Salesforce is a powerful CRM tool, but like any tool, it’s only as effective as the person using it. If you’re not taking full advantage of Salesforce’s features, then you’re not getting the most out of your investment.
Here are 10 tips on how to get the most out of your Salesforce CRM.
1) Use the Right Objects
There are dozens of different objects (or “modules”) in Salesforce, and each one is designed for a specific purpose. If you’re trying to track leads, for example, you’ll want to use the Lead object. Trying to track opportunities? Use the Opportunity object. Not sure which object to use? Consult Salesforce’s handy Object Reference Guide.
2) Create Custom Fields
Salesforce comes with a lot of default fields, but you can also create custom fields to track whatever data is important to your business. To create a custom field, go to Setup > Customize > Objects and Fields > New. From there, you’ll be able to select the object you want to add the field to and specify the type of field it is (text, number, date, etc.).
3) Use Triggers and Workflow Rules
Triggers and workflow rules are two of Salesforce’s most powerful features. Triggers let you automate certain actions based on certain conditions. For example, you could create a trigger that automatically assigns a lead to a sales rep when the lead’s status is changed to “hot.” Workflow rules, on the other hand, let you automate actions based on time-based conditions. For example, you could create a workflow rule that sends an email to a lead 14 days after the lead is created.
4) Use the Activity Timeline
The activity timeline is a great way to keep track of all the different events (calls, emails, meetings, etc.) associated with a particular record. To view the activity timeline for a record, simply click on the “Activity Timeline” related list. For that purpose,time tracking software plays an immense role in tracking the employees’ worked hours. It makes easier to increase the productivity.
5) Create Custom Reports and Dashboards
Salesforce comes with a lot of built-in reports and dashboards, but you can also create your own custom reports and dashboards. To create a custom report, go to Reports > New Report. From there, you’ll be able to select the object you want to report on and specify the fields you want to include in the report. To create a custom dashboard, go to Dashboards > New Dashboard. From there, you’ll be able to add reports and charts to your dashboard.
6) Use the Salesforce1 Mobile App
The Salesforce1 mobile app lets you access your Salesforce data from your mobile device. With the app, you can view records, make updates, and even approve requests while you’re on the go. To download the Salesforce1 mobile app, visit the App Store or Google Play.
7) Use the Chatter Mobile App
The Chatter mobile app lets you stay up-to-date on all the latest happenings in your Salesforce org. With the app, you can view posts and comments from your colleagues, like and comment on posts, and even receive notifications when new content is posted. To download the Chatter mobile app, visit the App Store or Google Play.
8) Use SalesforceIQ Inbox
SalesforceIQ Inbox is a great way to keep track of your email conversations right inside Salesforce. With SalesforceIQ Inbox, you can view all your email conversations in one place, add email conversations to Salesforce records, and even create tasks and events directly from your inbox. To get started with SalesforceIQ Inbox, visit the AppExchange.
9) Use the Salesforce1 Platform
The Salesforce1 platform lets you build custom mobile apps on top of Salesforce. With the Salesforce1 platform, you can leverage the power of Salesforce to build apps that are tailored to your specific business needs. To get started with the Salesforce1 platform, visit the App Cloud page.
10) Use Lightning Components
Lightning components are a new breed of reusable building blocks that make it easy to create rich, modern applications on the Salesforce1 platform. With Lightning components, you can quickly build custom apps without having to write a lot of code. To get started with Lightning components, check out the Lightning Components Developer Guide.
There are a lot of great features in Salesforce that can help you be more productive. In this article, we’ve covered 10 of the most useful features that you should definitely check out. So what are you waiting for? Get started with Salesforce today!