Salesforce is the survival knife for enterprise-level businesses. Packed with tools and features designed to help you streamline workflows, improve efficiency, and supercharge your productivity, Salesforce has become a non-negotiable for businesses looking to stay competitive. But here’s the thing: most of us barely scratch the surface of its power. It’s not that the features aren’t there; it’s that they’re little-known. So, if you’ve ever felt like you’re not using Salesforce to its fullest potential, you’re in the right place. It’s time to explore those hidden gems.
Save time and streamline common tasks with Global Actions. These shortcuts allow you to create records like tasks, events, or opportunities from anywhere in Salesforce without navigating to a specific module. Whether you’re updating a deal mid-meeting or logging a quick to-do, these shortcuts save you lots of clicks over time (otherwise known as, “sanity loss over time”).
Manually following up? Updating records by hand? Sounds boring. Salesforce Process Builder automates them. Think “if this, then that” logic, but way more powerful. From sending notifications to updating records based on triggers, this tool eliminates manual tasks, saving time and reducing errors.
Salesforce’s Einstein Search is more than just a search bar. It’s AI-powered, delivering personalized search results based on your activity and permissions. It also suggests related actions, making navigation faster and smarter.
Dashboards aren’t just about visuals, they’re about insights. Salesforce dashboards are highly customizable, allowing you to tailor them to your role and KPIs. Add filters to view data in new ways or create dynamic dashboards that update in real-time.
Want to know who changed what, and when? Field History Tracking records up to 20 fields per object, giving you a clear audit trail for compliance, accountability, or troubleshooting.
Lightning Email Templates let you create and store professional emails for quick use. Use merge fields to personalize messages automatically, saving your team hours of writing while ensuring consistent communication.
Make changes without navigating away. With Inline Editing, you can update fields directly from a list view. It’s an easy way to modify multiple records quickly, ideal for teams managing high volumes of data.
Test before you deploy. Salesforce’s Sandbox Environments let you experiment with changes, integrations, or customizations in a risk-free setting. No more accidental disruptions to your live system.
Say goodbye to manual data entry. Einstein Activity Capture automatically syncs emails and calendar events with Salesforce, giving you a complete view of interactions without extra effort.
Keep your team informed with Report Subscriptions. Automate the delivery of key reports to your inbox on a schedule or when certain conditions are met. It’s an effortless way to ensure everyone stays updated.
Unlocking Salesforce’s hidden features isn’t just about saving time—it’s about transforming how you work. By using tools like Process Builder, Einstein Search, and customizable dashboards, you can automate tasks, improve collaboration, and gain deeper insights into your business. Small tweaks in how you use Salesforce can lead to significant boosts in productivity and ROI.
Your Salesforce subscription is brimming with potential if you know where to look. These 10 hidden features are just the beginning. By exploring and adopting these tools, you can take full advantage of Salesforce’s capabilities, making your workflows smoother, your insights sharper, and your team more productive than ever. It’s time to unleash the full power of Salesforce and let it work harder for you.