User Adoption Strategies

Strategies to Increase Salesforce User Adoption in 2022

The best part about developing a Salesforce adoption strategy is that you can get started right immediately, no matter where you are in your Salesforce journey. 

Whether you’re thinking about purchasing Salesforce, are in the process of deploying it, or have been using it for years, the adoption process will be similar.

What is user adoption in Salesforce?

Salesforce user adoption assesses how well users have integrated Salesforce into their day-to-day tasks.

User adoption reflects how successfully the Salesforce Admin (and development teams) have set and customized Salesforce to meet the specific demands of the enterprise.

While the UX (user experience) and UI (user interface) are important, Salesforce user adoption has three key factors: 

  1. Onboarding: It is the process of introducing new users to Salesforce.
  2. Tracking: It is the process of collecting quantitative (and qualitative) analytics about how users engage with Salesforce.
  3. Optimization: Changes to the interface or automation that boost user productivity.

What is a user adoption strategy?

User adoption refers to the process that new users go through to begin working with your product and commit to utilizing it in the long run. 

They have consciously decided to replace an old product with a new product or system that is better suited to their needs and more successful in assisting them in achieving their goals.

What are the strategies to increase Salesforce user adoption?

The following are the top four Salesforce adoption strategies:

1.Organizational Capability

It is the point at which the Salesforce adoption strategy should begin. You can create an amazing plan, but it will fail if the leadership does not believe in the instrument. 

Obtaining their support will speed up the adoption process to set a good example. They would be crucial in persuading others to take the initiative.

2. Salesforce Usage Data

The main issue is the lack of awareness about how employees use the tool. After a Salesforce implementation, it is important to review several types of data to determine where Salesforce Adoption stands.

3. Process Compliance and Data Quality

Data quality is an important statistic for measuring just to know how quickly your employees enter data into the app. But also how well they adhere to procedural compliance.

It is essential to follow the business process as planned to achieve company goals. Each stage of the process is important, from following the instructions to inputting the data to ensuring data integrity.

4.Training Methodology

Creating a comprehensive Salesforce training course and providing live classroom sessions for employees is the typical approach taken by most organizations. 

While this training style appears to be effective, the information overload causes employees to forget 70% of what they learned in a matter of a day.


Achieving optimal Salesforce adoption rates is a time-consuming process, but it doesn’t take a lot of effort.

Salesforce user adoption strategy has its own set of obstacles, but WahInnovations can assist you in removing some of the biggest roadblocks that most firms confront and strategizing more effectively. To learn more, go to

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