What is meant by adoption report in Salesforce? Anuj Member June 19, 2020 at 2:50 pm The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers.
What is a Salesforce adoption dashboard?
The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers.
Do you have to adopt Salesforce?
You have to “adopt” Salesforce. Now, let’s talk about some time-tested rules to adoption and how you can put them into action. Here are five tried-and-true rules that I learned on my journey with Salesforce and that really do work. Having leadership buy-in is crucial for success.
What are the most common issues facing Salesforce adoption?
One of most common issues we see with adoption comes from companies configuring Salesforce with dozens of required fields for whatever the task at hand may be. And, as an end user, if I were to pull that up, it seems like a lot of work and, quite frankly, a little overwhelming.
What does adoption look like for your business?
It’s important to note that adoption looks different for everybody and depends on your unique business goals. If you’re in sales, adoption could be how much data gets into the system or ensuring your forecasting is accurate. If you’re in service, it could be the number of logins you’re seeing or call handle times with case management.
What is Salesforce user adoption?
Salesforce user adoption is the simple act of enabling a user to use SFDC's full CRM capabilities by creating strategies around onboarding, training, and continued development – all to drive overall digital adoption.
How does Salesforce measure user adoption?
Today we're going to talk about measuring Salesforce user adoption....Create Your User Adoption DashboardNumber of Active Users.Users Not Logged in (Last 7 Days)User Logins in the Last 7 Days.Users by Last Login Date.
How do I track a user adoption?
The formula for calculating adoption rate is: Adoption rate = number of new users / total number of users. For example, if you have a total of 1,000 users, of which 250 are new, then your adoption rate is 25% (250/1,000). The adoption rate should always be calculated for a specific time period.
What are some early indicators of success when measuring user adoption of Salesforce?
Some early indicators of success include login rates, record creation, and record updates. Login rates track how often users are logging in to Salesforce. Record creation and record updates show you if and how often users are interacting with the data.
Why is Salesforce adoption important?
Successful adoption means adopting success Incorporating them into your own company's plans can not only help avoid wasted time, money, and effort, they can also help you get the most out of your Salesforce investment and, most importantly, improve your company's bottom line.
What is KPI in Salesforce?
Salesforce Key Performance Indicators and Metrics A Salesforce KPI is a measurable performance metric used to monitor, analyze, and optimize the customer relationship management (CRM), including all relevant sales processes. Among other things, Salesforce metrics help the sales team to prioritize resources and leads.
What's the difference between adoption and usage?
Software usage is the basic assessment of how a user interacts with the software. If software usage is how frequently or for what purposes the software is used, software adoption is how fully utilized the software is.
What does user adoption mean?
User adoption, sometimes called onboarding, is the process by which new users become acclimated to a product or service and decide to keep using it. Users only adopt a product if it helps them achieve a goal of theirs—whether it's ordering food or launching a business.
What are user adoption activities?
User adoption is the process new customers or end users go through when they start using a new product and (hopefully) commit to it long term. They may be shopping around for a new product that's more effective at helping them achieve specific goals.
How is CRM adoption measured?
When you are choosing metrics to monitor adoption, you might consider these three key areas:Usage.Data quality.Organizational effectiveness.Usage. Your first measurement of adoption—and a basic indicator of success—is login rates. ... Data quality. ... Organizational effectiveness.
How do I drive a user adoption in Salesforce?
6 Keys to Drive User Adoption. Want ways to maximize your Salesforce investment? ... Identify your stakeholders. ... Assess impact. ... Communicate, communicate, communicate! ... Provide the training and tools needed for success. ... Use myTrailhead for ongoing learning and skilling up. ... Encourage feedback and build a support process.
What are the three major measures for evaluating performance in a Salesforce?
Performance Test. Sales Cycle Time. Data Quality and Process Compliance.
How is CRM adoption measured?
When you are choosing metrics to monitor adoption, you might consider these three key areas:Usage.Data quality.Organizational effectiveness.Usage. Your first measurement of adoption—and a basic indicator of success—is login rates. ... Data quality. ... Organizational effectiveness.
How do I increase user adoption in Salesforce?
How to Improve Salesforce User AdoptionSTEP 1: Give ownership to a Senior Stakeholder: ... STEP 2: Identify the main bottlenecks: ... STEP 3: Automate and enhance wherever possible: ... STEP 4: Make full use of the AppExchange: ... STEP 5: Call out your Salesforce Champions:
How do I create a login history report in Salesforce?
1. From the Reports tab, click New Report. 2. In the Choose Report Type box, select the Users report type, then click Continue....Create a User Login report (Lightning Report Builder)View = Active Users.Date field = Login Date.Range = Last 7 days.Login Status = Success (this filter is optional)
How can you improve salesforce?
7 Ways to Instantly Improve Your Salesforce OrgKeep Custom Fields Under Control. ... Provide Continuous Training. ... Collect Feedback. ... Restrict Report Creation. ... Improve Efficiency with Apex and Workflows. ... Make the Most of Validation Rules. ... Organize Reports and Dashboards Logically.
Collect Your User Adoption Requirements
First, we need to figure out those requirements. To do this, we need to ask ourselves some questions.
Create Your User Adoption Dashboard
Using this information, we can build our reports and dashboard. Let’s start by setting up a Report Folder and a Dashboard Folder.
Summary
If you’re working on a new org, you may want to subscribe to this dashboard daily or weekly, and provide additional training for users or teams that are struggling. There are so many options when it comes to user adoption, so I prefer to make my own dashboard for this, rather than using an installed package.
Example Reports & Dashboards for Monitoring End User Adoption
Activity Report: Showing sales activity logged in Salesforce. Including calls logged, emails sent, and tasks completed. You can see how many activities have been completed by a user.
Sharing Reports with Folders
Let us start with the basics to ensure that the reports we create can be seen and used by the right Salesforce users. If you want to share reports with other Users, you have to share the folder in which the report is located. You’ll need a unique folder for each grouping of users that is a different combination of users and access levels.
End-User Login Active Report
You can create a report that shows when your users are logging into Salesforce. Below I will highlight active users who have not signed in to Salesforce in the last seven days (of course you can adjust the number of days to match your business need).
Opportunities Past Due Report
Show Opportunities that have a Close Date in the past to make sure our pipeline is up-to-date and accurate by setting the Close Date less than or equal to today to highlight these Opportunities.
Number of Records Created Reports
We can use any object in Salesforce where we want to ensure that our users are creating records relevant to their role in the business.
Conclusion
I’ve already linked you to my most recent blog but I’d also like to call attention to the first post in this series on ways to Increase Adoption in Salesforce – 5 Tactics. In that blog, in Tips #2 and 4, I highlight the importance of collecting feedback and the focus on continuous improvement.
Here are five tried-and-true rules for making your Salesforce adoption a success
All along my journey from Salesforce user, to advocate, to Admin, to an employee, there’s been one word that never seems to fade: Adoption.
Successful adoption means adopting success
Following these five rules can’t guarantee a successful adoption, but they have been proven to work time and again. Incorporating them into your own company’s plans can not only help avoid wasted time, money, and effort, they can also help you get the most out of your Salesforce investment and, most importantly, improve your company’s bottom line.
How to simplify Salesforce?
Tools & tips you can use to simplify: 1 Salesforce Optimizer: You can start to eliminate clutter by running Salesforce Optimizer to find reports, extra fields, unused layouts, and other things that distract users or slow performance. Then, check out the summary pages to dive deeper into the ones that matter most to you. 2 Profile & Page Layouts: You can also leverage Profiles & Page Layouts, which will give each user a different look and feel based on their role, and allow them to only see the information that’s relevant to them. 3 Automation: Use automation to eliminate data entry. You can make things easier for your team by integrating their email into Salesforce. We have free connectors to both Outlook and Gmail. For bonus points (and ease of use), make use of our mobile app which features voice dictation.
How to take advantage of Salesforce?
Take advantage of your Salesforce investment and put everything your team needs all in one place — and make it easy to access. Think through what information they need in their day-to-day, and determine if it would be meaningful, or strategically beneficial, to add it into Salesforce.
What is a no touch dashboard in Salesforce?
In sales and renewals, some of the most helpful dashboards are “no touch” dashboards — meaning, if a user hasn’t called or emailed their Tier 1 accounts in 60 days, they are added to that dashboard, helping them to stay on top of their sales cycles.
Can you use Salesforce in a meeting?
They can’t just talk the talk — they need to walk the walk. Opt for using Salesforce in meetings, especially when it comes to reviewing analytics, looking at a pipeline with your team, or pulling up a dashboard to look at data together. By leading meetings from Salesforce, you enforce the importance of using it.
Can you expect users to embrace change?
You can’t expect your users to embrace change and use something to do their job if it was designed by someone who doesn’t know how to do that job. It is therefore critical to give your users an equal seat at the table when it comes to your new implementation.
Is Salesforce easy to use?
While Salesforce is easy to use, your team needs to be properly trained in order for adoption to be easy. Everyone learns differently, so training requires a multifaceted approach and needs to be re-addressed as an ongoing process.
What is adoption report in Salesforce?
The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers.
Is Salesforce Lightning faster than classic?
Salesforce Lightning has a new and easier to understand interface, improved speed, and some extra features. Classic, by contrast, stopped receiving new features in 2019 and is slower.
What is Lightning usage app Salesforce?
The Lightning Usage App lets you monitor adoption metrics such as daily active Lightning Experience users and the most visited pages in Lightning Experience. You can also track the number of your active licenses. Daily and monthly active users in Lightning Experience and the Salesforce mobile app.
What are some good ways to get feedback from your users about what they want in a Lightning app?
Create an informal Chatter poll to gather quick insights. Users can also provide written feedback in the poll’s comment thread. Use the Lightning Experience Transition Change Management Hub to get started. Use a survey app to deliver a formal, written survey that measures satisfaction and problem areas.
What is the advantage of Salesforce lightning?
Lightning provides a more responsive interface than Salesforce Classic, which is better suited for mobile applications. It automatically adapts to the look and feel of the device you are using. Lightning applications have richer components for the client-side and can embed newer and more varied types of visualisation.
Can I still use Salesforce Classic?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
What is Einstein for Salesforce?
Salesforce Einstein is the first comprehensive AI for CRM. It’s an integrated set of AI technologies that makes Salesforce Customer 360 smarter and brings AI to trailblazers everywhere.
