5 Productivity Tips by Salesforce System Administrators
Salesforce is a highly transformative platform when used correctly. It has all the tools you need to build and optimize processes. But achieving productivity on Salesforce can be difficult for businesses with a large team or limited administration support.
Most in-house Salesforce admins are overwhelmed by day-to-day requests be it related to account authentication, custom object creation, or any other — leaving little scope for innovation. If you are managing Salesforce in-house and are experiencing productivity concerns due to a lack of administration expertise or availability, consider going through this checklist.
The tips mentioned in this blog are gathered from seasoned Salesforce System Administrators. We hope these suggestions will help you address productivity concerns and ensure maximum license usage.
- Design a Process to Track Requests
The main responsibility of an admin is to solve user problems and make their lives easier. Because of this, they get tons of requests from users. While some of them can be fixed in real-time, others require a more concentrated approach and longer time duration. If you have a setup where users can only connect with admins via email, this may get pretty overwhelming to manage.
In Salesforce, you have all the tools to get rid of this issue. If you are already using a case object for customer support, consider customizing it so you can manage requests internally. You can also create your object for managing requests. By doing this, you would be able to prioritize requests and save time on manual tracking. If you need assistance in process creation, consider connecting with Salesforce Delegated Administration professionals of an established service provider.
Don't forget to check out: Advanced Salesforce Reporting Features for Admins
- Migration to Lightning Experience
Salesforce Lightning Experience is the default UI for new Salesforce licenses. It offers advanced features, new capabilities, and frequent releases. If you are still using Salesforce Classic, you would be aware of its lack of upgrades and limited capabilities to scale. Migration to Lightning Experience can be a great move to overcome productivity issues in Salesforce Classic.
By making use of Lightning App Builder, you can build solutions the way you want. The package contains all the development tools in the Salesforce ecosystem. You can easily create custom apps in Lightning and customize them from time to time to meet your changing process needs.
- Monitor User Adoption Closely
Salesforce needs customization from time to time. While most of these customizations are done with the intent to raise productivity, the outcome is not always on the positive side. We see teams building solutions with a poor adoption rate. This hurts them as they waste the time they could have spent on valuable projects.
To ensure all of your time goes into productive tasks, it's important to monitor user adoption levels from time to time. See what features users are leveraging and what not. Ask them about the concerns in usability and try to resolve them. You can also make use of third-party tools on AppExchange to monitor usage trends. If there is some customization that is out of your scope, hire a Salesforce Administrator with established partners.
- Explore Internal Messaging Channels
Quick and easy communication can simplify a Salesforce administrator’s job. Since teams have in-house and remote work professionals, it is important to choose a communication method that is accessible to all users.
You can choose a platform like Slack to connect with teams or use internal Salesforce collaboration tools like Chatter to pass information between departments. We will suggest you try setting up an admins chatter group so a user can be mentioned by the admin concerning a specific issue or a request.
- Keep Track of Your Projects
For Salesforce admins, it is crucial to keep track of multiple projects at the same time. From small configuration requests to monitoring license usage, you should have proper autonomy over your projects. With full autonomy, you will be able to identify gaps and take action on the go.
Automating workflows using triggers and integrating apps in Salesforce are two popular ways to keep track of your projects. You can take help from Salesforce Administration Services Providers like Damco to automate or connect your apps in Salesforce. By synchronizing data of disparate apps with Salesforce, you will be able to get immediate updates and manage the projects more efficiently.
Check out another amazing blog by Alok here: How to Hire Salesforce Developers During the 2023 Economic Downturn?
Whether you are just getting started on Salesforce or have tons of experience in Salesforce administration, there will always be room to grow. To secure higher levels of productivity in Salesforce, it is important to identify the causes of low efficiency and take proactive steps. By optimizing CRM in a fast-paced manner, you can keep your productivity levels high and ensure maximum usage. If you don’t have experienced administrative professionals around, be open to onboarding off-shore Salesforce Advanced Administrators.