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Is Your Salesforce Driving Operations Or Is It In Need Of An Operation?

Jul 16 · 5 min read

Here at theCodery, we’ve collectively seen Salesforce environments ranging from small focused teams all the way up to publicly traded enterprises and most in between. One of the greatest parts of working in the Salesforce ecosystem is the ability to experience new ways of thinking and leveraging the platform to drive business outcomes. However, not all Salesforce environments perform equally. We ask you, is your Salesforce system driving your operations, OR does your platform need a total operation to bring it back to life?

Before we dive in, you may be asking yourself what it means to drive operations. A Salesforce system drives operations by leveraging tools and processes to make your entire business workflow run smoothly and consistently. Your Salesforce Org has a process and leverages the right level of automation to save time when needed. It also supports any manual efforts to reduce friction where possible. A great Salesforce system is constantly evolving to increase performance and drive organizational change. A great Salesforce system is not exclusively consumed with just fixing bugs!

There is no one way to diagnose your system performance because every company uses Salesforce in very different ways. However, despite how you use Salesforce, asking yourself the series of questions below will help you determine if you are driving operations or not.

Can you onboard 50 new users in 20 minutes without making any changes?

As organizations grow and scale, onboarding plans, and preparation are essential parts of growth. Being able to scale and add new employees to your organization from an HR Business perspective is a key function of most successful businesses and is integral to how your company grows. If onboarding employees is such a critical part of growing businesses, it should be a part of your Salesforce technology as well. We’ve heard in the past from Salesforce users that bringing on a new user is problematic and can take up to 30 minutes per user! It becomes more challenging when a new user doesn’t fit the traditional mold of how the system was built and needs extra permissions and visibility.

Symptoms of this problem:

  1. Your Salesforce org leverages dozens of custom profiles.

  2. Not using detailed permission sets and groups to manage access to records and data.

  3. Lack of security documentation.

  4. Not using role hierarchies for the manager and employee management.

  5. Specialized sharing rules on a user-by-user basis.

When a new reporting request comes in, do you find yourself having to run ETL processes to allow Salesforce to “catch up”?

Salesforce at its core is a relational database and application development platform, this allows it to be flexible enough to manage and report on key data, while also permitting external data synchronization to and from thousands of external applications. We hear from customers frequently about requests to report on data that isn’t currently being tracked in Salesforce! This does happen as teams and organizations evolve naturally, however, if this happens most times a new reporting request comes in, you should consider how you currently manage your data today.

Symptoms of this problem:

  1. Reporting is a burdensome problem that often requires days to turn around.

  2. Users complain about a lack of data or too much data to manually key into Salesforce.

  3. No central repository, or source of truth for data within the organization.

Do you have a high turnover with your Salesforce users due to a lack of “logging In”?

Driving adoption is difficult and challenging, we get it! There are always a few users in every org that don’t care to log in to Salesforce and want to keep running their day-to-day just the way they have in the past. The propensity to adopt new technology and processes is problematic throughout corporate life, but if it’s systematic across your Salesforce Org, it may be time to reevaluate your approach to Salesforce to provide value to your users so that they want to log in and gain benefits from the system!

Did you answer yes to any (or all) of these questions? That’s OK!

Here are a few tips to start working towards driving more value from Salesforce.

  1. Start by reevaluating your Salesforce Org from the ground up. Think of this exercise as a housekeeping element in your Salesforce strategy that you regularly revisit.

    • Review your data, objects, fields, process automation, and codebase regularly to determine what is needed and what is not!

    • Examine some of your current workflows and identify areas of improvement (hint: your users are a great resource to ask!). Can you add help text to fields that are inconsistently filled out?

  2. Tap into the Partner Ecosystem for a third-party assessment of your Salesforce Org. Often times bringing a new set of eyes to a problem can open up a lot of new possibilities and bring a new perspective to persistent challenges!

  3. Refresh your orgs documentation. Going through as a user and walking through existing workflows and documenting can help to identify gaps in the process and areas of improvement.

BONUS TIP: Look at AppExchange Partners who provide beneficial Salesforce improvements like Spekit for in-app guidance and Adoption support!


theCodery understands the challenges in modern tech stacks. We have developed a personalized approach for each Salesforce Cloud implementation while leveraging our deep been-there-done-that and best-practice expertise to ensure you get the most value from your Salesforce deployment.  We take an agile approach with all development, optimization, and integration projects.  Whether you are trying to broaden your engineering and development capabilities, reduce technical debt, integrate tools you are unfamiliar with, or create new applications, theCodery has a proven track record of solving problems and streamlining complexity.

If you have any questions for theCodery about our team, our process, or the clients, please reach out to us at:

theCodery: Accelerate your time-to-value on Salesforce with a trusted partner that delivers scalable architectures that are tailored to delight your customers.

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