How to Create an Insanely Impressive Salesforce Org Worth Bragging About
Transcript of How to Create an Insanely Impressive Salesforce Org Worth Bragging About
INSANELY IMPRESSIVE
How to create an
Salesforce® org worthBRAGGING ABOUT
Salesforce is pretty easy to use.
But administering a Salesforce org is a much bigger task than you might think.
Doing a periodic audit and overall health check of the state of your org
will help you find out what you’re doing right and identify
potential trouble spots.
Monitoring your org is simple as long as you know
where to look and what to check.
So, what should you be looking at?
Ask yourself...
Where is your data coming from?
Imports, web entries, manual entries, and/or marketing automation systems, to
name just a few possibilities.
different sources.
You probably have data coming into Salesforce from many
Is the data clean before it comes in?
Clean data is critical
for creating and maintaining good relationships with your clients.
Bad data can lead to embarrassing and unprofessional situations.
If your source data is bad,
so is your business.
How are users separated from a security standpoint?
permission profiles
is imperative to protecting your data from erroneous updates, or when
limiting access to proprietary internal or client information in your Salesforce org.
Creating separate
Are you regularly maintaining active and inactive users?
ongoing process.
As new users come on board, roles may change. As users leave, remember to set their user IDs inactive and restrict login access to
your org as a routine procedure.
Maintenance of your users is a necessary
How many user licenses are available in your org?
correct number
of user licenses to fit your needs and that the licenses you have are
It’s critical to ensure that you have the
actually being used.
How are those licenses configured and being used?
properly configured
with a profile and permissions that are appropriate to the individual role
in the organization
Make sure each license is
(i.e. not every user should have a system administrator profile).
What applications and packages are installed and running in your org?
prone you are to conflictswhich is why it’s crucial to be aware of the
applications that you have installed.
The more workflows, rules, and applications you have running, the more
What is the quality of your data?
When the quality of your data is low (incomplete, duplicated, old, outdated) then reporting suffers, sales and marketing suffer,
and the efficiency of IT operations suffers.
Duplicate data is the main source of poor data quality.
How many duplicate records are in your org?
Use a deduplication app that has the flexibility to find duplicate matches from
a variety of angles and data points.
Fix it.Clean your data.
Pro-tip:
Get rid of duplicates
See how many duplicates are in your org and merge them without losing any important data or relationships. Plus,
dedupe any .csv file against records already in Salesforce before importing.
that already exist in your org with .
Wait, there’s more!
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A Salesforce admin’s must-have guide complete with even more best practices, step-by-step how-tos, pro-tips, worksheets, and a free data health check.
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