Salesforce Implementation – An Ultimate Guide 2024

Updated:

April 3, 2024

⏱️ 7 minutes

Technology is growing exponentially around us. If you notice, you will realize how Excel sheets and online notepads have taken over conventional notebooks and pens. Digitization is the key to success, and cloud CRM is no different.

A CRM platform like Salesforce is beneficial for every organization, be it small or an enterprise. If you want to improve the scalability and profitability of your business, then learning about Salesforce implementation becomes imperative because storing customer data in the cloud is becoming of utmost importance, and you want to keep up with the industry trend.

Also, learn about new Salesforce concepts and tools like the Salesforce Vlocity to keep yourself updated.

What is Salesforce Implementation?

So, what do you mean by Salesforce implementation? Salesforce is not like any other online application which you sign up for and start using. It comes with certain out-of-the-box features and offers a plethora of customization capabilities to accommodate your business processes. Every business will need to customize Salesforce to meet its needs.

That’s where Salesforce implementation comes into the picture. In literal meaning, it is an activity to set up Salesforce for your business and make it available for business users to use. Following a well-structured Salesforce implementation plan ensures a smooth integration process. You can do this customization if you have the required knowledge, or a Salesforce partner will do it for you.

In most cases, the partners do the job because they possess the required expertise in a particular domain in which the company falls in. In every Salesforce implementation, there is a project team that consists of stakeholders, project manager/s, business analyst/s, developers, and super users. These team members list the goals and business requirements before diving into the Salesforce implementation guide.

Before any organization begins the Salesforce implementation process, it is essential for the business to consider the organization’s objective, onboard team members, set the budget allocation, and choose the vendor. Only after deciding on the above aspects should the organization go for the implementation.

Step-by-step Process of Implementing Salesforce

1. Create the User Profile and the Company Profile to Establish the Goal

The first step is to set up the Company profile after considering the factors and discussing it with the team. It would be best to consider factors like the financial year, time zone, languages, etc. It would help if you also looked into the areas of concern to better understand your organization’s pain points. What challenges are they currently facing?

Create a User Profile for managing the users who can check the permissions and information they are allowed to see with data access.

2. Customize the Salesforce CRM

Make changes to the default setup of Salesforce and customize your platform by following Salesforce implementation best practices. You can extend the APEX code to add capabilities to the existing Salesforce. Customization is crucial to achieving the goals and targets of your organization. Change the standard fields while customizing the fields. Give the names to the fields so that the user can understand them.

To customize the Page Layout, you must decide how it should appear to the user. For customization of the reports, you should go with the standard reports.

3. Import Users

After customizing Salesforce, the next step in your SFDC implementation is to create users. You can either create users manually or import the data and combine it with the correct user. But you need to clarify how a particular user sees the data.

Accordingly, you can assign the correct profile and role to the user. Collecting the data in one place is vital for integrating your users and seamless data transfer between the systems.

4. Migrate the Data

Data migration is a crucial part of the organizations that are migrating to Salesforce CRM from either spreadsheets or any of the other CRM or legacy systems. You can use the native tools of Salesforce like Data Import Wizard or Data Loader for migrating the data. You can import data using a .csv file, but a demo session would be best before the final import.

Always test in a sandbox first. Review the data to ensure that the imported data is mapped to the correct field.

5. Train the Users

For any Salesforce project to succeed, user adaptation is crucial. Therefore, providing the strategizing plan and training per the users’ different requirements is essential. You must always create a UAT sandbox and use that for training purposes.

The training involves training the users regarding navigation and how to use the Salesforce platform. The organizations can use multiple methods to coach the team on the system, like demo sessions and slide sharing.

6. Provide Leadership, Management, and Support Post Go-Live

Ensure you are there for your customers for hurdles or troubleshooting when Salesforce is live. Leadership is crucial to ensure that the customers are dealt with responsibly. The organization can provide smooth and flawless execution and customer support by giving the administration and management to someone with expertise in Salesforce.

Following Salesforce implementation guides can help streamline this process.

7. Recruit an Admin

Your organization will need a Salesforce Administrator to manage the Salesforce platform and other work like data handling, customer satisfaction, team management, and taking care of the latest applications, dashboards, reports, etc. If your organization is big enough that it involves thousands of customer records and hundreds of users, then you might want to recruit more than one admin. Salesforce also offers you a facility to assign a user as delegated admin so that some of the administrative workloads can be taken off from the actual admins.

After you have carefully followed every step and best practice, your Salesforce go-live should be a flawless execution. You can schedule a proper announcement for your Salesforce CRM launch, take user feedback, and keep track of the progress.

One last thing before we wrap up is some important factors to consider in your implementation are:

1. Plan the whole process, and ensure that you have a list of all customization options and other relevant data. Learning how to implement Salesforce effectively can greatly contribute to a successful launch.
2. Ensure that there is no duplicate data getting imported into the system.
3. Ensure that the cloud software you use is easy-to-use and doesn’t mess up the entire workflow.
4. Set up reasonable deadlines and ensure that all the stakeholders in the organization are completing their duties on time. Hence, make each stakeholder and their role in the project very clear at the beginning of the planning phase.

Why Implement Salesforce?

Enhanced Scalability and Profitability: Salesforce offers a robust platform that scales seamlessly with your business growth, optimizing workflows and fostering profitability.
Data-Driven Decision Making: Store customer data securely in the cloud and leverage powerful analytics to gain valuable insights and make informed business decisions.
Improved Customer Relationships: Centralize customer interactions, personalize communication, and build stronger, lasting relationships with your clientele.

Building Your Dream Salesforce Team

While the core focus of this blog is on the Salesforce implementation process, a successful project hinges on assembling the right team. Here, we explore some of the key roles involved in a typical implementation and provide a glimpse into potential career paths within the Salesforce ecosystem.

Salesforce Administrator: The backbone of any Salesforce deployment, the Admin manages user permissions, data security, customizations, and ongoing platform maintenance. This role requires a strong understanding of Salesforce functionalities and best practices. (Salary Range: $60,000 – $100,000 USD)
Business Analyst: The bridge between business needs and technical solutions, the BA translates business requirements into actionable configurations within Salesforce. Analytical skills and strong communication are essential for this role. (Salary Range: $70,000 – $120,000 USD)
Salesforce Developer: For complex implementations requiring custom functionality, developers leverage their coding expertise to extend the capabilities of Salesforce. Experience with the Salesforce platform and programming languages like Apex is necessary. (Salary Range: $80,000 – $150,000 USD)
Project Manager: The PM oversees the entire implementation process, ensuring it stays on track, meets deadlines, and adheres to the budget. Project management skills, leadership qualities, and strong communication are paramount for this role. (Salary Range: $80,000 – $130,000 USD)

The Cost of Salesforce Implementation

The cost of a Salesforce implementation varies depending on several factors, including:

Complexity of your business: Larger or more complex businesses with intricate needs typically require more extensive customization and integrations, leading to higher costs.
Level of customization needed: Basic implementations with minimal customization are generally less expensive than those requiring extensive custom code development.
Number of users: The number of users who will be utilizing the Salesforce platform impacts the licensing costs.
Partner expertise: The experience and expertise of your chosen Salesforce implementation partner can influence the overall cost.

Here’s a general range:

Simple Implementations: $5,000 – $25,000 USD
Medium Complexity Implementations: $25,000 – $100,000 USD
Enterprise-Level Implementations: $100,000+ USD

While this range offers a general idea, the actual cost of your Salesforce implementation will depend on several factors. Consulting with a Salesforce partner will provide a more accurate cost assessment based on your specific requirements.

To Sum Up

This guide explained a step-by-step process of Salesforce. You need to ensure post-implementation support. So, it is crucial that the service provider offers post-delivery solutions on time and is constantly available for the seamless working of the platform and bug fixing.

Get certified as a Salesforce Administrator 201 in the first attempt with saasguru.

Frequently Asked Questions (FAQs)

1. What are the phases of Salesforce implementation?

Salesforce implementation typically follows these phases:

Discovery: This phase involves understanding your organization’s needs, goals, and requirements. It also includes identifying stakeholders, defining roles, and setting expectations.
Planning: In this phase, you create a detailed project plan, which includes defining the scope, timeline, resources, and budget for the implementation.
Configuration and customization: This phase involves configuring Salesforce to meet your organization’s needs and customizing the platform with additional features, if necessary. This includes setting up fields, objects, workflows, and other necessary components.
Data migration: During this phase, you import existing data into Salesforce from your previous CRM system or other sources. This may involve data cleansing and mapping to ensure data integrity.
Integration: If required, this phase involves integrating Salesforce with other systems and tools used by your organization.
Testing: In this phase, you test the Salesforce implementation in a sandbox environment to ensure it meets the defined requirements and functions correctly.
Training: You provide training to users to ensure they are comfortable with the new system and can effectively use Salesforce.
Deployment: After successful testing and user training, you move the implementation to the production environment.
Post-implementation support: After the go-live, you monitor the system, provide support to users, and address any issues that arise.

2. How long does a Salesforce implementation take?

The duration of a Salesforce implementation can vary significantly depending on the complexity, size of the organization, and the number of customizations required. A simple implementation for a small organization may take a few weeks, while a complex implementation for a large enterprise can take several months or even a year.

3. How do I prepare for Salesforce implementation?

To prepare for Salesforce implementation, follow these steps:

Set clear goals and objectives for the implementation, ensuring they align with your organization’s overall strategy.
Assemble a project team consisting of stakeholders, project managers, business analysts, developers, and super users.
Evaluate your current business processes and identify areas for improvement.
Define the scope of the implementation, including the required customizations and integrations.
Develop a detailed project plan, including timelines, resource allocation, and budget.
Choose a Salesforce partner or vendor who has the necessary expertise and experience to support your implementation.
Establish a communication plan to keep all team members informed and engaged throughout the implementation process.
Plan for user training and adoption to ensure a successful transition to the new system.