New Year, New(-ish) Salesforce: Your Q1 Salesforce Success Checklist

The turn of the calendar year is the perfect time to proactively ensure your Salesforce instance is primed for success in 2025. Whether you’re an experienced Salesforce administrator or a business user looking to get the most out of the platform, starting the year strong will help to mitigate risks in achieving your business goals.

The best news of all is that you can set yourself up for Salesforce success in just three easy steps:

1. Run Health Checks

Just as your car needs routine maintenance to keep running smoothly, your Salesforce instance requires regular checkups to ensure optimal performance. Start the year by:

Reviewing User Permissions: Are the right people accessing the right information? Double-check your roles and profiles to maintain data security and compliance.
Analyzing Data Quality: Audit your records for duplicates, incomplete entries, and outdated information. Tools like Duplicate Rules or third-party apps can help you clean things up.
Examining System Performance: Use Salesforce’s native Health Check tool to evaluate your org’s security settings, identify vulnerabilities, and prioritize fixes.

A clean, secure, and efficient Salesforce instance can help set the stage for everything else you want to accomplish this year. (TruSummit can help with health checks, too, as part of our Managed Services offerings.)

2. Enable Salesforce Foundations

Salesforce Foundations is a powerful, free expansion pack that includes critical Marketing, Data, and Commerce Cloud features designed to help businesses scale faster. If you haven’t yet enabled it in your org, now is the time.

Some benefits of Salesforce Foundations include:

Unified Customer Data: Salesforce Foundations leverages Data Cloud to consolidate customer data, offering a single source of truth. This allows teams to engage with clients based on a comprehensive view of their interactions, needs, and preferences.
Enhanced AI and Automation: With embedded AI-driven tools, Foundations simplifies automating complex processes and generating insights, making it easier to offer personalized service and enhance productivity. And Foundations provides access to Agentforce, which brings the power of conversational AI to your business. Try out an intelligent, trusted, and customizable AI agent and help your users get more done with Salesforce.
Cross-Cloud Functionality: The seamless integration across Sales, Service, Marketing, and Commerce Clouds lets teams work collaboratively, reducing silos and improving customer service outcomes.
Access to AppExchange Integrations: Foundations includes extended trial options for AppExchange tools, like DocuSign and Webex, allowing teams to explore integrations that could further enhance their workflows and productivity.
Cost Efficiency: Available at no additional cost, Salesforce Foundations is a budget-friendly way to expand your platform’s capabilities without the need for extensive customizations.

Enabling Salesforce Foundations is as easy as 1-2-3: start by contacting your Salesforce Account Executive to confirm compatibility and execute a zero-cost change order. Next, activate Foundations through Setup by typing “Salesforce Foundations” in the Quick Find box and following the prompts. Finally, customize and configure the tools to align with your organization’s needs, adjusting settings and permissions as necessary. For guidance on maximizing Foundations’ features, TruSummit offers consulting packages — contact us to get started!

3. Deep Dive into Agentforce with TruSummit’s “Agents Are Coming” Events

AI isn’t just the future — it’s here, and Agentforce is your ticket to leveraging AI for customer service excellence. Agentforce, Salesforce’s cutting-edge AI-powered service tool, helps streamline case management, improve agent efficiency, and elevate customer satisfaction.

To help you hit the ground running, TruSummit Solutions is hosting bespoke, exclusive “Agents Are Coming” events. Our hands-on workshops are customized to your organization and will:

Give you an in-depth look at Agentforce’s capabilities.
Demonstrate real-world use cases tailored for your organization.
Provide actionable insights on how to integrate Agentforce into your Salesforce environment.

We’d love to treat your team to breakfast or lunch and a custom Agents Are Coming workshop. Let’s plan your workshop today and ensure your team is ready to tackle 2025 with AI-driven solutions!

It’s time to maximize your Salesforce investment and position your team for a productive, successful year. If you’re ready to dive in but need a trusted partner to guide you, TruSummit Solutions is here to help. Contact us today to learn how we can support your Salesforce goals in 2025 and beyond.

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