Salesforce Tips

Learn practical tips and tricks that can help you work smarter in Salesforce, the hugely popular customer relationship management (CRM) solution.

Introduction

• Welcome

1. Customizing Salesforce

• Customize the Salesforce home page
• Customize the Salesforce navigation bar
• Know your Salesforce admin
• Create consistent naming conventions
• Set up personal Salesforce reports

2. Day-to-Day Operations in Salesforce

• How to use Salesforce everyday
• Weekly review leads and opportunities
• Salesforce Lightning vs. Classic View
• Consistently name Salesforce opportunities
• Use Salesforce email
• Use integrated social media
• Set follow-up reminders

3. Connect with the Salesforce Community

• Register for Dreamforce
• Find a local Salesforce user group

4. Biggest Mistakes in Salesforce

• Don’t transfer Salesforce accounts
• Don’t share Salesforce accounts
• Avoid over-automation in Salesforce
• Avoid scheduling Salesforce reports
• Hidden resources in Salesforce

Conclusion

• Where to find more Salesforce tips