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Category: Tips & Tricks

Helpful tips SF

12 Salesforce Hacks To Make Your Life Easier

Salesforce packs quite a punch, but it can seem unwieldy at times.

Admins and developers know this best. They spend most of their time in the CRM, which can be frustrating. That’s why they drink.

But Salesforce doesn’t have to be a continuous source of frustration. Using a few Salesforce hacks can make life as an admin, developer, or power user so much easier.

Recently, there was a thread on /r/salesforce (a community for Salesforce users on Reddit) that asked:

What is the best Salesforce hack you know?

Below are the 12 Salesforce hacks recommended by Salesforce vets in the thread:

1. Run Scheduled Jobs Faster

“This only affects developers, but working on scheduled jobs can be very frustrating to desk-check. To run it, you have to schedule it to run, wait a few minutes, check the results, unschedule it, make your changes, repeat.

To get around that, open up any custom object that has an ownership field and scroll down towards the bottom. You’ll see a little-used section for apex sharing recalculation. It’s supposed to be used for calculating permissions on that object, but you can tie any batch job to it. Add your scheduled job to the object, now you can run your job anytime you want with the push of a button.”

2. Shortcut to List Views

“Go to a list view of records by shortening the Salesforce ID in the URL to just the first 3 letters of the Salesforce ID.

To get to a list of Contacts, for example, shorten https://naXX.salesforce.com/0031600004HMGmt to https://naXX.salesforce.com/003

This should work with most standard and custom objects.”

3. Salesforce Search in Chrome

“Save the Salesforce search box as a search engine in Chrome (right click the search box, choose save as search engine, change the keyword to sf).

Then you can open a new tab, type sf and hit space, and you’ll be able to search inside salesforce from anywhere.

You can set up a separate one for searching the sandbox as well.”

4. Chrome Extensions

“Chrome extensions are time savers for me” [Source]

5. Eliminate Repetition

“Create Force.com Flows for any repetitive tasks that you find yourself doing often. Make it into a wizard, then put it as a Custom Link on your sidebar.”

6. Use Widgets

Use the admin widget (not sure of the official name) to get to object-specific admin pages quickly. If you’re in a tab/list/detail page for an object, you’ll see a blue tab-handle-thing with an arrow on the right side of the page; click that to open the widget.”

7. Email Alerts

Create email alert triggers for certain events that your users do (like object creation or field changes) you want to keep tabs on.”

8. Store Code

“I’ve written an apex class where I store all the snippets and pieces of code that I use intermittently. Sometimes it’s something to save for later. Sometimes is a method I can call from the Execute Anonymous window.”

9. Use Buttons

“My field people LOVE buttons. They are non technical and having a “do this” button means they don’t screw stuff up or rely on office people who do the task once every other month.”

10. Use Triggers and Flags

“Triggers are wonderful for hacking out a process. Triggers and flags.”

11. Merging Accounts

“Merge more than 3 accounts at once: [link]”

12. The Power of One

“Not mine, but on of my favorites: The Power of One.”

Quick tips

Easy Salesforce Tips and Tricks for Sales Reps

Salesforce CRM is the world leader in database and contact management. It helps build rigor and organization in sales, marketing, operations, finance, and other divisions of a company. However, sometimes being the world leader correlates with complexity

Sometimes being the best in class can mean a lot of challenges for new or inexperienced users… And in this case, most of Salesforce’s users are sales professionals. In sales, time is money.  If you can maximize your time navigating Salesforce, you’ll make more calls and draft more emails. An increase in attempts means an increase in connections, and an increase in connections means more meetings, and more meetings means more clients and DINERO!

If you’re new to using Salesforce or if you’re looking for easier ways to maximize your efforts, here are some helpful Salesforce tips and tricks.

1. Use Reports for Lead, Contact, and Account Views

Reports are an easy way to centralize all of your views in Salesforce. It also enables you to use all the data points in the Account, Contact and Lead objects as filters. We also encourage you to find the best naming conventions for your folders and views… notice how we have our folders named very specifically. Additionally, we recommend that you “pin” the views that you care about to the top of the report folders for easy navigation.

  • Lead Reports – We highly recommend creating a generic view of all of your Leads with all of the data that you care to see in one view. From there, you’ll be able to add extra filters to specify each view and save them accordingly.
  • Contact Reports – The same goes for Contact Reports. In Salesforce, Contacts are a different object then Leads, although they tend to be nearly identical in purpose. Salesforce views them differently, so we encourage you to build separate reports for Contacts.
  • Account Reports – It’s great to be able to manage all of your Accounts easily. Whether it’s by lifecycle stage (Customer vs. Opportunity vs. Prospect) or size of the company, or anything that you care to view separately, Account Reports are perfect for pipeline management.
  • Opportunity Reports – From our experience and research, Sales reps tend to have a difficult time in keeping a tight pipeline of Opportunities. With Reports, you’ll be able to break out the Opportunities by pipeline stage, forecastable amounts, and any other important KPI for your business. Reports tend to keep sales people more organized.

2. Create Reports for your metrics

Salesforce Tips & Tricks | Opportunity Reporting

Sales is a numbers game. It’s also a conversions game. Meaning, if you increase your activity (calls and emails) while maintaining your conversions (percentages of moving someone from one stage to another), then you’ll naturally close more deals. If you can improve BOTH activity and conversions, then you’re going to close even more deals! So, it’s important to understand how well you’re performing today, and then use that data to distinguish areas for improvement and optimization.

Here are a few metrics we’d encourage you to highlight, and then use the salesforce tips and tricks we mentioned in the reporting views to identify road bumps.

  • Activity per Day, Week, and Month – it’s important to understand daily metrics, but as it’s also just important to measure monthly numbers as the law of large numbers tends to identify your “normal” conversion metrics.
  • Connects per Day, Week, and Month
  • Meetings booked per Day, Week, and Month
  • Forecastable Opportunities created per Day, Week, and Month
  • Closed Won Opportunities created per Day, Week, and Month
  • Opportunities Won by Industry – This will help you identify your best customers, which industries close most easily, and which industries tend to be your highest paying customers.

3. Use Campaigns

Tips & Tricks Salesforce CRM | Campaign Reporting

Salesforce Campaigns are perfect for Lead and/or customer acquisition analytics. For example, if you go to a tradeshow or event as a sales person, you’re probably on the receiving end of a lot of business card hand-offs. Typically, you’d go back to your desk, email the people you met, and then never understand how successful the event was for you in terms of dollars. That’s why campaigns are great. If you “tag” each Lead you meet at the event, you can directly attribute back closed won opportunities back to a single handshake… pretty cool (and powerful).

So, you can use Campaigns for the following:

  • Measuring the ROI of events
  • Tracking where you met people
  • Tracking conversions
  • Tracking responses
  • Opportunity Reporting

4. Add Chrome extensions for improving Salesforce efficiency

Salesforce’s user interface hasn’t changed much in terms of helping sales reps navigate easily and quickly. I can respect how difficult it is for Salesforce to make changes with 150,000+ customers. Our top Salesforce tips and tricks heavily rely on technology. We encourage sales reps to use tools that can improve their workflows and intelligence. For example, there are chrome extensions to help you quickly add a prospect from LinkedIn to Salesforce without toggling tabs and manually inputting their information… Booya!

Here are some of our favorites:

When working in Sales, any advantage you can get to maximize your time and productivity should be taken very seriously. If you spending time with the wrong prospects or unable to report on your successes/failures you can never improve your results. Additionally, if you’re leveraging an outdated “sales toolbelt” of technologies you’re also at a disadvantage. Hopefully, with these Salesforce tips and tricks you’ll be able to increase your productivity and results which hopefully leads you to a more successful career.

Helpful tips

5 Killer Salesforce User Tips


These Salesforce user tips are things I have noticed over the years as a Salesforce Administrator. No matter what area of Salesforce you use, no matter what staff level you are, entry all the way to CXO, you can utilise Salesforce further than you might think to make your life easier and reveal statistics that may help you exceed in the future. Some of you may have been trained up to some extent by your Administrator but it does require some self learning to really take advantage of these. Hopefully this guide will give you an insight into some of the areas you can explore a bit more. All the things mentioned are not difficult to learn and the resources out there are plentiful, YouTube, blogs, Salesforce documentation and some concise guides by myself.

These areas below will all be provided to you on some sort of basis by your Salesforce Administrator. e.g. Sales Reports/Dashboards or List views for Opportunities that are closing this week. The point that I want to try and get across is that they cannot know what is right for you individually, slight tweaks to some List views or Reports may help you work more efficiently and find those hot prospects or cases that can easily be closed off that you would of looked over before.

1. Create List Views

Whatever you use Salesforce for I’m 99% sure you are going to be spending most of your time looking at various list views. Whether it’s a list of Opportunities closing this week, today’s leads that have come in from your website or  a list of your cases that are currently open, you’re probably going to be dealing with these on a day to day basis. Now its likely that more inexperienced Salesforce users are probably going to be quite content with the standard list views Salesforce provides or the ones that their administrators give them, however, you know better. Only you, the user are going to know the most effective way for you to work individually with your company. Whether its using multiple specific list views that you can switch between to get the information that’s most relevant to you, or using a broader single list view which is listed in a specific way you should decide. To find out more about how to create list views see my post here.

Screen Shot 2014-08-06 at 16.02.17

2. Create Email Templates

If your company is an active user of Salesforce and has it fully integrated into all your business processes, their is a good chance you would have come across email templates. In a similar fashion to List views, you probably have some standard templates with a bit of mail merge functionality mixed in to make your life easier e.g. standard Lead responses or introduction emails to new Accounts. What a lot of people don’t know is that you can quite easily create personal templates for yourself. If you have a certain personal way you like to address Leads and find yourself typing the same message multiple times a day, having to remember bits of information from an account to personalise the email then personal email templates are for you! If you would like to create your own email templates then read a bit more about them here.

Screen Shot 2014-08-06 at 16.03.35

3. Learn Reports

If you are unfamiliar with Salesforce Reports, you have to get aquatinted with them. If you’re like me and love stats (sigh), theres no better way to get those statistics out of Salesforce than reports. Similarly to List views you will probably have a few reports your managers or administrators have created for you to show information. Common reports could be, My Opportunities closed for this month, Cases closed per agent month, Quarterly sales across the business. These types of reports can easily be created in a matter of minutes even with a pretty chart added! For those that have looked at reports before and have got scared off, I’m not surprised, it can be a bit overwhelming at first, but trust me they are extremely easy and intuitive to use.

Reports have a bunch of uses which really depends on what you are interested in doing, here are a few ideas. Finding out which cases take you the longest to close, could potentially motivate you to train up in a particular area. Find out your strengths and weaknesses in who you are selling to, which industries etc. Compare yourself to others in the company to see where you come in terms of Sales or Service. All of these can be built in a matter of minutes. If you would like to find out about creating personal reports for yourself then read more here.

Screen Shot 2014-08-06 at 16.06.55

4. Create Dashboards

So a natural follow up to Reports is Dashboards. Dashboards are visual representations of reports, you can have up to 20 charts, tables or lists. Each one of these is called a component and can be arranged how you like. Each component can only relate to one report. Personal dashboards are a great way to look at custom information that only concerns you as an individual. It’s fine just using the standard Dashboards that your administrators or managers have made, but I’m sure you can do a better job of creating custom Dashboards that give you the information you need. They are especially useful if you have got to grips with reports and just want to quickly glance at your statistics. Once you’ve mastered Reports, dashboards are a drag and drop breeze so check them out  here.

Screen Shot 2014-08-06 at 16.09.33

5. Check out the AppExchange

A lot of users I’ve spoken to don’t even know what the AppExchange is. The way I usually explain it is that its like the App Store for iPhones. You can install free and paid App’s into your Salesforce Org that can provide extra functionality. When I worked as an administrator, it was always something I would check out on a weekly basis to see if there was anything that could make mine or the users lives easier. App’s range from simple free programs that install some pre built Dashboards into your system to seriously clever and huge apps like FinancialForce (Cloud Accountancy Software). As users you are going to be able to see the benefit in some of these apps straight away, while an administrator might not know the ins and outs of your day to day job and therefore might overlook some. It’s always worth checking it out and if its a very simple app that could make your life a lot easier then I’m sure an administrator would have no hesitation installing it.

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