Dynamic Dashboards allow you to view a dashboard as the running user (rather than the standard static user). So say you need a Sales Pipeline dashboard, which should show an individual just their Opportunities and...
Forecasts allow you to predict and plan the sales cycle based on a rollup of Opportunities. This rollup is determined by several factors in the Opportunity. As long as those data points are kept accurate, you...
Record Types allow you to offer different business processes, picklist values, and page layouts per record, based on criteria in the record, and can be applied to all objects (standard or custom). A common use-case...
Field History tracking allows you to track changes on up to 20 fields per object by capturing the prior value, the user, and the date/time of the change. You can then run reports on...
With all the bells and whistles you get out-of-the box with Salesforce, it’s easy to miss some of the hidden gems that also come standard but aren’t automatically enabled or need a little attention to get up and...