Nobody likes to be told that they have to use something and Salesforce is no exception. Personally, when I am told I have to use something, my first thought is that it is going to hinder my performance.
On the other hand, when I see how something (like Salesforce) can help me to do my job and be more productive, you will have a hard time taking it away from me.
Proper Salesforce CRM data structuring is not only a good idea, it is mandatory to increase Salesforce user adoption rate.
Having to look through a long list of fields or related lists to find what you are looking for is not only counter-productive, it is also frustrating to the person having to do it all day. Imagine having to find the phone number or email field in records like the screenshot below!
With proper CRM data structuring, finding what you need quickly is not the exception…it’s the norm. By putting the most used fields at the top, segmenting the fields, and using collapsible sections, you know exactly where to go for the information you need. The layout below is so much easier to work with. This will now increase Salesforce user adoption as it will be easier for users to find what they need.
Now carry this across all of your objects like accounts, contacts, cases, opportunities, and leads, and finding what you are looking for is just a few clicks away. By keeping similar fields (like record names, phone numbers, owner, address, etc.) in the same general location across all of your objects, you create a sense of continuity and make it even easier to find what you are looking for.
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