With more than 15 million customers to its credit, Salesforce is one of the most popular customer relationship management business applications with its low code, a simplified interface, and wide range of integrations. The app provides both advanced and point-and-click tools that make app development accessible for both the novice and the professionals. With all the benefits it offers, Salesforce deployment takes very little time; however, if done recklessly, it can lead to avoidable consequences. For instance, it can challenge your entire infrastructure. Any compromise on the Salesforce deployment can lead to the following issues:
- Affect business continuity: Any minor error such as a missing object or validation rule can seriously impact Salesforce deployment, which in turn, would disrupt workflows, preventing the users from performing their tasks efficiently and even compromising the security of data.
- Compatibility issues: The features and tools of Salesforce may be incompatible with the existing features, resulting in serious malfunction. This could also affect data synchronization.
- User adoption: Needless to say, Salesforce deployment is to improve processes and make end-users life easier. Any issue in deployment would prove otherwise. In some cases, the users may even need additional training to use the new functionality.
It, therefore, goes without saying, Salesforce integration has its challenges, and to take full advantage of its benefits, you will need to employ best practices. Here, in this article, we look at the top five tips for overcoming Salesforce deployment issues.
To ensure that you get the best of your Salesforce investment, you may wish to consider the following deployment best practices.
Top 5 tips to conquer salesforce deployment problems are as follows:
1: Set the goals
Before deploying Salesforce, the first step should be to identify your objectives, or in other words, your end goals. First, collect information on requirements from all end-users and then use it to define the features and use stories. A collaborative approach would help to set realistic scope and timeframe, and also identify the subject matter experts needed to plan the project.
2: Develop a strategy
The strategy for Salesforce deployment must detail data requirements for each phase of the development cycle, which is as under:
- Setting a timeline for the project: Create a timeline for Salesforce deployment in alliance with the key stakeholders and the end-users.
- Developing the project: The team should take up the project and set the ball rolling.
- Testing: Testing is the most important feature of the Salesforce development lifecycle. Testing must be performed at the granular level such that each line of code is tested before being added to any other work.
- Building: This phase of the development lifecycle will include combining together all the assets.
- Testing: This round of testing is focused on the entire system and also includes how it integrates with the external programs. At this stage, it is important to obtain feedback from the end-users.
- Release: Once all issues are resolved, deploy the software.
3. Create the Software Development Lifecycle (SDLC)
Establish clear guidelines and parameters, with clear communication and documentation for all people working on the project to follow. This would eliminate the risk of variances as the project progresses. Salesforce is a low-code environment, so it is important that the processes you develop for users are also low-code. At this stage, also detail your continuous integration and deployment requirements to maintain the project flow.
4: Ensure regular testing
Since you are customizing code, you will have to regularly test it to ensure that it works as expected. You can employ both automated and manual testing to test end to end deployment of Salesforce.
With Salesforce, you can easily manage access to records and objects. Accordingly, you can set groups, roles, and hierarchies, muting permission sets, permission sets, and an organization-wide default (OWD) sharing model. While establishing permissions, it is a good practice to follow the principle of least privilege. This means that you provide the least possible permission set required by the user to perform their work. This is because a person’s credentials can be compromised, and secondly, you can give more access as and when the need arises.
5: Set up version tracking
Version tracking helps to track and manage code changes. This is necessary to understand the issues and fix the issues and eliminate the bugs. It also helps you to discover waste and eliminate bottlenecks.
Salesforce is one of the world’s most popular customer relationship management apps which is focused on customer service, sales, marketing automation, analytics, and application development. Businesses of all sizes are using this cloud-based software solution to find more prospects, close more deals, and tempt customers with tailored offerings and experiences. In case you are looking to leverage this CRM, you don’t need a dedicated IT team to deploy Salesforce into your existing system and infrastructure. To implement it at scale and at budget, you may wish to consider Kytes, a companion software that provides a field sales solution in line with the best practices, helping you to continuously improve your results. Using Salesforce and Kytes together, you can greatly improve the implementation lifecycle with complete quality control.
If that sounds interesting, Kytes will aptly suit your needs and help through our field sales solution and at the same time, benefit from the collaboration tools of Kytes. You can also sync data from email, calls, Jira, etc. with Salesforce, automate backups to external file storage, and track orders and inventory. With Kytes, you can also offer user training and thus address the learning curve, which is one of the major challenges of Salesforce adoption. Kytes can help you create a holistic strategy based on your unique needs and plans to scale. The deployment of Salesforce via Kytes will give you access to greater functionality, and also optimize the platform. Besides, you will benefit from cutting-edge tools that facilitate smooth collaboration between the developers, admins, and users. This way you can enrich the functionality of Salesforce with the capabilities of Kytes.