Salesforce has become a vital tool for more than 150,000 enterprises across the world due to its ability to track and illuminate virtually every part of the customer relationship and sales pipeline. However, harnessing the power of this incredibly strong platform isn’t always easy. In fact, many businesses face major obstacles that prevent them from fully utilizing Salesforce’s capabilities. We at SP Tech studied Salesforce administrators and power users to find out what the most difficult aspects of using Salesforce were. Here are their top picks:
1. No Support from Professionals (In case you do not hire one)
Salesforce.com (SFDC) provides a free two-day response time support plan. The goal of this service is to assist users in finding the best solution to their problems, rather than to fix them. Salesforce also provides free online training resources such as a video library, guided journeys, and a user community. However, for some businesses, this isn’t enough. As a result, they must either seek other help or risk having major Salesforce issues that could disrupt their operations. While a typical Salesforce user can pick up basic duties and use online tools to improve their productivity, when problems – actual problems – develop, these users are nearly never able to fix them.
2. Customization might be difficult for non-coders
Salesforce is a big piece of software. It was created to fulfil the needs of a wide range of businesses. It’s supposed to be customized, not just turned on and handed out to consumers. However, many businesses find it difficult to tailor Salesforce to their specific requirements and those of individual users. The tools are available for any adjustments that a business may desire. But, like with any sophisticated system, learning what’s conceivable – let alone bringing those possibilities to life within the application – takes time. To get the most out of the Salesforce platform, you’ll need someone who both understands the business’s needs and has the technical skills to modify Salesforce to meet those needs.
3. Problems with Permissions
Consider the following: Would you provide anyone other than your top executives and the accounting team with complete access to your accounting software? You wouldn’t, of course. In Salesforce, though, many companies do just that. They grant administrative privileges to users who do not require it.
Typically, this is due to a lack of understanding of the value of roles and profiles, or a belief that it is not worth the time to do so. That was a huge blunder. You need to protect the data within Salesforce, just like you do with accounting software, and you want people to have access to functionality that is just perfect for what they need to do. There isn’t any more, and there isn’t any less. However, some businesses believe that this is difficult to do.
And they are most likely correct. Salesforce experience is required for customizing user rights and developing the appropriate profiles and hierarchical structure. What’s the bottom line? Companies who undervalue the importance and complexity of user management, as well as the impact it has on data integrity, may come to regret their decision.
4. Data Migrations and issue with validation
Salesforce is driven by data. Salesforce can’t do what it’s supposed to do if it doesn’t have the appropriate data. It’s already difficult for employees to learn a new technology and integrate it into their daily work routine. And when data is missing or incorrect, a few things happen. First, the system’s faith has been shattered. Second, feeding your systems with erroneous input makes extracting any useful information significantly more difficult. And if users aren’t getting useful data from the system, it’s unlikely they’ll want to enter it in the first place.
Working out the data migration strategy with the Salesforce implementation team requires a firm approach. User mapping, data security, and data cleanup are time-consuming tasks that demand an expert staff. Double-check the integrity of the data you want to move to overcome this data difficulty. Before importing it into Salesforce, clean it up. Wherever possible, make use of applicable tools. Take a detailed look at the data mapping to see if there are any fields that should be mapped. To help with data migration validation, enlist the help of team members who are familiar with your data.
Smart detection systems, regular clean-ups, and training are all important components of maintaining healthy data.
Additionally, you might also face issues while training your staff to use Salesforce.
Salesforce’s ultimate value lies not in just entering or filling data into it. How you extract data from it is also crucial. A Certified Salesforce Consulting Partner will approach your Salesforce deployment with three critical components in mind: an accurate assessment of expectations, meticulous data analysis, and a comprehensive adoption/training plan, putting you three steps ahead.