top of page
  • Writer's pictureCorey Schwitz

Salesforce Best Practices for a B2B Sales Team

Salesforce, the world’s #1 CRM platform, is a powerhouse for managing and boosting B2B sales. However, to truly unlock its potential, both admins and users need to follow Salesforce best practices. This blog post will provide actionable strategies for Salesforce admins and users, aiming to streamline sales processes, enhance data quality, and ultimately, boost your B2B sales performance. So, are you ready to revolutionize your sales strategy?

Key Takeaways

  • Streamline and automate sales processes using Salesforce’s automation tools like Flow Builder, workflows, and Apex code to save time and increase efficiency.

  • Maintain high-quality Salesforce data through regular cleaning, enforcing validation rules, and managing duplicates to ensure informed decision-making and time efficiency.

  • Engage and train the sales team in Salesforce best practices for users, encourage thorough documentation and integration with collaborative tools to facilitate communication and boost sales success.

B2B Salesforce Best Practices: For Admins

Salesforce admins play a pivotal role in configuring Salesforce to match the sales team’s requirements and ensuring data quality. But what are some of the best practices that Salesforce admins should adopt?

One of the most significant ways to improve efficiency is through automation. The Salesforce platform offers powerful automation tools like Salesforce Flow Builder, workflows, and apex code, which can automate tasks with consistent parameters or logic. With as many advanced features, imagine a world where automated processes are triggered when a lead books a call, or a sales engineer is automatically notified when an opportunity reaches a specific stage. Sounds like a dream, right?

Another critical aspect is maintaining good data hygiene. Salesforce data should be kept accurate, reliable, consistent, and up-to-date. This can be achieved by implementing validation rules, managing duplicates, and regularly cleaning data through auditing and standardizing processes. A clean Salesforce instance results in informed decisions and saves time.

Furthermore, integrating Salesforce with other software can optimize data flow and lessen manual tasks. Salesforce implementation should be done in a way that ensures seamless integration with other software, thereby enhancing the efficiency of business processes.

After implementing changes, conducting sandbox testing, meticulously documenting the process, and gathering feedback are crucial to ensuring the effectiveness of the new feature or internal processes. Remember, change is good, but only when managed properly and in accordance with best practice!

B2B Salesforce Best Practices: For Users

Just like admins, Salesforce users also have a part to play in ensuring the effective use of the platform. But what are the top Salesforce best practices for users?

The involvement of sales managers and the sales team throughout the Salesforce implementation process is vital for customer success. This not only helps in creating a system that meets their specific needs but also fosters a strong sense of ownership, leading to successful adoption and usage of Salesforce in their sales process.

Efficiency among sales reps can be drastically improved by automation. Here are some ways automation can help:

  • Prompting reps to log data after calls or meetings

  • Automating the creation of contacts from calendar events

  • Notifying reps of changes related to accounts or opportunities

This ensures that important records are always up-to-date through data entry and saves valuable time, while maintaining data security.

By diligently taking notes on each account, documenting all sales activities, keeping opportunity records current, and regularly reviewing their wins and losses, sales reps can enhance their sales pipeline in Salesforce. This not only aids in continuous improvement but also keeps the motivation levels high.

By integrating Salesforce with collaborative tools such as Slack, team communication is streamlined and real-time notifications for assigned leads are guaranteed. This enhances the Salesforce user experience and helps in closing deals faster.


In summary, Salesforce best practices are vital for both admins and users to extract the maximum benefits from the platform. Whether it’s automating tasks, ensuring data quality, integrating with other software, or involving the sales team throughout the implementation process, every step contributes to streamlining the sales process and boosting B2B sales. So, why wait? Start implementing these best practices today and watch your sales team soar to new heights!

Frequently Asked Questions

Why best practices are important in Salesforce?

Implementing best practices in Salesforce will improve processes, eliminate manual tasks and errors, and ultimately save time and money for your team. This will allow them to focus on more important or complex tasks, leading to increased efficiency and productivity.

What are the best practices of Salesforce Infrastructure?

Make sure to regularly optimize and maintain your Salesforce infrastructure to ensure smooth and efficient operations. Keep your system up to date and take advantage of Salesforce's latest features and updates.

What are some of the automation features in Salesforce that admins can use?

You can take advantage of Salesforce Flow Builder and workflows to automate tasks based on specific conditions or logic. These tools can trigger actions and alert team members, making your work more efficient.

How can Salesforce admins maintain data quality?

To maintain data quality, Salesforce admins should implement validation rules, manage duplicates, and regularly clean data through auditing and standardizing processes. This will ensure accurate and reliable data for effective decision-making.

How can sales reps improve their sales pipeline in Salesforce?

To improve your sales pipeline in Salesforce, make sure to take detailed notes on accounts, document all sales activities, keep opportunity records updated, and regularly review wins and losses. By doing so, you can enhance your sales performance and achieve better results.


Get in touch

Fill in your contact details and we'll be in touch.

bottom of page