10 Salesforce Lightning Tips And Tricks That Will Please Salespeople

10 Salesforce Lightning Tips And Tricks That Will Please Salespeople

Whether you are working with Salesforce for the last six months or from past years, you are no doubt familiar with the new lightning interface. This lightning interface was launched in the year 2015. This user interface is convincing and the most significant change to the salesforce platform ever.

Since the launch, a lot has changed with lightning, and it has now become the most potent tool in Salesforce with some compelling value propositions for users. Lightning has some excellent features that you will love, and it is finding a home in more salesforce org. Mobile app development companies must also stay updated with the regular updates in the lightning interface.

To understand salesforce lightning, one has to learn correctly about Salesforce as it has many features that can only be understood after learning about Salesforce.

With my experience, end-users have got benefits in enhancing their productivity with the help of lightning.

This blog is about the top tips and tricks about salesforce lightning that will help you to please salespeople. Here are the top 10 tips and tricks that can please salespeople.

• Pinned list view.
• Inline editing in list view.
• Start creating a list of views.
• Kanban view.
• Customize navigation.
• Use reports to analyze metrics.
• Tasks, activities, and emails.
• Density.
• Favorites.
• Global actions.
• Pinned list views

In Salesforce, it defaults to show a recently listed view when you click on the object. If this view provides you with little value, you can easily switch it just by clicking on the little pin next to the current list view you have opened.

When you select any object, pinned listview loads like the default list view. Pin icon indicates pinned list. To pin a new list, select a different list view and pin it. The pinned list is between users; it doesn’t appear between browsers.

List view is a beautiful way to view records in Salesforce. One should understand that in list view, you can only approach records and fields from the objects. In salesforce lightning, there are many advantages to take.

• Inline editing in list view

Once your list view is set up, choose the record you want to edit by going through each record to the left. Now flutter over the field which you want to edit. If you can see the pencil icon on the field, you have a flutter; you can inline edit that field.

If you get irritated over the editing of multiple records, then inline editing is for you. It will help you to edit multiple records inline and will make your work easy.

Inline editing allows you to edit and update quickly across multiple records from the list view. You need to select the fields you want to edit just by double-clicking on the. You can also alternately select the checkbox to update the same field multiple times in fewer clicks.

In page layout that is on the top of inline editing, users can do editing without writing any code. Many administrators don’t have any idea about this feature, and sometimes it won’t even work due to some conditions needed.

• Start creating a list view

List view is a way for Salesforce to manage various sets of data within objects.

You can also create your list view. You can shape your data in a way you like to manage your data. It can be used to manage the data efficiently.

Salesforce listing views are impressive reporting ways for you and your users. Create a bunch of standard list views to ignore repeated requests or teach your users to make list views so they can take and divide the data.

• Kanban view

List views have much functionality in lightning-like pinning, resizing columns, etc. But one of the most critical functionality is the capability to view records grouped in a huge looking Kanban.

Kanban view is also a type of list view; it is a popular framework used to resolve agile software development. It is a visual summary of records in the list view. It gives a view of all your work and allows you to update them. You can use the Kanban view as a workspace.

To use this, you need to have a list view that displays different and is grouped appropriately.

• Customise navigation

If you want to add items in the navigation bar, you can click on add more items. You can search through your favourites or all available items in your org and choose what to add. You can change your choice or reorder them or also can remove them before saving your changes. You can’t change the choice of the admin that is specified for the app.

The navigation bar in Salesforce is pretty standard, and you only have to choose the tabs that display; it’s only about it. One should be well prepared to decide what to display in the bar. You can do it through the navigation bar rename, reorder, or pin list views in the records.

If you want to reorder your choice top show in the navigation bar, you need to click on the pencil icon to reorder or rename what you have added to the record.

• Use reports to analyse metrics.

Any salesforce user has seen a report in their life once or twice but won’t have created any. Reports are not just for admins to achieve; it is straightforward to create a report, and you can also get excellent observations from it.

Both salespeople and managers need to dig down to the underlying and then see the details that make up the number.

Your manager and admin will have already set some records for you to show you some keys and statistics. For any observation you want to have from your record, you need to create a report.

• Task, activities, and emails

If you are not utilising these three things, you will miss out on the core functionality of the CRM system.

The three things are needed to add extra data into Salesforce.

Activities: It lets you note the interactions that you had with your customers; it also records virtual meetings or briefs about why you interacted with the client.

Tasks: It allows you to create an action that is for yourself to follow up. You can set a date, reminder, and a short description. One can even set a task for others.

Emails: It allows you to send emails to the clients directly from Salesforce. You can perform this with the comfort of Salesforce and take advantage of time-saving features like email templates. The email sent will get automatically saved into Salesforce, so you don’t need to log the activity.

Density: It is the new feature in the salesforce lightning. Density settings manage the amount of white space that is seen on the pages. There are two options in this:

Comfy: This setting has more whitespace between salesforce elements like related lists and fields. The label for each field is located above the top of each value.

Compact: This setting has less whitespace, so it has more elements on the view page. The label for each field is located at the side of each value, up to 30% of information to be seen.

• Favorites

It is a simple but incredible feature that is added in lightning. This feature is the same as in the browser when you open any page in Salesforce, you need to click on the star icon, and by clicking on that icon, you can add that particular page in favorites. You can also access your favorite page whenever you like by clicking on the drop-down arrow next to the star.

• Global actions

Global actions allow users to create records, but the new records don’t relate to old records. It is called global action because its actions are supported on record detail pages.

Next to the star icon, there is another symbol that can help you to create records faster. The plus icon can give you access to global actions; this helps create records faster with a shortcut straight to the correct page.

By clicking on the plus icon, you can see the list of all your standard objects that you added, and you can also ask your admin to add more objects to the list if they need to.

Conclusion

So here I conclude that these are the above given ten tips and tricks of Salesforce that will help the salespeople. Each tip and tricks have their functions that make it unique. One must first understand the salesforce lightning, then only you will come to know about the tips and tricks and its benefits.

I hope this blog will help the salespeople in Salesforce and lightning. You can also select a mobile app development company to help you with the salesforce lightning.