5 Questions to Answer Before Implementing a Salesforce Community

Are you considering joining the millions of customers who have subscribed to Salesforce? Before you start trying to integrating the world’s #1 CRM, it’s important to stop for a few moments and consider what an ideal Salesforce implementation looks like for your small, medium or large-scale organization.

Here are a few questions to ask yourself before starting on the path to Salesforce success:

#1: Do you have a goal for what a successful community implementation would like?

That answer is important to convey to the teams that will be working together to build the Community, as it will ensure your team is heading down the right path. Now that you’ve established your vision for what the Community should look like, let’s go over the of the next decisions you’ll have to make around the project.

#2: Do you choose to use a Community Builder Template? Or, do you go with a custom Visualforce & Tabs Community Template and design the Community yourself?

Features and functionality vary based on the type of Template you choose, so this comes back to knowing the goal of your Community in helping you pick the right route. If you’re able to get away with using the Templated route, you’re opening yourself up to easier Community maintenance and constant improvements by Salesforce with every release.

For instance, just after this blog was posted, Salesforce automatically added in Reports and Dashboard components inside our Community Builder!

#3: What will your Community Members be able to do?

This relates to that first question, but goes deeper. Not only do you need to think about the features and functionality they need to use (Knowledge, Accounts, Contacts and Cases), but also the fields and records available to them. Do certain Community users need more record access than others? Are there any one-off scenarios that need to be accounted for? It is important to setup the Community correctly with the right sharing rules in place so that users only have what they need to have access to.

I’ve seen many Communities setup incorrectly to where users had extra access to fields and data that should have been hidden. It is always easier to add more functionality and access later down the road than to take it away. The type of access and permissions you need to give your Community users determines what type of Licensing you’ll need. There are feature differences between Customer Community and Customer Community Plus that you’ll need to make sure you’re aware of before choosing which Licensing option will work best.

#4: How do you plan on training your Community users?

Is there going to be a tutorial for them? Will you host a webinar? Or, something else? The type and complexity of your Community will have a big impact on how much training is needed, but don’t brush over this important part of your implementation.

#5: What happens Post Go-Live?

Does your company have an internal team that can manage it? Are you going to need to work with a certified Salesforce Partner? Or, will it be a combination of those two options that you’ll use to maintain your Community? Make sure everyone understands their role with the Community and you’ll ensure that your Community continues to run smoothly.

Answers to All Your Salesforce Questions

If you’re considering a Salesforce implementation and have questions or concerns, contact Ad Victoriam Solutions for answers. We are an official Salesforce partner, and the customer experience is highly important to us. Let us can help you maximize the potential of your Salesforce technology.

Why Business Intelligence (BI) Tools Matter

Business Intelligence Blog

Even with companies using a tool like Salesforce® to house a majority of their business processes, there are always other pieces of data that live outside of Salesforce. Business intelligence tools can help.

Business Intelligence (BI) tools allow organizations to bring together multiple data sources into one centralized location.  This means that now we can connect all of your systems together and find actionable insights between them.  These tools offer powerful data visualizations that set them apart from standard CRM reports and dashboard capabilities.  These tools are also built to handle large quantities of data, and because of that they are able to handle millions of records lightning fast.

Reasons Why business intelligence Matters

Save time

As a big fan of automation inside the workplace, the amount of Excel-based reports and dashboards that have to be crunched and reported weekly, monthly, quarterly, and yearly is too high.  Everything that we are doing in Excel can be automated with a Business Intelligence tool.  I have seen many manual Excel reports and dashboards built into a Business Intelligence tool, like Salesforce’s Einstein Analytics, become completely automated and save days or weeks of manual Excel work every year.

Act faster

Now that we don’t have to wait days or weeks for a report to be built, you can act swiftly on your data.  Your analytics are at the tip of your fingers and in some cases, like with Wave, on your phone.  With advanced filtering options, you’re able to quickly and easily view your data through many different perspectives.  You can quickly filter your whole dashboard by a particular sales rep, region, or product.  Or maybe you want to change the dashboard from year to date to this quarter.  Whatever it might be, these tools make those filters easier than ever before.

Analyze data

Now that we have just freed up an individual or team from having to build a time-consuming Excel report, what are we to do with all of this extra time?  Analyze the data!  You can begin to look at the data in your system through a different lens.  As you dive deeper in your data, you’ll find other insights that are beneficial to the company.

Insights into data quality

As you are analyzing and building out your dashboards with a business intelligence tool, you will find that there might be some gaps in your data.  These gaps are often related to missing or inaccurate data.  As you begin to use different insightful dashboards that were previously near impossible or too time-consuming to build, you can start to see some gaps in your data.  These gaps usually bring up the idea of implementing a Data Governance team inside your organization.

For further insight into leveraging BI tools like Salesforce to boost workplace automation in your business, contact us at Ad Victoriam Solutions for answers.