Been looking for Salesforce tips to level up how you use the platform? You’ve come to the right place. There are many reasons why a business will choose to implement Salesforce, with streamlined processes, maximum efficiency and greater customer relationships among those reasons. Salesforce will undoubtedly allow you to achieve these goals, however without the proper training, user adoption or understanding of the system, sometimes these benefits just aren’t noticeable.
But there’s no need to panic. We’ve listed some of the most useful Salesforce tips that will take you from a Salesforce newbie to a Salesforce trailblazer. Firstly let’s take a deeper look into the difference between Salesforce Classic and Salesforce Lightning layouts before getting into the top tips.
Salesforce Lightning vs. Salesforce Classic
Without a doubt, Salesforce Lightning is the place to be. With all innovation now only occurring in Lightning view, it’s a no brainer that you want to implement this layout. Designed to boost productivity, optimise operations, build faster apps and allow smarter working, Salesforce Lightning is more than just a more effective layout. In fact, it’s a modern web user interface which combines easy-to-read text, icons and graphics to provide a snapshot of your business.
We’ve discussed the impressive Einstein AI in a previous blog, and Lightning view offers far more integrations for Einstein than its classic counterpart. Lightning-only abilities include opportunity insights, account insights, automated contacts and a Bot Builder feature – all of which can massively enhance the productivity and effectiveness of your business.
This doesn’t mean that Salesforce Classic is entirely redundant. Before Lightning came about, Salesforce classic was the interface for the platform. And although we know that eventually the classic view will be phased out in favour of the Lightning experience, we don’t know when this will be. Classic view is far less user-friendly and evidently less modern. It’s text-centric and minimal use of graphics and icons make it much less enjoyable to use, but of course, it still does the job. For now, this view exists for the long-standing users of Salesforce who aren’t yet ready to make the switch to Lightning. But with updates being designed for either Lightning only or for Lightning and Classic together rather than Classic only at a ratio of 20-to-1, there’s no doubt that Lightning view is the way forward when it comes to maximising productivity in your business.
Salesforce Tips for Any Layout
Armed with your new knowledge about the different Salesforce layouts, we can now get into the good stuff. We’ll firstly offer Salesforce tips for users of either layout, before providing the low-down on how to maximise productivity when in the Lightning view.
Create List Views
If “Recently viewed”, “Closed Cases” or “My Cases” mean anything to you, then this is what we mean by list views.
Ultimately, list views are a way of managing different sets of data. Sort, prioritise and analyse records that are most important to you to avoid becoming overwhelmed with all your data. Any Salesforce user is likely looking at different list views on a daily basis, but did you know you can create your own? You can go beyond the standard list views Salesforce provides you with and instead create your own, personalised view which allows to maximise your own productivity by organising your data in a way that’s meaningful to you.
Collaborate via Chatter
Chatter is an inbuilt social channel in Salesforce which allows your business, customers and partners to collaborate.
Enterprise social networks have many benefits, including the huge reduction in meetings and emails as well as improved idea generation, employee engagement, employee connections and access to information. Chatter is another tool which streamlines the internal processes of a business, ensuring all team members can see and comment on the same thing.
Comment on cases, upload photos and files and @ other team members from across the business to easily collaborate on records. The beauty of this feature is that these interactions will remain on the case forever, and anyone within your business viewing the case will be able to see exactly what’s been discussed.
Use reports to analyse your data
We all know that Salesforce has powerful reporting and analysing tools. But did you know you can create your own?
Don’t panic, you don’t need to be a Salesforce mastermind to be able to crack creating reports. In fact, it’s not nearly as difficult as it looks. Ultimately when creating a report you want to identify and keep in mind what it is you want to know. What do you want your data to show you? Without identifying this you’ll end up with a lot of irrelevant data that will be cluttering and confusing. Perhaps you want to know how long it takes you to close a deal, or what industry the majority of your accounts are in. All of these can be answered with a report, so getting to know this game-changing feature is a must.
Tasks, Activities & Emails
You may have seen these functions on Salesforce, in which case you may have realised you need to input a little bit of extra data to get them going. But if it wasn’t worth it, we wouldn’t be listing these functions as a Salesforce tip to maximise your productivity.
Tasks are exactly what you’d imagine. With the ability to create actions to follow up with for yourself and for others, you can easily streamline your processes and ensure everyone is on the same page. You can even set dates, reminders and descriptions – like your very own in-built to-do list!
Activities, on the other hand, allow you to log any notes or comments on a customer record. This is hugely beneficial as everyone is able to see the most up-to-date interaction which can then be acted on accordingly.
Send emails straight from Salesforce, I hear you say? Exactly! Save time and fire off emails all from the comfort of the same desktop view. A bonus Salesforce tip here would be to take advantage of email templates to save even more time!
Salesforce Tips for Lightning View
As we mentioned earlier, the Lightning view is where the innovation’s at. So it makes sense there are even more tips to be offered for this version of the system.
If you navigate up to the right-hand corner of your view, you’ll find you’re able to control how your screen is displayed, do you want it comfortable or compact? Although a simple tip, being able to dictate how much information you want to be displayed on-screen is an effective way of tailoring the system to work for you.
We all know (and love) the favourite feature in our browsers. The ability to bookmark important pages for quick and easy access next time we’re online is a huge time-saving benefit and saves a ton of aggro in terms of trying to navigate our way back to a page we once found.
Well, the favourites feature in Salesforce Lightning is exactly the same. The feature lets you quickly access important records, lists, groups, dashboards, and other frequently used pages. And what’s more, no matter which device or browser you log in to your Lightning Experience with, your favourites will always be there!
Salesforce Classic allows you to choose the tabs you want to be displayed, and that’s about it. With the Lightning Experience, you can rename, reorder and pin list views and records – making navigation personal to you and consequently improving your own productivity. Learn how to do this here!
Customise Home Page
A hugely beneficial tip, that you’ll need to ask your Admin to do for you. But don’t let that put you off. Being able to customise your home page ensure you’re making your system work for you Drag and drop different components onto the page, and have helpful charts, reminders and news appear front and centre!
We hope you enjoyed this post and that these Salesforce tips will begin helping you to maximise your productivity. If you want to go further and invest in some expert Salesforce Training, check out what we have to offer here and get in touch to book your session today.