Best Practices Implementations for Salesforce


Salesforce CRM is a powerful platform with unlimited possibilities. Businesses invest in Salesforce which aims to manage complex business challenges. If the use of Salesforce is misused, businesses will not be able to meet the desired results.

It is generally recommended that there be a Salesforce start-up project manager in charge of the process and who directs the project for successful completion.

Practices for implementing salesforce CRM?

1. Plan and prepare

Planning ahead is key to Salesforce’s successful implementation. Steps to plan Salesforce implementation include:

  • Independent team structure
  • Editing resources
  • Project approach
  • Defining a roadmap to achieve operational objectives.

2. Set a project timeline

After deciding on your application and requirements, you can begin building a project timeline. There are two common methods that companies use: the SCRUM method and Waterfall. No matter what you choose, there are many other variables you should consider, starting with dependence.

3. Cost planning

When it comes to Salesforce operating costs, consider the number of potential Salesforce users and the cost of the following specifications:

  • Consultation
  • Data transfer
  • Customization
  • Consolidation
  • User training
  • Support

Based on the needs of your business, choose the right type of Salesforce – Sales Essentials, Professional, Enterprise, and Unlimited edition.

4. Describe the metrics for success

To achieve business growth, set realistic goals and success metrics. Terms may differentiate from organization to organization.

Companies should have “SMART” goals – Specific, Measurable, Achievable, Realistic, and Time-Based. Defining your business goals and metrics can give you a practical way to measure the overall success of your Salesforce operations. To make the most of your Salesforce app, keep your goals simple and accessible.

5. Prepare to Go-live:

Prior to launch, set up and customize Salesforce CRM according to the needs of your business. We recommend that you keep your initial customization simple and based on user feedback, you can make the necessary improvements in the future. Having a checklist that is easily accessible can be of great benefit.

The live checklist should include all pieces of information including the salesforce submission method. Make a list in order, so that during the implementation you do not miss any important information.

6. Create a change management strategy

The success of your Salesforce CRM deployment depends largely on its end users. Your users should be ready to accept this change. The sponsor must be well-informed about what is available to the users and a change management plan should be put in place to ensure success.

If you make any changes to your existing Salesforce software, your Change Management strategy can help you communicate with your employees how long it will take and what they have to do until the changes are made. Change Management can go a long way in ensuring user acquisition. An effective Switch system keeps employees busy and ensures seamless acquisition


Businesses should make the necessary changes to the Salesforce platform and tailor it based on user needs. Combine a solid implementation design with a flexible foundation, to create effective processes. Following these six steps can help you to achieve them effectively.

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