5-Critical Salesforce tips

5 Salesforce tips you can’t live without

Salesforce is a powerful tool, but it is only as strong as the people using it.  Use these 5 Salesforce tips to increase your skills and maximize your business’ potential.


  1. Keep it clean
  2. Add or delete fields for better reporting
  3. Integrate with your email and website
  4. Utilize the AppExchange
  5. Integrate with your other software

Follow these tips and our blog to become a real Salesforce Wizard!

5 Salesforce Tips (PowerPoint)

Related Articles
digital transformation
How Salesforce helps companies achieve digital transformation

Let’s explore four key ways that Salesforce enables organizations to achieve digital transformation on the platform:

manufacturing service models
Leveraging Salesforce in the professional services industry

Simplus stepped in to eliminate duplicate data and duplicate contracts for overall more efficient contract management and lead generation at Read more

Integrating with Sales Cloud for streamlined results

Verified First engaged with Simplus to streamline its processes and move away from the manual, error-prone methods of Microsoft Excel Read more