 hour session?

You can’t teach Salesforce in a 2-hour training session. When implementing Salesforce you will change the culture, create new processes and improve efficiencies. Therefore, regular training sessions and refresher courses ensure that you get the best leverage from the system, and that employees are confident in its use and up to date on new features. Also, employees come and go, so you need a solid training program for new hires and those who haven’t used the system in a while.

What is good User Experience?

User Experience is defined as the overall experience of a person using a product or system. There are as many criteria to assess UX as there are features in Salesforce. For starters though – we find these criteria are a good starting point.

Remove unused fields

Unused fields provide no benefit or purpose; they take up space that could be used for more valuable information. You may not be in danger of hitting any limits yet – but failing to appropriately manage fields can come back to bite you quickly.

Work collaboratively to design and implement page layouts

There is no one-size-fits all set of criteria to determine what is and is not an effective page layout, but there are definitely some best-practices. Here are a few:

Consistency. Consistency. Consistency

Consistency is key to addressing several of the UX criteria we outlined to start – no matter the cloud or integration. Maintaining consistency throughout the user experience builds credibility, and makes the experience effortless and intuitive for the user.

Clearly define data management practices within your organization

Managing data is one of the core functions of Salesforce – without good data management practices, all aspects of the UX will suffer. When running reports or viewing client information – if you aren’t clearly defining practices for the data coming in, the user experience will suffer.

Get rid of Unnecessary Pages and Classes

The major reason behind the poor performance of Lightning pages was the massive amount of related records that were existing inside it. For example, if you click on a particular “opportunity,” all the extra information associated with that opportunity will open up.

Remove And Separate VF Pages

Separating information or data into different tabs can help in page optimization. Like it is explained before, an agent needs so much information only at a single time. So there is no need to flood him with everything at once.

Apex Refactoring

To further boost Salesforce performance, and decrease the execution time, you have to take the following steps:

Manage Data And Prioritize Your Resources

To enhance the Salesforce performance, the development team should implement the Salesforce development lifecycle sensibly. If the data is huge, then you will experience a delay in the response from Salesforce. To handle this problem, you need to ensure the Salesforce development framework provides data in packs.

How Salesforce Improves Business Performance

Salesforce CRM tools are designed with the customer in mind, empowering your organisation to assist customers, address concerns, find solutions, and provide value. Basically, Salesforce makes it possible for you to put customer success first, and in the process, focus on your own business performance improvement. Here's how:

Improved Performance. Happier Customers. Better Returns

Businesses that use Salesforce recognise this effectiveness, with 64% of current Salesforce customers planning to increase their Salesforce budgets during 2016.