Eight tips to effectively use Salesforce – 3
- De-clutter your Leads, Accounts, Contacts and Opportunities: This is another tip to clean up your Salesforce page. The leads, accounts, opportunities and contacts are some of the most commonly used one in Salesforce by most people. All these pages have a lot of stuff and there might be much that most don’t need. There might be a number of fields in each page that have nothing to do with you. There might be fields you might not need and also some sub-categories or related lists and a whole bunch of things you don’t need.
To change what you are going to see on a page the best way is to click on ‘customize page’ available on the top, right. This can be done for all pages; clicking on the option will let us choose what we want to see on a particular page.
Similar to de-cluttering tabs, we simply have to add the ones we want and remove the ones that are not necessary and then save the changes. The result is a leaner and simpler page, one that is less cluttered and less confusing. We can do this with all main pages including accounts, leads, contacts, opportunities, etc.
- Use Views: Views are like mini-reports; reports are a complex way of putting together data or lists. On the other hand, views are a simple way of doing the same thing. This can be done for all tabs, including leads, accounts, contacts, opportunities, cases, etc. and pretty much in the same way. Let us see how to create views in accounts tab as an example.
In any of the tabs, the views option is automatically available on the top and there are also options to create new ones and edit any of the already created views if required. Additionally, any of these views can be hot-linked so that you can directly access it any time you require.
Creating a view is also pretty simple and you have to go through a few steps. First you name it and then you have some simple choices to make; you need to put a few filters in place and finally the nice thing is you can select what fields you want to be shown. Just select all the fields that you require by using add and remove options, select whether only you can see it or everybody can see it and click save changes for the view to be created.
This way you can make quick lists of important items look up easily and take action on.
- Dashboards: This is probably the most important part of Salesforce that can be used. Making dashboards can be simple but it is always advised to do a couple of them for practice in order to get into the flow of making dashboards. Here is an example dashboard:
Dashboards are a simple way to put in one place a very simple view around the things that are going on with your business, as is obviously seen in the example.
Sales managers, sales reps and everyone who wants can easily create dashboards for themselves. For people who are new to Salesforce, there is an online training class called ‘Getting started with reports and dashboards’ in Help and Training option. The best way to learn it is start with a simple one and you evolve as you go on.
- Online training: As is obvious from the previous tip, there are a lot of training classes with Salesforce.com. They are not long and typically last 15 to 30 minutes and there are a bunch of great classes for different professions. But the best thing will be to check out all of them to get a better understanding on how Salesforce can be useful for your day-to-day professional activities.