A Close Look At the Top Three Salesforce Tips and Tricks

Regardless of what area of salesforce you normally use or even your staff level, you can definitely be able to use this CRM in many more ways than you think is possible. This can permit you to discover crucial statistics that can assist you in surpassing your usual performance. Your admin may have instructed you to a certain level, but you can surely conduct some personal training to fully exploit salesforce’s potential. To which end, the following are salesforce tips and tricks that can be invaluable.


The Salesforce Tips and Tricks to Know

Creating Reports

Reports are excellent means of getting hold of crucial statistics in saleforce. You can create reports for quarterly sales figures, cases closed per month, opportunities closed per month and so on. There are many benefits of these features, which includes identifying which cases took the longest period to close. Discovering your strong points and shortcomings when selling to any client or even comparing your sales/services with your colleagues.   The first of the most essential salesforce tips and tricks is learning how to create reports. You can effortlessly do this by clicking on the + icon on the top tab, which will take you to the all tabs menu where you can scroll to reports. Once there, you can click on new reports that will allow you to choose the exact object you wish to create a report for. For custom reports, you can request your admin to enable them for you. There are 3 sections of the report screen. The first is a list of available fields for the objects you choose. The second section is the filters area, where you can filter the list of reports according to the exact records you need. While the last section is the preview area , which offers a snapshot of your report.  

Creating Dashboards

Another of the most critical salesforce tips and tricks that will put you in good stead is learning how to create dashboards in Salesforce whenever you need to. Dashboards are basically visual diagrams of the data found in reports, and you can make up to 20 charts, tables or lists; each of which is known as a component and can only relate to a single report. Custom dashboards can be the ideal way of glimpsing at custom data that concerns yourself. Once you have created a report, creating a dashboard is just a matter of dragging and dropping.   To do this head to the reports tab, and click on new dashboards, which will bring up the layout design wizard. On its upper right tab you can easily choose the component, and ultimately drag and drop it in the specific column you wish it to be. The next step is to fill the component with data, and you can do this by heading to the upper left corner of the layout design wizard and clicking on the data sources tab. This will list all reports, and after determining the one you want you can proceed to drag and drop into the component you selected.  

Creating a Salesforce Apex Trigger

These Salesforce tutorials would be incomplete without offering a brief salesforce trigger tutorial for those who may not be aware of this feature. Typically, a trigger is a block of coding that gets executed prior or after any data manipulation. This includes insertions, deletions, updating or restoration of objects. To create a new trigger, you will need to click on the object in which the trigger action is needed.

Considering these Salesforce tips and tricks will be of great benefit to you in order maximize your productivity with this solution.

Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.