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Salesforce Implementation – An Ultimate Guide 2022

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Salesforce Implementation - An Ultimate Guide 2022

Technology is growing exponentially around us. If you notice, you will realize how Excel sheets and online notepads have taken over conventional notebooks and pens. Digitization is the key to success, and cloud CRM is no different.

A CRM platform like Salesforce is beneficial for every organization, be it small or an enterprise. If you want to improve the scalability and profitability of your business, then learning about Salesforce implementation becomes imperative because storing customer data in the cloud is becoming of utmost importance, and you want to keep up with the industry trend. 

Also, learn about new Salesforce concepts and tools like the Salesforce Vlocity to keep yourself updated. 

What is Salesforce Implementation?

So, what do you mean by Salesforce implementation? Salesforce is not like any other online application which you sign up for and start using. It comes with certain out-of-the-box features and offers a plethora of customization capabilities to accommodate your business processes. Every business will need to customize Salesforce to meet its needs. That’s where Salesforce implementation comes into the picture. In literal meaning, it is an activity to set up Salesforce for your business and make it available for business users to use. You can do this customization if you have the required knowledge, or a Salesforce partner will do it for you. 

In most cases, the partners do the job because they possess the required expertise in a particular domain in which the company falls in. In every Salesforce implementation, there is a project team that consists of stakeholders, project manager/s, business analyst/s, developers, and super users. These team members list the goals and business requirements before the Salesforce implementation. 

Before any organization dives into the Salesforce implementation process, it is essential for the business to consider the organization’s objective, onboard team members, set the budget allocation, and choose the vendor. Only after deciding on the above aspects should the organization go for the implementation. 


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Let’s look at the step-by-step process of implementing Salesforce.

1. Create the User Profile and the Company Profile to Establish the Goal

The first step is to set up the Company profile after considering the factors and discussing it with the team. It would be best to consider factors like the financial year, time zone, languages, etc. It would help if you also looked into the areas of concern to better understand your organization’s pain points. What challenges are they currently facing?

Create a User Profile for managing the users who can check the permissions and information they are allowed to see with data access.

2. Customize the Salesforce CRM

Make changes to the default setup of Salesforce and customise your platform. You can extend the APEX code to add capabilities to the existing Salesforce. Customisation is crucial to achieving the goals and targets of your organisation. Change the standard fields while customising the fields. Give the names to the fields so that the user can understand them. 

To customise the Page Layout, you must decide how it should appear to the user. For customization of the reports, you must go with the standard reports. 

3. Import Users

After customizing the Salesforce, the next step is to create users. You can either create users manually or import the data and combine it with the correct user. But it would be best if you clarified how a particular user sees the data. 

Accordingly, you can assign the correct profile and role to the user. Collecting the data in one place is vital for integrating your users and seamless data transfer between the systems. 

4. Migrate the Data

Data migration is a crucial part of the organizations that are migrating to Salesforce CRM from either spreadsheets or any of the other CRM or legacy systems. You can use the native tools of Salesforce like Data Import Wizard or Data Loader for migrating the data. You can import data using a .csv file, but a demo session would be best before the final import. 

Always test in a sandbox first. Review the data to ensure that the imported data is mapped to the correct field. 

5. Train the Users

For any Salesforce project to succeed, user adaptation is crucial. Therefore, providing the strategizing plan and training per the users’ different requirements is essential. You must always create a UAT sandbox and use that for training purposes. 

The training involves training the users regarding navigation and how to use the Salesforce platform. The organizations can use multiple methods to coach the team on the system, like demo sessions and slide sharing. 

6. Provide Leadership, Management, and Support Post Go-Live

Ensure you are there for your customers for hurdles or troubleshooting when Salesforce is live. Leadership is crucial to ensure that the customers are dealt with responsibly. The organization can provide smooth and flawless execution and customer support by giving the administration and management to someone with expertise in Salesforce. 

7. Recruit an Admin

Your organization will need a Salesforce Administrator to manage the Salesforce platform and other work like data handling, customer satisfaction, team management, and taking care of the latest applications, dashboards, reports, etc. If your organization is big enough that it involves thousands of customer records and hundreds of users, then you might want to recruit more than one admin. Salesforce also offers you a facility to assign a user as delegated admin so that some of the administrative workloads can be taken off from the actual admins.  

After you have carefully followed every step and best practices, your Salesforce go live should be a flawless execution. You can schedule a proper announcement for your Salesforce CRM launch, take user feedback, and keep track of the progress. 

One last thing before we wrap up is some important factors to consider in your implementation are:-

    1. Plan the whole process, and ensure that you have a list of all customization options and other relevant data.
    2. Ensure that there is no duplicate data getting imported into the system.
    3. Ensure that the cloud software you use is easy-to-use and doesn’t mess up the entire workflow.
    4. Set up reasonable deadlines and ensure that all the stakeholders in the organization are completing their duties on time. Hence, make each stakeholder and their role in the project very clear at the beginning of the planning phase. 

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To Sum Up

This guide explained a step-by-step process of  Salesforce. You need to ensure post-implementation support. So, it is crucial that the service provider offers post-delivery solutions on time and is constantly available for the seamless working of the platform and bug fixing. 

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