5 Salesforce Admin Mistakes That Cause User Frustration

Format: Free, live information session

Audience: Salesforce administrators, CRM owners, sales operations professionals, and sales leaders

Duration: 30 minutes

Session Overview

Salesforce is a powerful platform, but even well-intentioned configuration decisions can make it harder for people to do their jobs.

When users find Salesforce confusing, time-consuming, or disconnected from their daily work, adoption suffers. In this session, we'll explore five common administrative mistakes that can create unnecessary frustration—and practical ways to avoid them.

What We'll Cover

• Overcomplicating the user experience: Too many fields, confusing page layouts, and unnecessary steps.

• Building Salesforce around the system instead of the sales process: Configuring the platform without understanding how the sales team actually works.

• Making data entry too demanding: Requiring information that users don't understand, need, or see value in providing.

• Neglecting reports, dashboards, and list views: Making it difficult for users to find the information they need to manage their work.

• Changing Salesforce without preparing users: Introducing new features, fields, or processes without adequate communication, training, or reinforcement.

We'll also discuss how administrators can work more effectively with sales leaders and users to create a Salesforce environment that people find useful—not frustrating.

Who Should Attend?

This session is designed for Salesforce administrators, CRM owners, and sales leaders who want to reduce user frustration, improve Salesforce usability, and support stronger user adoption.

Related Training

Salesforce Essentials for Sales Representatives — SFT-SR-101