10 Distinctive Salesforce Features To Make Your Tasks Easy
Salesforce, the global CRM leader has a lot of features and functionalities to offer but there are some unique and cool features and to look out for to make the best out of them in any company or an organization. Let’s have a look at some of them and know how they are beneficial.
1. Salesforce Chatter
Salesforce Chatter is an instant messaging system that functions similarly to social media platforms like Twitter and Facebook. Here’s how you can use Chatter:
- For an opportunity or case, seamless collaboration and planning amongst users, huddle-ups, and virtual meetings are required.
- Carry on the dialogue over CRM by email or other messengers.
- Large files may be shared fast and effortlessly.
- Any information should be released or published as soon as possible.
- It’s simple to keep track of users and records without having to ask subordinates for updates.
2. Advanced Currency Management & Multiple Currencies
Salesforce’s Multiple Currencies capability is essential for any company that deals with clients who use multiple currencies. It goes a step further with Advanced Currency Management. Multiple Currencies and Advanced Currency Management are two characteristics that are frequently combined to provide effective currency management.
Multi-currency capability: the capacity to use several currencies in opportunities, forecasts, quotes, reports, and other data. Assign several default currencies to users, as well as alter records to a specific currency.
Handle dated exchange rates within Salesforce opportunities with advanced currency management, which allows you to map a conversion rate to a specific time range.
Salesforce.com is a huge database that contains the company’s critical day-to-day information. The Salesforce feature/tool “Dashboards” compiles the data into real-time essential business KPIs in visually appealing formats like charts, bar diagrams, pie charts, tables, funnel charts, leaderboards, graphs, and more.
Dashboards can measure everything a firm wants, such as sales numbers, leads, conversions, and so on. Here are a few critical business indicators to consider:
- Opportunities that have been stifled or thwarted
- Existing or new opportunities
- Sales rep leaderboards show win rates and top sales.
- Condition of the Salesforce pipeline
- Existing support difficulties with a leading accountancy firm
- A sales representative’s average time to close a case
- Cases where Service Level Agreements (SLAs) are likely to be missed
4. Email Synchronization
The Salesforce email syncing function (one of the much-needed Salesforce inbox features) was used to ensure that every email exchange or thread stayed inside the CRM. Users can “sync” their emails with their CRM accounts without having to manually cut and paste information or conversation threads.
With the help of third-party solutions, this capability supports MS Outlook, Gmail, and Mac Mail.
After you’ve installed the email sync plugin, you’ll need to do the following:
In the email client, a button will appear that allows emails from Outlook or Gmail to be sent or pushed to Salesforce CRM.
Alternatively, you can send an outbound email and preserve a copy in Salesforce.
Salesforce can now do millions of things for organizations thanks to its new feature rollout. These are only a few Salesforce features, which include Salesforce basics, Salesforce Inbox, Salesforce new features, and much more.
Salesforce has a lot of features and capabilities to offer organizations, which is why companies are searching for Salesforce experts to assist them to integrate those features while also providing more personalized solutions based on their business systems.
5. Salesforce Steelbrick
Steelbrick is a Salesforce key feature that allows high-growth Salesforce clients to easily manage CPQ — Configure-Price-Quote — apps.
Users may effortlessly create real & professional-looking sales quotes with CPQ software/app without any errors, inefficiencies, or setbacks.
Sales firms can use CPQ to:
Get more sales in less time, aids sales reps in completing their tasks more quickly, bypass any bottlenecks or errors in contracts, quotes, and opportunities, improve the accuracy of your proposals and quotes, more deals will be closed, and the focus will shift to increased production, Increases deal sizes by assisting with cross-sells and up-sells, shortens the sales cycle and saves a lot of time and effort for sales reps.
6. Salesforce Touch
Salesforce Touch is an application that allows you to interact with
Salesforce touch (touch.Salesforce.com), an enhanced version of Salesforce desktop, is an HTML-based interface that allows organizations to access information or records from any place other than their workplace.
Users can utilize this functionality to:
- Update records in real-time, even when you’re not at your workplace, using palm-top devices like phones or tablets.
- Before visiting a client’s workplace, sales professionals can check their phones for any open support cases.
- After the meeting, reps can update their opportunities or access a dashboard from anywhere outside the office.
7. Lightning Snaps
One of the most useful Salesforce features provided by the cloud lightning service is snap-ins. Businesses can use the features to add service capabilities to their apps or websites. Businesses may integrate service channels into their native business app to provide a more connected and close-knit client experience no matter where they are.
Users may connect with businesses at any time and from any location, and apps and websites can transform into a personalized mobile hub for customers.
8. Snapshots in Reporting
Snapshots in Salesforce allow you to take a picture of a group of records and save the data for later use. Bonus: they come pre-installed in all Salesforce orgs and are simple to set up.
The most typical use case is Opportunity Pipeline Change over Time, but Snapshot may also be used to track Case volume-per-rep changing over time, API Calls trends or the number of Leads owned by users changing over time.
Snapshots need the creation of a new object to retain the snapshot’s results.
9. Related Contacts
The Account linked list that displays ‘Account Contact Relationships’ is called Related Contacts. This is how relationships between contacts (individual people) and accounts are defined (a business).
not all connections follow the traditional B2B-business-cookie-cutter approach of a clean one-contact-to-one-account framework. Account Contact Relationships allows you to rebuild reality using networks of people who work with various accounts or in different capacities (eg. employee, agent, partner, affiliate, contractor, etc.)
Microsoft’s Visual Studio Code (VSCode) is a free and open-source development environment for Mac, Windows, and Linux. Salesforce Admins occasionally ‘borrow’ this ‘developer’ tool to speed up Salesforce configuration.
Add two custom fields under the ‘Amount’ field on 15 Opportunity page layouts that feature the ‘Amount’ field, according to Paul’s Introduction to VSCode guide. ‘Time intensive’ is an understatement when it comes to editing each individual page.
Candidates must ‘explain the options available to transport metadata between environments’ on the Salesforce Certified Advanced Administrator exam, which includes VSCode (changesets, Salesforce extensions for Visual Studio Code).
These are some of the few unique Salesforce features to make the daily tasks more efficient and productive. Get in touch with us to know how can you implement these features and make the best out of them. Visit our website for more information or to know about our expertized services.