10 Salesforce Hacks You Wish You Knew Sooner
Salesforce is a powerful CRM platform, but even seasoned users often overlook features that can significantly enhance productivity and streamline workflows.
Whether you're an admin, developer, or end-user, mastering these lesser-known hacks can transform your Salesforce experience.
1. Master Keyboard Shortcuts for Lightning Speed
Navigating Salesforce efficiently can save you hours each week. Keyboard shortcuts are a game-changer:
· Global Search: Press / to quickly access the global search bar.
· Save Record: Use Ctrl + S (Windows) or Cmd + S (Mac) to save records without clicking.
· Open App Launcher: Alt + / (Windows) or Option + / (Mac) opens the App Launcher instantly.
These shortcuts enhance navigation and reduce reliance on the mouse, boosting overall efficiency.
2. Leverage Inline Editing in List Views
Updating multiple records individually is time-consuming. With inline editing, you can modify fields directly within list views:
· Navigate to a list view.
· Click the pencil icon next to the field you wish to edit.
· Make your changes and press Enter to save.
This feature streamlines data management, especially when dealing with bulk updates.
3. Customize the Home Page for Quick Access
Tailoring your Salesforce home page ensures that critical information is front and center:
· Use the Lightning App Builder to add components like dashboards, reports, or custom links.
· Arrange components based on priority and relevance to your role.
A personalized home page reduces navigation time and keeps essential data at your fingertips.
4. Utilize Global Search Filters
Salesforce's global search is powerful, but filters can refine results:
· After performing a search, use the filters on the left to narrow down by object type (e.g., Accounts, Contacts).
· This ensures you find the exact record you're looking for without sifting through irrelevant results.
Efficient searching saves time and enhances user experience.
5. Implement Validation Rules for Data Integrity
Maintaining clean data is crucial. Validation rules enforce data quality by preventing incorrect entries:
· Define criteria that data must meet before saving.
· For example, ensure that the "Close Date" on opportunities is not set in the past.
These rules uphold data standards and reduce errors.
6. Automate Tasks with Flow Builder
Automating repetitive tasks increases efficiency
· Use Flow Builder to create automated processes, such as sending email alerts when a deal closes.
· Design flows that update records, create tasks, or integrate with external systems.
Automation minimizes manual work and ensures consistency.
7. Enable Einstein Search for Personalized Results
Einstein Search enhances the standard search functionality:
· Provides personalized search results based on user behaviour.
· Offers actionable previews, allowing quick edits without navigating away.
Activating Einstein Search streamlines information retrieval and boosts productivity.
8. Create Dynamic Dashboards for Real-Time Insights
Dashboards offer visual representations of data, and dynamic dashboards tailor views to individual users:
· Set the dashboard to run as the logged-in user.
· Each user sees data relevant to their role without creating multiple dashboards.
This approach provides personalized insights and simplifies dashboard management.
9. Utilize the Salesforce Mobile App for On-the-Go Access
Stay connected with your CRM data anytime, anywhere:
· Access records, update information, and receive notifications through the mobile app.
· Customize the mobile navigation to prioritize frequently used features.
Mobile access ensures you're always informed and responsive.
10. Integrate Third-Party Tools via AppExchange
Extend Salesforce's capabilities by integrating with external applications:
· Explore AppExchange for tools that enhance functionality, such as document generation or advanced analytics.
· Integrations streamline workflows and consolidate platforms.
Leveraging third-party apps tailors Salesforce to your organization's unique needs.
Conclusion
Mastering these Salesforce hacks empowers users to work smarter, not harder. By optimizing navigation, automating tasks, and personalizing the platform, you can unlock Salesforce's full potential and drive business success.
Resources
· Salesforce Productivity Hacks
· Salesforce Tips to Supercharge Productivity
· Salesforce Hacks for Super Users
