The Ultimate Salesforce Help Guide

Did you know that nearly 50% of businesses fail within the first five years? The good news is that there are steps you can take in order to prevent this scenario. Salesforce is one of the most valuable tools companies can take advantage of to ensure their objective.

However, Salesforce troubleshooting can sometimes be difficult to handle. So, we put together a comprehensive Salesforce guide with everything you need to know. Let’s dive into some of the most notable Salesforce help tips.

Leverage the Integrated Emails, Activities, and Tasks Features

Interestingly, many users fail to take full advantage of Salesforce’s integrated email features. Companies can use Salesforce to log all customer interactions including emails. This provides valuable data that can then be used to improve the business’s services.

Additionally, by taking advantage of the activity and task features, businesses can maintain a high-level overview of their workflow. This is vital for ensuring that nothing falls through the cracks.

Don’t Neglect Data Cleanup

One of the most important Salesforce tips is to keep your data clean and well-managed.

Over time, data can become cluttered and difficult to work with. This hampers productivity and makes it difficult to glean valuable insights from your data. As such, it’s important to regularly clean up your data and remove any unnecessary information.

Make Use of Salesforce Einstein

Salesforce Einstein is a powerful artificial intelligence tool that can be used to automate various tasks. From predictive analysis to lead scoring, Salesforce Einstein can take care of a lot of the heavy lifting for you.

As such, it’s well worth taking the time to learn how to use this tool. Under the right circumstances, it could dramatically improve your workflow.

Inline Editing

Inline editing is a Salesforce feature that allows you to edit information directly from the record page. This is incredibly useful for making quick changes to data without having to switch between different pages.

To enable inline editing, simply click on the gear icon in the top-right corner of the screen and select “Edit Page.”

SUMO Scheduling

This is a tool that can be used to automate the scheduling of Salesforce activities. It’s designed to make it easier to schedule calls, meetings, and other events. To use this tool, simply install the SUMO scheduling app through Salesforce itself.

Global Actions

Global actions are a handy Salesforce feature that allows you to quickly create new records. This is useful when you need to add a new lead or contact. To access global actions, simply click on the plus icon in the top-right corner of the screen.

Using this feature can save you a lot of time in the long run.

The ‘Favorites’ Feature

The favorites feature allows you to quickly access the Salesforce records that you use the most.

To add a record to your favorites, simply click on the star icon next to the record name. This is a great way to quickly access the information that you need without having to search for it.

Conga Composer

One of the most notable Salesforce features is Conga Composer.

This is a tool that allows you to quickly generate documents based on Salesforce data. It’s an incredibly useful tool for businesses that need to generate contracts and other documents on a regular basis.

Even small businesses can benefit from using this tool, as they often perform repetitive actions like these. This will free up time for you to focus on other areas of your business performance.

Work With a Professional

You should never overlook the importance of working with a professional. If you’re struggling to get the most out of Salesforce, then it may be time to seek out the help of an expert.

They’ll be able to help you overcome any obstacles you’re facing and ensure that you’re using Salesforce effectively. When searching for a professional to work with, you’ll need to consider their experience, skillset, and cost.

You should also make sure that you feel comfortable working with them, as this will directly impact the results you are able to get. Of course, you should always research their past reputation before choosing someone to work with. This is the only way that you can gain insight into what they can do for you.

Be sure to keep an eye out for reviews that are not genuine, though. Understanding how to recognize fake reviews can go a long way, so be sure that you understand the signs.

What Are Common Challenges People Face?

There are a few challenges people face when using Salesforce.

One is that it can be difficult to keep track of all the different features and tools available. As such, it’s important to take the time to learn about all the different aspects of Salesforce.

Additionally, some people find Salesforce to be confusing and difficult to use. This is often due to a lack of understanding of how the system works.

As such, it’s important to take the time to learn about Salesforce and how it can be used to benefit your business.

Salesforce Help Doesn’t Have to Be Difficult

These are just a few of the many Salesforce help tips that can help improve your workflow. By taking advantage of these features, you can streamline your process and get the most out of this powerful tool.

Want to learn more about what we can do? Be sure to reach out to us today and see how we can help you.