Tips to improve your productivity in salesforce
Tip 1 “Ask Force” When you are stuck with something in #Salesforce and haven't found an answer anywhere, you can always reach out to the #SalesforceOhana community on Twitter using #askforce hasthag, and somebody will help you out.
Tip 2 “Add additional calendars” If you have dates you want to track in an object (Invoices or car maintenance schedule) you can create a calendar to display those items in your #Salesforce Calendar. Check out the instructions here: https://sforce.co/3c3r8sN So easy and super helpful!!
Tip 3 “Campaigns” To quickly add contacts to a campaign, create a report w/the contacts you need (contacts from “x” lead source, or where State = CA). Run your report and from the buttons at the top right corner, select Add to Campaign. Select your campaign, the status and voilá! #SalesforceTips
Tip 4 “Chrome extensions” Did you know there are great #Chrome extensions for #Salesforce? In the Chrome Web Store search for Salesforce, you will see a long list of awesome things to add to your browser and make your Admin or Developer life easier, and most of them are free!
Tip 5 “Kanban” Use kanban view to know where things are. Pin your favorite list view with the filters you need, then select the kanban view (provided you have a field you can group by, like Opp Stage or a Status) and you will see where each item is in the process.
Tip 6 “Density” Change your Density to view as much information as possible. In the top right corner, click on your picture and you will see 2 options for your screen layout: Comfy and Compact. Select compact if you want to see more in the same space