The Top 10 Salesforce Tips of 2020

The Top 10 Salesforce Tips of 2020

Each year, we analyze our Google Analytics dashboards to determine our Top 10 Lists based on the number of pageviews each post receives.

As 2020 comes to a close, what better time to revisit some of the most popular tips for Salesforce users and admins?

This year, the Salesforce tips you loved most were both seasoned and new! Here are the Salesforce posts you enjoyed most from Ledgeview Partners in 2020.

Click on each of the posts to revisit the professional insights, tips, how-tos, and guidance our team has shared on successfully navigating Salesforce.

10. How to Use the Mass Email All Campaign Members Feature in Salesforce Summer ’18

In Salesforce Summer ’18, you can Mass Email All Campaign Members from the Campaign. This cool feature from Salesforce Lightning in Salesforce Summer ’18 offers you the ability to send emails directly to your campaign members.

To do this, simply navigate to your Campaign Record and Send an Email right to your members. (We’ll walk you through the details below).

You can send a basic email from scratch, turn it into a template, or utilize existing email templates.

[Read on]

9. Taking Advantage of the Salesforce Data Loader

The Salesforce Data Loader is a data management tool provided by Salesforce. The tool wraps the Salesforce SOAP and Bulk Data APIs into a nice little package featuring a wizard-style user interface, as well as a command-line interface. It is written in Java and has been completely open-sourced. It is perfect for medium to large data management needs, Salesforce itself recommending the tool for when 50,000 to 5 million records are involved.
Since it requires the use of the API, it is only available for EnterprisePerformanceUnlimitedDeveloper, and Editions. In the first of this two-part series for Salesforce Administrators and Developers, we will be reviewing the various settings that can be applied to the Data Loader to get it up, running, and an asset for your organization.

8. Creating Task Reminders with Salesforce Process Builder

If you’ve ever tried to set a task reminder through a Workflow or Process Builder in Salesforce, you know how frustrating it can be to get the timing just right.

If you simply add a date to your task reminder, your Salesforce users (by default) will see a reminder pop up the evening before the actual date!

Whenever the system auto-generates a time value, it is created based on the GMT zone (Greenwich Meridian Time).  If you are based in the United States, this means that when a time value is created by the system without a specific time, it is set to 12:00:00 AM GMT, which is 4-9 hours ahead of the US time zones!

[Read on]

7. Email and Salesforce: What Lightning Sync is and How to Use it

Lightning Sync (formerly Exchange Sync) is a background synchronization tool that works hand-in-hand with Lightning for Outlook.

It can also coexist with Salesforce for Outlook, however, it is typically not necessary.

Lightning Sync will synchronize Contacts and Events between Salesforce and either Microsoft Exchange or Google (Gmail), and can operate in a one-way or two-way configuration.

[Read on]

6. Salesforce for Outlook vs. Lightning for Outlook

Have you ever wondered what the key differences between Salesforce for Outlook vs. Outlook for Lightning?

Our experts share the key differences between Salesforce for Outlook vs. Outlook for Lightning to guide your success…

Salesforce for Outlook

Salesforce for Outlook (commonly referenced as SFO) was the first major iteration in connecting your email to Salesforce. Salesforce for Outlook is an executable application (.exe) that is installed on a Windows computer and allows a user to relate emails from their Outlook client to records in Salesforce.

[Read on]

5. Behold the Power of Salesforce Report Summary Formulas, Part III!

In our previous posts, we showed you how you could calculate a 3-month moving average of Closed Won Opportunities (Part I) as well as figuring out the conversion rate of all leads over a period of time (Part II). In this installment, we’ll cover the third example: Determining the percentage of business a sales rep brings in.

First, we need to create a new report on Opportunities.

[Read on]

4. When to Use “_r” Over “_c” in Salesforce Formulas

Are you ready to learn about when to use “__r” over “__c” in Salesforce formulas?

When creating Salesforce formulas, whether they be in a field, a validation rule, or Process Builder, sometimes we need data that is in another object related to the one we are in. You may already be familiar with the “__c” appendix on custom fields and objects – this tag, applied by Salesforce, signifies that this field or object is custom.

For example, if you create a custom object called “Death Star”, Salesforce will give this object an API name of “Death_Star__c”. If you then add a field to this custom object called “Contractor”, Salesforce will subsequently give this field an API name of “Contractor__c”.

[Read on]

3. Behold the Power of Salesforce Report Summary Formulas!

Let’s shed some light on an underutilized function of Salesforce reports: formulas!

Now, we’re not talking about formula fields, the kind you configure as a custom field on an object to perform some type of calculation and store that value at the record level.  We are talking about formulas in reports that perform calculations on the summaries you’ve defined within the report itself.

When would you ever consider using one of these reporting formulas?  When you think you need to export your report results to Excel to perform some crazy calculation, that’s when!

[Read on]

2. Bulk Update Records with a List View in Salesforce

Have you ever needed to update a field on a small set of records to the same value? Navigating to and updating each individual record could be very time-consuming.

We’ll show you how to do it swiftly from the native Salesforce UI, both in Classic and in Lightning.

Before we start, there are a few items we need to check off to make sure we can take advantage of this functionality.

[Read on]

1. Sales Cloud vs. Service Cloud: What are the Differences?

When you sign up for Salesforce, you are given two module options, Sales Cloud vs Service Cloud.

With Service Cloud, users are typically more focused on service and cases. Service Cloud helps companies that sell services and/or products, whereas Sales Cloud is more helpful for companies who are focused on leads, opportunities, and sales.

When it comes to Sales Cloud vs Service Cloud, there is a ton of overlap between these Salesforce cloud modules. Both modules have opportunities and cases, for example.

[Read on]

Which of these Top 10 Salesforce Tips did you benefit from most? What content would you like to see us cover in 2021?

We design our blog content to serve you and would love to hear your feedback. Contact us to make suggestions for tips or insights you’d like to gain from our team of experts.

We look forward to helping you along your CRM journey for another year in 2021.

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As for 2020, we hope you and yours have a safe and healthy remainder of the year and wish you ample joy, positivity, and productive changes in the New Year. New Year – new possibilities!

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