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Salesforce Tips & Tricks For Users

Utilize List Views:

Customized list views make it easier to find relevant information and be more productive. To create a new list view, click the gear icon on the right-hand side, select "New," give it a name, and then filter it based on your preferences.

Use Reporting and Dashboards

These tools help track progress, analyze data, and identify trends. Create your own customized reports and dashboards to dive deeper into what you're working on and be more productive.

Access Sales and Service Console

This hidden gem allows you to have multiple tabs open at one time, making you more productive and organized. To access it, search for "sales" in the app launcher and select Sales Console.

Personalize App Navigation

You can personalize the app navigation on the top to meet your own needs. Click the pencil icon on the top right, select the objects you want to display, and rearrange them as per your requirement.

Use Tasks to Stay Organized

Tasks are a powerful feature in Salesforce that allow you to manage your to-do list and stay organized. You can create tasks for yourself or assign them to others, set due dates, and track your progress.

Utilize Chatter

Chatter is a social collaboration tool that allows you to share information and collaborate with your colleagues. You can use it to create groups, share files, post updates on your work, and tag your colleagues for updates.

Follow Salesforce Training Playlists

For new admins and users, Salesforce training playlists can be really helpful to get started with Salesforce. You can find some helpful videos to get you started on your Salesforce journey.