Best Practices for Salesforce Admins: Tips and Tricks for Success


Salesforce is one of the most popular and widely used customer relationship management (CRM) platforms in the world. As a Salesforce admin, your role is critical in ensuring that the platform is configured and optimized to meet your organization's needs. To help you succeed in your role, we have put together a list of best practices, tips, and tricks that you can implement to get the most out of Salesforce. As a leading software development company, tkxel can also help you with Salesforce consulting to ensure that your platform is optimized for success.

Salesforce Admin Best Practices 

As a Salesforce admin, it’s your responsibility to ensure that the platform is configured correctly, data is accurate and up-to-date, users are trained properly, and security measures are in place to protect sensitive information. Here are some important points to consider: 

Understand Your Business Requirements

The first step in becoming a successful Salesforce admin is to understand your business requirements. You need to know what your organization wants to achieve with the platform and what features are needed to achieve those goals. This understanding will help you to configure and customize the platform to meet your organization’s needs.

Create a Sandbox

Creating a sandbox is an essential best practice for Salesforce admins. A sandbox is a copy of your production environment where you can test new features and configurations without affecting your live data. This allows you to experiment and make changes in a safe environment, reducing the risk of errors and downtime.

Keep Your Data Clean

Data cleanliness is critical to the success of your Salesforce platform. Ensure that your data is accurate, up-to-date, and free from duplicates. This will not only make it easier to find and report on data but also improve the effectiveness of your sales and marketing efforts.

Customize Your Dashboards

Dashboards are a powerful tool for monitoring and analyzing your Salesforce data. Customize your dashboards to show the data that is most relevant to your organization’s goals. Use charts, graphs, and other visualizations to make it easier to understand and analyze your data.

Automate Repetitive Tasks

As a Salesforce admin, you can save time and improve efficiency by automating repetitive tasks. Use workflow rules, process builder, and other automation tools to automate tasks such as sending emails, creating tasks, and updating records.

Salesforce Admin Best Practices

Stay Up-to-Date with Salesforce Releases

Salesforce releases new features and updates several times a year. Staying up-to-date with these releases will ensure that you are taking advantage of the latest features and improvements. Attend webinars, read release notes, and join user groups to stay informed about the latest updates.

Utilize AppExchange Apps

AppExchange is Salesforce’s marketplace for third-party apps and integrations. Utilize AppExchange apps to extend the functionality of your Salesforce platform. There are thousands of apps available, including apps for marketing automation, sales forecasting, and customer support.

Common Challenges Faced by Salesforce Admins

Challenges Faced by Salesforce

Salesforce admins face various challenges in their day-to-day job. Following are some common challenges that they might face: 

Managing User Adoption

One of the significant challenges faced by Salesforce admins is managing user adoption. While Salesforce is a powerful platform with a wide range of features, users may struggle to understand how to use it effectively. Admins must invest time in training and support to help users get up to speed on the platform’s capabilities and encourage them to adopt best practices.

Keeping Up with Updates and New Features

Salesforce is constantly evolving, with regular updates and releases that introduce new functionality and improvements. As an admin, it can be challenging to keep up with these changes and understand how they will impact your organization’s workflows and processes. Admins must stay up-to-date with the latest updates and new features and understand their impact on the organization.

Ensuring Platform Security

With sensitive customer data stored in the platform, security is another key challenge for Salesforce admins. It is essential to ensure that security measures are in place to protect against data breaches and unauthorized access. Admins must stay up-to-date on the latest security best practices and work closely with their IT teams to implement robust security measures.

Balancing Customization with Business Goals

Finally, customization is a major challenge for Salesforce admins. While the platform is highly customizable, it can also be complex, with many different customization options available. Admins must balance the need for customization with the need for simplicity and ensure that their customizations align with their organization’s overall business goals and objectives.

How tkxel can help with Salesforce Consulting? 

Salesforce Consulting

As a leading software development company, tkxel offers Salesforce consulting services to help organizations get the most out of their Salesforce platform. Our team of certified Salesforce consultants can help with everything from initial configuration and customization to ongoing support and optimization. Our services include:

Salesforce Implementation

 We can help with the initial configuration and customization of your Salesforce platform to meet your organization’s specific needs.

Salesforce Integration

We can integrate your Salesforce platform with other systems and applications, including marketing automation, customer support, and accounting systems.

Salesforce Customization

 Our team can help you to customize your Salesforce platform to meet your unique business requirements.

Salesforce Support

Our team provides ongoing support and maintenance services to ensure that your platform is optimized for success. 


In a nutshell 

By implementing these best practices, tips, and tricks, you can become a successful Salesforce admin and ensure that your organization gets the most out of the platform. And, as a leading software development company, tkxel can help you with Salesforce consulting services to ensure that your platform is optimized to meet your organization’s specific needs and goals.


Our team of experienced Salesforce consultants can provide you with expert guidance and support throughout the entire implementation process, from initial planning and design to deployment and ongoing maintenance. With our help, you can unlock the full potential of the Salesforce platform and achieve greater efficiency, productivity, and growth for your business. So, if you’re looking for a trusted partner to help you with your Salesforce implementation, contact tkxel today!

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    Jason Frost

    Manager, Customer Success

    571 549 8430