Salesforce is a powerful platform, but navigating it efficiently can be challenging without the right shortcuts and tricks. These five time-saving tips will help you work faster and smarter in Salesforce.
Tip 1: Master Keyboard Shortcuts
Using keyboard shortcuts can save you significant time when working in Salesforce. Here are some popular ones:
- Global Search: Press
/to jump straight to the search bar. - Save Records: Use
Ctrl + S(Windows) orCmd + S(Mac) to save a record when editing. - Edit a record.: Use
eto open an editing window of a record.
These shortcuts reduce the need for excessive clicking and streamline navigation.
Tip 2: Customise Your Navigation Bar
Personalise the navigation bar to have quick access to the objects and tools you use most often:
Click the pin icon to make it your default view for that object.
Add Tabs:
- Click the pencil icon on the navigation bar.
- Select Add More Items and pick the objects you frequently use (e.g., Accounts, Reports).
- Click Save.
Rearrange Tabs:
- Drag and drop tabs to reorder them based on your preference.
Pin List Views:
- Open a list view you frequently use.
- Click the pin icon to make it your default view for that object.
Tip 3: Use Favourites
The Favourites feature acts like bookmarks in a browser, allowing you to quickly return to key records, list views, or dashboards:
- Navigate to the page you want to save.
- Click the star icon in the top-right corner.
- Access your favourites anytime by clicking the arrow next to the star icon.
This is especially useful for tracking important accounts, opportunities, or frequently used reports.
Tip 4: Leverage Email Templates and Quick Text
Save time on repetitive communication tasks by using pre-made templates and quick text:
Email Templates:
- Go to Setup and type Email Templates in the Quick Find box.
- Create reusable templates with placeholders like
{!Contact.FirstName}for personalisation. - Use these templates when sending emails from Salesforce.
Quick Text:
- In Setup, type Quick Text in the Quick Find box.
- Create snippets for common messages (e.g., meeting reminders or thank-you notes).
- Use them in emails, tasks, and events.
Tip 5: Automate with Flows
Automation is one of Salesforce’s greatest strengths. Simplify repetitive tasks with Flows:
In Setup, type Flows in the Quick Find box and follow the guided steps to build a flow.
- Use Flow Builder to automate processes like sending alerts, updating records, or creating tasks.
- In Setup, type Flows in the Quick Find box and follow the guided steps to build a flow.
Bonus Tip: Use Salesforce Mobile for On-the-Go Efficiency
Install the Salesforce mobile app to stay productive while away from your desk:
- Access records, dashboards, and reports anytime.
- Use voice commands to log notes or search for records.
- Receive real-time notifications for critical updates.
If you are interested in creating Salesforce solutions that speed up your workflows and minimise admin time, please do not hesitate to contact us.