Salesforce, Uncategorised
13 January 2025
Salesforce is known as a powerful CRM tool, but did you know that beyond its core functionality, it offers a treasure trove of features that often go unnoticed? Many users interact with Salesforce’s main tools and features but miss out on powerful hidden functionalities that can enhance productivity, streamline workflows, and drive smarter decision-making.
Here are some of the hidden gems in Salesforce you should start exploring today.
If you’re using Salesforce, you’ll want to take advantage of Dynamic Forms, a feature that lets you customise page layouts in a more intuitive way. With Dynamic Forms, you can add, remove, or adjust form fields on the fly without touching the underlying page layout editor. This provides a more user-friendly experience and ensures that your teams only see the information they need, when they need it.
While Process Builder is a popular automation tool, many Salesforce users often overlook Flow, which offers even greater flexibility and control. Flow allows you to build advanced workflows without writing code. From data manipulation to complex business logic, Flow provides granular control over your automation processes, making it ideal for scaling and optimising operations.
Standard Salesforce reports are helpful, but Custom Report Types can take your reporting game to the next level. This feature lets you combine multiple objects and fields into tailored reports, giving you deeper insights into your data. With Custom Report Types, you can analyse customer interactions, sales trends, and more in ways that standard reports simply can’t provide.
The Lightning App Builder is a powerful tool that lets you customise the user interface according to your team’s needs. You can create custom apps, dashboards, and pages without touching any code. Whether you need to build a dedicated sales dashboard or tailor service pages, the Lightning App Builder ensures that your team has a personalised workspace that boosts efficiency.
Salesforce’s built-in AI tool, Einstein Analytics, offers predictive insights that many users don’t fully explore. With Einstein, you can analyse data trends, forecast sales, and even get AI-driven suggestions to optimise your decision-making process. The platform offers tools for custom dashboards and data visualisations that can highlight crucial business metrics at a glance.
Salesforce is not just for desktop—its mobile capabilities are a hidden powerhouse for on-the-go productivity. With the Salesforce Mobile App, your team can log calls, update leads, and view dashboards in real-time. Mobile customisation also allows you to tailor what your sales and service reps see, ensuring a seamless experience that boosts performance from anywhere.
Salesforce Chatter is often overlooked but is a fantastic internal communication tool. It integrates seamlessly with other Salesforce features, allowing your team to collaborate, share files, and communicate updates in real time. From sales insights to service updates, Chatter ensures that critical information flows across departments effortlessly.
Salesforce’s AppExchange offers thousands of add-ons and solutions developed by Salesforce Labs and third-party vendors. Whether you need advanced email tools, project management capabilities, or sales acceleration tools, there’s likely an app that fits your needs. Don’t miss out on these add-ons – they can dramatically extend your Salesforce functionality.
The Schema Builder provides a visual interface for creating and managing database relationships in Salesforce. This tool simplifies the creation of custom objects, fields, and relationships without requiring any code. It’s a fantastic way to understand data structures, streamline data relationships, and maintain database integrity.
Salesforce is packed with features that extend well beyond its standard CRM functions. Whether you’re automating workflows, generating custom reports, or enhancing user interfaces, these hidden functionalities can drive productivity, improve insights, and support better decision, making across your business.
Take the time to explore these tools, you might find opportunities to optimise your Salesforce experience in ways you never imagined.
