Salesforce CRM Implementation Checklist
Salesforce CRM Implementation Checklist
Implementation
Checklist
This step-by-step process is based on our experience helping
hundreds of clients implement Salesforce and will help you get
started with your CRM the right way.
• Example KPIs:
% user adoption
What are my goals % faster sales cycle
% faster inquiry response time
for Salesforce?
7 Steps for a
Successful Salesforce Implementation
This checklist is designed to help you successfully implement Salesforce. Fill out information about
your business in the spaces provided below.
▪ Make sure each department is given access to data and apps that apply to them
▪ Only give view/edit permission for certain fields to users who need access
▪ Consider whether or not different business units need access to see each other
▪ Configure your organization-wide sharing settings to establish a baseline for user permissions
Which groups do you want to set up user profiles for (e.g. marketing department)?
Lightning apps
What Lightning apps will users need, and do any custom apps need to be created?
However, some organizations will need to create custom objects and fields in order to meet their
requirements. Your admin can create these for specific purposes that the standard data model won't
accommodate.
Standard objects and fields often have more functionality and are kept up-to-date by Salesforce's
regular updates. So it's best to only create custom ones when absolutely necessary. Otherwise,
consider how you can tailor standard objects and fields to meet your needs.
Read more about Salesforce objects and fields in our Beginner’s Guide to CRM.
With custom page layouts, you can choose which fields are visible, read-only, or required. By using
page layouts, you can customize record pages for your users. But make sure you’re not overcrowding
your page layouts with irrelevant information.
Before you migrate all of your data you should do the following:
▪ Make sure all of your data ties together: Ensure there's a clear connection and hierarchy between
your different objects and records.
▪ Comb through all of your data: Review data beforehand to plan how data will be organized in
the CRM.
▪ Only use good, clean data: Take this time to scrub your data and remove any inaccurate,
incomplete, or unnecessary information.
If you aren’t sure how to properly clean out your data, review our post about Salesforce
data cleansing.
Do you have other applications you would like to integrate with Salesforce? You’ll want to make sure
it is compatible with Salesforce CRM and that it’ll give you the functionality you need.
Integrating these apps with Salesforce will help manage your data in them, add extra features, and
keep the experience running smoothly.
Since dashboards are multiple reports grouped together, keep the same principles in mind for them
as well. This will help bring purpose to your dashboards. Dashboards are a great feature that makes
your data easier to read and understand.
The Importance of
Properly Implementing Salesforce
Implementing Salesforce is more than just moving your data model from one platform to another.
It’s about migrating clean data and customizing elements to ensure you are getting the most out
of your CRM.
We want to see your business fully utilize this robust CRM. If you still aren’t confident in building
out your own CRM, our certified Salesforce experts can help.
Our certified Salesforce experts have the knowledge and experience you need to
maximize your CRM ROI.
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