Your End-of-Year Salesforce Health Check Guide
As we wrap up another exciting year in the world of sports and live entertainment, now is the perfect time to reflect on your Salesforce data. A well-organized CRM sets the stage for a successful new year and the fine folks of your Paciolan Salesforce Admin team are here to help.
Section 1: Who Still Works Here?
Auditing our current Active Users can be a great way to check who still has an active login to your Salesforce instance. If you search in “All Reports” in your Salesforce Org for ‘User’ there should be a canned report showing active Users. It is best practice to make sure a User gets deactivated when they are no longer with your organization. This not only helps with security and safety of your data, but also should free up a license that can be allocated to a current colleague. So, if you see a name on the active User list that should not be there, let your Salesforce Admin know and we can get things cleaned up.
Pro Tip: If you want to take more control of your Salesforce Org and create/deactivate new Users on your own, ask you admin about a feature called “Manager Access.”
Section 2: What’s Everyone Working On?
If we have successfully audited our active Users and have noticed we still have logins for former colleagues active, there is a fairly good chance that person still owns some Opportunities or Tasks. Now is a great time to see if any of those outstanding propositions and activities are still relevant. If so, we’ll want to reassign them to a current User, so nothing falls through the cracks. If not…
Section 3: Close Out old Opportunities
Outdated data clogs our reports and analytics. It can mess with pipeline reporting and hinder our actionable insights. If there are old Opportunities from January for an already-closed season, let’s close those out in bulk! Your Admin can help with this.
Section 4: Optimize for Next Year
Now that you have cleaned your Users, Opportunities, and Tasks you have a clean slate to hit the ground running in January. Other considerations once in the new year can include reports/dashboards, Eloqua data flowing into Salesforce, and moving existing business processes into Salesforce. If you’re still tracking it in a spreadsheet, your Salesforce admin team can help migrate that process into Salesforce.
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