How to make a Successful Salesforce Implementation with these Ten Steps

How to make a Successful Salesforce Implementation with these Ten Steps

Salesforce app development has some similarities with social networking platforms as it makes use of once cloud-based platform that helps users manage and stay connected with business-related customers effectively. The Salesforce CRM remains the most popular CRM systems among business organizations all over the world, owing to its improved benefits and user-friendliness.

Without a doubt, Salesforce is the most popular customer relationship management solutions provider at present. It has an array of cloud-based services/products that comprise of Service Cloud, Sales Cloud, Analytics Cloud, Marketing Cloud, Community Cloud and others. The services are extremely customizable, based on a specific business and thus provides organizations great flexibility.

Salesforce is a complete IT infrastructure for a business hosted on their servers on top of one could create bespoke apps that suit business requirements. Salesforce could be used for only one thing or a joined-up platform for all that a business does. A content management system is a way of managing the sales pipeline, marketing machine and finance management system.

The major reason for the popularity of Salesforce is the ease of implementation, its scalability and flexibility. The platform is extremely appreciated by organizations since it brings together all the stakeholders and all various aspects of the business together. However, there are still challenges that could be encountered while integrating and implementing Salesforce to the dynamics of the ecosystem of an organization. The fundamental and initial step to implement Salesforce is to define the business objective and to understand the root-level implementation of the solution. This is done by taking all the stakeholders into account.


Salesforce testing involves many types of testing techniques and methods, including integration testing, unit testing, automated testing, deployment testing, manual testing, security testing and many more. Also, it depends on the Salesforce consulting company of an organization to handle special testing, such as production testing and sandbox testing.

It’s important to acknowledge that the kind of testing which should be done will also depend on the company or organization and its requirements. Aspects of security, functionality, scalability, performance and deployment are looked after carefully.


The Salesforce consulting services provided by a Salesforce development company should include effective testing to be successful. The following are some things to watch out for in testing.

  1. Understand the proper business objective.
    The step is involved in the list since it’s important to determine what should be implemented and the needs of a company. Improper implementation would lead to inefficiency in executing various processes once implementation and integration are done. A rational strategy could be devised if exact requirements and objectives are known.
  2. User perspective focus.
    This is an integral factor in testing because testing could dramatically vary, depending on the perspective chosen to do so. A user-oriented testing ensures the best performance in the real world. Furthermore, this leads to maximum test coverage and thus boosts the overall quality of code.
  3. Keep an eye on the latest platform features.
    Salesforce keeps releasing major updates to its service/product line to add or modify different options and tools. While implementing Salesforce in the organization, the updates have to be wisely explored and check if it aligns with the motives and objectives of the business. It should be taken care of that all functions added to the ecosystem will add some value or the other to a company.
  4. Emphasize on UAT.
    The UAT or User Acceptance Testing is one of the important steps of testing since it could result in detecting a lot of minute defects and issues that ultimately could cause issues in the future. User testing usually is very thorough, and a successful testing could be perceived as final for a project.
  5. Make a record of the performed tests.
    Making a record of the tests performed and its results in one of the critical steps that ensure that if there are issues, later on, Salesforce and business administrators could review it to solve them.
  6. Keep test data isolated.
    Since tests would run on the different production and sandbox environments, they must have their own data. A big data-set ideally should be made to boot the testing and check the minute end cases of a project. The step surely would make things easy for better testing.
  7. Don’t skip test driven on Salesforce.
    There is a provision of a pre-release trial of the whole app. This should be chosen so an organization could test its app before it goes into production. Also, it could be used to try the new available features on the platform. Keep in mind this trial is done in a test environment since the data is not the actual production data of a company. Nonetheless, it could provide a very good idea of the app’s performance.
  8. Making Salesforce adoption easy.
    It could be exciting when an organization adopts new technology. Nonetheless, it’s important to know what, why and how much to integrate. A lot of organizations want to refine their old process with a new one and thus, before Salesforce implementation, proper testing is necessary. Salesforce implementation the easy way means automating as much as possible. Furthermore, the user needs a proper trainer for effective adoption of the change.
  9. Taking advantage of the built-in feature.
    Salesforce comes with several built-in features that could be helpful in boosting the user adoption. For example, Record Types enables controlling access of a user in the different field. The feature offers extremely focused record with data in proper time.
  10. Test Case in Classes and Controllers.
    One of the standard practices in developing Salesforce is building separate controller as well as classes of test cases. The helps a tester create portable, organized and reusable files. Moreover, it helps achieve portability if test code is included in the original class code and controller.

When planning to implement the Salesforce product into an organization, the Salesforce manual is the best tool, which could help guide and train. Salesforce expert services provide highly effective solutions.

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