Getting the most out of Salesforce: 5 essential features to boost productivity

Salesforce is constantly developing new features to meet the growing needs of its users. Whether you’re a complete novice or a little more experienced, it’s always worth exploring new tricks to speed up your performance and boost your efficiency at work.

In this article, we’re going to introduce you to 5 essential Salesforce features that can really improve your productivity and enable you to get the most out of this CRM platform.

1. Workflow rules to automate business processes 🤖

An overload of manual and repetitive tasks is one of the main reasons for low productivity in a company. Fortunately, Salesforce offers an effective solution with its Workflow functionality, which enables you to automate business processes.

With Workflow, you can create customized rules that trigger automated actions based on predefined criteria.

For example, you can set up a Workflow rule to automatically send follow-up emails to your customers after a specific interaction, or to assign tasks to your sales team based on qualified opportunities.

💡 These automated rules save you valuable time by eliminating repetitive, low-value-added tasks, while avoiding the risk of oversights. Thanks to automation, you also reduce delays and potential errors, boosting your team’s operational efficiency and productivity.

2. Validation rules to guarantee data quality ✔️

Data quality is crucial to the efficient use of Salesforce. Validation rules enable you to check the accuracy of information entered and ensure data consistency.
For example, you can set up a validation rule to ensure that e-mail addresses entered are in the correct format.

This means that if a user tries to enter data that doesn’t comply with the rule, Salesforce displays an error message, helping to maintain data quality and avoid potential problems.

💡 By defining criteria and constraints for data entry, you can avoid data entry errors and inconsistencies, ensuring the integrity of your data. This contributes to accurate analysis, reliable reporting and better decision-making within your company.

3. Global search for fast access to relevant information 🔎

Salesforce’s global search function is a powerful tool, but one that is generally under-utilized by novice users. It enables you to search quickly and accurately across your entire CRM system.

With Salesforce’s global search function, you can search using specific keywords, phrases or terms, enabling you to obtain relevant results.
You can also filter information according to criteria such as dates, object types and specific fields.

For example, if you want to find specific leads based on certain criteria, simply enter the search terms in the global search bar and the relevant results will be displayed instantly.

As you can see, with this feature you can quickly find the information you need, enabling you to make informed decisions and save valuable time.

4. Using email templates for effective communication 📨

Managing customer interactions is of paramount importance. Using email templates in Salesforce can greatly facilitate this communication and help you maintain consistency in your exchanges.

Salesforce lets you create predefined templates for common situations such as reminders, thank-yous, confirmations or follow-ups. This saves you valuable time, which you can devote to higher value-added tasks.

Email templates can be customized with generic sections and recipient-specific information. Thanks to the insertion of merge fields, you can further personalize your messages by adding the recipient’s name or other data taken directly from Salesforce records. What’s more, these templates can be shared with your team, encouraging communication.

5. Using the Salesforce mobile application to stay connected on the move 📱

The Salesforce mobile app is a powerful tool that keeps users connected to their CRM even when they’re on the move. The app offers an optimized experience for mobile devices, so you can easily access essential information and stay productive wherever you are.

For example, if you’re on the move and need to access a customer’s information before a meeting, you can simply open the Salesforce mobile app and get the necessary details in seconds. A boon for sales teams.

With the Salesforce mobile app, you can also view and update customer records, opportunities, tasks and calendars, all from your smartphone or tablet. This gives you an overview of activities in progress, enabling you to monitor progress and make informed decisions in real time.

Finally, the Salesforce mobile app offers the ability to create customized reports and dashboards, which you can view and share with your team. This facilitates collaboration and gives everyone an overview of important data, enabling faster decision-making.

To Wrap-up

Whether it’s through task automation, validation rules, global search, email templates or the mobile app, every feature helps streamline your work processes, accelerate your performance and boost your efficiency.

Don’t worry if you’re just starting out and feel overwhelmed, Salesforce has been designed to be accessible to all and easy to use. Take the time to explore and master these new features. You’ll quickly realize the advantages they offer in terms of simplifying tasks, saving time and improving your efficiency.

To help you along the way, Incloud also provides a wealth of learning resources on its blog. You’ll find tips, tricks and tutorials to help you make the most of Salesforce.

Leave a Reply

Your email address will not be published. Required fields are marked *