The Best Salesforce Tips And Tricks

Salesforce is one of the best customer relationship management (CRM) software on the market today. The product has been creating quite a buzz on the market since the recent past. There are so many customers reviewing the product positively on numerous online forums and discussion boards. No matter, what areas of Salesforce you are currently using or what staff level you are, there are so many Salesforce tips and tricks that will help make your life easier in the future. Some of these tricks may have been imparted by your administrator, but it does require some self-learning to really take advantage of this software.

Salesforce Tips And Tricks Overview

When you use Salesforce, you are going to spend some time looking at various List Views. Whether it be a list of opportunities closing this week, list of your cases that are open right now or today’s leads that have been sent through your website, you will probably deal with this list on a day to day basis. Most of the inexperienced operators are going to be satisfied with the standard list views that the software provides. But only you, the user knows the best way for you to individually work with your company. You have the option of using a broader single list view or using multiple specific list views for the benefit of your company. In fact, list views are some of the best ways to use the software for the highest benefit of your business.

Creating email templates is an effective way to use the software in your business. You probably have some standard email templates that come with a bit of email merge functionality in order to make your life easier. What most users do not know is that they are able to easily create personal email templates for themselves. If you prefer to address your leads in a personal way, you can create your own email templates to be used when addressing your leads.


Getting acquainted with Salesforce Reports is another important Salesforce tips and tricks to make the maximum use of the software. There is no better way to obtain statistics in Salesforce than through the reports function of it. Important reports can be created within a matter of minutes with pretty charts added to it. My Opportunities closed for this month, Quarterly sales across the business and Cases closed per agent month are some of the most important reports that you could get by using the reports function of Salesforce.

Creating personal dashboards is a great way to take a look at custom information that only concerns you. It is fine taking a look at the standard dashboards that your administrator or manager has created, but custom dashboards will offer you the information that you are looking for. This is another important tip in using the Salesforce software effectively.

The aforementioned article highlights some of the best Salesforce tricks and tips.

About the author

Atish Ranjan

Atish Ranjan is a web enthusiast and blogger who loves blogging. He enjoys the challenges of creativity by providing information from the field of technology, SEO, social media and blogging.

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