Time for Spring clean up in your salesforce org to increase your adoption with your current users.

After an horrible winter snow, we feel heavily releived on the coming of spring. Spring always reminds us of brightness with sunlight , cleaning our houses and leaves turning green which gives us a visual treat. Similarly we want to do some cleanups in our salesforce org which will make our users jump with joy and crave to use salesforce more for their work. Here is a quick synopsis for you on where to start and what to do.

Help your users to trust Salesforce more.

Most  of the organizations have done a good job of entering all the data in salesforce. The only thing not happening is a data duplication process which is not consistent and does  not happen at regular intervals. This h results in large number of duplicates in leads , accounts and opportunities causing our users to fret and fume .

a.Ensure that you atleast do a dupe check using your dupe tool on your leads, contacts and accounts and see if you can remove some duplicates . Instead of looking at all data, start by  looking at the most recent records created or modified in the last year as an example.

b. Create duplication reports in your org which would highlight on data discrepancies to your users and have them act on it on a regular basis and reward them for  data quality.

The above activities would help your users to trust your data more and increase adoption.

Make their life easier

Are you taking care of the nagging screens which your users have complained on entering or updating the data in your salesforce org? If you have not done anything so far , now is the time to put some time on those visual force or standard screens and act on them.

a. You can start by  removing  unwanted validations on fields which would reduce the number of clicks.

b. Remove page layout sections  which your users never see or use . This would prevent the unwanted scrolling on  simple viewing or editing of data.

Reduce your time on maintenance

Lot of salesforce orgs get cluttered with roles and profiles which become unwieldy , hard to manage and takes too much time on future changes. Now is the time to look at the profiles, roles and record types and act on them.

a. If you have profiles with less than 5 users and never has been used in the last 2 years, you might as well delete them or merge them to a common profile and use permission sets.

b. Temporary promotions and partners in salesorganizations cause new roles and hierarchies to be created like salesmanager1, division head etc. These might have been created for a temporary need and so you might want to start deleting them.

c. Some times the lead and contact object gets a lot of record types which have been created due to business workflows and rules. You can remove some record types which are not used which would cut down testing time and remove the page layouts used by them.

So by simply revisiting profiles, roles and record types, a lot of time can be saved on future maintenance.

Empower the users

Most of the sales reps always struggle with creating reports in salesforce to show it to their bosses.

A. one hour training session on reports to these users and creating a sandbox for them to play with and helping them to move to production quickly would be a big win to influence these users to use salesforce more and reduce their pain.

B. Internal chatter groups, knowledge articles and content features should be explained to these users so that they can learn and share knowledge on deals and accounts which would help them in the long run to use more features of salesfore effectively.

So by just implementing one action on the top 4 sections which i have highlighted in spring would help you to win some users back to your org. This can be a spring clean up campaign and you can end with a spring 14 demo on new features to your users as well. Please feel free to email me at buyan@sforcemaximizer.org or please click like if you like my answer.


Hi there! Thanks for visiting my blog. My name is Buyan Thyagarajan (Buyan47) . I am a Salesforce consultant specializing in higher education and helping businesses to measure business results , be proactive with their customers , prevent problems before hand and make the right decisions using Salesforce CRM. This blog would help you in the following way. a. For Universities, my articles and tips would help you to increase your student recruitment, get better insights on your marketing campaigns and ensure student success by maximizing the features available in your salesforce org, integrate with your student information systems ( Banner, Ancor etc) and create a connected campus on the digital world. b. For Salesforce admins, my articles would help you to be proactive with your salesforce crm, prevent problems and make the right decisions on different problems with salesforce. c. For Business executives, my articles would help to measure business results with your salesforce crm, increase adoption and provide solutions for your business problems. d. For IT executives and developers, my articles would help you on best practices on change management, provide insights on increasing your performance with your current development teams and guide you to make better architectural decisions with salesforce and salesforce1. I am passionate about the following. a. Software is meant to automate work but in reality IT is the most manual industry where programmers have to type those 100,000 lines of code everyday to make things work. Programmers get lost in the code and business folks wonder why the programmers are not getting it. I have some insights on this and in the process of publishing a book which should help in the following. a. Help IT teams to be innovative and offer business value b. Career pathway for programmers c. Relevant things a business user can provide to IT to get things done quick. Please feel free to post your comments on the site on my articles and any questions you have and I would be glad to answer it for you. To reach me Ph: 302-438-4097 m: buyan47@gmail.com

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