Troubleshooting: A step-by-step guide for solving common issues of Salesforce

In this era of digital marketing, effectively managing a company’s complex client database is a major challenge. With the market becoming more diverse and new competitors constantly emerging, coupled with rapidly changing technology, businesses require a robust and automated CRM software platform to address various business issues.

One such reliable platform is Salesforce CRM, which allows sales teams to efficiently manage intricate customer databases and provides advanced automated services that increase profitability and save time for sales professionals. It provides a suite of tools for managing customer data, sales processes, customer service, marketing campaigns, and more. Salesforce has become a critical tool for businesses to streamline their operations, improve their customer engagement, and ultimately grow their revenue.

Troubleshoot and resolve performance issues with Salesforce–

However, like any software tool, there are common mistakes that businesses can make when Implementing Salesforce. Here are a few to avoid:

  1. Poor Data Quality
  2. Ignoring User Training
  3. Neglecting Data Security
  4. Not using custom fields & objects
  5. Poorly Designed Workflow Rules
  6. Underutilizing Salesforce Automation Features
  7. Not Cleaning Up Old Data

Failure to Regularly Review and Update Processes

Want to learn more about these mistakes? Well, let’s proceed–

1. Poor Data Quality:

Poor data quality can have detrimental effects on business operations, particularly in data-intensive systems such as Salesforce. Inaccurate or incomplete data can lead to erroneous reporting and suboptimal decision-making, while manual data verification and correction can result in reduced productivity. Additionally, poor data quality can negatively impact a company’s reputation by causing inaccurate communication with customers or partners.

Furthermore, inaccurate data can result in missed sales and marketing opportunities. To mitigate these risks, it is crucial to establish data quality guidelines, train users, use validation rules, regularly cleanse data, and consider third-party data sources. By implementing these measures, businesses can ensure accurate and reliable data, leading to better decision-making and increased efficiency.

To avoid this and maintain good data quality in Salesforce, one must follow few rules such as;

  • Establish Data Quality Guidelines
  • Use validation rules to enforce data quality standards
  • Conduct regular data cleansing activities
2. Ignoring User Training

Proper training on Salesforce is essential for all users to ensure they can effectively enter and maintain data, use features and tools, and follow best practices. It’s a mistake to assume employees will become comfortable with the platform on their own.

Here are 4 key points to keep in mind for training on Salesforce:

  • Make a plan for educating employees on Salesforce, including theoretical and hands-on training.
  • Allow time for adjustment, especially when switching from Salesforce Classic to Lightning.
  • Don’t overlook platform features that may be challenging to users.
  • Prioritize providing comprehensive training to your sales team to ensure they can use Salesforce CRM effectively.

3. Neglecting Data Security

Data security is critical for any organization, especially during Salesforce implementation. Salesforce contains sensitive data such as customer information, financial data, and intellectual property, making it a prime target for cyberattacks. Neglecting data security can lead to financial losses, legal repercussions, and damage to your organization’s reputation.

To implement strong security measures in Salesforce, consider the following tips:

  • Use two-factor authentication to prevent unauthorized access to Salesforce accounts.
  • Set up role-based access controls to limit access to sensitive data based on an individual’s role in the organization.
  • Use encryption to protect sensitive data at rest and in transit.
  • Regularly review user permissions and deactivate accounts of former employees or contractors to prevent unauthorized access to Salesforce data.
  • Conduct regular security audits to identify vulnerabilities and implement necessary changes to prevent potential breaches.By implementing strong data security measures in Salesforce, you can protect your organization’s sensitive data and ensure a secure environment for your team and customers.

 4. Not using custom fields and objects

Not utilizing custom fields and objects in Salesforce can hinder the customization of the platform to fit specific business processes and needs. While staying up-to-date with the latest resources and developments in the technology sector can be challenging, maintaining consistent programming practices is crucial.

Here are few key points to keep in mind for utilizing custom fields and objects in Salesforce:

  • Leverage the latest technical developments, implementations, and libraries to optimize the functionality and usefulness of Salesforce for your organization.
  • Use custom fields to capture unique data points and customize data entry forms to enhance user experience.
  • Create custom objects to represent complex business processes and to organize data in a way that aligns with your organization’s needs.
  • Utilize process automation tools such as workflows, triggers, and process builders to streamline business processes and improve overall productivity.

5. Poorly designing workflow rules

Poorly designed workflow rules in Salesforce can have a negative impact on business processes, causing confusion and delays in completing tasks. Ineffective workflow rules can result in errors, redundancies, and inconsistencies in data, leading to decreased productivity and employee frustration.

To design effective workflow rules in Salesforce, consider the following tips:

  • Clearly define the trigger criteria for the workflow rule, ensuring it is specific and aligned with business goals.
  • Use concise and descriptive rule names to make it easy for team members to understand the purpose of the workflow.
  • Avoid creating unnecessary rules or overlapping rules that could cause conflicts or confusion.
  • Test the workflow rule thoroughly before deployment to ensure it is functioning as expected and that it does not interfere with other processes.

6. Underutilizing Salesforce Automation Features

Failing to leverage automation capabilities in Salesforce can result in inefficient and time-consuming business processes. While implementing Salesforce may seem like a straightforward task, it is essential to seek input from stakeholders and utilize automation tools to maximize the platform’s potential.

Here are three technical pointers for using automation effectively in Salesforce:

  • Identify opportunities to automate repetitive or manual tasks using Salesforce’s automation features, such as workflow rules, approval processes, and process builders.
  • Consult with team members and stakeholders to ensure that the automation solutions meet their needs and align with the organization’s goals.
  • Utilize Salesforce’s artificial intelligence (AI) capabilities, such as Einstein Analytics and Einstein Lead Scoring, to gain valuable insights and automate decision-making processes.

7. Not clearing-up old data

Over time, old data can accumulate in Salesforce, leading to cluttered data storage and negatively impacting the platform’s performance. This can result in slower system speeds, decreased productivity, and increased costs associated with storage and maintenance.

To keep Salesforce running smoothly and ensure optimal performance, it is essential to regularly clean up old data. Here are some tips for doing so:

  • Establish a data retention policy to determine how long data should be kept and when it should be deleted.
  • Regularly audit data and remove duplicates, incomplete records, and outdated information.
  • Utilize Salesforce’s data management tools, such as Data Loader and Mass Delete, to efficiently clean up old data.
  • Consider archiving old data to free up storage space and reduce clutter.
  • Train employees on proper data entry and management practices to prevent the accumulation of unnecessary data.

8. Failure to Regularly Review and Update Processes

Failing to regularly review and update processes in Salesforce can lead to inefficiencies and hinder the adoption of the platform. As business needs change and processes evolve, outdated processes can become obstacles to productivity, slowing down operations and reducing the effectiveness of Salesforce.

To avoid this, it is essential to regularly review and update processes in Salesforce. Here are some tips for doing so:

  • Establish a schedule for reviewing and updating processes, such as quarterly or bi-annually.
  • Solicit feedback from employees who use Salesforce regularly to identify areas that could be improved or streamlined.
  • Utilize Salesforce reporting and analytics tools to identify trends, bottlenecks, and areas of improvement.
  • Regularly train employees on new processes or updates to existing processes to ensure adoption and effective use of Salesforce.
  • Consider seeking outside expertise or consulting with Salesforce professionals to ensure processes are optimized and aligned with best practices.

Bottom Line

Business owners may find it difficult to effectively troubleshoot common Salesforce implementation issues, which can hinder the smooth operation of their Salesforce Org. Hence, having an Implementation Partner becomes crucial as they are experts in the platform and can provide guidance and support throughout the implementation process. They can help identify and address issues with data migration, security, workflow automation, and process design, among others. They can also provide training and support to ensure that employees are effectively utilizing Salesforce. Want a helping hand for your Salesforce Implementation job? CEPTES is here to handle all your implementation related queries!