Salesforce Tips and Tricks 2021
Salesforce is a source of bringing customers and the companies in collaboration together. It includes many departments like marketing, commerce, and sales, etc.
It allows its users to use cloud technology for better connections with the customers and enhance their potential. It is a great program of interacting with people all around the globe. It breaks the barriers of organizations, institutions, departments, etc., and lets’ deal with customers easily without any trouble. Irrespective of your discipline from which you may belong, Salesforce provides its services for all. Salesforce also allows its users to interact personally with the customer/client for better results and response.
One of the greatest pros of Salesforce is that the system is digital and only one touch away from your approach.
Now the question may arise that how does it works and is helpful?
For sales:
The sales process is very fast, making it easy for the seller to communicate with the customer more. The data entry work is done within minutes.
Marketing:
Salesforce allows to send messages to the appropriate customer at the right time and through the right medium. In this way, lead generation opportunities are higher.
IT:
In IT, Salesforce acts as a medium of transferring information more quickly and in an adequate manner. This happens due to transparency and automating key processes.
There are several ways to get the best from Salesforce’s platform. Some will be mentioned and elaborated further below.
1- Take a tour
Salesforce has always accommodated its users and is still doing so. To assist you with it and let you have a better idea, it has provided the feature of “tour.” This means that you can have a tour of the site before starting up and get the whole perspective of what you will be given. Due to many tabs and functions, one may get overwhelmed and anxious, so to eradicate the tension, you can have a tour for your help. The tour will let you know how to manage the pipeline, view, and then edit opportunity profiles, track the sales, and customize the sales process.
2- Collect the feedback:
One can gather valuable details and information of the company concerning their use of Salesforce. For this purpose, to learn Salesforce better, you should clear your queries, and you must know how your company uses it. Mostly, the users are unaware of the system’s use, so they might end up doing it wrong. To avoid such circumstances, one way is to create a COE (Centre of Excellence). This will help the people and technology to get together.
3- Validation rules:
Validation rules improve the quality of your data and certify its reliability, which will meet your department’s needs or organization as a whole. It also ensures the accuracy of data entry with no errors. This will also let your customers enter data more easily, and your work will also be precise.
4- Personalized tabs:
Tabs can be very useful for finding the information more quickly. But tabs can also become a headache if they’re not in order. This can drive you crazy. So, to avoid this issue, you must put them in order and sequence.
For instance, you have to create new accounts, maintain the accounts, and them when needed. You need to assemble your account and contact tab at the very beginning rather than at the end! And Salesforce gives you the liberty to do that so. By clicking on the pencil on the right corner of the screen, you can schedule your tabs according to your desire order.
5- Inline editing:
The best feature you’re provided with is inline editing. With a list, you can now edit multiple records all at once! You will also get to know if your list view is ready when you see the checkboxes in front of the first column. If it’s not available, then this points toward the fact that your ORG does use multiple records, but there is a secondary way of doing it. This can be done by adding an extra filter to your view list. That will be ‘Account Record Type– equals choose one record type from the list.’ When you get the boxes, you can easily edit them.
6- Customize navigation bar:
It was a pretty classic method of the use of a navigation bar. It did not offer you to change or reorder it. Well, good news! Now you’re given the power to maintain it according to your need. The three new and very handy changes you can bring to your ordinary navigation bar are:
- renaming it,
- reordering it, and
- pin list views and records
7- Tasks and Emails:
CRM system has provided with some more great and cool features for its users. This includes takes and emails. Now how does this work? Let’s see.
Emails:
This new feature allows you to send emails to your specific customer directly. Salesforce has given you this opportunity now. The email will save to salesforce records, so you do not need to worry about losing your work!
Tasks:
The feature let you create a set of activities/action for yourself to carry up. This allows you to set a date, time, an alarm, and a description to be more expressive. Users can also assign tasks for others beforehand.
8- Global actions:
To record fast, you have to have your favorite icons right on the front. The plus (+) sign gives you control of global actions. You can also add custom ones to the list by contacting your admin.
Summary:
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