How to Measure Salesforce User Adoption ?

Many Businesses invest thousands of dollars on the implementation of salesforce but they don’t success. The most important reason for CRM implementation failure is less use of it. User adoption plays a vital role to make your salesforce implementation successful.  Getting sales reps to adopt Salesforce is critical for meeting revenue objectives.

Have you implemented salesforce CRM application for your business needs? If yes, then it’s time for users to dive and start using it. Measuring user adoption is key to the success of your Salesforce implementation.

So, now important question is that, how do you measure your organization’s salesforce user adoption?  

Tracking user logins is a good start but it can't get enough. Because it can be confusing to figure out what to measure, you need to develop a framework of key performance indicators (KPIs). Senior manager, manager, and executives should meet to determine KPIs based on business benefits and desired process performance.

You can also try the AppExchange for adoption dashboard to track user login activities and new records added by the user.


Consider these three key areas when choosing metrics to measure user adoption:

Usage: Your first measurement of user adoption success is login rate. You need to ensure that users are frequently updating data and creating new contacts, opportunities depending on their role in the organization.  There are many salesforce reports that can compute this information for you.  Below is a list of suggested baseline metrics to track usage.


Users logged in – last 7 days – Monthly

Users not logged in by last name- Weekly

Users never logged in- Weekly

Users not logged in by last name – last 7 days – Monthly

Contacts created by owner role – last 120 days – Monthly

Opportunities (or Donations) - created by owner role – last 60 days – Monthly

Open tasks by assigned role - current and previous Quarter – Monthly


Data Quality: It is also a very important metric for measuring user adoption. Check critical fields and ensure users are filling data correctly. If certain fields are not filled out or are filled out incorrectly, it may compromise user adoption. I recommend you to use picklist and validation rules to enforce your data best practices. You can also use the free data quality analysis dashboard to analyze the quality of data that users entered and keep everyone on track. Below is a list of suggested metrics to get you started in tracking data quality:


Opportunities (or Donations) with a close date – last 60 days – Monthly

Stage opportunities are entered – Monthly

Contacts with all key fields populated – Monthly

Lead Rating on Converted Leads - Monthly

Accounts with All Key Fields Populated - Monthly

Accounts Missing Rating Field - Monthly

Key, Non-Required Fields Filled Out -Monthly


Organizational effectiveness:  It plays a critical role for measuring user adoption. Make sure your users are not only logged in but also are using the application in a way that enhances business effectiveness. You must be build analytics that will help you to uncover patterns and trends that track performance levels and identify trouble areas.


Pipeline by owner or owner role- Monthly

Monthly sales trends- Monthly

Activity Type by Assigned Owner-Queerly

Win Ratio for Current and Previous Fiscal Year- Quarterly

Open Leads by Owner Role, Open Not Contacted - Quarterly

Deal Type by Owners Winning, Current and Previous Quarters - Quarterly

Deal Type by Owners Losing, Current and Previous Quarters- Quarterly


Without any doubt, salesforce is an incredible tool to increase productivity, improve customer service, and drive sales. But, user adoption is very important in the success of your salesforce implementation. Follow above-mentioned steps and encourage your users to adopt the platforms. I am sure, it will work for you.  

Similar Articles

Increase Productivity with SharePoint

It is a highly competitive world, and companies are continually striving to do better each day to improve productivity and increase overall efficiency. In any business, managing documents, exchanging data through emails, and scheduling meetings requires continuous collaboration within the team.

10 Best Practices for Choosing a Penetration Testing Company

Penetration testing has grown into one of the most common engagements for the current security-aware companies. There are numerous reasons for running a pentest, such as better security guards, diminished risk levels or meeting strict compliance requirements

Software Testing in 2020:  Biggest Trends

The massive demand for high-quality products created in the shortest period possible made testing a crucial success factor of the software development procedure.

6 Steps for Succeeding with Test Automation in Agile

To be able to keep up with this ever-shorter release cycles that come with the adoption of agile software development, many development teams are embracing test automation as a means to continuously make sure that every software release conforms to the desired degree of quality.

Mobile Application Security Testing Facts

Mobile application security testing can help ensure there aren't any loopholes in the software that might lead to information loss. The sets of tests are meant to assault the program to recognize potential threats and vulnerabilities that would allow external systems or persons to get private data stored on the mobile device.

7 Steps for Obtaining Successful QA Tests

Today’s enterprises are more focussed on faster releases and faster developments but with less focus on the Quality Assurance (QA) part of the SDLC. But, this hard-hitting as when the defects are more, the final software is affected and does not enjoy customer preference.

Why Vue.js is Worth Considering for Your Next Project

Front-end development is evolving at a rapid pace. As a developer, you need to cope up with the modern technology trends to provide the best user experience on your application. As part of this, advanced web development technologies such as Vue.js help to create interactive UI and maximize ROI.

In-house vs Outsource Software Development

Businesses often face the challenge to opt between in-house software application development or outsourcing software development companies for application development. Which one to choose is the real fight. We have the answers though.

4 Ways Microsoft Dynamics 365 Transforming Healthcare Industry

The need to revolutionize patient care has never been significant than it is today. Every healthcare professional wants to know as much as possible about the vitals of patients to improve diagnosis and deliver efficient treatment.