Best Practices for Managing Salesforce Users

  253

Salesforce undoubtedly is one of the most powerful CRM applications available in the market. But owning an application and managing an application are two different things. In order to use Salesforce at its maximum efficiency, it is important to follow best salesforce management practices. Overseeing salesforce users doesn’t appear to be a major ordeal, however, believe it or not, there are best practices for overseeing salesforce users. Improper administration of users and licenses can cause several issues like data integrity, data retrievability and data accessibility in the organization.

 Managing Salesforce Users

In this article, we shall cover some of the best practices to manage salesforce.

1). Forget account update, simply mark inactive

There are several instances where you feel that you can transfer the account of one person to another on the grounds of resignation, transfer etc. But the transfer of account from one person to another creates an issue of data integrity. The activity log history of that particular account will reveal the activities done by several users thus you won’t have a clean record of activities done by a particular user. Even in the case of audits, the current user will be blamed for activities done by previous users. This makes it necessary to update the account. Now if you update the account with the current user’s information, and the previous user returns back to the organization then it will show both the users as active which is not the case.

Thus, it is good practice to mark the account as inactive whenever a particular user is not working on salesforce. This can be done easily by just unchecking the Active checkbox. This simple process will serve three purposes:

  • Only legitimate users will have the access to salesforce
  • Maintaining data integrity of salesforce
  • Maintaining salesforce license for allocation 

2). Deactivate users from sandbox too

Salesforce lightning upgrade has created a huge impact on the market. In this, you have several sandboxes that can be used for migration, training, testing apps and change management.

Normally, when a user is deactivated, they forget to deactivate the same user from sandboxes. These sandboxes should be handled with care as the contains client and other business information.

There might be an instance where a user needs to be deactivated immediately so that their access to this customer information is quickly removed and its data can’t be stolen. In case, if the user has access to sandboxes, the admin must take necessary actions to deactivate the user from sandboxes in order to prevent the user from stealing vital information. 

3). Easy identification of inactive users

In Salesforce, you can’t delete any user, you can just mark them as active or inactive. In a large organization and with the passage of time, it is possible that current user might come across a particular user which you might feel is active but in reality, that users are inactive.

A Salesforce admin can easily pull a report and create a new view to see who is active and who is inactive. The users can then click on employee’s name and check the status of that particular user but this creates unnecessary clicking and user might get frustrated.

In order to simplify things, you should make it a part of the process to add a word inactive in front of user’s name while deactivating an account. This simple process makes it so easy for any user to identify inactive users with no extra effort of clicking. This saves a considerable amount of time. 

4). Manage data or record transfer

Whenever a new user is added to Salesforce or roles are reassigned, or there might be a situation that requires a record or data transfer to take place, it’s imperative to control what records should be transferred and what shouldn’t be transferred.

Whenever a record or data is migrated from one user account to other user accounts because of resignation, new hiring or transfer case, it is important to monitor that only active records are being transferred. This will help the new user to manage and focus on the records that are active and open.

Data or record transfer depends on business to business. Thus, there should be a proper document as a part of standardization stating what records should be transferred and what shouldn’t. This will serve as a guiding tool and everyone will be on the same page while transferring records.

Conclusion

Management is an art as well as science and it holds true in case of Salesforce also. By using some of the best management practices for Salesforce, you can create an environment of happy and efficient users. This will enable the organization to take actions swiftly. There are several organizations where users are unhappy because they have to do unproductive and repetitive work just for insignificant information. Thus, it is imperative to include some of the best management practices to enhance the productivity of the users

Write a Comment

avatar
  Subscribe  
Notify of

Download & Learn from Our Whitepapers

Stop, read and acquire deep insights into complex issues