Salesforce has been instrumental in maintaining superior customer relationships for businesses. As Salesforce keeps adding new tools to its ecosystem, customer management has become easier than ever and organizations have been able to meet their end goals faster and in some cases even supersede them.
Whether you are a Salesforce Developer, an Admin, a Consultant, or a business, knowledge of Salesforce features is vital for better customer interactions, optimized use of Salesforce features, and a smooth Salesforce journey. Knowledge of Salesforce features is also important because it enables you to work in tandem with your Salesforce Professional Services expert post-implementation.
Below we have listed down the five main features that you should know before going ahead with Salesforce implementation:
Fields, Objects and Relationships
The Salesforce CRM contains numerous objects, fields, tables, rows, and columns that are connected in some way or the other. Whichever Salesforce product you are implementing, you should be aware of its default features, to begin with.
For instance, the data modeling module in trailhead enables Salesforce experts to understand the objects, fields, and relationships in detail. It becomes handy when you hire a Salesforce Programmer for developing custom objects and setting workflows.
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Workflow and Process Builder
Setting up workflows is an important part of Salesforce implementation and determines the performance of Salesforce CRM. To trigger a workflow you would require expertise in setting up conditions that once become true, an event or action takes place, eg: email notification, leave approval, or data entry in any field, etc.
For setting up processes and to enhance workflow, you can take consultations from a Salesforce Developer or leverage the Trailhead module known as Process Automation that would enable you in selecting a process automation tool and in setting up workflows.
With the use of validation rules, one can determine whether the data present in the database is valid or not. Salesforce Professionals should make sure that no incorrect or unstructured data gets in the database as it can make reporting and data search difficult for other users.
For creating validation rules one can take the help of a Salesforce Developer who can create custom rules (using conditions or formulas) and turn them into validation rules. However, you can take assistance from the Formulas and Validation Module in Salesforce to understand more about validation rules.
The AppExchange marketplace enables Salesforce developers and businesses to list their created products on the platform. This also opens up an opportunity to add another revenue stream to your business however the product should be useful enough to earn from it.
If you do not want to spend much time in research and product design then you along with your Salesforce Professional Services expert can integrate apps directly from AppExchange (like Optima Pro) and customize it as per your business needs.
Check out an amazing blog by Alok here: Optimizing OpEx and Accelerating Speed to Market with Salesforce® Managed Services
The Salesforce Lightning is an advanced version of Salesforce Classic with new and enhanced features. If you are getting started with Salesforce for the first time then better go with Salesforce Lightning. Salesforce Lightning enables you to develop applications without any long coding scripts to write.
Moreover, you can customize Salesforce to a great extent and leverage Salesforce Einstein and other tools to get a unified view of customers' data. Additionally, you can hire a Salesforce Programmer to add some app integrations and tools for targeting customer data in a much better way.
Pulling It All Together
The Salesforce platform contains various features that enable you to manage a business in a much-streamlined manner. Before you ask your Salesforce Professional Services partner for implementing Salesforce products, ensure that you also have a basic idea about Salesforce features and its operation. This will allow you to achieve optimum results post-implementation.