You are the Salesforce Admin for your company’s users. You are charged with the responsibility of making sure that the Salesforce environment you operate provides your users with all of the tools and advantages they need to go big. You understand the importance of Salesforce, a cloud based customer relationship management or CRM tool designed to give your users every advantage necessary to obtain and close sales. If you want to be a reliable Salesforce Admin that goes above and beyond then you need to engage in these 3 proactive practices that can assist you better manage and deliver a reliable Salesforce.com environment.
1. Verify Access Level for Users within Salesforce
Although Salesforce is cloud based, having unnecessary users clogging up your company’s space is both unsightly and unnecessary. As you know within any dynamic organization change is going to happen. New users need to be added and others leave the company or no longer warrant access to Salesforce. Perform a weekly cleanup maintenance of your company’s Salesforce users in order to keep the environment clean and free of unwarranted intrusions or permit proper access to those needed the system.
2. Periodically Check the Data Quality Inputted by Users
Run a monthly check of your fields within Salesforce and determine if certain forms are underutilized. This may create dialog amongst your users within the company as to the utility of these fields, represent a training opportunity or trigger a much needed redesign to make your forms more efficient and effective.
3. Read and Apply any Recent Updates
Three times a year Salesforce does three releases provided you for you Salesforce environment. The best Salesforce Admins prep, read and plan immediately for what these releases will bring. Maintaining a stable user environment is of the utmost importance and it is your responsibility to stay abreast of any updates, bug fixes and patches that have been provided designed to keep the environment stable. Do not put off for tomorrow what should be dealt with today; when you receive notification of an upcoming Salesforce release then start getting ready.
Adopt these simple practices and incorporate them in your Admin role and watch your users become Salesforce professionals. The effort you put forth in protecting the integrity and quality of data maintained for your company users will not only improve their experience but increase the effectiveness of Salesforce as a sales enabler, not inhibitor.