Streamlining Sales: Best Practices in Salesforce for Modern Revenue Teams

August 22, 2023
Sanjeeth Kumar
Lazy Sales Reps is a myth

Salesforce is no longer just a word in the tech space. It has grown to become the backbone of many businesses across industries, supporting functions like sales, service, marketing, and more. The Salesforce platform gives companies a unified, comprehensive view of their customers, empowering them to deliver unique customer experiences and drive business growth.

But the sheer depth and breadth of Salesforce's functionality can be daunting. Whether you're a sales representative juggling multiple accounts, a sales manager orchestrating strategic plays, or an admin tasked with tailoring the platform to your company's unique needs, understanding how to get the most out of Salesforce is crucial.

Harnessing Salesforce: The power of best practices

So, you've started using Salesforce. You're excited about the potential it brings to your sales team, but also a little overwhelmed by its complexity. The question "Are we doing this right?" might echo in your mind. This is where Salesforce best practices come into play.

Best practices aren't just about checking off boxes or blindly following rules. They're about finding the most effective ways to use Salesforce to suit your specific needs, driving productivity and performance. Best practices help you avoid common pitfalls and leverage the platform's capabilities to the fullest.

For example, let's say you're a sales representative with a long list of leads. Salesforce best practices would advise you to use the platform's lead scoring and grading capabilities to prioritize your outreach. This way, you can focus on the leads that are most likely to convert, saving time and improving your success rate.

So, understanding and implementing Salesforce best practices isn't just a nice-to-have—it's a must-have for any sales team aiming to maximize their efficiency and results with the platform. Enhancements to these best practices can also be achieved by incorporating tools like Luru. By automating sales processes within Slack, Luru not only strengthens your Salesforce utilization but also fosters real-time communication and proactivity within your sales team. Throughout this article, we'll be exploring these best practices across different roles, areas of functionality, and common scenarios to provide you with a comprehensive guide to excel with Salesforce.

Salesforce best practices for Sales Reps/SDRs

As a sales rep/SDR, you're often the first point of contact for potential customers. Balancing client interactions, managing a plethora of leads, and meeting targets can be a daunting task. But with Salesforce at your disposal, it doesn't have to be.

Salesforce Best Practices For Sales Reps
  1. Embrace lead scoring and grading: Prioritize leads effectively by using Salesforce’s tools for scoring and grading leads. The score indicates the engagement level of a lead, while the grade represents how well the lead matches your ideal customer profile.

  2. Maximize activity history tracking: Keep track of all your interactions with leads and customers by logging all your activities in Salesforce. This includes calls, emails, meetings, and other tasks. This historical data can provide valuable insights for future interactions.

  3. Utilize automation: Use Salesforce's automation features to streamline repetitive tasks. Automate actions such as follow-up emails or moving leads down the sales funnel, leaving you more time for strategic tasks.

  4. Take advantage of task reminders: Salesforce allows you to set reminders for tasks. This can be very useful for ensuring no important tasks are forgotten, especially when dealing with a large number of leads.

  5. Customize your view with list views: List views in Salesforce enable you to customize how you see and manage leads. You can create personalized lists based on criteria such as lead status, lead source, or any custom fields you've set up.

  6. Use productivity tools to boost efficiency: Leverage tools like Luru to update Salesforce from within the work apps without context switching. Access and update Salesforce within a few clicks from messaging and meeting apps. Saves reps 1 hour per day from avoiding admin work.

Salesforce best practices for Sales Managers

As a sales manager, your role involves strategic planning, team oversight, and performance tracking. Salesforce can be your trusted ally, providing valuable insights and helping you drive your sales strategy.

  1. Monitor with Dashboards: Use Salesforce's customizable dashboards to track key sales metrics and KPIs. By setting up dashboards that display real-time data, you can keep a pulse on your team's performance and identify areas for improvement.

  2. Leverage forecasting tools: Salesforce's forecasting tools can help you predict sales revenue based on opportunities in the pipeline. Use these tools to set realistic goals and adjust your sales strategy accordingly.

  3. Implement collaborative selling: Encourage your team to use Salesforce's Chatter feature for collaboration. It's an excellent tool for sharing insights, solving problems, and fostering a team spirit. Collaborative Selling is also possible on Slack (owned by Salesforce). It helps reps to get assistance on the go where conversation happens after alerts are sent.

  4. Standardize sales processes: Ensure your team follows a standardized sales process for consistent results. Define clear stages in your sales pipeline, and set up workflows in Salesforce using Luru to guide your team through each stage. Unlike code-dependant Salesforce workflows, workflows on Luru are simple and can be set in minutes.

  5. Manage territories effectively: Salesforce provides tools for managing sales territories. Properly assigning territories can ensure balanced workloads, adequate coverage, and ultimately, better results.

Salesforce best practices for Revenue Operations and Sales Operations

Revenue and sales operations roles are focused on data analysis, revenue forecasting, and process optimization. Salesforce can be your command center, equipping you with tools for data-driven decision-making.

Best Practices For Salesforce
  1. Ensure data accuracy: Implement data validation rules in Salesforce to prevent incorrect or incomplete data entry. Clean and accurate data is crucial for effective decision-making.

  2. Utilize reports for analysis: Use Salesforce's robust reporting tools to analyze your sales data. These reports can provide valuable insights into trends, bottlenecks, and opportunities for growth.

  3. Optimize process with automation: Implement Salesforce's process automation tools to streamline operations. With Luru's intuitive workflow automation, you can set up real-time and scheduled Slack alerts for any specific condition. Notify your team of wins, missing fields, or stuck deals with Luru's no-code Workflow builder. The bi-directional alerts allow sales reps to update Salesforce right from within Slack boosting productivity without context switching.

  4. Leverage predictive analysis: Use Salesforce's predictive analytics tools to make forecasts based on your historical sales data. These forecasts can guide strategic decisions and help you stay ahead of the game.

  5. Maintain regular data audits: Schedule regular data audits to identify and resolve any issues with data quality or integrity. This is crucial for maintaining the reliability of your Salesforce instance.

Salesforce best practices for CRM Admins

As a CRM admin, your role involves managing users, maintaining security, customizing the system, and ensuring overall performance. Salesforce provides you with tools to manage all these aspects efficiently.

  1. Implement role-based user access: Set up user roles and profiles in Salesforce to control access based on responsibilities. This is essential for maintaining data security and integrity.

  2. Leverage custom fields and objects: Customize your Salesforce org by creating custom fields and objects to capture specific information relevant to your business needs.

  3. Manage Salesforce releases: Stay updated with Salesforce's three annual releases. Ensure that your customizations are compatible with the new features and updates.

  4. Regularly backup data: Schedule regular data backups to prevent any data loss. Salesforce provides multiple options for data export, which can be used for backup purposes.

  5. Optimize system performance: Use Salesforce's Optimizer tool to regularly review your organization's performance. This can highlight areas for improvement and provide recommendations to enhance system performance.

Remember, Salesforce is a powerful platform, but it's only as effective as your ability to use it. By following these best practices, you can unlock its full potential and drive sales success.

Salesforce best practices for lead management: From capturing to conversion

Salesforce Best Practices Lead Management
  1. Deploy web-to-lead forms: One of the best practices for capturing leads is to deploy Salesforce's Web-to-Lead forms on your website. This ensures that any prospect filling out your contact form is directly entered as a lead into Salesforce, saving time and reducing data entry errors.

  2. Maximize Pardot for lead capture: If you're using Pardot, Salesforce's B2B marketing automation tool, it's best to maximize its potential for lead capturing. Features such as progressive profiling allow you to gradually collect valuable information about your leads, enriching lead data over time.

  3. Use Salesforce Campaigns: Another best practice involves making full use of Salesforce campaigns. By associating leads with specific campaigns, you can assess which marketing activities generate the most leads, enabling more data-driven marketing decisions.

  4. Enrich leads with If your business has access to, use it to enrich lead data. This can help sales reps understand their leads better and craft more personalized outreach strategies.

  5. Implement duplicate management rules: To maintain database integrity and save reps' time, it's crucial to manage lead duplication. Implement Salesforce's duplicate management rules to prevent the creation of duplicate leads, thereby ensuring a more efficient lead management process.

Salesforce best practices for lead assignment

  1. Using lead assignment rules effectively: One best practice is to leverage Salesforce's Lead Assignment Rules to automate the process of assigning leads. Ensure you set up rules that reflect the structure and strategy of your sales team, considering factors like lead source, geographical location, or the size of the business.

  2. Implementing round-robin lead assignment: To ensure fair and even distribution of leads among your sales reps, you can implement a round-robin assignment rule in Salesforce. This is particularly effective in teams where all members have a similar level of expertise and capacity.

  3. Assigning leads based on territories: If your sales team operates on a territory basis, Salesforce's territory management feature can be used to assign leads. This allows for a more targeted approach, ensuring that reps are working on leads in their specific geographical area.

  4. Managing inactive leads: Regularly reassign inactive leads to ensure none slip through the cracks. You can set up workflows or alerts to identify leads that haven't been touched in a while and ensure they're assigned to a rep who can follow up.

  5. Regularly reviewing lead assignment rules: Consistently audit and review your lead assignment rules to make sure they're effective and reflect any changes in your sales team or strategy. Updating rules as needed keeps your lead assignment process efficient and relevant.

Salesforce best practices for lead nurturing and conversion

  1. Utilizing lead scoring and grading: Salesforce allows you to assign scores and grades to your leads, which can be a powerful tool for identifying those most likely to convert. Regularly review and prioritize these high-potential leads for follow-ups.

  2. Creating nurturing campaigns with Pardot: If your organization uses Pardot, create and implement nurturing campaigns to engage leads over time. Such campaigns can provide valuable content, build trust, and guide leads toward a purchasing decision.

  3. Tracking all lead interactions: Consistently log all interactions with your leads in Salesforce, including emails, calls, meetings, and notes. These records provide valuable insights, helping tailor your approach for each lead.

  4. Collaborative selling with Chatter: Encourage your team to use Chatter to collaborate on leads. Sharing insights and asking questions in a centralized platform can significantly improve team collaboration and lead to more closed deals.

  5. Monitoring lead conversion rates: Regularly monitor and analyze your lead conversion rates in Salesforce. These metrics can help identify bottlenecks in your sales process and provide a foundation for improvement strategies.

Salesforce best practices for lead status management

Lead Status Salesforce Best practices
  1. Unified lead status definitions: For effective management, ensure that the entire team comprehends the meaning of each lead status. Uniform definitions across the organization will keep everyone on the same page.

  2. Periodic lead status updates: Update the lead status as they progress through the sales funnel. Timely status updates facilitate accurate tracking and reporting.

  3. Employ custom lead statuses: Salesforce provides an option to customize lead statuses. Capitalize on this feature to tailor your lead management system to your unique sales process.

  4. Automation for status transition: Automate status changes based on certain actions or milestones. This not only saves your sales reps' time but also maintains consistency.

  5. Lead status in reporting: Always include lead status in your reports. It offers a comprehensive view of the sales pipeline and aids in identifying potential bottlenecks.

Efficient lead management is vital for the success of any sales process. It begins with capturing potential leads, assigning them to appropriate sales reps, and nurturing them towards conversion. Luru can hugely elevate Salesforce's lead management capabilities. With its alert system, Luru keeps your team abreast of any changes in lead engagement levels, alerting reps to reevaluate leads that might have previously been classified as unqualified, thereby improving the quality and accuracy of lead handling.

In the realm of opportunity management, timing and quick actions can drastically affect the outcomes. Here, Luru's real-time alert system plays a critical role. For instance, if a high-value deal enters the pipeline, or a deal gets stuck at a stage, Luru sends an alert, enabling reps to concentrate on these pivotal opportunities, thereby facilitating timely actions and decision-making.

Automation in Salesforce: Balancing Sales and Admin Tasks

The power of automation: Salesforce best practices for balancing selling and administrative tasks

  1. Automate repetitive sales tasks: Use Salesforce's Process Builder and Workflow Rules to automate repetitive sales tasks like follow-up emails, task creation, and more, saving your sales reps valuable time.
  2. Designate an automation champion: Assign a technically savvy sales rep to lead in automation deployment. They can customize automation rules to match your unique sales processes and needs.

  3. Review automation impact regularly: Regularly review the impact of automation on your sales processes. Ensure it's helping your sales reps and not adding extra complications.

  4. Train reps on automation: Ensure your sales reps are well trained on how to use Salesforce's automation features. It can empower them to take full advantage of the time-saving benefits.

  5. Use automation to boost follow-ups: Automate follow-up reminders for sales reps. Timely follow-ups can increase your chances of winning a deal.

Salesforce best practices for productivity

Salesforce Best Practices For Productivity
  1. Productivity audits for sales activities: Leverage Salesforce reports to conduct regular audits of sales activities. Identify time-wasting activities and opportunities for automation.

  2. Adopt Salesforce Mobile for field sales: If your sales reps are often on the move, Salesforce Mobile can keep them connected. They can update and access crucial client information anytime, anywhere.

  3. Integrate emails to streamline sales activities: Salesforce allows integration with email platforms. This feature can help your sales reps track email conversations within Salesforce, saving time and ensuring no communication slips through the cracks.

  4. Customize salesforce views: Tailor Salesforce's interface to match each sales rep's workflow. By highlighting the most-used features and information, you can reduce the time spent searching for data.

  5. Leverage List Views for effective management: Encourage your sales reps to use custom list views to effectively manage their leads, opportunities, or accounts. This can enhance their productivity by providing quick access to relevant information.

Salesforce and teamwork: Enhancing collaboration and communication

Best practices for streamlining team handoffs in Salesforce

As a lead progresses through the sales cycle, their journey intersects with different teams, each carrying forward the baton to the next. To ensure a successful relay, efficient transitioning of leads or deals between these teams is critical. Salesforce and Luru together play a pivotal role in fine-tuning this process for optimal results.

Here, we highlight some universal best practices for every handoff in the sales cycle:

I. Establish clear handoff criteria: Every team handoff, regardless of the stage, requires well-defined criteria. These could be based on lead scores, engagement levels, customer readiness, technical requirements, and other relevant factors. Luru's automation capabilities can signal when a lead or deal qualifies for handoff, simplifying this process.

II. Formalize handoff procedures: Standardized procedures prevent leads or deals from falling through the cracks during transitions. Luru enhances this by notifying the pertinent team when a lead or deal is ripe for handoff.

III. Utilize tools for seamless handoff: The combined power of Salesforce and Luru ensures smooth handoff transitions. Key actions such as status changes or task assignments can indicate a successful handoff, and with Luru's bi-directional integration with Salesforce, synchronization is a breeze.

IV. Foster interdepartmental communication: Regular, open communication is paramount during handoffs. Luru facilitates this by providing real-time updates on lead or deal statuses and essential handoff information within Slack, promoting clarity and alignment.

V. Create feedback loops: Encourage teams to share feedback on lead quality and the handoff process. Luru enables easy exchange of feedback within Slack, offering valuable insights for continual process improvement.

These best practices apply to all team handoffs in your sales cycle, including:

  • Marketing to Sales Development Representatives (SDRs): Initiate the lead journey with clear criteria for transitioning leads based on lead scores or engagement levels. Luru can automate this by alerting SDRs when a lead meets the necessary handoff criteria.

  • Business Development Representatives (BDRs) to SDRs: Establish standards based on the level of interest or number of touchpoints to ensure smooth transitions. Luru can automate alerts to SDRs when leads are ready for handoff.
  • SDRs to Account Executives (AEs): Set clear handoff parameters based on lead qualification or readiness to buy. Luru can facilitate this transition by alerting AEs when a lead is ready for the next step.

  • AEs to Solutions Architects: Before diving into technical details, set detailed handoff parameters based on the complexity of client needs or potential deal size. Luru can signal Solutions Architects when a deal is ready for review.

  • Solutions Architects to Customer Success Managers (CSMs)/Account Managers (AMs): Ensure a seamless transition based on the completion of a solution proposal or the start of a new contract. Luru can automate alerts to CSMs/AMs when clients are ready for transition.

By adhering to these best practices, you can streamline your sales process, enhance team collaboration, and ultimately boost your conversion rates. Remember, open communication and constant feedback are your keys to continual process refinement.

Best practices for enhancing team collaboration and communication in Salesforce 

I. Collaborating via Salesforce Chatter and Slack: Foster daily usage of Chatter for internal team communication. Encourage the use of @mentions in Chatter to speed up response times and keep everyone informed. For more real-time, cross-functional collaboration, integrate Salesforce Chatter with Slack, where your team can continue conversations, aided by Luru's Salesforce integration.

Salesforce and Slack to Enhance Team Collaboration

II. Centralized file sharing and document collaboration: Use Salesforce Files for all document sharing to ensure everyone has access to the most updated versions. For real-time collaborative work on sales proposals or contracts, consider using tools like Quip or leverage Luru’s capability to pull in relevant Salesforce Files directly within Slack for collaborative review and editing.

III. Effective Salesforce communication in Slack: Develop clear guidelines for communicating Salesforce information within Slack. With Luru's integration, team members can pull necessary Salesforce data directly into Slack channels for discussion, reducing the need to switch platforms.

IV. Collaborative sales forecast review: Utilize Salesforce's Collaborative Forecasts and discuss sales projections as a team. Enhance this process by using Luru to pull forecast data into Slack where the team can collaboratively review and discuss, aligning everyone towards shared goals.

V. Regular Salesforce meetings and transparency: Schedule regular meetings through Salesforce to review sales performance, address challenges, and brainstorm solutions. Enhance meeting effectiveness by using Luru to fetch relevant Salesforce reports into Slack ahead of meetings, ensuring everyone is prepared.

VI. Chatter group guidelines and remote team engagement: Establish rules for Chatter groups and shared calendars for better resource planning. If you have remote teams, Salesforce Anywhere can be a game-changer. Further, with Luru's Slack integration, remote teams can access necessary Salesforce data without having to leave Slack, ensuring everyone stays in sync.

VII. Encourage feedback and continuous improvement: Establish a feedback mechanism within Salesforce and Slack. This could be a dedicated Chatter group or a Slack channel where team members can share their thoughts on improving collaboration. Feedback can also be related to the effectiveness of Luru, contributing to the tool's improved usage.

Evaluating performance and continuous improvement: Salesforce best practices

Best practices for managing unqualified leads in Salesforce

I. Clearly define lead qualification criteria: Formulate well-defined criteria for lead qualification to streamline the lead evaluation process. This practice ensures that your sales team can accurately differentiate between qualified and unqualified leads, reducing the risk of missing potential opportunities.

II. Retain unqualified leads for future reference: Rather than deleting unqualified leads, assign them to a distinct category. With time, these leads can evolve due to changing business needs, client demands, or market scenarios. By keeping these leads in your system, you're maintaining a reservoir of potential prospects that may mature into viable leads in the future.

III. Implement nurturing campaigns for unqualified leads: Allocate unqualified leads to nurturing campaigns that are designed to gradually build their interest and trust. Using tactics like personalized email marketing or targeted content can educate and engage these leads, improving the chance of their conversion over time.

IV. Regularly review unqualified leads: Adopt a practice of routine reviews of unqualified leads. Market dynamics and customer needs can change rapidly, and a lead that was unqualified yesterday may suddenly become a potential prospect today. Regular reviews allow sales teams to reassess these leads and adjust their strategies accordingly.

V. Leverage automated alerts for significant changes: Set up automated alerts in Salesforce to notify your sales team about any significant changes in unqualified leads' behavior or status. These alerts act as triggers indicating a possible shift in the lead's qualification status, enabling your sales team to swiftly respond and take necessary actions.

Salesforce best practices for sales performance management and motivation

Salesforce Best Practices For Sales Performance Management
  1. Create customized performance dashboards: Use Salesforce's customizable dashboards to provide sales reps with a real-time view of their performance metrics. Having regular access to performance data can motivate them to strive for improvement.

  2. Celebrate successes to boost morale: Leverage Salesforce to track and celebrate wins. Acknowledging and rewarding top performers can foster a motivating environment for the entire team.

  3. Set up regular review cycles: Implement regular sales performance reviews to keep your team focused on targets. Combine these reviews with group meetings and one-on-one feedback sessions for a comprehensive approach.

  4. Utilize Salesforce forecasting for performance prediction: Use Salesforce’s forecasting tools to predict sales rep and team performance. Anticipating trends and taking proactive measures can contribute to improved sales results.

Salesforce best practices for sales process optimization and continuous improvement

  1. Implement regular performance audits: Conduct regular audits of your sales processes in Salesforce to identify bottlenecks and areas for improvement.

  2. Encourage reps to self-assess: Promote a culture where sales reps use Salesforce's reporting features for self-assessment. This can encourage continuous learning and improvement.

  3. Review and revise sales goals: Periodically review and adjust sales goals based on performance data from Salesforce. This ensures that the goals remain realistic and achievable.

  4. Use Einstein Analytics for deep insights: Leverage Salesforce's Einstein Analytics for deeper insights into performance data. These insights can reveal patterns and trends not evident in basic reports, aiding in the continuous improvement of your sales process.

  5. Promote a culture of continuous improvement: Use insights gained from Salesforce to instill a culture of ongoing improvement within your sales team. Regular training and upskilling sessions, informed by Salesforce data, can further support this goal.

Salesforce dashboards and reports provide a comprehensive picture of your sales operations. Luru further augments this by offering real-time insights directly within your team's communication platform, Slack. When crucial updates occur, such as deal stagnation or missing CRM fields, Luru promptly alerts the team. This means your Salesforce reports are always current and accurate, contributing to better decision-making and strategy planning.

Integrations and Enhancements in Salesforce: Extending Functionality

Salesforce best practices for potential benefits of integrating Salesforce with other platforms

  1. Sync email and calendar apps: Sync your sales team's email and calendar apps with Salesforce. This allows for seamless scheduling and email tracking directly within Salesforce.

  2. Integrate with marketing automation tools: If you're using a marketing automation tool like Marketo or Pardot, integrate it with Salesforce for seamless lead management and nurturing.

  3. Leverage data integration tools: Use data integration tools to bring data from other platforms into Salesforce. It provides your sales team with a comprehensive view of each customer.

  4. Connect with social media platforms: Link your social media platforms to Salesforce. It can give your sales team insights into leads and customers’ social media activity.

  5. Use document management integrations: Use integrations with document management systems like SharePoint or Google Drive. It allows for effective document sharing and collaboration within your sales team.

  6. Integrate Slack for pipeline management with Luru: Integrate Slack with Salesforce using Luru to streamline pipeline management. Luru enables sales teams to pull and interact with Salesforce data directly within Slack, their primary communication platform. Sales reps can update records, get alerts on changes to key deals, and discuss pipeline statuses in real-time, leading to more agile sales operations and better team collaboration.

Salesforce best practices for system enhancements

Salesforce best practices for system enhancements
  1. Customize Salesforce to fit your sales process: Make full use of Salesforce's customizability. Tailor it to match your unique sales processes and workflows for maximum efficiency.

  2. Leverage AppExchange for enhancements: Use Salesforce's AppExchange to find and install apps that enhance your sales processes. Apps are available for various functions, from contract management to prospecting.

  3. Optimize page layouts: Optimize Salesforce's page layouts to highlight the most relevant information. It can enhance usability for your sales reps.

  4. Implement lightning Experience for a modern interface: If you haven't already, migrate to Salesforce's Lightning Experience. It offers a more modern and intuitive interface, with additional features for productivity.

  5. Regularly update and upgrade: Stay on top of Salesforce updates and upgrades. Regular updates not only improve system performance and security but also introduce new features that could benefit your sales team.

Data management in Salesforce: From migration to cleansing

Data migration Salesforce best practices

  1. Clarify migration goals: Before initiating any migration, understand its impact on your sales process. Identify which data will help your team to improve lead tracking, customer interaction, forecasting, and more.

  2. Preserve sales history: In the migration process, ensure to include all the historical sales data. It can provide rich insights for your sales team and help them strategize better.

  3. Validate the sales data: Post-migration, validate the data from a sales perspective. Check whether all the sales-related fields are correctly populated and the migrated data is aligned with your sales process.

  4. Train the sales team: Once the data is migrated, conduct a training session for the sales team. Walk them through the new data structure, showing them how to use the migrated data effectively.

  5. Feedback loop: After the migration, get feedback from the sales team. Ask them if the new data structure is helping them or if they're facing any issues. Use this feedback to make necessary adjustments.

Salesforce best practices for data cleansing

  1. Sales-specific cleansing: While cleaning the data, focus on sales-specific fields. Remove duplicates and inconsistencies in data like accounts, contacts, leads, opportunities, etc.

  2. Establish a sales-centric cleansing schedule: Set a cleansing schedule considering the sales cycle. Regular data cleaning ensures your sales team always has accurate and up-to-date information.
  3. Automate sales data cleansing: Utilize Salesforce's features like Duplicate Management to automate the cleansing of sales data. This ensures the sales team doesn’t waste time dealing with unnecessary data.

  4. Clean data entry practices: Educate your sales team on the importance of clean data entry. This can help in maintaining the cleanliness of important sales data like leads, contacts, and opportunities.

  5. Periodic data audits: Regularly audit the sales data. Check for data quality, consistency, and accuracy. This helps to maintain a clean database, enabling your sales team to operate more effectively.

Maintaining a clean and reliable Salesforce database is a priority. Luru contributes significantly to this aspect by offering bi-directional alerts. With Luru, Salesforce record updates can be made directly from Slack. Whether it's updating missing MEDDIC fields or correcting a close date, your sales reps can ensure data accuracy without needing to switch between platforms, facilitating a streamlined data management process.

Salesforce Administration: Deployment, adoption, and cloning

Salesforce best practices for administration

best practices for salesforce administration

As your sales team navigates through the ever-evolving business landscape, a skilled Salesforce Admin is crucial to ensuring smooth operations.

  1. Assign a dedicated Salesforce Admin: A well-trained Salesforce Admin is key. They manage user accounts, set permissions, and maintain the overall system, ensuring that the sales team can focus on selling and not on navigating technical difficulties.

  2. Stay up-to-date on Salesforce updates: Salesforce updates its features regularly. To take full advantage of these enhancements, your Admin needs to keep up with these changes, understand them, and implement those beneficial to your sales team's processes.

  3. Regularly check security settings: Security is paramount in maintaining your sales data. Regularly checking the security settings, such as password policies, IP restrictions, and session settings can save your sales team from possible data breaches and loss of sensitive information.

  4. Customize page layouts for sales: To aid your sales team's efficiency, customizing Salesforce page layouts to display pertinent data helps. Consider displaying fields relevant to the sales cycle prominently, and remove unnecessary clutter.

  5. Optimize record types and sales processes: Ensure your Salesforce record types and sales processes reflect your sales team's workflow. Tailoring Salesforce to match your team's selling process enhances efficiency and user adoption.

Best practices for Salesforce deployment and adoption

Salesforce deployment and adoption can significantly affect your sales operations. Here are some ways to ensure a smooth transition.

  1. Plan your deployment carefully: This includes assessing your sales team's readiness for Salesforce, mapping out a timeline, and identifying potential hurdles. Consider involving key sales representatives in this planning phase.

  2. Train your sales team: Equip your sales team with necessary Salesforce skills through training sessions. Use real-world examples and role-specific use cases during training.

  3. Provide ongoing support: Offer constant helpdesk support to address queries and issues as your sales team starts using Salesforce. Quick resolutions can improve adoption and minimize disruption.

  4. Celebrate early wins: Showcasing early success stories following Salesforce adoption can motivate your sales team and encourage usage. Share instances where Salesforce has helped close deals faster or manage leads better.

  5. Continuous improvement: Regularly collect feedback from the sales team about their Salesforce usage. Use this feedback to refine the system, making it more user-friendly and effective for sales operations.

Successful Salesforce adoption hinges on user-friendliness and how well it integrates into daily workflows. Luru can enhance this adoption process with its seamless Slack integration. By enabling sales reps to carry out key Salesforce tasks directly within Slack, such as updating deals or receiving pipeline insights, Luru makes Salesforce adoption more appealing and user-friendly, ensuring it becomes an indispensable part of your sales team's daily operations

Cloning profiles in Salesforce: Best practices

Cloning Profiles Salesforce Best Practices

Cloning profiles can save time, but it needs to be done correctly.

  1. Use cloning for similar profiles: When you have sales roles with similar duties, clone the existing profiles to save time. It’s much quicker than building new ones from scratch.

  2. Check cloned profiles: After cloning, make sure to review and adjust the access settings to match the needs of the new role. Remove or add permissions as needed.

  3. Train users on their new profiles: Each cloned profile could have different access rights and features. Ensure that the sales rep using the new profile understands these differences.

  4. Regularly review cloned profiles: Over time, the effectiveness of cloned profiles may change. Regular reviews allow for timely updates, keeping them in sync with evolving sales processes.

  5. Document your cloning decisions: Keeping a record of why you cloned a profile and the adjustments made can be useful for future reference. This documentation can be crucial during audits, for new Admins, or for troubleshooting.


We've explored a range of Salesforce best practices that can transform your sales operations. From capturing leads to managing opportunities, reporting, and data cleansing - implementing these best practices will ensure that your sales team is performing at its best. But how can we make the adoption of these practices even more seamless and efficient? That's where Luru comes into play.

It is a robust platform designed to automate sales processes within Slack, working in conjunction with your Salesforce CRM. Luru isn't just a complement to Salesforce - it's a powerhouse tool that can amplify your team's sales productivity and efficiency. By integrating these two platforms, you're not only adopting Salesforce best practices, but you're also going the extra mile to create a streamlined, collaborative, and data-driven sales environment. This is the kind of proactive sales strategy that delivers results, making your team ready to win, every time.


Which Salesforce best practices should every sales team follow?

Every sales team should prioritize lead management, consistent data entry, team collaboration, regular performance reviews, and effective use of automation features in Salesforce. Remember, the goal is to maximize productivity and ensure efficient sales processes.

How does Salesforce help sales reps in their day-to-day tasks?

Salesforce, when used effectively, can streamline the sales process by organizing leads, automating repetitive tasks, facilitating team collaboration, providing valuable customer insights, and more. It serves as a one-stop solution for all your sales needs.

What is the best practice for Salesforce hierarchy?

Salesforce hierarchy should mirror your organization's structure. It helps in managing data visibility and ensures that the right people have access to the right data. It's a best practice to keep the hierarchy updated as your team evolves.

Why are Salesforce best practices essential for sales teams?

Salesforce best practices help sales teams to optimize the usage of the platform, making processes more efficient, improving collaboration, and ultimately leading to more closed deals. It can turn Salesforce from a mere tool into a sales powerhouse.

How can Salesforce best practices help in making a sales team more productive?

Best practices like effective lead management, proper data handling, and utilization of automation can free up a sales rep's time from administrative tasks. It allows them to focus more on selling, thereby enhancing productivity.

Articles on Sales, RevOps, automations, life and more