More than 150,000[i] organizations use Salesforce for scaling their marketing, sales, and customer service operations.
If you are a Salesforce user, you must keep a check on the overall health of the platform as your business evolves. An assessment can help in identifying potential vulnerabilities in security settings, and address shallow pipelines and technical debt.
Key components such as discoveries in data, configuration complexities, and quality governor restrictions add up to a major checklist for Salesforce Org’s optimization. These components are all essential for ensuring your Salesforce Org is healthy and efficient.
In this blog post, we will discuss the steps to conduct a comprehensive health assessment of your Salesforce Org so that you can boost its performance and ROI.
Assessment of Your Salesforce Org
Assessment of your Salesforce Org includes examining the data model, user adoption, system performance, security and compliance, and opportunities for improvement.
Let’s talk about these steps in detail.
1. Examine the Data Model
Data models refer to the method of storing and structuring data in Salesforce to make them easily understandable. Data models directly impact the user experience, operations involving data, and automation of business processes. So, it is crucial to examine your data model for the overall efficiency and effectiveness of the system.
You can check your data models by reviewing the object structures & their relationships, analyzing fields and dependencies, and evaluating security measures. Conducting a thorough examination of your data model enables you to identify duplicate and missing data, optimize your data management processes, and ensure the integrity of your data.
2. Analyze User Adoption Rates
User adoption is a significant factor in the success of your Salesforce project. If your team is not using Salesforce effectively, then you won’t be able to extract the full value of your Salesforce investment.
To examine user adoption, you must:
- Track user acceptance rates
- Check the number of reports created and updated
- Check the number of reports and dashboards being utilized in real-time
- Collect user feedbacks
- Analyze user behavior
3. Check Security & Compliance
Your organization must follow industry-grade security standards and regulations to identify and address potential risks to data and systems.
Key areas to consider for the security and compliance of your Salesforce Org include:
- User permissions
- Password policies
- Data encryption
- Access control
- Logging and monitoring
- Vulnerability scanning
- Compliance with industry regulations
4. Optimize Page Layouts and Record Types
To ensure the better health and efficient operations of your Salesforce Org, you should optimize page layouts and record types. Using different page layouts, related lists, descriptions, etc can also help you improve user adoption and user experience.
In addition to this, you can deliver a customized experience to your Salesforce users by using the Salesforce guide for page layouts and record types. Also, you can leverage a tool like Salesforce Inspector to analyze your page layouts and record types to identify areas of improvement.
5. Improve Reports and Dashboards
Improving the effectiveness of reports and dashboards is crucial to ensure optimized organizational processes. With up-to-date reports and dashboards, you can get actionable insights and increase operational efficiency. Furthermore, removing redundant and unnecessary information, optimizing report filters, and using report caching can help in improving performance as well.
For example, a company can use reports to track sales leads and identify opportunities for improvement. This can help the company to increase sales and improve customer satisfaction.
6. Use Authorized Salesforce AppExchange Solutions
Salesforce AppExchange solutions can be used to improve Salesforce Org health in a number of ways. Since these solutions are developed by industry experts and trusted Salesforce partners, you can easily select reliable and safe solutions.
To use Salesforce AppExchange solutions effectively, you should:
- Find solutions that address their specific needs.
- Read reviews and ratings before they install a solution.
- Start with a small number of solutions and then add more as required.
- Get training on how to use the solutions they install.
- Monitor the performance of the solutions they install.
7. Keep up With Salesforce Enhancements
Salesforce releases new updates thrice a year. Staying updated with Salesforce’s new updates/enhancements maximizes the chances for your organization to take advantage of new functionalities and optimizations. To stay updated with the fresh and latest from Salesforce, you can subscribe to release notes, attend seminars/events, or join user groups. This adds up to the overall efficiency of your organization.
An optimized Salesforce Org improves employee productivity, data quality, and decision-making skills, all while driving corporate success. Optimizing the Salesforce Org’s health is a continuous process that necessitates ongoing evaluation and adjustment. By adhering to industry-grade practices and initiatives, you can ensure that your Salesforce Org functions well, remains scalable, and is aligned with business objectives.
Want to Protect Your Salesforce Org from Security Risks? Schedule an Assessment Today!
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