Salesforce, a powerful CRM platform, is known for its versatility and ability to transform the way businesses manage customer relationships. However, like any sophisticated tool, mastering Salesforce can be a journey filled with challenges. To help you navigate this path more smoothly, Sandyx’s experts have compiled a treasure trove of tips and tricks. Whether you’re a Salesforce beginner or a seasoned user, these insights will empower you to become a true Salesforce master.


Embrace Lightning Experience

If you’re still using Salesforce Classic, it’s time to make the switch to Lightning Experience. Lightning offers a modern and intuitive interface that enhances user productivity. With features like customisable dashboards and Kanban views, you’ll wonder how you ever managed without it.


Leverage Keyboard Shortcuts

Save time and reduce mouse clicks by mastering Salesforce keyboard shortcuts. Pressing “K” instantly brings up a command palette that allows you to navigate to different parts of Salesforce quickly. It’s a small change that can make a big difference in your efficiency.


Streamline with Favourites

Do you find yourself repeatedly accessing certain records or reports? Use the “Favourites” feature to bookmark these items for easy access. Just click the star icon, and you’ll never waste time searching for them again.


Optimise List Views

Customise list views to display the information that matters most to you. Use filters, sorting, and column selection to create views tailored to your specific needs. You can save these views for future use, streamlining your workflow.


Automate with Flows

Simplify complex processes with Salesforce’s Flows Builder. It allows you to automate repetitive tasks, send alerts, and update records without writing a single line of code. It’s a game-changer for efficiency.


Master Report Types

Reports are powerful tools for data analysis, but mastering them can be tricky. Understand different report types, such as tabular, summary, and matrix reports, to extract valuable insights from your data.


Utilise AppExchange Apps

Salesforce’s AppExchange is a treasure trove of third-party apps that can supercharge your Salesforce experience. Whether you need project management tools, data cleansing apps, or marketing automation, there’s likely an app that fits your needs.


Embrace Chatter for Collaboration

Chatter is more than just a social feed; it’s a collaboration hub within Salesforce. Use it to discuss records, share files, and collaborate with team members in real time. It’s a great way to centralise communication.


Stay Informed with Trailhead

Salesforce’s Trailhead is an excellent resource for learning and staying updated. It offers modules, trails, and quests that cover a wide range of Salesforce topics. Plus, it’s fun and gamified, making learning a breeze.


Seek Expert Guidance

Don’t hesitate to seek expert help when needed. Whether it’s troubleshooting a complex issue or getting guidance on best practices, Sandyx’s Salesforce experts are here to assist you.

In conclusion, Salesforce mastery is within your reach. By embracing these tips and tricks from Sandyx’s experts, you’ll not only overcome common pain points but also unlock the full potential of Salesforce. Start implementing these insights today, and watch as your Salesforce journey becomes a path to efficiency and success.

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