Whether you’re new to Salesforce or have been using it for some time, everyone can benefit from a few tricks for using it better. Even with all the guides in the world and all the video tutorials you can watch, there might be a thing or two that you didn’t pick up on when getting started with Salesforce.
This is our Salesforce for dummies guide. Refer to this to learn a new things or two to use Salesforce even better than before.
Salesforce for Dummies
Navigation Tricks
Utilizing the Calendar in Salesforce is key to staying on top of tasks, clients, and more. By using different calendar view icons, you can see a variety of time periods and resources whether they’re yours or someone else’s.
If you aren’t using search in Salesforce, you’re missing out on a powerful tool. Forget a meeting time? Can’t remember a client website? Want to look for specific keywords? Use search to track it down quicker.
In your sidebar, you can set up a variety of custom links for easy access. Set up your custom links to make you more efficient in and out of Salesforce.
Managing Clients
You can use parent/child accounts within Salesforce to manage client organizations. This is a great way to manage all the players in a company and understand who reports to who for different inquiries.
Merging duplicate records is a quick way to combine client accounts, contacts, and more. If you have different records for a single client in different places, this can lead to miscommunication and other issues. Merge those records to ensure this isn’t happening when you use Salesforce.
Need to find sales collateral? Head to the Content tab and enter some keywords to find what you’re looking for. This is easier than going through documents one-by-one.
Tracking Leads and Clients
Just because you don’t sign a client to a contract doesn’t mean you can’t track them in Salesforce. You can track prospects, companies, and people.
To track a prospect, click on Create New lead, add to the record, and save. To track a company, click on Create New Account, add to the record, and save. To track a person, head to the account detail page for the person’s company, add to the record, then save.
From there, you can use the variety of information to track leads, movement, and more to improve communication and follow up on leads.
Managing Reports
Want to create a report for yourself or a client? Go to Reports, use Create New Custom Report and run the wizard. Need to export a report? Go to Reports, then click Export to Excel. Follow the wizard and then customize the report as you see fit.
Communicating with Clients
Sending an email is easy in Salesforce. Go to a record page, click Send an Email, then complete the fields, and click Save.
Want to create a customer service inquiry? Go to a record page, then click Create New Case and fill out the form. Use this to follow up with clients when issues arise.
Need to log a call so everyone knows what’s going on with a client? Easy to do. Go to a record page, click Log a Call and complete the form before saving.
Salesforce takes some time to get used to and learn the ins and outs of. Once you get used to it, you’ll be amazed at how much easier it makes life when dealing with clients, companies, and everyone involved in your business. Salesforce is a powerful tool, only if you know how to wield it. The above cheat sheet will help you get started and stay on top of everything you need to be successful.