Top 10 Salesforce Tips and Tricks for Maximizing Your Efficiency

Use keyboard shortcuts 

Save time with shortcuts for common tasks like creating new records and switching tabs.

1

Customize your homepage 

Tailor your homepage to your workflow with customized lists, dashboards, and reports.

2

Use Chatter for collaboration 

Collaborate with your team in real-time with Salesforce's social network feature.

3

Utilize automation 

Automate repetitive tasks with workflows, process builder, and flow.

4

Take advantage of mobile 

Access Salesforce on the go with the mobile app and mobile-optimized features.

5

Use global search 

Quickly find the data you need with Salesforce's powerful global search functionality.

6

Enable email-to-Salesforce 

Log emails directly into Salesforce by enabling the email-to-Salesforce feature.

7

Use Salesforce's productivity tools 

Boost your efficiency with tools like Salesforce Inbox, Tasks, and Events.

8

Learn to use reports and dashboards 

Gain insights into your data with Salesforce's reporting and dashboard tools.

9

Attend Salesforce events and training 

Stay up to date with the latest Salesforce updates and best practices.

10

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