Longshore Consulting Salesforce Social Sector Success Checklist
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What you need to do to decrease distraction and boost Salesforce adoption at your organization!
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Communicate early and often with everyone at your organization: what are you doing, why are you doing it, when will it happen, how can they get involved, and where can they go for support.
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Decide on key processes: Is it everyone\'s job to update contacts? Should every email, phone call, and meeting with a contact be recorded in Activity History? How should contacts, organizations, donations, etc. be named and labeled?
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Train users at your organization, not just when you go live! Use Salesforce Trailhead and other free, interactive tools.
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Turn OFF annoying Chatter feed notifications so staff don\'t get distracted.
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Clean your data regularly - I recommend once a quarter using CRMFusion\'s DemandTools, which is free for nonprofits.
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Ask for help. The Power of Us Hub, Salesforce Collaboration Community, and #askforce on Twitter are all great resources.
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Turn ON field history tracking on every object for the 20 fields you use most.
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Turn ON and download your weekly data export.
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Turn OFF the ad banner pop up at the top of every page (currently advertising Salesforce1 mobile).
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Stay in touch with Longshore Consulting and tell your friends to sign up at http://www.longshoreconsulting.com/ for more great tips and learning opportunities!
