Optimizing Your Salesforce System: Post-Implementation Tips and Tricks

An optimized Salesforce system is an outstanding instrument in your toolkit; a streamlined and adaptable system, however, is much more than that. Due to its complexity, Salesforce requires regular audits and adjustments — it’s a natural part of any company’s growth because its software evolves with it. However, many businesses fall into the trap of not adapting their systems fast enough, inadvertently causing systematic disruptions and performance delays. 

Salesforce has more than 150,000 customers worldwide; this alone indicates that a one-size-fits-all approach won’t fit. Salesforce optimization helps companies avoid costly errors, especially when the solution is still new. Small businesses lose 12 working days each year due to poor customization and tech misfiring — the time loss is painful enough. The financial damage of poor software quality is even worse: in just the U.S., it causes up to $2.41 trillion per year. 

We at Synebo have accumulated experience in Salesforce optimization services. We collaborated with numerous organizations to improve their Salesforce ecosystems, and we know the actual value of post-implementation optimization. This ongoing process facilitates the company’s success, ensures data protection, and preserves operational efficiency. It transforms more than just your procedures — it also affects team success and gives it more opportunities.

In this guide, we’ll share Synebo’s proven strategies and best practices for Salesforce post-implementation.

As a trusted Salesforce development partner with expertise in CI/CD strategy, we have long learned that implementation is just a first step toward successful execution. We know how to ensure your investment delivers maximum value. Whether you’re facing adoption challenges or performance bottlenecks, we have practical tricks to make your system work.

Common Challenges in Post-Implementation Optimization

As you have already guessed, it’s not enough to just cross the finish line in your Salesforce app development and call it a day. In fact, many Salesforce implementation services start from this moment.

Companies are mostly vulnerable after the solution is provided because they go through a painful adaptation period with its own hurdles to account for. They can slow down your processes and cause further problems along the line, even though you’ve provided a great tool for your team.

Low User Adoption

Salesforce user adoption can be one of the most troubling points in adaptation, mainly because it relates to the final stages of the Salesforce app development lifecycle. Users can find switching to a new system uncomfortable, especially if it’s as significant as adopting a new instrument set like Salesforce.

Without proper onboarding or any explanation of the reasoning behind switching to a new software, users can feel overwhelmed. Learning a new skill is always stressful, which can be tough for newbies. 

For instance, a typical sales team that is used to using Google Spreadsheets may resist switching to Salesforce. To tackle this problem, implementation specialists and managers organize hands-on training sessions and provide role-specific configurations. 

The same goes for the lack of sufficient knowledge: users need regular training to get more familiar with the system. Ideally, your team should be eased into it gradually. Employees can be resistant otherwise, causing hesitant technology adoption.

In addition, Salesforce is usually adopted for specific user roles to simplify the software’s functioning and alignment of tasks. So if it’s not aligned to particular user roles, it can misalign Salesforce features and make the solution ineffective. 

Performance Bottlenecks

Surprisingly enough, although Salesforce should contribute to productivity, inefficient configurations can lead to the opposite. Performance bottlenecks arise when workflows, dashboards, and automation are not strategically designed. Managers who only start to work with Salesforce tend to overcomplicate the workflows — too many approval steps or conditions can slow down processes instead of streamlining them. 

Another side of poor Salesforce platform optimization can lie in overloaded dashboards that should provide clear information without extra details. Too many irrelevant fields and visuals will distract users from finding the necessary information. Sometimes, Salesforce also becomes the victim of too many validation rules: while they ensure data accuracy, too many rigid restrictions can frustrate users and slow down data entry.

For example, a customer support team that first starts working with Salesforce CRM experiences delays in case resolution due to excessive validation rules and redundant approval steps. As a result, response times increase instead of helping to improve service. 

Data Quality Issues

Research shows that 77% of companies experience data quality issues. 91% report it affects their daily processes. While data is a potent driver for any business, its poor handling can backfire. Globally, the cost of poor data quality costs businesses almost $13 million.

Lackluster data management can lead to inaccurate reporting, failed automation, and ineffective decision-making. Specifically, duplicate customer information or, instead, missing data about their contacts, orders, or prior inquiries can confuse the specialists and make collaboration ineffective. It often stems from inconsistent standards for data storage and sharing. 

For instance, if employees manually enter data without predefined formats, fields like phone numbers, addresses, or job titles can become inconsistent — this can pile up and make any process of managing data overwhelming.

Finally, managers can face difficulties with aligning their Salesforce with third-party tools like accounting systems or marketing software. Even without any prior challenges, it can lead to data mismatching. However, when the information is already low-quality or unmanaged, its further movement into other programs can delay adequate information analysis.

“Poor data quality can undermine the entire Salesforce system. Regular cleansing and validation are key,” says Anastasia Sapihora, Salesforce Architect at Synebo.

Remember: if you feel that your current resources or expertise aren’t enough, you can always reach out to external parties offering Salesforce consulting services.

Best Practices for Optimizing Salesforce

Negatives aside, what are the best strategies for optimizing your Salesforce operations, and how to optimize salesforce CRM? Below are the time-proven practices not just to prevent mishaps but also to actively contribute to your efforts. 

Conduct Regular System Audits

An increasing number of companies report more frequent audits: In 2023, only half of companies with employees over 5,000 were audited; in 2024, the percentage rose to 66%. The key goal of the regular Salesforce audits is to ensure it grows with your company without disruptions.

When you conduct Salesforce system audits regularly, you notice and eliminate inefficiencies before they emerge and improve workflows. Businesses should review software configurations to ensure alignment with business goals — this gives them an understanding of whether Salesforce settings, objects, and customizations align with the current direction.

During every audit, look for redundant workflows or features that can be eliminated. Plus, verify that user roles and other arrangements follow best security practices. 

Here’s a quick checklist for an average audit:

• Analyze reports and dashboards — make sure they have relevant insights for your specialists.
• Check user permissions and security settings — every employee should have access only based on their role. 
• Evaluate workflow efficiency — check for things that don’t work and fix them before they become problematic.
• User adaptation report — analyze how well your users are adapting to the new technology and if they succeed in their tasks. 

It’s also crucial to provide and maintain continuous user training. Even after the initial and introductory coaching sessions, users should learn based on the specific roles they hold. Professionals learning to navigate and operate Salesforce would benefit from hands-on workshops and interactive webinars.

This is particularly crucial for regular Salesforce updates — Salesforce has three releases each year: winter, spring, and summer. During this period, the system goes through changes that can cause bugs and errors if your organization doesn’t adapt to them. Follow Salesforce Release Notes to stay in touch with the announcements and prepare your team accordingly. 

Utilize Analytics to Measure Success

Analytics can make use of all that information you’ve got and turn it into something actionable. Tracking the efficiency of your CRM system through specific key performance indicators (KPIs) will provide you with evidence-based results showing how your Salesforce operates. Custom dashboards allow businesses to monitor real-time data and make informed decisions about readjusting some settings or changing their team’s achievements. 

Managers should set specific KPIs based on their priorities and their CRM’s key tasks. This will allow them to pinpoint Salesforce’s success through the lens of their priorities. Every company’s metrics are unique, so developing them should be a team decision.

Measuring every Salesforce tool depends on its functions. When analyzing instruments like Salesforce Service Cloud, the Salesforce post-implementation team would look at such KPIs as first-time problem resolution or average resolution rate. For something like Agentforce, you might want to assess case volume or first response time.

Although there are many other post-implementation steps in Salesforce performance, these two are the must-haves for maintaining a stable ecosystem.

Use Tools to Enhance Salesforce Performance

Taking shortcuts when necessary is a smart move, so finding the tools for your Salesforce performance can refine your integrations without much effort. Below are some solutions to help you get the most out of your setup. 

Salesforce Optimizer

Salesforce Optimizer is a part of the Salesforce system that helps with Salesforce performance improvement. Its key goal is to find extra objects or data and prevent unnecessary integrations — essentially, it’s a system cleaner.

As a rule, Salesforce Optimizer uses its system health reports and gives details about unused fields or redundant workflows. It also conducts security and permissions analysis to track whether any users have improper settings and/or permissions that should be revoked. 

Third-Party Workflow Automation Tools

Your Salesforce post-implementation strategy can easily include integrating Salesforce with external platforms. It ensures seamless data flow across different business applications. Such instruments as Zapier or MuleSoft can be accessible and practical if Salesforce Optimizer isn’t enough. 

Zapier is a simple and intuitive platform that helps smooth operations with its no-coding Salesforce optimization solutions. It can connect Salesforce with other platforms like Google Sheets, Slack, and Zoom. Unlike MuleSoft, Zapier is a popular pick for smaller and mid-sized companies that don’t need excessive functions.

MuleSoft enables quick and smoothless connections between Salesforce and complex IT ecosystems. It’s useful for large businesses that require more complex Salesforce analytics plus extensive automation across many platforms. 

Another pain point can be addressed with data clearance tools — teams often delay cleaning Salesforce data since this process is time-consuming. Such instruments as ZoomInfo Field Trip, Gridbuddy, Duplicate Check by Plauti, and DemandTools by Validity can help you cut these efforts.

Real-World Examples of Professional Salesforce Post-Implementation

Learning from real-life examples provides a better understanding of why post-implementation support is similarly vital. Let’s look at two recent cases from the official Salesforce website that illustrate the value of continuous Salesforce optimization. 

Example 1

Bombadier is a jet manufacturer company in Montreal that sought to use Salesforce to unite its mismatched data and integrate AI into its sales processes. After applying Salesforce Professional Services, Bombardier received a responsive system for its procedures.

In line with some of the post-implementation strategies we discussed above, the company prioritized continuous user training, user adoption, and process automation combined with careful data audit practices.

Using the help of a Salesforce optimization consultant, it has integrated such tools as Data Cloud, MuleSoft, CRM Analytics, and AI. This joint effort gave it improved lead prioritization, better productivity, and more informed decision-making. 

Example 2

RBC Wealth Management provides wealth management tips for various individuals, families, and groups. The company’s priorities included smoothing the onboarding process, boosting client trust, and finding and training better advisors for its workforce.

Its implementation and post-implementation stages are in line with what we believe is one of the most effective approaches to software customization. RBC Wealth Management consolidated 26 disparate systems and streamlined the workflow using the Salesforce Platform and Experience Cloud.

It also referred to tools like MuleSoft to optimize Salesforce performance. Plus, the business conducts regular efficiency reviews. It heavily invests in its advisors’ technical, professional, and soft skills to ensure their up-to-date knowledge and alignment with user permissions and expertise. This gave it a chance to enhance its operational efficiency, get better client insights, and improve the quality of its services.

Conclusion

Continuous optimization leads to stable Salesforce ecosystem performance and team efficiency while helping companies avoid process disruptions and costly errors. Post-launch adaptability allows your Salesforce to grow with your business goals by providing timely data updates and cutting redundant workflows.

Once companies start seeing this optimization not as an endpoint but as a continuous cycle of growth and improvement, they maximize their Salesforce potential. And it’s not just a one-person or one-department decision. It’s an integrative process that involves audits, user support, and analytics, but it also takes all teams and leadership to do the same.

Not sure how to move from the implementation to the post-implementation stage smoothly and maximize your product efficiency? Contact us — we know where to start and keep your Salesforce solution at a high level.