Top 16 Tips With SALESFORCE


No matter what size of business you are, it is very likely that you are using Salesforce to power your CRM. If you need a hand in setting up or maximizing your Salesforce of bookkeeper jobs houston, this post will be a great asset to get you up and running. Here’s a list of our top 16 tips with Salesforce to help make sure all your sales happen as planned.

1. Create an opportunity from a contact

When you save a contact in Salesforce, it will create an Account for you. If your business does not sell to Accounts, set up a Contact object that works for you and will help drive opportunities to your sales reps.

2. Create zip code and territory fields in accounts

If your business is primarily local in nature, create zip code and territory fields to help organize leads and convert opportunities. Use the heat map or report builder add-on’s to understand where your sales are coming from.

3. Set up automated lead assignment rules

When setting up lead assignment rules make sure they allocate leads automatically to the correct person based on the criteria you set. You can do this in as few as 2 clicks and it will help to manage your pipeline from CRM.

4. Create an account from a contact

If you want to create an Account without having a lead, go to the CRM home page and click on Accounts, click on New and select Create Account. This will allow you to create a new account without having a lead attached.

5. Use the People tab in reports to view all your contacts, leads and opportunity records

The People tab gives you access to all of the fields that are available in Salesforce such as First Name, Last Name, Title, Company Name etc. This will help you to break down your data into meaningful subgroups.

6. Use the mobile app to enter updates from the field

The Salesforce1 mobile app allows you to view and enter records with ease. This can be helpful if you have an active sales team that is not in the office or has access to a computer.

7. Set up a process for handling leads and opportunities

Sales reps receive many leads and their primary focus should be converting those leads into opportunities, setting up a workflow for them will help ensure that each lead gets handled properly but also helps with compliance and record keeping.

8. Set up record type overrides

If you have different types of accounts, leads and contacts in your organization then you will want to create a new record type and select the fields that are important for each object. You can set these up as over-rides so if an Account, Lead or Contact does not meet the criteria for a certain segment like Accounts greater than $1M, those records can automatically be converted to that segment.

9. Test conversions from opportunities to closed won/lost/won+closed

When setting up lead assignment rules, it is important to test every combination of criteria that is possible. If there are any issues with the rule you can edit them before they hit production.

10. Use roll up fields to see records in a parent/child hierarchy

Roll up fields can be helpful when viewing records by account, contact or lead as it will display the total number of records in Salesforce from each child object. This is really helpful if you have large databases with many child objects. These are just some of the things you can do in Salesforce that will help manage your sales. 

11. Use the right connector for your business

There are many third-party connectors for Salesforce that can send or receive data from your system. Make sure you select the one that will work best for your business and integrate it with existing systems like SAP or Microsoft Dynamics.

12. Use Apex Triggers to create custom solutions

Apex Triggers help with setting up processes within Salesforce and will help to automate things like data cleanup, email alerts etc. It is important to only write code when necessary as this can help increase performance, so make sure to evaluate before adding them into production.

13. Use Gravity Forms to create and manage newsletters

Gravity Forms is a great tool for setting up automated emails. It can be helpful for sending out reminders for lead submission, follow-ups to opportunities and complicated things like marketing campaigns. It is recommended that you set up these forms with the Salesforce1 mobile app as it will make them much easier to use while on the road.

14. Create items in Salesforce that have privacy controls

If you are using an information management system like PeopleSoft, consider using Salesforce as a bridge between your systems and their privacy controls. This will help ensure that you can track all your business information properly within Salesforce.

15. Use the Salesforce Attachments feature to share documents

Salesforce Attachments allows you to share files directly into Salesforce and will help with collaboration efforts. You can set up triggers that will only save files if they are accepted by your CRM system.

16. Use the Workflow feature to automate routine tasks

Workflow is a great way for automating routine tasks like sending out follow-up emails or appointment reminders. This can help streamline your business processes and allow you to complete them without leaving the office.


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