For the beginners on to Sa\, lesforce, sometimes it could be an overwhelming experience to use for the first time. Being on to the No.1 CRM of the world with so many features and functions, a handful of buttons and tabs, everything will make you confused a bit at the beginning. Therefore, here in this article, we are trying to discuss a few expert tips and tricks which may help the beginners to adapt to the Salesforce platform quickly and easily and leverage the benefits of this most sophisticated platform for sales and customer relationship management.
As said, what you can access and what cannot on the Salesforce platform is ruled by the permissions and profiles settings. If you are not authorized to do something on it, some of these techniques may not work. However, in the majority of cases, you can tweak these tools to get through Salesforce administration and tap the best benefits of it. Let’s begin.
Personalizing the Salesforce tabs for your usage
As it’s evident, tabs are the simplest way for the users to navigate through the platform and find the appropriate functions you need at work. However, the tabs are not always in the desired order to make sense to different types of users with different priorities. So, when creating new accounts, you can maintain them according to your preferences. Say, for example, you may need an account with the contact tab right at the beginning and not at the end. With Salesforce, you can do this easily as you wish. Based on your preferences, you can change the order of tabs and for a particular account. To do this:
You may look at the taskbar, and towards the end of it, you can see the icon of a little pencil there. Click on this icon, and you can see the list of tabs displayed to you in order, which can be easily reordered. You have to click on the tab and drag into the desired position to rearrange the display order. You can do this to as many tabs as you want. Once reordered click on the Save button at the end and this will work the magic for you.
Creating quick list views
Next, the most important thing for your workday may be the list view. These are usually filtered views in an object on various records. You can easily create these list views based on your preference of segmentation, reporting, data cleanup, and quick access of the records you may want the most. This is very easy to accomplish. Say, for example, if you’re going to segment your customers to view the direct customers on top, you can create a list view just as below.
Step 1: First create a list view: For this, you can click on the arrow icon next to the Cogwheel. Click on the new button, and then key in the name of the list view you want to create and click on save.
Step 2: Set the filter criteria. You can put personalized filter criteria here. If you are not able to see the filter criteria, click on the filter icon and get into it. The owner creates the first filter to change. You may click on the Filter by Owner option and then change it o All Accounts. Doing this will ensure that you further catch all accounts to segment and custom set it.
After this, you can add a filter as offered by Flosum.com. You may also try to add multiple filters to a single list. Some of the filters may make more sense than others based on your business needs. Say, for example, you may not filter on the Account name of the users unless you have plenty of accounts having the same name. Once the filter is set, you can next choose operators. The operator type depends on the field type. If you have a picklist, then you can further have a few choices like bigger than, lesser than, not equal to, equal to, contains, doesn’t contain, starts with, ends with etc.
After that, in the last field, we can use values. As we are using picklist fields, this choice is much easier. Just click at the arrow at the Value box and choose as to whichever type of list value you like. You can also select more than one value based on your preferences. Once done, click on the Save button. Next, you can see the total number of results based on the filtered criterion.
Step 3: Order the fields. To do this, click on the cogwheel and choose the “Select fields to display” option. Next, select the fields starting from the left column and then use the arrow between two columns to move them from one end to another. In the right column, select a field and utilize the up or down arrow for rearranging the fields.
Step 4: Using the optional features. If you want to show graphs, then click on the icon of the pie shown on the tip. You can also change the view in Kanban by clicking the icon close to the cogwheel.
Another cool thing for the users to explore in the list view is its feature of editing multiple records simultaneously. You may know if the list view is ready for this while you can see the little checkboxes at the first column. If you don’t see it, it implies that your org uses various record types. However, there are easy solutions for it. You may add a filter to the list view as “Account Record Type – equals – choose one record type from the list”, which will resolve the issue.
Once you view the boxes, it is easy to edit multiple records simultaneously. Click on the box displayed in front of the records you want to edit and double click on the ‘State’ field of the chosen records to change the values or add new. You will then see choices to change it for a single, multiple, or all of the records at once.