Important Salesforce Features for your Business
Salesforce Lightning or Classic?
Many business’s that are using Salesforce classic have been seeing changes within their platform as well as gentle nudges pushing you towards a transition to the Lightning Experience. This is a completely new look to a solution that has not changed its user interface significantly for almost two decades. If you are considering shifting to lightning you will need to first understand its capabilities, limitations and how to make the transition before shifting your users to the new interface.
telemaximum has migrated many organizations from Salesforce classic to the Lightning Experience and will provide training or work with you to limit disruption if you plan to make this move. Many organizations choose to only migrate those employees looking to access some of the enhanced sales features and allow those staff members to switch between the two interfaces. Whatever your goal, telemaximum will work with you to develop a strategy, support and train your staff.
Custom Objects, Fields & Relationships
Lets get down to basics, Salesforce is a database with related tables, columns and rows. Out of the box you received standard fields and objects that already have existing relationships developed. Beyond this you are able to customize the look and feel of these objects by creating and organizing the fields within them.
telemaximum will provide training or work with you to develop custom & standard objects (e.g Accounts, Contacts Opportunities, etc…), create custom fields, create new or modify existing relationships between fields and objects on your behalf.
Administration & User Management
Salesforce administration can be a bit overwhelming for many, but it is crucial to everything you do in Salesforce. Administration includes features like security controls, profiles, roles, permissions sets, sharing settings, field level security, object permissions, data management and a vast array of other administrative features. Your organizations ability to understand each of these features and how to use them to improve the efficiency of the organization is critical to your success with Salesforce.
A business’s opportunity to succeed with Salesforce begins with ensuring that your users have access to the tools and resources they need to be successful. Beyond this, it is very important that the business also has the ability to control what your users can see as well as role related permissions they may have.
telemaximum will provide training or work with you to develop user controls and permission sets in addition to the creation of new users and roles within Salesforce.
Page Layouts & Record Types
Many business’s have a need to provide a different perspective as it relates to a record based on an employees role, but do not want to reduce access. Record types allow you to offer different business processes, picklist values, and page layouts to different users based on their profiles.
telemaximum will provide training or work with you to develop record types, page layouts, customize compact layouts within the Salesforce online platform or on mobile devices using Saleforce1.
Reports & Dashboards
This is where the rubber meets the road and is normally one of the most important features to senior management and users within Salesforce. Without reports and dashboards all of the objects and fields that have been created are meaningless and can provide very little direction or insight.
Reports and Dashboards can be intimidating and there is an enormous amount of content to digest and understand before attempting to modify & create reports or dashboards. telemaximum will provide training or work with you to develop the reports and dashboards that will provide the information and insights that you require.
Workflows, Process Builder & Alerts
Automation! Yes you can automate many of your common workflows so that they improve user and organizational efficiency. This is a great way for many business’s to avoid the cost of custom development and coding within Salesforce. Workflow rules and the process builder are great ways to automate your complex business processes. Workflow rules have been around for awhile and are a great way to trigger a field update or an alert related to a change. Process builder is relatively new and goes even further with the ability to create a record, invoke a process from another process, submit an update to chatter and so much more.
telemaximum has had significant experience with Workflow and Process automation. We will provide training or work with you to develop these resources and help avoid the common pitfalls that come with process automation and workflow development.
If you are planning to automate and create workflows to improve efficiency, than you want to make sure that all of that data being collected is valid. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value.
Many of these rules can be simple, but your ability to write and develop formulas within Salesforce is important. telemaximum will train you to or work with you to develop these formulas and validation rules within Salesforce.
Data Migration, Importing & Exporting Data
Many business’s moving to Salesforce have existing data and it may be in many different places. The migration of data can be incredibly challenging for many organizations and many times important information is lost in the process. The most important aspect surrounding the migration of data is importing and exporting, with importing creating the most risk for your organization. A data migration plan or defined steps for importing data should be developed and followed.
Salesforce already has a couple of tools built right in to the application to help with the importing and exporting of data. Along with these tools there are other 3rd party and developer level solutions also available. These all offer unique features and capabilities beyond the already installed options. telemaximum will train you to or work with you to migrate, import and export your data.