Best Practices For Defining Business Processes In Salesforce

The primary motive of Salesforce CRM is to simplify the business processes undertaken by an organisation. Through efficient Salesforce development and productive Salesforce integration, users can avail the benefit of spending lesser time and efforts behind carrying out the majority of the business processes.

However, it is important to define business processes in Salesforce in a manner that they can be easily undertaken by the users. The process of defining business practices is nothing but giving suitable names to the picklist values pertaining to important fields in Salesforce. Some of the major fields that are used the most for undertaking business processes in Salesforce are:

  • Lead Status Field – This is the field dedicated to the process of acquiring, scoring, qualifying and nurturing a sales lead.
  • Contract Status Field – This is the field dedicated to manage a client’s contract on a timely basis.
  • Opportunity Stage Field – This field is dedicated to the generation, tapping and tracking the sales opportunities by sales representatives.
  • Case Status Field – This field is dedicated to the management and tracking of the cases handled by the service providers in an organisation.

For each of the above mentioned fields, it is important to define the business processes that are carried out by the Salesforce users. Here are three of the most ideal practices for defining business processes in Salesforce:

Using Suitable Labels

One of the most basic yet important practices of defining business processes is by labelling them with suitable names. It is advisable for every organisation to opt for names for business processes that are short, sweet and easy to understand. This makes it easier for the users to get familiar with the names and reduce any confusion during work.

Let us take an example of labelling the business processes pertaining to the field of Lead Status in Salesforce. Here are some of the most ideal names one should give to the picklist values belonging to Lead Status, according to the specific purpose they solve:

  • New/Open – These are the leads that are new to the CRM and have fresh records.
  • Contacting – These are the leads that are being approached by the team (via emails, calls etc) but the connection has not yet been established.
  • Contacted – These are the leads that have been engaged by the team, but are not yet qualified.
  • Qualified/Converted – These leads are interested in the offer and want to know more about your product/service and the price. Users can now open an Account/Contact and start tracking activities on the same.
  • Long-term Follow Up – These are leads that fall under your target customers but you lack an opportunity to convert them at present.
  • Unqualified – These are the leads not falling into your target customers or leads not showing interest in your business.
  • Dead/No Response – These are the qualified leads no longer responding to your messages.

Filtering Out Unwanted Names

A Salesforce development company would provide you with an array of names and definitions for your business processes. The wise way of defining business processes in Salesforce is to be a gatekeeper and selecting only the names that are suitable and sufficient for your organisation.

Communication With Salesforce Provider

It is very important for an organisation to communicate with their Salesforce provider for defining their business processes on the platform of Salesforce. While you are well-versed with every aspect of your business and its practices, your Salesforce provider is thorough with the CRM platform and its functionality. The combination of this knowledge will make the process of defining your processes more efficient.

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