Are you taking advantage of these easy-to-use built-in Salesforce tools?
As a Salesforce Admin, Ledgview highly recommends taking advantage of the following resources to help you increase user adoption, make your personal workflow more efficient, and become a more innovative Salesforce leader.
The more you know, the better you manage Salesforce and help your customers achieve CRM success, after all:
You’ll see in the classic Salesforce view if you have the Salesforce Inspector Google Chrome extension, Force.com appears below that.
Force.com gives you quick access to any information in your Salesforce Org. You can view “fields, objects, record types, validation rules, approvals, etc.”
When you click “view fields,” for example, it will take you to the information you need right away instead of you normally having to click through many times as you would in the standard view.
All things are visible in the setup menu. Force.com gets you to the places you need to be in Salesforce much quicker so that you spend less time doing tedious things during your work day and become more efficient with your workflow.
- Salesforce Optimizer Report
This tool is a built-in report in Salesforce that gives you feedback based on best practices.
It contains a report on your fields, the apex code, hard-coded references, custom layouts/objects, validation rules, sharing rules, workflow rules, user management, profiles and permission sets.
In the Sales Optimizer Report, you will see fields set up in ways they shouldn’t be, and Salesforce will provide tips on setting those up in a different way for optimal results.
If you’ve yet to install the optimizer report, simply look under the Optimizer tab, then click “Launch Optimizer.” You will see a login option appear on your screen.
After you log in, you create the optimizer report, run it, and get going.
The report will provide you clear data on the things you need to be paying attention to most.
For example, when you click User Login you may see a red sign (as like above) that says, “10 users haven’t logged in, in a while.”
This is a red flag. A sign like this could indicate you are wasting money paying for these users as a business owner. Thus, an alert like this deserves quick attention.
Salesforce will recommend deactivating these users, or investigating why they haven’t been using it.
It will also show you what you’re doing well (as shown above). So, for Salesforce Admins who need validation they are following best practices to suit, here you have it!
This is a good example that congratulates you for connecting custom profiles with a user.
Salesforce Admins know that sometimes, although you may build profiles thinking you’ll use them, they never actually get assigned and shouldn’t have been created.
- Schema Builder
Ledgeview has met a surprising few Salesforce Admins who haven’t realized Salesforce’s full capabilities with this tool.
Schema Builder is a great built-in Salesforce tool that allows you to visually see all the objects you have and easily drag and drop everything.
Schema Builder can be found under the Setup menu, then search Schema once you get there, click enter, and see it appear under the “Build” menu. Click on it, then see it launch.
Control data on the left-hand side. Schema Builder will bring up the list of objects. On the right, your objects will be visually represented.
Select and deselect as you please. The tool allows you to add various objects to your layout, zoom in and out, drag and drop to make the relationships look nice, among other functions.
This tool helps users understand how objects relate to each other.
As admins, it’s a proactive tool to train people in. It’s a high-functioning, quick tool.
- Salesforce A
Finally, Salesforce A allows you to easily manage users. It’s IOS and Android-friendly.
You can take it with you, for example, if working remotely or are on the road as a Salesforce Consultant.
The app offers a quick overview of accounts. You can easily view users set up in your environment, who you’ve recently been managing, who’s been locked out, etc.
Such as if an employee is on vacation for three weeks, you may want to freeze them out per company policy.
You can edit basic things on user profiles with this tool from anywhere, as long as you are connected to your WiFi or cellular carrier’s data plan while using the app.
It’s another great way Salesforce allows you to access admin abilities. Plus, you can access the latest updates and news from Salesforce when you click on Resources.
Are you craving more Salesforce Admin pro tips? Read “5 Tools Salesforce Admins Should Use to Keep Updated” next.