At Ledgeview Partners, we strive to bring you the best tips, advice, practices, and strategies for success with leading CRM technology like Salesforce.

Among the posts we’ve published on the Ledgeview Partners Blog, here are the Top 10 Salesforce User Tips that you loved most in 2019 based on clicks, page views, and shares.


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10. Salesforce Admin Tip: Updating an Auto Number Field

Utilizing Salesforce’s auto-numbering field can help save your team manual work – like when generating an account number. Many people are skeptical of using auto-numbering fields because there are rare times where you need to change that auto-assigned number. When a number is assigned using auto-assignment, it cannot be changed by an end-user without some configuration.

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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.

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Lightning Sync

8. 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.

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We’re not surprised to see this on the list of the Top 10 Salesforce User Tips of 2019!

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7. 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!

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6. When to Use “__r” Over “__c” in Salesforce Forumlas

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.

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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.

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4. Salesforce Outlook vs. Lightning 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.

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3. Behold the Power of Salesforce Report Summary Formulas (Part I)

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.

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2. Bulk Update Records in a List View

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.

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Salesforce Ledgeview Partners

1. Salesforce Service Cloud – The Basics and Benefits

Are you a newbie when it comes to the world of Salesforce, or do you just need a simple refresher on the basics of Salesforce Service Cloud and how it benefits you?

We’ll cover the details in this post!

Service Cloud refers to the “service” module in Salesforce.com.

In this module, you will find Accounts, Contacts, Cases, and Solutions, plus features like Public Knowledge Base, Web-to-Case, Call Center, and the Self-Service Portal, as well as customer service automation like escalation rules and assignment rules.

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Are you surprised this is the #1 tip on the list of the Top 10 Salesforce User Tips of 2019?


We hope you’ve enjoyed revisiting these top Salesforce tips of 2019, and we look forward to creating more tips for you in 2020!

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