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As we’ve already seen in 2023, revenue efficiency has become the goal for many leaders in a low growth environment. As more and more organizations look to maximize their potential with limited resources, the RevOps team has emerged as a critical part of operational success. To aid in this pursuit of optimization and user journey improvement, experts have gathered together for our #shOPStalk webinar series. 

Our latest webinar, Top Salesforce Hacks for Leveling Up Efficiency & Creating a Better User Journey featured panelists:

  • Brad Smith, Co-Founder & CEO, Sonar
  • Zach Stafford, Senior Consultant, Activate the Magic
  • Trent Allen, RevOps Manager, Moxie 
  • Mat Rodriguez, Sr. RevOps Architect, Admin Within

In the episode, they shared their top tips on how maximizing Salesforce utilization can lead to big results- specifically increased GTM productivity and an overall higher ROI without added technology costs. In case you missed it, you can watch the recording for top Salesforce hacks. 

Don’t have time to watch the video? No sweat. We’ve also compiled the key takeaways to help your team maximize profits. Check those out below: 

1. Implement Dynamic Forms and Conditional Visibility 

Dynamic forms enable the Salesforce admin to build highly flexible and dynamic experiences for your users. Using record types to create concise layouts during each step of the user journey, dynamic forms allows you to dynamically adjust fields included on your lightning page layouts based on opportunity stage.

Dynamic forms are much more clean and efficient, letting the user know exactly what next steps are and the specific stage of the opportunity. They also keep the most important information for the specific user in the forefront by pinning those details to the top of their page layout.

Some examples of ways that the dynamic forms increase efficiency include the upgrade box, which provides a short description and specific type of upgrade possible. In addition, the partner attribution will highlight if a partner is involved with the opportunity. 

Conditional visibility creates info that is only visible if the information meets certain requirements. For example, if an account is closed or won. You can break down conditional visibility by profile, allowing your team to drill into specifics for each account. 

The screen flow will allow you to combine a reference within an opportunity. When an opportunity is looking for similar people to them to reference, this is quickly on hand.

The biggest win and impactful changes are to the layout and user experience. This set up really provides reps with the best data quality and easiest process. 

2. Customize Quick Actions

With quick actions, Salesforce users can power more productivity by gaining streamlined access across objects to the most commonly modified details. Customized shortcuts let you craft specific navigation and workflow experience so team members can create or update records with just a few clicks, in turn creating faster response times. 

3. Integrating Datatables in Screen Flows 

With datatable, users can quickly and easily build a dynamic data table to their specifications. It allows for the customization of field tables, types, widths and more so that it’s tailored exactly to your liking. Customize it by dragging onto the flow screen from Flow Builder and assigning records with corresponding field names. With easy-to-use features like sorting columns, filtering selections, altering column widths and more , working with complex datasets just became simpler. Plus, users can select rows or make edits directly within the datatable for better control over the workflow experience.

4. Optimizing Subscription Management 

Across the board, everyone is having a tighter grip on their budget these days. How are you tracking costs? In order to keep track of tools in use and users across the board, platform subscriptions is the right tool for you. 

Subscription management serves as a central database with info including what’s the name of the tool, are you still using it, who has access, etc. An important detail included is whether it’s SSO or through a Salesforce login, which is crucial information to know so that when you go to deprovision users it’ll be clear how they access the tool. 

This also includes the contract start and end date and contract owner’s name in the event that any questions come up that need more clarification, you’ll automatically know who to reach out to. This also includes an automatic reminder three months out from contract renewal to lock in the best rate and stay on top of contracts.  

You can also include internal tools for feedback on how the team is using the tool. 

The audit portion triggers when an audit is needed. Email reminders will be sent each day as a reminder until the audit is done. The audit subscription record is also included. This also includes the contract so that anyone who needs access – such as the finance team– can view the contract easily. 

Lastly, there is a section for platform users. This includes the status of the user – whether they’ve requested access or already have it and are active. This portion is tied to JIRA, meaning any colleague can request access to certain tools in an automated manner. The tech team will get an email requesting activation, making it easy to keep up with seats across the company. 

These steps make being a new hire a much smoother process, providing information on exactly what tools the employee has access to and who to contact if more permissions are needed.

5. Expediting Opp Approvals with Slack 

Looking for a way to view approval for opportunities via Slack? In the approval process build out, make sure that everyone included has the slack permissions. Once they do that, they can download SF for slack within slack. Once they have the correct settings, these people will be able to set up in SF what the approval looks like in SF and then can approve, deny, etc when requests come through. 

Conclusion: Continue Improving Your RevOps Skills 

The goal of webinars like this one is to help RevOps pros in the space have actionable takeaways and tricks to implement into their teams. With Salesforce being the backbone of GTM team success, knowing how to utilize its features to their full potential can help them achieve the goal of “doing more with less.”

Wizards of Ops is a community full of some of the smartest and most helpful resources in the ops work. By joining, you’ll have free access to more content like this webinar, and have an open line of communication for any advice you may need from other peers in the Ops world.

As a final Salesforce hack, get the most out of your Org with Sonar. With Sonar, you never have to make a change blindly again. Goodbye endless nights troubleshooting a break or reverse engineering a change. Sonar reduces risk, making way for long term success. Start your free trial today