Salesforce is an incredibly powerful platform packed with features designed to transform business operations and elevate the user experience. Yet, despite its vast potential, many users barely tap into its capabilities, missing critical opportunities to improve workflows and achieve impactful results. Could you be missing out?
Below are 10 hidden Salesforce features that can refine your processes and unlock the platform's true potential. This blog explores these overlooked functionalities and offers actionable tips to streamline operations and drive productivity to new heights.
Quick Text streamlines communication by enabling users to create reusable messages that can be seamlessly inserted into emails, chats, tasks, events, and more. This feature saves valuable time by reducing repetitive typing and ensures consistent messaging across your team.
Support agents can efficiently address common customer inquiries with personalized, standardized replies. Similarly, sales representatives can maintain a professional tone and clarity by inserting tailored greetings, detailed product descriptions, or follow-up messages.
Additionally, Quick Text minimizes errors and promotes a more polished and cohesive communication style.
Lightning Keyboard Shortcuts are an effective way to simplify your interactions in Salesforce Lightning. With these shortcuts, you can quickly handle essential tasks such as creating new records, editing fields, and saving changes—all without needing your mouse.
By minimizing reliance on mouse clicks, these shortcuts not only enhance productivity but also help reduce repetitive strain. They're particularly valuable for users who spend long hours navigating Salesforce.
List View Customization and Pinning streamline how you access and manage data in Salesforce. With List Views, you can tailor the information displayed to meet your specific needs, organizing it in a format that works best for you. Once customized, you can pin frequently used views for quick access.
For example, sales representatives can create a focused list view like "My Open Opportunities - This Quarter - High Value" to effectively filter and sort their data, prioritizing key tasks. This personalized view can then be pinned to the navigation bar, making it instantly accessible during each login.
This functionality enhances data visibility, minimizes workflows, and ensures users can quickly locate essential information, boosting overall efficiency and productivity.
Salesforce Mobile Offline empowers you to update and manage critical Salesforce data without a stable internet connection. For example, field service technicians can update work orders and capture customer signatures in remote areas, while sales representatives can access account details and log calls during flights without connectivity.
This feature enables seamless data access and entry, independent of internet availability. It boosts mobile productivity by ensuring essential information is reliably recorded and accessible, eliminating delays and preventing data loss.
Path offers a visual guide to help users navigate processes with clarity and ease. It can be used for managing sales cycles, resolving support cases, and onboarding new employees.
For example, during employee onboarding, Path outlines essential tasks, resources, and advice at each stage to ensure a smooth and coherent training process. It also helps sales representatives follow best practices by guiding them through the critical steps of an opportunity, leading to consistency and improved success rates.
The benefits of Path include better compliance, a clearer understanding of workflows, and reduced confusion. These advantages enhance operational efficiency and significantly minimize errors, empowering users to work more effectively.
Salesforce Surveys allow you to efficiently collect and analyze customer feedback directly within Salesforce. Design and distribute surveys to gain actionable insights into customer satisfaction after support interactions, identifying areas for improvement. You can also gather input on new products or services to inform development and marketing strategies.
By leveraging Salesforce Surveys, you gain valuable insights that drive customer experience enhancements, refine business processes, and support data-driven decision-making for organizational growth.
Einstein Search makes finding data intuitive by allowing you to use natural language to search across all your Salesforce data and connected external systems. No need to memorize complicated search strings or navigate through layers of menus—just type something like "John Smith at Acme Corp," and the correct contact appears almost instantly.
This feature dramatically accelerates information discovery, improves search accuracy, and saves users significant time and effort, eliminating frustration and streamlining workflows.
Related Record Quick Links accelerate navigation in Salesforce by providing direct access to frequently viewed related records. You can customize page layouts by adding quick links that eliminate unnecessary clicks and save time. For example, on the Account page, you can insert links to related Opportunities, Cases, or Contacts to streamline your workflow.
This straightforward yet powerful feature enhances daily operations by simplifying data access, improving efficiency, and boosting productivity.
Macros enhance agent productivity and cut down handling time by automating repetitive tasks within the Service Console. Support agents can use Macros to quickly resolve recurring customer issues, send predefined messages, update case statuses, or perform other routine actions with a single click.
By implementing Macros, businesses benefit from improved efficiency, reduced handling time, and consistent service quality. This automation simplifies workflows and ensures a better customer support experience.
Salesforce Notes improves note-taking, knowledge sharing, and collaboration with advanced features. Users can create, organize, and collaborate on notes directly linked to any Salesforce record. With rich text formatting, inline imagery, and other powerful tools, the app streamlines the note-taking process.
For example, sales representatives can document key discussion points, action items, and follow-up tasks during customer meetings. These notes can then be easily shared with team members for thorough review and timely follow-through. Salesforce Notes ensures critical information is captured and effectively shared, strengthening communication and teamwork.
Many Salesforce features go unnoticed by users and companies, despite their potential to fully optimize the platform. Exploring these lesser-known tools can enhance the user experience and significantly increase your team's productivity. By uncovering these hidden functionalities and incorporating useful Salesforce tips, you can transform your business operations in remarkable ways.
Don't let these powerful features remain undiscovered. Contact us today to discover how Cumulus Path can help unlock new possibilities for your team and drive business success!