Sooner or later, in the Salesforce ecosystem, you will find yourself writing code to customize a Salesforce organization. There are plenty of references about the Apex programming language, which is Salesforce's Java-esque proprietary language for controllers and triggers. Of course, you'll follow general programming best practices. You'll also want to keep a few things top-of-mind about Salesforce coding.
The basics are in place: you've set up your Salesforce org, and you've customized it enough to let your sales team work pretty efficiently. Now your users are asking for more. They want more automation to streamline their work, more customization to tailor their experience to their needs, more built-in business logic to improve the quality of report data. How much of this can you realistically do in-house? Is it time to outsource Salesforce work for your organization?
Salesforce is a terrific tool, and it continues to grow in capabilities as well as popularity. However, companies don't use Salesforce in a vacuum; they need to integrate it with their other systems to maximize value. Here are some pitfalls to beware of in Salesforce integration projects.
How organized is your purchasing system? If you're not already using purchase orders, it may be time to start. If you are using them, take a moment to evaluate how well your off-the-shelf software fits your current needs. It may be time for a custom purchase order system.
Why should I use purchase orders?
A formal purchase order process has a lot of benefits for both buyers and sellers. Here are a few:
In today's connected world, consumers want to interact with service providers on their own schedule and receive individualized information and experiences. The same principles apply to citizens, who are the "customers" of their government. Citizen-centric government using public portals is a growing trend. These portals offer citizens secure, convenient, and personalized channels to interact with their government and offer civil servants greater efficiency and deeper insight into the needs of their citizenry.
More and more health care providers are using web and mobile applications to communicate with their patients. In 2016, for example, the American Hospital Association reported that 92% of their hospitals provided patients with access to their health data via patient portal applications. These portals offer significant benefits to patients, providers, and administrative teams.
Now that you've implemented Salesforce and your team is reaping its benefits, it's time to step up your game. You're already rocking the CRM, streamlining the sales process, and using rich reports as feedback to keep on fine-tuning your sales machine. What's next? Your business processes. Here are some ways you can use Salesforce automation to improve business processes.
People who work in nonprofit organizations want to spend their time and energy on their primary mission, not entering data into a database. Unfortunately, nonprofits really do need to use some kind of database to manage relationships with their donors and their beneficiaries. From a human perspective, managing donor relationships is not much different from managing customer relationships. Managing your contacts in a spreadsheet might work when you're just getting started, but you'll do much better if you use a true Customer Relationship Management (CRM) system. The Salesforce Foundation makes it possible for you to cultivate donor relationships for little or no cost.
In a fast-paced, connected world, how can companies keep their clients engaged and satisfied? Even if your business model is selling fungible, disposable widgets, customers look for two-way conversations about their experiences. This is even more true for companies that provide professional services. Clients need to know you'll provide support when needed, yet live support can cause its own problems when resources are stretched thin. Creating a client portal creates a win-win situation for you and your clients.
Many companies use Salesforce not only for sales-related CRM but also for managing disparate business processes. Salesforce record types can help administrators fine-tune their orgs and manage business processes for different users effectively.
Sometimes, administrators go a little overboard with custom record types. Even after reading the documentation, it can help to see how other admins utilize Salesforce record types. Here are some tips to help get you started.