Why You Should Be Automating Processes with Salesforce Customization

By January 20, 2016Automation, SalesForce

In our last post, we talked about the differences between customizing and configuring Salesforce. Depending on your goals for automation, using Salesforce one way or another might be more beneficial. For certain industries and services, customizing Salesforce to work for your business will be the key to success. Let’s look at how customizing Salesforce makes your business life that much easier.

Using Salesforce Customization to Strengthen Business Practices

The first goal of any business utilizing Salesforce is to configure it for your processes. Setup everything the way you want it to help your business, then from there you can begin narrowing down where more customized features, scripts, and functionality can benefit your company. It’s imperative to configure Salesforce from day one to begin identifying issues with your processes, how users are utilizing it, and to stop issues automating your business from the get go.

60 to 90 days after starting to use Salesforce, you can dive into how your company is using it. You can break this down by departments, tasks, and other procedures to see where hiccups are still occurring that need to be addressed. From there, you can begin customizing Salesforce further to get the automation benefits you’re looking for.

One of the key indicators that Salesforce may not be working for your business is auditing who is and isn’t using it. You may be surprised to find steps are being skipped, communication isn’t being logged, and other issues that make automating processes through Salesforce fail. This is where you can get key data that’ll help you further customize Salesforce to fill those gaps and work for your business instead of against it.

Salesforce has a variety of built-in features that will help any business succeed. Like all good apps and services we use to make our lives easier, you have to take the time to analyze how to make it better for what you do. For any company, this means taking a good, hard look at how you do business and how Salesforce customization can make it better. You have to analyze and adjust how you’re using Salesforce to ensure it is automating your business processes to the best of its ability.