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Optimizing the Employee Experience Platform: Salesforce Tips to Improve Engagement

Optimizing the employee experience platform salesforce


A buggy employee experience (EX), is a bad experience, and it can be prevented. When talent shortages, skill gaps, and employee retention rates are still significant concerns for many organizations, finding ways to support the employee experience (EX) is essential.

Salesforce, a cloud-based CRM software provider, is a pioneer in improving employee’s digital experiences. The Salesforce platform provides employees with the software and resources they need to be productive amid rapid integrations and innovations. 

When considering employee experience on the platform, Salesforce offers many potential strategies. In this blog, we’ll include helpful tips on how to get the most out of the SFDC employee experience and discuss how thorough software testing is crucial to employee engagement, smooth workflows, and improving morale. 

Assess Your Current Employee Experience 

Getting actionable insights into the employee experience across your organization is the first step toward enhancing EX. This process requires employee assessments and surveys to gain practical insights into employee pain points.

To acquire quick insight into the health of a team, business unit, or company, you should regularly conduct employee assessments. Assessments will enable you to understand your company's strengths and weaknesses from the perspective of your workforce.

You can use employee experience assessments to guide company efforts to improve EX.

While this process can yield both positive and negative results, it will allow you to use both positive and negative feedback to increase employee engagement in your company.

Positive comments might reassure you that your efforts to enhance your EX are paying off.

On the other hand, negative feedback can help you identify prevalent challenges impacting businesses in similar industries, thus guiding you towards finding similar solutions. 

Employee Experience Platform: Salesforce Tips to Improve Engagement

The best employee experiences make it easier to be more engaged, productive, collaborative, and capable of handling issues when they occur. We've gathered a list of Salesforce tips to help get you started.

Utilize Self-Service Tools

Using Salesforce self-service tools will allow your staff to get the help they need when problems arise without waiting for extended periods for help from IT and HR personnel. You should consider integrating self-service technology to provide alternate, automated ways to route inquiries and get rapid feedback.

Integrating self-service tools will allow you to:

  • Establish an online help desk where employees can get answers to common issues
  • Utilize employee profile data to provide tailored experiences
  • Use the latest technology, such as chatbots and virtual assistance, to help employees access self-service tools faster

By providing self-service tools with standard IT help desk assistance and HR service processes, you’ll help your employees remain engaged and active.

App Platforms and Dashboards

Do your employees have access to the tools they need to be more productive at work? The employee journey should be optimized from start to finish to create an exceptional EX.

Consider the problems employees have at the beginning of the workday as a simple approach to start simplifying EX and boosting engagement. 

To further simplify app platforms and dashboards, you should:

  • Consider integrating a single sign-on (SSO) to make it easier for your workforce to login and collaborate across multiple apps
  • Consider implementing an interim API strategy to connect all systems while developing a comprehensive plan to do more with fewer apps

Automation: The Key to Increased Productivity

If your staff is currently burdened by repetitive and time-consuming work, consider using automation in critical areas to enable employees to focus on high-priority tasks.

Automated tools can provide:

  • Complete business processes without writing code by visually connecting one or more forms, business rules, and calls to backend APIs
  • A more agile experience with headless flow automation instead of a flow with UI interaction
  • Multi-step processes that don’t require multiple user interactions

Incorporating low-code, drag-and-drop automated functionality to key staff engagement points can substantially improve the customer experience. 


Learn More about Optimizing the Employee Experience Platform Salesforce Tips:

 Read The Salesforce CIO Playbook for Employee Experience


Automated Testing Tools: A Seamless Employee Experience

When bugs make it into production, they frequently undermine employee engagement and morale. It's critical to test Salesforce functionality after coding changes to ensure seamless workflows and that employees remain engaged and productive.

The Salesforce CRM platform is highly customizable. To guarantee your business-critical processes stay functioning while introducing new processes, integrations, and workflows, you need to rely on a robust Salesforce testing plan.

Automated testing tools will help create a reliable EX. Automation will help you find defects earlier in the development cycle when they're less expensive to fix, support frequent deployments, and greatly extend test coverage.

Copado Robotic Testing is an AI-powered test automation tool for Salesforce that will enable your entire team to test new releases quickly. With Copado Robotic Testing, you can support continuous testing throughout your development process. Further, its self-healing AI capabilities will eliminate broken tests and the need for manual maintenance, allowing human resources to be freed up even more.

Copado Testing Solutions for Salesforce

To help employees do their best in the workplace, it’s necessary to align employer goals more closely with the employee experience. Reinventing and improving the employee journey may be necessary to meet and exceed employee expectations. 

Multiple cloud configurations and integrations of SFDC can make it difficult to expand coverage using traditional QA methods. As a result, untested code can lead to low quality releases, costly repairs, and poor customer and employee experiences.