With the increased use of data across big companies, a new CRM (customer relationship management) platform was required to make the most out of this data. This was developed in the form of Salesforce – a popular CRM tool that is used worldwide in startups to Fortune 500 companies. If you’re one of those people who are looking to quickly become better at using this powerful platform, then you’ve come to the right place.
Many people use Salesforce because it helps businesses achieve all their goals in one platform. Name it, Salesforce can cover it – selling, building apps, marketing, collaborating, automating workflows, and so much more! In short, it helps your business grow to become a more efficient organization.
How Do You Become Better With Salesforce In A Matter Of Minutes?
Salesforce may be a relatively new CRM platform, but that doesn’t mean that we don’t have have the latest tips for you to up your Salesforce game. Using this platform doesn’t always to its full potential shouldn’t be too difficult. In a matter of minutes, here’s how you can boost your productivity using Salesforce.
Make Use Of Add-Ons and Plug-Ins
If you find the standard features of Salesforce to be lacking when you need to meet your quota, it’s worth adding plug-ins to enhance your Salesforce experience. There are a variety of add-ons to choose from. For example, if you want to easily create surveys for customer feedback, use Clicktools. Or, if you need an electronic signature app to create and send documents for signatures, use DocuSign. If you need AP automation software that integrates with Salesforce, there are options to choose from as well. It all boils down to finding out what your business needs the most. As a bonus, a lot of these are free to download on the Salesforce AppExchange.
Customize The Navigation Bar
In case you haven’t done it yet, customize your navigation bar on Salesforce. It’s simple – all you have to do is click the pencil icon on the right side of the bar and tweak it according to your liking. Make sure you add the features that you use most often so your experience with Salesforce is further simplified. You can even change the order of icons or pin different records. It’s a simple change, but one that can actually make a huge difference to your Salesforce experience.
Consider Using List Views
List Views are usually a forgotten functionality in the Salesforce platform. It’s a powerful reporting tool that allows you to segment your data. Thanks to this feature, you don’t need to create reports – you just need to sort by one field and create a List View. Also, it uses Accounts, Opportunities, Leads, and more to help you find the data points that you need.
The New Inline Editing Feature
Now that you’re aware of the list view feature, it’s time you heard about the inline editing feature. What’s cool about this feature is that it allows you to edit multiple records at once in a list view – helping you become more productive with Salesforce. Take note that this feature must be enabled by a Salesforce admin.
Use A Kanban Board
One of the best project management tools that you can use in Salesforce is a Kanban board. These boards visually depict your project at different stages. Cards represent work items while columns the stage in the process. The Kanban board is a useful tool that you can start using if you want to see the value of each stage in the pipeline, track statuses of sales opportunities easily with one view, and so much more.
Get Intelligent Search Results With Einstein Search
Salesforce has this feature called Einstein Search. As implied by the name itself, it’s a smarter way of searching in CRM because it is natural, personal, and actionable. What sets this feature apart is that it delivers results according to your needs. Take note that for this feature to work at its best, it must get to know your usage of Salesforce. With time, your search results will improve.
What Else Can You Do To Improve With Salesforce?
Using Salesforce can be difficult for others, but if you’ve already learned the ropes it’s worth looking into other ways to improve as a Salesforce Developer. Knowing the latest tricks can only help you go so far.
Network, Network, Network
If you want to go further in any career, networking should always be a top priority. This means finding new ways to connect with other Salesforce developers online – whether that be through Linkedin, Twitter, or other online communities. There’s a wealth of these communities out there. All you need to do is find them and ask the right questions. That way, you can stay ahead in Salesforce and keep your skill set updated. If online interaction isn’t your cup of tea, then looking for events and conferences nearby is the way to go.
Look For Online Courses
To get into Salesforce, one must have an educational background in software development. Although this may be an advantage to some, there are other ways for you to have an edge in Salesforce. With many Salesforce training courses sprouting here and there, upskilling is one of the best ways for you to become better with Salesforce. Make sure that these have certifications that you can show off in your resume.
Learning to tailor your Salesforce experience for you might take time, but the features it has to offer make everything absolutely worth it. The tips provided can help you optimize your experience and even take you further in your Salesforce career. Whether you are a user or administrator of Salesforce, these will be crucial to improving your Salesforce experience.