What is Salesforce?
Salesforce is referred to as a powerful digital tool that helps businesses to store the data of their customers and manage their relationships with their customers. Around the globe, sales and marketing teams are using Salesforce for gathering, analyzing, organizing leads, closing deals, and managing interactions with their customers. In simple words, Salesforce is making things much easier and enabling organizations of all sizes to automate and streamline their business processes. The tool can also be used to develop connections with customers and further encourage them to engage with your business.
Companies have been using Salesforce forms to obtain maximum benefits from their sales. It has become the most popular customer resource management software sooner than expected. The tool is widely appreciated not only for its ease of use but for its unique and exceptional customization options. When using Salesforce, you can customize elements as per your business requirements, such as dashboard and navigation, on the basis of the data that you need to examine as it makes the processing of breaking down customer information much faster and easier.
Businesses are investing big in Salesforce integration to run their operations and perform with accuracy and efficiency smoothly. When choosing an enterprise platform, Salesforce is the best choice among every CRM tool out there. However, using the tool without proper training and the right user adoption modes might not be as beneficial as expected. You will not be able to use several features made to benefit businesses in multiple ways and help them boost their sales with the help of Salesforce.
Salesforce is the most advanced tool when analyzed, and if used the right way, you will be having the best user experience you ever had with a CRM tool because of its unique features.
Here are some tips shared by Salesforce experts for users to level up their productivity.
Tips For Salesforce Users
1. Pinned List View
Salesforce offers its users default ‘recently viewed’ features where they can see the items they have accessed recently. Upon clicking on an object, you will be offered a little value, and it is possible for you to switch over to a default view easily if you click the ‘pin’ icon appearing near the list view you have selected. This method works perfectly to save effort and time and double your productivity.
2. Inline Editing
Usually, users get exhausted when they have to edit every record in Salesforce. However, they are ways that you can save yourself the trouble and make the editing quick. Inline Editing is known to be a useful feature of Salesforce that allows you to update fields faster and that too across various records appearing in the ListView. You only have to select the fields that you need to edit by simply double-clicking so as to make the selection. You might have to choose the checkboxes alternatively in order to update one field more than one time. All of it is just a matter of a few clicks. It decreases your time and requires a little effort which in turn boosts productivity.
3. Creating ListViews
ListViews are all about managing multiple sets of data within the Objects on the software (Salesforce). If in your case, options like ‘My Open Leads’, ‘My Cases,’ and ‘Recently Viewed’ appears to be useful, you can consider them as list views. However, it is possible to create personalized listviews. All you have to do is to divide your data however you want and manage records efficiently.
4. Kanban View
ListViews function better on Lightning with functions for pinning, resizing columns and so on. However, the best list offers a view of all the records of different stages put together in a Kanban view. When you want to activate this feature, you will have to select the ListView that displays some fields collected in a group in some manner. Here, you can choose the Opportunities and Leads and make sure to have a stage or status field on your list view and voila! It is only a matter of a few seconds that Kanban enables it for you.
5. Customized Navigation
The classic version of Salesforce offered a navigation bar that was customizable, but unfortunately, it had certain limits, and you could only choose which tabs you wish to display. Now, however, you have all the control over the customization of the navigation bar. You can perform several actions such as renaming it, reordering it and pinning the records and list views. To do this, you will have to click on the edit/pencil icon appearing on the navigation bar’s right side and clicking it in order to rename the item you want, change the name of custom views or record that you are adding to the navigation bar.