While it’s never good to run into problems while managing your business, if you start to have a hard time using some of the vital software to your operations, like Salesforce, you might find that almost every other aspect of your business is negatively affected. But luckily, if you do run into issues, you don’t have to fumble through everything on your own. You can get the help you need so that you can get things back on track.
To help you see how this can be done, here are three things you can do if you’re having issues figuring out Salesforce.
Take A Training Course
As with most things, there are training courses available for learning how to use and implement Salesforce.
Depending on how much experience you have working with Salesforce and what your exact issues are, you might want to try a beginner’s class or an intermediate class to help close the gaps in some of your knowledge. Many of these training courses can be completed online. However, if you’re wanting some more personal attention, you might want to look for a class that you can take in person or get training individually.
Check Out Their Known Issues Page
If you feel like you have a reasonable amount of experience with Salesforce but you seem to have run into some issues that you’re not familiar with, one of your first stops should be to check out Saleforce’s Known Issues website.
On this website, Salesforce shares information about common issues that people are having with their software and gives you help on how to work around these known issues when it’s available. This is done in an effort to help you complete all the tasks that you want using Salesforce. It also will give you the best possible information about what’s going on with the software, where you might run into issues, and informs you on what steps are being taken to fix this and other issues in the future.
Hire A Consultant
For some people, while they might not be that experienced with using Salesforce, they also might not have the time to learn all the details of the software. When this is the case, you might get more use out of a Salesforce consulting service.
With this type of assistance, you can learn exactly what you need in order to use Salesforce just how you want. A consultant can also share best practices with you and give you just the help that you’re looking for without wasting your time on anything that isn’t relevant to you, like what might happen when taking a general training course.
If you’ve been having problems using Salesforce how you want, consider using the tips mentioned above to help you learn how to make the most of this software.
Originally posted on January 12, 2022 @ 10:23 am