Today’s blog is the final in the series of the Top 5 Forgotten Salesforce Features. 

Feature 5 – Data.com Search (for lead generation)

The features in this final blog come just in time for the new-year lead generation and management process. Desk.com search will help get your 2015 lead generation process off to a good start.

Data.com Search

Even without the additional purchase of Data.com’s Clean or Prospector license, you can still perform a basic search in Data.com to find additional accounts, contacts, or leads and then manually add those records to Salesforce. That’s right, out-of-the-box, Salesforce provides basic Data.com search that is powered by Dunn & Bradstreet up-to-date data.

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Today’s blog is the fourth in a series of the Top 5 Forgotten Salesforce Features. 

Feature 4 – Content Libraries

How often have you wasted time searching for client presentations, white papers or other development documents? Have you ever communicated with a client about product offerings, only to realize later that the product presentation you referenced was out-of-date?

Salesforce Content is probably one of the most over-looked FREE features Salesforce.com offer. It easily solves the issue above and more.

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Today’s blog is the third in a series of the Top 5 Forgotten Salesforce Features. 

Feature 3 – Non-duplicate Campaign Members

This tip comes just in time for the holidays! By using Salesforce Campaigns for your customer holiday card/gift list, you can eliminate duplicates quickly and easily.

That’s right, Campaign Members within a Campaign cannot be duplicated no matter how many times you try.

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Today’s blog is the second in a series of the Top 5 Forgotten Salesforce Features. 

Feature 2 – Mass Delete Reports (plus bonus forgotten report feature)

Clean up the reporting folder quickly and easily 

In the past, if you needed to unclutter unused reports, the process was a bit tedious.

You would have to perform the uncluttering by locating each report and deleting one report at a time. The Mass Delete feature makes time-consuming report clean up a thing of the past. The instructions for using the Mass Delete report feature are as follows:

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Today’s blog post kicks off a series of the Top 5 Forgotten Salesforce Features. 

Feature 1 – Email to Salesforce

Connect to Salesforce using any email client

Most people are aware of the Salesforce for Outlook Connector, but what if you don’t use Outlook? Sure there are Apps on the Appexchange that can connect your email client of choice to Salesforce, but why not use native Salesforce functionality?

The Email to Salesforce feature is a great productivity feature that is underutilized. It allows Users to send an email from their preferred mail client, BCC a unique email address, and have that email copied into Salesforce and associated with a Lead or Contact, Account and open Opportunity.  It even supports file attachments being copied into Salesforce. For a busy sales team that leverages email in their selling efforts, this is a must have!

How do you get it?

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Ever pull up a Salesforce tabular report and wish you could quickly edit records from within the report? Well, here’s a little trick that allows you to do that. This will save mouse clicks and make life easier for Salesforce users.

This trick provides the ability to edit records from within a report without having to get out of the report or regenerate the report. Users are linked to a new browser window/tab with an edit page….while keeping the report open in a separate tab. This trick can be used with any object and only requires the creation of a custom formula field on the object.

Here’s an example using the Opportunity Object:

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One of the greatest features of SalesForce.com is its Dashboards.

If you used Dashboards before, most likely you are familiar with the feeling that something in the data seems fishy. But then you realize it: “Oh, I need to refresh it!”

Well, NO MORE!

So how to Auto Refresh Your Homepage Dashboards?

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5 Easy Steps to Run a Multi-Objects (“Joined”) Report

Salesforce ‘Joined’ format allows you to cross-reference multiple objects and report types in a single report.  This is a great addition that greatly expands reporting capabilities, You can position data side-by-side as a comparison view mode with different filters applied to each report.

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5 Tips to Deliver Remarkable Customer Service

Customer service is the point where customer expectations, meet reality while remarkable customer service is when reality exceeds customer expectations.

So how do you exceed customer expectation? (No, setting low expectations is not it…)

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10 Tips to build a killer Reports & Dashboards

Create a report or a dashboard in SalesForce is fairly easy and self-explanatory (To learn more Click – Here)

However, to create a Killer report and dashboards is a different story. Here are 10 tips that will make you a star Salesforce Administrator –

1. What is it good for  – Get a clear understanding of the requirement; what the goal of the report is? What value it brings?

2. If I was the CEO… –Getting the job done is one thing, but delivering more than the expected is much better! Think like the person you a building the report/dashboard for; if you were the CEO/CFO what would keep you awake at night?

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