Successful Steps of Implementation with Salesforce Data Loader

Irrespective of the size of your company, the success of Salesforce CRM depends on proper planning and implementation. Before using the application, you must be aware of the requirements of users and the managers. The application can definitely be customized according to their needs. Here are the steps through which you can successfully implement the Salesforce CRM into your system.

 Step 1: Prepare and Plan:  In the first step, you are required to identify the goals and vision, the evaluation process, tools as well as the resources of your company. Depending on the scope and size, you can organize your team. Every project team should include:

  •  Executive Sponsor: The executive sponsor is a very important participant in a team who remains from the beginning till the project gets to live.

  • System Administrators: There can be a single administrator or a number of system administrators in a Salesforce team. Their responsibility is to understand the business requirements and processes properly from the users and the managers. 


  • Project Manager: The project manager is a person who ensures that the overall timeline and the tasks of the project are going on the right track.


  • Power Users: The power users ensure that the project will meet the requirements of the end users properly. They also play the role of first line support by training themselves at first and then training the end users.


  • Trainers: Trainers play the role of identifying the Salesforce materials and can create custom training materials like the quick reference guides. To know more just visit These references will be required during implementation of the new users and new functionalities after the project becomes live.


Step 2: Customize Salesforce CRM: When you have selected an implementation method and set up the CRM according to your requirements, you can now customize the application easily. The initial implementation process must be kept simple and built-in configuration tools can be used like the ‘click-not-code’. As soon as you start receiving feedback from the users, you should start enhancing the application with different tools. For customizing you may follow the following steps:


  • Define Security Settings: The user profiles and the roles of the organization are to be included in the default settings. You must ensure that every user can view, create as well as edit the information according to the requirements.


  • Customize Application: In this step, layouts of pages, customized tabs are to be designed according to the business needs.


  • Create Reports: Starting with standard reports, you can gradually encourage customizing by including the custom fields as you require.


Step 3: Deploy Salesforce CRM Process: In this stage, you will finally add users and import the data as well as train the end users. Finally you will encourage the adaption process with a regular evaluation practices.


Though it is very easy to set up the Salesforce and keep it running, you will require proper preparation and planning for implementing the set up successfully. In-built resources and guides of the Salesforce will surely help throughout the implementation process and also after that.

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