Whether you're new to Salesforce, or managing an existing configuration, it's important to try and get the most out of the platform. After all, Salesforce, the leading customer relationship management (CRM) platform, is a big investment and, when operated correctly, can empower your business to streamline processes, improve customer interactions, and boost overall efficiency.

In order to maximize the benefits of Salesforce, it's crucial to adopt best practices that support your business needs and revenue goals. Here, we outline the most important Salesforce best practices that every company should follow to ensure they leverage the platform to its fullest potential.