September 28, 2012

32 Salesforce Guides That You Shouldn’t Miss

32 Salesforce Guides Benioff Would Approve

Salesforce is a pretty darn serious business. I’m sure you’ve all been asked to or considered getting Salesforce for your company. But there’s so much at stake and with the majority of implementations failing, what should you do?

If you’re the person responsible for deciding the fate of your company’s CRM fate, our list of the 32 best Salesforce guides is just what you need to become a Salesforce expert and guide your company to success.

Getting Started with Salesforce

1. Salesforce Online Training Resource

Unfortunately, even the simplest Salesforce user guides aren’t actually that simple – coming in at 3818 pages! There’s just so much that comes with Salesforce that in order to full understand the software, you need to dedicate a few days of reading. Luckily, if you’re a visual learner, Salesforce has put together a great online training resource to help you learn the basics.

2. Understand the Basic Building Blocks of Salesforce

A CRM is only as useful as the data in it. This article breaks down the various levels and types of data that users that put into Salesforce and what each piece of data means.

3. Ultimate Salesforce User Guide

Buckle up and get ready for this 3818 page ride. Some have referred to this as the Salesforce Bible. Includes everything and anything you need to know to be successful with Salesforce.

Steps to a Successful Salesforce Implementation

4. 5 Steps to a Successful Implementation

Before you implement Salesforce, here’s how to make sure your company is prepared for the change.

5. A Ten Step Checklist for a Successful Salesforce Training Program

Do you have the fundamentals for a successful implementation? Here’s a nice simple checklist.

6. Implementing Process for your Salesforce Implementation

How to create the most efficient process to support your business functions.

7. A Ten Step Checklist for a Successful Salesforce Training Program

Do you have the fundamentals for a successful implementation? Here’s a nice simple checklist.

8. 10 Tips for a Successful Training Program

The most important thing for user adoption is proper training. Ensure you’ve got your best foot forward.

9. Three Key Areas for Measuring User Adoption

The key to getting useful data into your CRM is to have users entering it in. And the only way for that to happen is only if your users see value in using Salesforce. Here are 3 metrics and methods that you can use to improve user adoption.

10. How to increase Salesforce User Adoption

Best practices to increase Salesforce user adoption.

Introducing Salesforce to your Sales and Marketing Teams

11. 6 Proven Ways to Generate More Leads

How to capture more leads and follow up with them more efficiently. Everyone loves efficiency.

12. 5 Steps to Effective Lead Management

Maintaining the lifeblood of your business in 5 easy steps.

13. Salesforce Lead Management Implementation Guide

How to set up a lead management system to capture leads on your website.

14. 8 Steps to Unlocking your Sales Pipeline

Leads aren’t any good if they’re locked up in your CRM. Here’s how sales managers can unlock their pipeline to convert more leads to customers.

15. 7 CRM Gamification Strategies

How you can incorporate one of the top buzzwords of 2011 into your Salesforce – “gamification”.

16. Is your Sales Team Slow to Adopt Salesforce?

Not everyone in your sales team will love Salesforce, but here’s what you can do to convert them.

17. 5 Simple Steps to Reports and Dashboards

Reports and dashboards are what help you run your business. Learn how to get data you need to make decisions.

18. Getting Started with Analytics for Salesforce

A crash course in how to set up reports and dashboards for Salesforce.

19. How to Run Marketing Campaigns in Salesforce CRM

How do you run track both traditional and online marketing campaigns in one place? Find out here.

20. Getting Started with Salesforce CRM and Google Adwords

Make sure you know which of your customers are coming from Google Adwords and be able to identify them in Salesforce.

21. Top 5 Lead Source Best Practices

With all the different marketing channels available, it’s worth properly tracking where your leads are coming from. Here’s how.

Getting Customer Service on Board with Salesforce

22. The Mini Guide to Social Customer Service

What the new landscape looks like for dealing with customers through social media.

23. 5 Tools for Standout Social Customer Service Response

5 social media monitoring tools can help your company identify, prioritize and route service issues sent through social media.

24. Mastering Social Customer Service with Salesforce Service Cloud

An introduction to Salesforce Service Cloud – servicing customers via social media and Salesforce.

25. Setting up Customer Support on Salesforce

A guide to get your customer service team on Salesforce with assignment rules, escalation rules, and how to manage knowledge resources.

How to Keep Salesforce Running Smoothly

26. 6 Steps Towards Data Quality

Don’t let bad data undermine your Salesforce CRM project—or your success as a company.

27. Top 10 Salesforce Administrator Tools

Salesforce CRM has dozens of tools to help administrators do their jobs. This document highlights the best.

28. 4 Steps to Displaying Data Quality on the Salesforce Dashboard

You won’t be able to easily tell if you have dirty data in your Salesforce – until now.

29. Preventing Dirty Data

How does dirty data get into Salesforce and how can get you get it out?

Exploring Salesforce’ Super Powers

30. Powerup Salesforce with AppExchange Apps

A quick video to understand the jargon in the AppExchange and what to look for.

31. 11 Features to Bring Salesforce Chatter to Life

What you can do to make the most out of the assuming but awesome Salesforce Chatter.

32.  The Guide to Storing Files in Salesforce

How to store files in SFDC the right way.

So there you are. You’re all caught up to speed and equipped with the knowledge to get Salesforce rolling for your company.

14 Comments on “32 Salesforce Guides That You Shouldn’t Miss

Malay Pharma
March 14, 2013 at 11:26 am

These are intense! I simply wouldn’t have the time to cover all angles like this particular article did for just one subject. Simply commendable. Keep up the meaningful sharing.

Mysti Berry
May 9, 2013 at 3:47 pm

Good news–we broke up the behemoth into guides focused on user role and the kind of work you want to get done. Of course the Big Guy is still available. Here’s a quick reference to all the HTML and PDF versions:

and here’s a blog post with more details:

Adrien Bayles - Expert Salesforce
July 9, 2013 at 7:45 pm

That one is exhaustive. Bookmarked 😉

July 11, 2013 at 8:28 am

4, 5, and 6 seem to be the same as 6, 7 and 8

December 17, 2014 at 3:28 am

Thanks for the awesome guide. There’s so much to learn from all of those links!

Lisa Cid
December 26, 2014 at 12:00 pm

I found it as a perfect short and sweet guide..
Thanks for your guide.

January 28, 2015 at 10:15 am

Thanks for sharing this salesforce guides. It will helps to all the business persons

February 12, 2015 at 3:41 am

Wondering if you’ve ever worked with a non-profit that uses salesforce to monitor education and with external partners?

Salesforce Consulting
February 12, 2015 at 4:01 pm

Great list of Salesforce guides here! One thing to keep in mind if you are looking for outside consulting help…make sure the company has Salesforce certified individuals on their team. You can read reviews of consulting companies by visiting the Salesforce AppExchange.

James Bush
April 8, 2015 at 5:21 pm

Thanks for the article. Salesforce Implementation is best for all type of businesses.

April 14, 2015 at 10:26 am

Thanks for the wonderful guide..its really helpful.

April 28, 2015 at 8:20 am

Really useful thanks for sharing! I’ve posted a recent blog on my top tips for Salesforce Implementation please take a look here

James Bush
May 14, 2015 at 8:25 am

Realy useful article.
Please have a look
this will helps you in understanding the salesforce development process.

Aditya Phukan
May 14, 2015 at 4:38 pm

Awesome. Was looking for salesforce training and landed on this page. Only problem is how long it would take to digest all the info!


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