StarrForce has updated our list of Salesforce Best Practices! We created our list of best practices from our extensive work with Salesforce customers to give you tips to improve your Salesforce experience. Our list contains best practices in the following fourteen categories: Activity Management, Case Management, Chatter, Dashboard Management, Data Integrity, Desktop Integration, Email Templates and Settings, General Setup, General Usage, Lead Management, Opportunity Management, Report Management, Sales Forecasting, and Workflow and Automation.
Here are examples of some of our Salesforce Best Practices from our Report Management, Dashboard Management, and Workflow and Automation categories.
Report Management Best Practice: Utilize Report Folders to Manage Your Reports
Creating folders for your reports will help keep you organized. As your company grows you will continue to build reports, and having different folders for different categories will help maintain order among your reports. When you create folders, you are also able to place rules on who can edit and view those reports, so you do not need to manually update who sees each report.
Dashboard Management Best Practice: Remember the “Refresh” Button
Dashboards do not automatically refresh themselves unless you have scheduled them to do so, so remember to click the “Refresh” button that is on the Salesforce page, next to the dashboard search bar (not the webpage refresh button), to update the information. Otherwise, you will be looking at old data.
Workflow and Automation Best Practice: Workflow Emails Will Not Log an Activity
When you send an email through workflows, Salesforce does not automatically log an activity for that contact. In order to log an activity when you send a workflow email, you need to create a second action to create a task as closed when the workflow is triggered. Creating this second action to log a task will help keep activities relating to your contacts up to date.
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