7 Tips to Make Salesforce Adoption Second Nature

There are too many required fields; it takes too long to load; no one will use this information; it’s just busywork – the classic list of what can seem like an endless list of customer relationship management (CRM) usage excuses. The reality is that no organization is immune to these challenges – it’s very common for users to quickly find reasons not to embrace the full potential of a CRM. There is a need for Salesforce strategies to increase adoption. When it comes to embracing a CRM, such as Salesforce, how can you get in front of these common excuses to set your team up for success? How to increase user adoption? What are the Salesforce strategies to improve adoption? How to improve Salesforce adoption? Learn 7 key tips to help your organization make Salesforce adoption second nature and how to increase user adoption.

Tip #1: Make Your Salesforce Instance User-Friendly

Striking the right balance between tracking the important data points your business needs and not overcomplicating it with unnecessary information should be a top priority when engaging users and keeping them engaged. Page load times should be quick and not waste your users’ time. This can be accomplished by configuring pages only to show the most relevant fields to users. It’s also important to be proactive with data quality. If your instance is littered with outdated information, it will not help users or encourage usage. Data management and cleansing tools can help enrich missing data points, such as phone numbers or emails, to help alleviate time spent on researching this information.

Tip #2: Make Adoption Start from the Top Down

If leadership doesn’t communicate and embrace the value of Salesforce, then there’s a high probability that your users will not believe in it either. Getting each user to adopt Salesforce involves showing how their organization derives value. Leadership can display this in key areas, such as using Salesforce to review key performance indicators (KPIs) and dashboards during organizational meetings and engaging with users via Chatter on opportunities.

Tip #3: Make It Known User Feedback is Key

When requirements, policies, or procedures get created in a vacuum, users can feel left out of the discussion. That’s why it’s important to listen to your users and take honest feedback into account. This can happen via periodic surveys, discussions, or forming a committee with a mixture of your user types (power users to naysayers) to gain direct insights to make improvements relative to the needs of your users.

Tip #4: Make Sure Users Know the Strategic Value

Historically, Salesforce was associated mainly with the sales team; that’s not the case anymore. With Salesforce’s Customer 360 approach, you can drive customer success across the organization (Marketing, Customer Service, etc.). In the long run, happier customers help drive sales. Communication is also central to understanding the strategic value and sharing consistent improvements on your Salesforce roadmap.

Tip #5: Make Ongoing Training a Priority

Training is often thought of as a task at the beginning of new hire orientation. This is certainly an integral step in starting on the right foot and setting expectations; however, training should be viewed as ongoing. Like designing your Salesforce instance, don’t overcomplicate training with long, laborious classes. Consider providing training in manageable portions by developing periodic tips via short videos and giving feedback to your users on areas where they are doing well and where they can improve. You can also encourage participation in user groups to gain insights into best practices from their peers.

Tip #6: Make it Routine

Using a CRM can sometimes be an afterthought. How do you change this mindset and have it become a natural part of your users’ day? As previously mentioned, leveraging Chatter is a great way to communicate and engage with your team through status updates and files. Another way to foster routine usage is integrating Salesforce with your email application (MS Outlook or Gmail). Users can easily log emails in real-time and schedule meetings to ensure Salesforce is always kept up to date. Having a Salesforce champion within the organization could play a big role here. A superuser who can be the evangelist and promote Salesforce usage within the organization.

Tip #7: Make it Easy and Efficient

In today’s day and age, just about any business process can be automated. Many time-consuming, repetitive tasks would normally require human intervention to write and send an email, such as notifying a team when an opportunity closes or routing a quote for approval that can be automated within Salesforce based on your particular workflows. Determining what can be automated within Salesforce to make life not only easier for your users can also drive efficiencies within your entire organization.


1. What is Salesforce adoption dashboards?

Salesforce adoption dashboards are tools that give insights on user adoption rates of Salesforce and how they are using the platform.

2. How do I install Salesforce adoption dashboard?

These steps can help in installing the Salesforce adoption dashboard. Login as an Admin to Salesforce account. Open Appexchange. Find Adoption Dashboard through search bar. Click the button, Get it Now. Follow the prompts shown.

3. Why is adoption important in Salesforce?

Adoption is critical and determines how well Salesforce has been implemented by the organization.

4. What is Salesforce adoption?

It is a determinant on how well Salesforce has been utilized within the organization.

5. What is CRM adoption?

CRM adoption is the level at which a CRM is getting utilized by the company’s employees, including its acceptance and engagement levels

6. What is user adoption?

To answer this question, what is user adoption. user adoption is the extent to which users engage with the salesforce platform in an organization. User adoption helps to measure the degree to which users leverage Salesforce in their daily activities to achieve goals. When fully adopted, Salesforce enables users to streamline their workflows, collaborate better, and gain deeper insights into their business and customer operations. Furthermore, organizations enable user adoption through user-friendly interfaces, customized dashboards, and training programs.

7. What is Salesforce adoption strategy?

Salesforce adoption strategy is the approach taken by a organization to improve the adoption of Salesforce among employees.

8. Why is salesforce important?

An organization who has already used Salesforce will definitely have answer to this question, why is Salesforce important. However, here is the answer. Salesforce enables businesses to improve customer relationships, streamline processes, and make data-driven decisions to drive growth. Salesforce strategies refer to different approaches and plans businesses leverage to improve customer relationship management (CRM) and sales processes.