Best Practices for Implementing Salesforce CRM - Cloud Experts

More documents

Recommendations

Info

Salesforce CRM Getting Started GuideSection 2: Set up Salesforce CRMThis section helps you take the next steps by setting up your basic company information in SalesforceCRM. These settings include:• Company Profile – Verifies your date display, language, and fiscal year definition• User Profiles – Assigns a set of permissions to particular users• Organization-Wide Settings – Defines basic access permissions on the file level• Role Hierarchy – Defines how data rolls up in reports and which roles can see and report on the data ofother roles To prepare for these tasks, please complete the Administration Basics: Setting Up Salesforce CRMtraining segment.Set up your company profileThe company profile defines basic settings related to time zones, language, and how the fiscal year isdefined. You can leave the default settings as is; however, it’s important to know where to find and changethis information, if necessary.• Company Profile – These settings use your locale for setting local time, your default language, and thedefault currency.• Fiscal Years – The fiscal year definitions are used in reporting, opportunities, and forecasting. Thedefault fiscal year setting is a 12-month calendar year, with the first day of the fiscal year starting on anyfirst day of the month. However, you can choose custom fiscal year periods.Understanding profilesA profile is a collection of settings and permissions that defines how users with a particular profile accessrecords, how they see their data, and what they can do in the application. For Group and ProfessionalEdition, you can use the standard Salesforce profiles but you can’t create custom profiles. Still, it’simportant to understand profiles and how they work together with the organization-wide defaults and therole hierarchy.The most important profiles include:• System Administrator – Can configure and customize the application• Standard User – Can run reports and create and edit records• Read Only – Can run and export reports and view—but not edit—recordsWhen you add users as you prepare to go live, you will assign one of these profiles to each user.Define the organization-wide defaultsThese settings determine the default level of data access for different types of information:• Private – Users can access (view and edit) their information and that of those below them in the rolehierarchy.• Public Read Only – Users can view all data, but can edit only their information as well as that of thosebelow them in the role hierarchy.• Public Read Write – Users can view and edit all data.For smaller organizations, we recommend granting at least Public Read Only access to create acollaborative working environment.GUIDE 7
Salesforce CRM Getting Started GuideExamplesTo allow all users to see everyone’s Accounts, but not everyone’s Opportunities, set access for Accountrecords to Public Read Only and for Opportunities records to Private.To allow the operations team to calculate commissions, they need to see Opportunities. However, you don’twant them to edit the Opportunities. To allow read-only access, set Opportunities records to Public ReadOnly.Define the role hierarchyThe role hierarchy looks similar to an org chart, but it has a different purpose. Because the role hierarchy isbased on who needs to work with what data to their job, role hierarchies usually have fewer layers and thepeople at the top are not necessarily those at the top of the org chart.The person in the top role has full access (view and edit) to his or her data, as well as the data of anyonelower in the hierarchy. Two common ways to set up a role hierarchy are by region or by product.Note that, if there is a conflict, the role hierarchy overrides the settings in the organization-wide defaults.There are three basic steps to setting up a successful role hierarchy:1. Define the basic roles, such as sales representative, director of sales, and CEO. It’s not necessary to createindividual roles for each title; the idea is to simply define a hierarchy that gives users in higher-level rolesaccess to the information entered by users in lower-level roles.2. Build the role hierarchy based on how information should roll up for reporting and on who should see whatdata.3. Assign individual users to the roles.ExampleIn this sample hierarchy, data access works like this:• The CEO/CFO roles have complete access (view, edit, and report) to all data in the organization.• The regional directors (Western, Eastern, and International) have access (view and edit) to their data andto the data of the sales reps below them. They do not have access to each others’ data.• The users at the lowest level have access (view, edit, and report) only to their data.Summary and checklist: set up Salesforce CRMIn this section, you learned how to define the basic Salesforce CRM settings for your company. At thispoint, you should:Progress Checklist Know how to set your company profile Know how to set the fiscal yearGUIDE 8
Page 1 and 2: Best Practices forImplementing Sale
Page 3 and 4: Salesforce CRM Getting Started Guid
Page 26 and 27: Salesforce CRMGetting Started Workb
Page 28 and 29: Salesforce CRM Getting Started Work
Page 40: Salesforce CRM Getting Started Work
Page 43 and 44: Meet—and beat—these 8 CRM chall
Page 45 and 46: Meet—and beat—these 8 CRM chall
Page 48 and 49: 5 steps to a successful implementat
Page 54 and 55: Achieving outstanding CRM administr
Page 56 and 57: Get these must-have administrator t
Page 58 and 59: Get these must-have administrator t
Page 60 and 61:
Using data access design patternsDa
Page 62 and 63:
Using data access design patternsIf
Page 64 and 65:
Using data access design patternsCo
Page 66 and 67:
Using data access design patterns
Page 68 and 69:
Using data access design patternsRe
Page 70 and 71:
Managing your Salesforce CRM storag
Page 72 and 73:
How to get big results with a small
Page 74 and 75:
3 tips to get unstuck when creating
Page 76 and 77:
3 tips to get unstuck when creating
Page 78 and 79:
Choose the right tools to customize
Page 80 and 81:
Page 82 and 83:
Page 84 and 85:
4 questions to answer for a success
Page 86 and 87:
4 questions to answer for a success
Page 88 and 89:
Create powerful Web sites on Force.
Page 90 and 91:
5 steps to using the content librar
Page 92 and 93:
5 steps to using the content librar
Page 94 and 95:
8 keys to mobile CRM successLimit a
Page 96 and 97:
9 steps to effective change managem
Page 98 and 99:
Bring cloud computing to your entir
Page 100 and 101:
Achieving outstanding CRM administr
Page 102 and 103:
6 steps toward top data quality•
Page 104 and 105:
Tips for using incentives and rewar
Page 106 and 107:
Beyond login rates: three key areas
Page 108 and 109:
10 tips for a successful training p
Page 110 and 111:
How to develop a comprehensive trai
Page 112 and 113:
How to develop a comprehensive trai
Page 114 and 115:
Page 116 and 117:
Page 118 and 119:
5 simple steps to reports and dashb
show all

Best Practices for Implementing Salesforce CRM - Cloud Experts

Create successful ePaper yourself

Delete template?

Save as template?