customer experience

Make Every Dollar Count: How to Use Hidden Gems in your Salesforce Solution Platform

Successful companies know the importance of making the most of their existing technologies. And with COVID-19, when budgets are getting tighter and tighter, that need has become even more pressing.


Many Salesforce Solution Platform features are well-known but there are a few hidden gems that aren’t. The good news is, you’ve probably already paid for them! Here are four.


1. Dynamic Dashboards


A Dynamic Dashboard is ideal for creating personalised dashboards, e.g. for a sales rep who only needs to see their pipeline, rather than the whole company’s. Best of all, the admin only needs to create and manage one dashboard, rather than a unique dashboard for every sales rep.


To build a Dynamic Dashboard, simply:


  •   Use the “My” filters (My Opportunities, My Accounts, and so on) to create reports.
  •   Set the Running User option to ‘Run as Logged-in User’.


And that’s it! You’ve created a dashboard that will dynamically change based on who’s looking at it.


Dynamic Dashboards are available in Enterprise Edition and above. Enterprise Edition provides five Dynamic Dashboards. Additional Dynamic Dashboards can be purchased a la carte.


2. Field History Tracking


Field History tracks when a field is changed, who changed it, the date of change, prior value, and new value. It’s great for auditing changes, reviewing past data, retroactively updating data, and future planning.


For example, if you want to measure time within opportunity stages, you can track Opportunity Stage, and easily run a report that shows all changes made, along with the date they were changed. Then, by filtering that list and only grabbing the records where, for instance, Stage was changed from ‘stage 1’ to ‘stage 2’, you could use Edit Date to populate the new field for historical data and build that report immediately.


You can track up to 20 standard or custom fields per object. Field History Tracking just needs to be configured to start working.


  •   To configure Field History Tracking for standard objects head here.
  •   To configure Field History Tracking for custom objects, head here.


3. Web-to-Lead and Web-to-Case


Another underutilised feature included standard with a Salesforce Solution Platform is Web-to-Lead and Web-to-Case. They allow you to generate HTML from Salesforce, your Salesforce Org ID, and all the other details your webmaster needs to create a form on your website, which then flows into Salesforce.


With Web-to-Lead and Web-to-Case, your prospects and customers can easily initiate conversations with your business. These are then tracked in Salesforce. As leads flow into Salesforce, you can route them or take other actions based on the information the prospect entered online (e.g. address, product of interest, language). You can also do the same thing with cases. Voila!


4. Mobile apps


Finally, one of the easiest places to get more bang for your buck is in the Salesforce mobile apps, included in every edition of Salesforce.


For users, there’s the Salesforce1 App. It’s compatible with both iOS and Android, and lets your users access Salesforce data, perform day-to-day actions, and stay in touch with other users. It also allows field sales reps or other users who spend their time on the road to look up customer data, like recent purchases, overall growth for the year, and any open cases or opportunities.


For admins, there’s the SalesforceA App. This allows you to manage users and perform basic security updates from anywhere. You can also view system statuses and maintenance alerts, freeze or deactivate users, assign more permissions to a user, and reset users’ passwords if they get locked out.


If you’re not using either of these apps, download them from the Google Play Store or App Store and give them a try!


In these tough times, be sure you’re getting the most out of your Salesforce instance. After all, you’ve paid for it! To find out more, watch the managed services webinar. 


Related Articles:


CRM managed services


Key Learnings From Working With Managed Services During A Crisis





3 Business Lessons We’ve Learnt From Universities


3 Business Lessons We’ve Learnt from Universities





Preparing for a post pandemic world


Why Continuing Digital Transformation Will Prepare You For a Post-Pandemic World