It can be daunting to start using Salesforce. Fortunately, there are some great Salesforce tips and tricks out there that can get you started so that the program doesn’t seem so intimidating. Salesforce dashboards and lists are key to organizing your data effectively. Here are a few of them.
The list views part of Salesforce is often the part you’re going to need to use the most. You will often be looking at lists of sales for the month or potential leads for the last week or lists of who you need to contact today.
You can create list views with a customized bent just for you by clicking on “Create New View” underneath the “Opportunities” part in Salesforce. You can then use the filters to display the data in exactly the way you want it.
Dashboards are also a great way to display information and stay organized in Salesforce. The service allows you to have as many as 20 visual representations like this. You can use the standard ones that come automatically with the service of course, but it’s also a good idea to make custom dashboards in order to get the information you want quickly and easily.
You can create dashboards customized for your preferences in Salesforce using a drag and drop approach. You can do this by visiting the reports tab and then clicking where it says “New Dashboard.” Then all you have to do is choose your components and then drop each of them into the column where you want them. It’s that easy.
For more tips on using Salesforce, contact us today.