Best Practices for Salesforce Implementation in 2021

Salesforce CRM is a powerful platform with limitless possibilities. Enterprises invest in Salesforce aiming to manage complex business challenges. If Salesforce implementation is done wrong, businesses cannot meet their desired outcomes.

It is usually recommended to have a Salesforce implementation project manager in place who owns the process and guides the project to successful completion. 

How long does a Salesforce implementation take? 

Salesforce implementation time can vary based on organizational requirements. On average, it could take 3 to 4 weeks and this time can be much longer in some cases. Understanding common best practices in salesforce implementation can increase speed and minimize costs.

Relevant Read: Solving Salesforce Implementation Challenges With Apty

We have put together these 8 Salesforce Service Cloud implementation best practices that help business leaders and Salesforce implementation managers develop a seamless and successful plan. From the Salesforce implementation planning stage to the execution phase and everything in between, we have got you covered.

What are the Best Practices for Implementing Salesforce CRM?

  1. Plan and prepare 
  2. Establish a project timeline  
  3. Cost planning  
  4. Define success metrics 
  5. Prepare to Go live 
  6. Create a Change Management strategy  
  7. Provide training and drive adoption 
  8. Develop a post-implementation plan 

1. Plan and prepare 

Planning ahead is key to a successful Salesforce implementation. Steps for Salesforce implementation planning include:

  • Framing team structure
  • Resource planning
  • Project methodology
  • Defining a roadmap to achieve implementation goals.

According to Salesforce MVP Tal Frankfurt,

Having executive sponsor’s full support and participation - from the planning stage until the go-live date and beyond - is absolutely critical.”

To improve participation and support, involve your staff members and key prospective Salesforce users to understand their needs and pain points. Irrespective of the method you choose, you must ensure all the issues are being addressed. 

In the planning phase, organize a team and know the resources that you need before you start. This will allow you to better plan a successful salesforce implementation. 

2. Establish a project timeline  

After deciding your implementation approach and requirements, you can start building the project timeline. There are two common approaches that companies follow: SCRUM and Waterfall approach. Irrespective of what you choose, there are numerous other variables that you must consider, starting with dependencies. 

Establish-a Project-timeline

Organizations might be running several huge projects simultaneously. In order to avoid overlap of Salesforce implementation with any other project, make sure you schedule and maintain a timeline.

The key members of the Salesforce implementation team must be available from the day it goes live. Take stock of key members' available time and fix an optimum timeline. 

Once you’ve finalized a timeline for implementation, mark milestones on the same calendar. Major milestones can include database switch date, project completion date, etc. You can also add short-term goals to the timeline database and consistently achieving short-term goals can help you cross major milestones.

3. Cost planning  

When it comes to Salesforce implementation cost, consider the number of potential Salesforce users and the cost for the following specifics:

  • Consulting
  • Data migration
  • Customization
  • Integration
  • User training
  • Support

Based on your business requirements, select the right Salesforce edition – Sales Essentials, Professional, Enterprise, and Unlimited edition. 

Each Salesforce edition costs vary based on the number of users. The price ranges from 25 to 300 dollars per user per month and if you want to buy additional products like Salesforce Configure Price Quote (CPQ), that will cost you more.

4. Define success metrics 

To achieve growth in business, set realistic goals and success metrics. Goals can vary depending on the organization.

Define success metrics 

For example, company A’s goal might be to increase the average deal size by a certain dollar, and company B’s might be to reduce customer churn rate by 20%. Company A and B can use the same application for different purposes but achieving it needs proper goal setting in place.

Companies must have “SMART” goals - Specific, Measurable, Achievable, Realistic, and Time-based. Defining your business goals and metrics can give you a tangible way to measure the overall success of your Salesforce implementation. To make the most out of your Salesforce application, keep your goals simple and attainable.  

5. Prepare to Go-live 

Before launch, set up and customize Salesforce CRM as per your business requirements. We recommend you to keep your initial customization simple and based on users' feedback, you can make necessary improvements in the future. Having a checklist handy can be highly beneficial. 

Prepare to Go-live 

Go-live checklist must include all pieces of information including the method of salesforce deployment. Make the list sequential, so that during the time of implementation you don’t miss out on any important information. 

Before the launch, the top management must communicate to the users to make them aware of the upcoming changes. Build excitement among users and set deliverables. Make sure your users are ready to adapt to the transformation. Change resistance can be a barrier at this phase.

6. Create a Change Management strategy  

The success of your Salesforce CRM implementation is largely dependent on its end-users. Your users must be ready to accept this change. The executive sponsor must properly communicate what’s in it for users and a change management plan must be executed to ensure success.


For example, while implementing Salesforce for the first time, the Change Management plan explains to end-users how they can get benefit from Salesforce and which training method they should prefer. 

If you are making any changes to your existing Salesforce software, your Change Management strategy can help you communicate to your employees how long it will take and what they should do until the changes are done. Change Management can go a long way in ensuring user adoption. An effective Change Plan keeps employees engaged and ensures seamless adoption.

There are tools that can help keep your employee engaged during their training process and beyond. Once your users start using Salesforce, you must make sure that they continue using it regularly. That’s why Salesforce CRM adoption is so important. Tools like Digital Adoption Platform can make your onboarding and training effective and ensures faster Salesforce adoption.

7. Provide training and drive adoption 

Once you have launched Salesforce CRM successfully with the best UI, proper automation, and customization, then half your job is done. The next big challenge is to get your employees onboard and train them to use Salesforce. To ensure users leverage the software to the fullest, provide effective training and encourage adoption.

Provide Salesforce-training-and drive adoption 

Salesforce user training can be delivered by your in-house training specialist but the method of training is critical. Traditional methods can be time-consuming and minimize employee engagement rates. Digital Adoption Platforms (DAPs) are the best alternative to this as they can provide real-time training within Salesforce, thereby increasing productivity and engagement.

However, DAPs cannot replace traditional training completely. It can assist those methods to make it significantly easier.

Why you need a DAP for Salesforce training? 

Apty DAP provides On-screen guidance which helps Salesforce users to complete tasks with greater accuracy. Apty’s interactive software walkthroughs are customizable and keep employees engaged through tasks and ensures effective training. This way, it can help reduce training costs to a large extent.

Relevant Read: Why you need a Digital Adoption Platform for Salesforce?

Apty DAP can track and monitor where employees are getting stuck, dropping off, or wasting time on Salesforce. L&D teams can now create personalized walkthroughs to address these specific pain points and solve them in minutes. 

8. Develop a Post-implementation plan 

Once Salesforce is live, you must start planning the next phase. The post-implementation plan includes the following:

  • Release management
  • Usability tests
  • Building a feedback system
  • Strategic long-term plan
  • Developing a resource library, and more. 


Salesforce releases updates 3 times a year in which cool new features can be added that improve its features and user experience. Release management must begin as soon as your initial Salesforce deployment is successful. Assign a team member to ensure that the post-implementation process is executed the right way. 

Responding to user feedback and resolving employee-related challenges must be done frequently. Post-Salesforce implementation, the focus must shift from the technology to making end-users comfortable and addressing their needs and requests.


Training users with a DAP can make your employees learn Salesforce quickly and effortlessly. 

Apty’s tooltips prompt users on the type of data that should be entered in each field. Employees cannot proceed without entering data in the right format. 

Apty’s Data validation allows only the right data to enter the Salesforce database. This tool also ensures process compliance.

Advanced analytics provided by Apty DAP shows in-depth insights on validations, tooltips, walkthroughs, and launchers. Apty helps reduce training costs and speeds up software adoption by up to 300%.

Enterprises must routinely make desired changes to the Salesforce platform and optimize it based on user needs. Combine a strong implementation design with a flexible foundation, to create efficient processes. Following these 8 best practices can help you achieve successful implementation.

Ready to start your Salesforce implementation journey

Revanth Periyasamy
Written by Revanth Periyasamy

Revanth is a marketing champ at Apty. An ardent tech geek who loves to write on trending topics and is a big fan of all things relating to marketing.

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