We want to help in any way we can, so we thought we could come up with some Salesforce best practice tips and tricks that you can use to start creating those new routines that will see you through the new year.
Sales Cloud:
- Test, test, test new functionality with different users in a sandbox before you go live! Some would argue you can never do enough testing…
- Provide descriptions when creating custom fields/objects etc and always provide comments in your code! There is nothing worse than trying to figure out someone else’s code with no idea where to start!
- Train users on how to use filters when it comes to List Views and Quick Filters on Reports. Not only can this massively reduce the number of List Views and Reports being created, but it gives the users control of what they want to see.
- Get a good naming convention in place. This can be for any part of Salesforce, from creating fields to Reports & Dashboards, make sure the names are clear and easy to understand!
- Automate where possible. If you can make life easier for your users, do it!
- Work out your processes before you start designing functionality. It’s not easy when you get halfway through a process and then don’t know where to go next.
- Keep it simple! Salesforce is not only designed to be easy to use, but also easy to set up. Use the declarative functionality that is available, in most cases it is able to do what you need. Only result to downloading from the app exchange or code when you are sure you can’t do something declaratively (makes things so much easier to maintain).
- Define a change process. Work out what you are going to do if changes need to happen. This could be in any aspect, from bringing in a new piece of functionality to changing from a legacy system to Salesforce. Make sure you have a plan in place that covers everything from development to testing and always keeps the users in mind.
- Don’t know something, google it! The Salesforce Help Library is extensive and traditionally has the answer that you are looking for. If you can’t find your answer there, the many communities (Admin, Trailblazer, Developer) should have at least someone who can give you an answer. Plus, they are all super friendly.
- Use Trailhead. Trailhead is one of the greatest resources you have for learning. It doesn’t matter how long you have been using Salesforce, there is always something new to learn, plus it is always good to practice and it is free!
Tableau CRM:
- When creating a Dashboard, make sure to sketch it out on some paper or a whiteboard, prioritising elements from top left to bottom right. If it is all planned out, it is much easier to implement.
- Lock down the sharing of the shared app, this is the default location of brand new datasets generated from the dataflow editor, you don’t want to give access to all rows just yet! By locking down sharing, you have a little more time to secure your dataset.
- Make sure you go through a process of data mapping before you create a dataset, you don’t want to find yourself mixing grain levels and then wondering why your data is wrong.
- Label your queries!
So there you go! Hopefully some of these tips and tricks can start you in the right direction of developing good routines and make your Salesforce life a little bit easier!