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Getting Started: Extend and Optimize

Now that you have implemented Salesforce and starting adding users, you will want to increase adoption and the value of the system by extending your implementation. Here are three great ways to get more out of Salesforce:

Your Getting Started Journey

Fundamentals Prepare for Success Configure and Customize Import Data Deploy and Adopt Extend and Optimize


Google Apps

1. Integrate Email and Calendars

One of the best ways to make your CRM system more valuable to end users (and to the organization) is to integrate tools like email and calendaring into Salesforce. They are many different email clients and lots of ways to integrate them into Salesforce. Salesforce for Outlook is a free application supported by Salesforce. Google Apps can also be integrated into Salesforce in a number of different ways. Check out the AppExchange for Apps that can help you integrate your email and calendaring clients.


2. Implement Chatter

Chatter is an excellent way to increase user interaction and collaboration in real-time, transforming your organization into its own social network. It can help speed adoption and drive productivity inside of Salesforce.

Chatter Basics


For more information about implementing Chatter, check out the Trailhead Module: Chatter Basics.


3. Add on Applications

The AppExchange is an app store for Salesforce. Many applications are provided for free and/or discounted for nonprofits. The applications range the gamut from tools that help you with mass email, payment processing, producing documents from Salesforce, and/or ensure data quality. Make sure to do research up front to determine if your Salesforce instance will work with the app that you want to install.

For example, not all applications will work well with the Nonprofit Success Pack. Take a look at the AppExchange to find products that can help you and your organization. As always, the Power of Us HUB will be able to guide you in the right direction including the App Advice and Consumer Reports group (you must be logged into the Hub to access this group).


4. Go Mobile: Take Salesforce Everywhere with the Salesforce1 Mobile App

With the Salesforce1 mobile app your users can get all the vital information they need fast, wherever they go.

Salesforce1 Mobile Basics


For more information about getting started with the Salesforce1 Mobile App, check out the Trailhead Module: Salesforce1 Mobile Basics.