Now is a great time for Salesforce Administrators on education teams to do a quality check on their organization’s Salesforce environments. We asked our team to share their top tips for getting your Salesforce org ready for the busy back to school season.
Returning from time away during the summer presents a great opportunity to say “Welcome back!” with updated system training materials and best practices. While your team is getting back into the swing of things, confirm security settings and user profiles are accurate. Consider providing some refresher training or holding a couple open office hours in case users have questions.
If you use your system to manage your industry partners, consider launching a communication plan to get updated contact information and re-engage them for any upcoming events or opportunities.
This tool helps Salesforce Administrators conduct a comprehensive org-wide health check. The Salesforce help page said Salesforce Optimizer can be run in sandbox or production “to get recommendations for feature improvement, clean up customizations, reduce complexity, and drive feature adoption.” The optimizer will take a look at sharing settings, workflows, usage, storage, unreviewed releases, etc.
Plan out which release features will impact your team over the next few months and start considering the best communication schedule, training materials and go-live plan. We have education clients that share relevant releases notes with users once summer starts to wind down.
As usage of your Salesforce environment starts to pick back up, take advantage of feedback your users may have. Prioritize enhancement requests and build out a roadmap based on resources and budget available to update the system. Engaging key super users in discussions about these enhancements is also a great way to re-invigorate excitement about using Salesforce.
Org Due Diligence
Here are few tasks that don’t take much time and can save resources in the long run:
- Confirm your license count is accurate.
- Deactivate users that are not active or do not need access to the org.
- Run a few basic reports to ensure you don’t have missing data or that profile/account/record information is accurate.
- Run duplicate rules and clean up your constituent data to start the year with a clean set of data.
- If your org stores student information, complete any tasks required to rollover data to the next school year.