of rules to accomplish a certain result. In short, user-defined values enable a certain module or feature to function based on the Salesforce setup. You can do most of this on your own, but hiring a Salesforce Partner increases ROI for your business.
Examples of Salesforce Configuration
Here are Some Examples of Salesforce Configuration:
Adding or modifying fields
Adding apps from AppExchange
Creating record types
Adding objects or tabs
Creating new permissions
Building new page layouts
Creating email templates
Creating or changing workflows
Building reports and Dashboards
Creating new user profiles
Changing the user interface
Best Practices of Salesforce Configuration
Configuring Salesforce is one of the most important things you can do to get the most out of your CRM. Just Check out the below best practices for SFDC configuration.
1. Run Field Utilization Reports
This Salesforce configuration allows you to see if any news sources are growth of the overseas chinese in canada contaminating your data. The most effective way to address this is to reduce the number of fields that are always blank by 30%. In addition, we recommend deprecating the field that is always blank by 95% regularly. However, make sure you do not remove this field from your CRM.
2. Deactivate Non-Active Users
Deactivate users who don’t need Salesforce access for any reason or have quit the company. Deactivating these users will help streamline your Salesforce.
3. Keep a Check on Errors
Do not forget to review Salesforce configuration issues that pop up now and then. You’ll also want to check your logs to prevent last-minute crashes. Every time an external application syncs your Salesforce data with theirs, take a look at their error logs to see if any new patterns are popping up.