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Are you making the most of Salesforce in your business? According to the Gartner CRM Market Share Analysis, Salesforce has 20% of the total CRM market share. That means that ⅕ of businesses who use a CRM are using Salesforce. The solution is popular with sales teams across industries. This is no surprise since Salesforce has a wide variety of features that help businesses of all sizes connect with customers and make sales.  Knowing the right Salesforce tips can make it even more useful.

That said, all of those features can be overwhelming. For admins and users alike, it’s easy to get lost in all the possibilities. To use Salesforce well, you have to understand what features will make this tool shine and how to use them. Want to learn more? Whether you’re just starting out with Salesforce or looking for tips to make your org better, you’re in the right place. In this post, we’ll share 9 Salesforce tips you need to know. Let’s start by taking a look at what these tips are. 

Here’s our list of 9 Salesforce tips you need to know:

Start simple 

Create custom dashboards

Set up email templates

Leverage the AppExchange 

Use email alerts 

Create filters

Master reporting

Use Salesforce chatter and streams 

Back up your Salesforce data 

Ready to learn more about how to use these Salesforce tips in your business? Keep reading to discover how to supercharge your Salesforce Org.

Start simple 

Before we dive into some ways to extend and customize your use of Salesforce, we encourage you to take a step back. Think about why you’re using Salesforce in your business today. How does it benefit you? What are you still looking to improve? Answering these questions first will give you direction before you start adding complexity to your Salesforce Org. 

Set up email templates

How much time do users spend writing out the same messages over and over? You can boost productivity for users by setting up email templates. Take the time to enter the emails your team sends most frequently with merge tags to pull information from your org. This will help your team send out more personalized messages faster.

Leverage the AppExchange 

Looking for a feature that Salesforce doesn’t offer? You can check out the AppExchange to find third-party applications to add to your Salesforce Org. If you’re not sure where to get started with the AppExchange, we did a post on some of the best third-party apps for Salesforce. You can read the post and check out the apps for yourself here. 

Use email alerts 

You can create email alerts for automated actions, workflow rules, approval processes and more. To set up an email alert, you’ll choose a name, email template and recipients for your alerts. This way, you can control what users receive these messages and the information that comes along with these alerts.  

Create filters

Creating a lookup filter can help you keep your data clean and help users manage data across your organization. It plays a big role in finding data fast and keeping your most critical data organized. 

In the words of a Salesforce Trailhead post: 

“A lookup filter limits search results, restricting the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. Use lookup filters to improve data quality by enforcing data consistency.”

You can go to this page to learn about the steps you should take to create a lookup filter.

Master reporting

Reports and more importantly, good reporting are keys to sales success. They help you understand data and share your insights with others in a meaningful way. Generating Salesforce reports frequently can have a big impact on sales.  

Here are some tips directly from Salesforce on reporting.

  • Well-designed reports run faster.
  • Before building your report, consider writing down each of the questions your report must answer. This way, your report is sure to return all the data you need.
  • Reports are shared via folders. Whomever has permission to the folder your report is saved in also has access to your report. Ensure that you save your report in an appropriate folder.

Once you’ve designed reports, you can also set them up to generate automatically. 

Create custom dashboards

Creating custom dashboards allows you to quickly get an overview of what’s going on in your Salesforce Org. It makes it possible for you to get all the data you need in one place and easily review the information that’s most important for your business. You can start creating dashboards once you follow the steps above to generate your reports. 

Use Salesforce Chatter and streams

Salesforce Chatter provides a great outlet for users to connect with each other and share information. However, Chatter on its own can be overwhelming. Keeping track of all the messages and updates can be time-consuming. However, there is an easy way to fix this problem. 

Users can customize their own Chatter streams to combine related feeds into a single feed. This makes it possible to follow the people, groups, and records that are most important to you without getting lost in the rest of the communications. If you want to know more about using Salesforce Chatter for your organization, you can check out our article on the topic here

Back up your Salesforce data

To make the most of Salesforce, your business also needs a backup strategy. Without that, all the work that you put into your Salesforce Org could go to waste in the event of Salesforce data loss.  To avoid this, you need a third-party solution because the options that Salesforce offers are typically not enough and very expensive. This is where Reflection Enterprise can help.

Reflection Enterprise is an integral part of backup strategies worldwide. Using our solution, you can also automatically back up data and recover it in one click. In addition, you can install our solution in just a few steps. If you need help, our support team is also just one message away. Ready to see what Reflection can do for you? You can request a demo or get started right now with a free trial.

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