TOP SALESFORCE TIPS TO IMPROVE PERFORMANCE


 Hello folks, here are some simple tips on how you can leverage Salesforce (and Salesforce implementation services ) better for your business and be productive. The trick is to know your Salesforce and discover its many functions.  Here they are…. 

Here are our Salesforce tips to improve performance: 

 

  • Salesforce List Views – This is Salesforce’s way of handling varied sets of information within Objects. Are you aware that you can curate your own list views? You can chop & dice the information any way you wish to handle your records. Like, businesses can curate their own Lead list view and filter based on the Lead Source. Did you know that list views have more function in the Lightning version with the likes of pinning, resizing columns, as compared to the Classic version. One of the top list features is the capability to see records at varied stages bunched in a new looking Kanban view. For Salesforce implementation services, contact Codleo. 
  • Inline Editing  - Its present for list views and reports, inline editing is a secret functionality many may not be in the know of. Well, today you will be, thanks to Codleo. Inline editing lets businesses speedily update fields across varied records. While inline editing for Salesforce reports is quite a new functionality, the list view option has existed for some time. Both can be powered by a Salesforce Admin working for Salesforce implementation services. The theory is equivalent for both ways of inline editing – from either a list view or report, you can double click and edit the fields.  Let’s empower you with Salesforce implementation services.

  • Personalization of Pages – Did you know that the volume of data from the object page and transform the appearance & performance. A small setting that is not very famous, but it is vital to know that users can make customised preferences like which related lists appear when looking at an object record page. Further, users can customise the related lists as they wish without it impacting other users / colleagues. Customisation is king just as Codleo’s Salesforce implementation services. 
  • Pipeline Inspection – An interesting Salesforce innovative feature is Pipeline Inspection.  It shows vital data related to a department’s prediction for a select time frame. A useful ally for the Sales manager of a company. You may find it in a Salesforce edition being used by you. If not, get in touch with us now for Salesforce implementation services. 
  • Einstein Search – It is activated by a Salesforce admin employed in Salesforce implementation services and present in the Lightning version. Its main benefit is quick access to related records (as well as record specific actions) , and the return of a personalized filtered list dwelling on natural language search with expressions such as “My Accounts” or “Opportunities Created Last Month”. 
  • Personalised Navigation - Notice the pencil icon on the extreme right of the navigation bar? Click on it to reorder items & rebrand any personal list views / records that you may have joined to the navigation bar. This is subject to the Salesforce Admin enabling the option for the Lightning App version during / after the Salesforce implementation services. A super productivity feature in Lightning is the presence of favourites. The small star icon at the top enables users to highlight specific records, Reports, Dashboards, or even custom List Views as favourites! PersonaliZe your favourite records just for yourself. 

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