How to Get Salesforce Working for You: 5 Powerful Tips and Tricks

Salesforce has the potential to be a hugely potent asset for all sorts of organizations, although deploying it optimally is only possible if you actually take the time to delve into its features and functions, going deeper than just the surface capabilities.

To point you in the right direction, here are just a few hints and hacks that could help to revolutionize the way you use Salesforce in your business.

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Hiring a Salesforce expert

Not every firm has the in-house expertise to take full advantage of all that Salesforce has to offer, so it makes sense to seek outside assistance as and when you need it, rather than necessarily hiring a full time team member to help you up your game.

Working with a company that offers Salesforce consulting, such as RTS Labs, is a great way to achieve this affordably. Furthermore by letting an outsider take a peek at your Salesforce setup, you can gain useful insights that might not otherwise be apparent.

Creating custom List Views

Data will be easier to wrangle if you make use of the ability to create your own customized List Views. You could do this to categorize your leads according to useful top-level definitions, such as those you have generated most recently, those that are actively being pursued, and those that have been proven as fruitful in the past, for example.

Any Object in the Salesforce ecosystem can be adapted in this manner, and it is much simpler than trying to deal with all of your prospects and contacts as part of a single, titanic list that could quickly become unworkable if left unchecked.

Altering the navigation layout

While Salesforce has an intuitive interface by default, that does not mean that you need to stick with it in its original form.

In fact, you could improve your productivity and boost conversions if you make relatively small changes, re-jigging the order of List Views and your records by using the edit icon, in the shape of a pencil, found in the navigation bar itself.

Leveraging reports effectively

Unless you are using Salesforce’s reporting capabilities to dive into the various metrics that define your sales performance, then you could be making the same mistakes over and over, or be missing out on major opportunities.

Generating a report will let you work out some useful information relating to how long it takes you to complete a sale, which sources are the most lucrative, which are the least represented, and how well you are faring in the wider context of the team.

Whether your findings only influence your own methods and focus, or influence the entire organization, reports are a great starting point and can also give you the evidence you need to instigate change.

Changing the display density

A short but sweet tip for Salesforce users who are relatively new to the platform is that you can alter the display density at the click of a menu option, which basically means that the amount of information presented to you at any one time can vary according to your tastes.

The Comfy mode and the Compact mode do exactly what they sound like, with one giving you lots of info in one fell swoop, while the other keeps things less cluttered if you do not want to get overwhelmed by info and options.Most of all it can be helpful to tinker with the various settings and functions yourself if you are eager to become more familiar with all the bells and whistles of Salesforce, while also improving your skills and boosting your experience.

About Mohit Tater

Mohit is the co-founder and editor of Entrepreneurship Life, a place where entrepreneurs, start-ups, and business owners can find wide ranging information, advice, resources, and tools for starting, running, and growing their businesses.