The real hidden benefit of Salesforce is its dynamism. When you, the user or executive, need a new feature, Salesforce can probably do it, and it can be ready in a fraction of the time of any other system. It’s one of the things I love most about Salesforce. The problem is that because it is so dynamic, it’s easy to run over to your admin’s desk, give them a rough idea of what you’re looking for, then charge off to your work leaving them to try and figure out the details of your request, critical process flow elements, and priority as compared to everything else on their already full plates. Rather than throwing a general request into the ether and hoping it sticks, follow these simple tips before approaching your administrator, Check it out!

The CloudMyBiz Team