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Tip of the Week – A quick life hack to enhance your Salesforce experience

Tip of the Week – A quick life hack to enhance your Salesforce experience

by | Jul 3, 2014 | Salesforce Tips

Love your monitor

I don’t know about you, but I hate having to scroll around a web page. When you’re working like crazy to meet a deadline, you don’t have time to scroll down and find that hidden field or related list. You need to see everything right in front of you (or with a quick mouse-over when necessary) so that you can make the right decision and move on to the next item. In Salesforce, I tend to try and keep my page layouts as sparse as possible and only add the fields and sections I absolutely need to keep scrolling to a minimum. But try as you might, if you have a complex system and a lot of information to track, you might not be able to avoid running below the load screen. Wouldn’t it be great if you could stretch your monitor vertically a bit to get more on the page at once? Well, you can!

This week’s tip is a bit different from our usual. Instead of giving you a clever trick in Salesforce to help you out of a bind, let me instead change your perspective, specifically from landscape to portrait. Sure your nice wide-screen monitor is meant to sit horizontally on your desk, but who says that’s the only way? There are monitor stands on the market meant for a vertical display, and with a few quick tweaks to your display settings, you can be up and running in no time with more screen real estate than you ever dreamed of! This is an especially effective use of a second monitor. It’s like reading your favorite blog on a really, really big iPad. Now, you’ll see more fields, and maybe even your related lists without ever having to scroll! I love using a vertical monitor, but if you want to really go all out, check out this awesome setup! Once you see it, you might want to call IT and see what they can do for you!

-Jared and the Salesforce Guys

Tip of the Week – Streamline your sales process with Salesforce Workflows

Tip of the Week – Streamline your sales process with Salesforce Workflows

by | Feb 21, 2014 | Salesforce Tips

Flow Chart

A brand new lead is different from a lead you’ve been grooming for two weeks. The information you collect on call #1 helps you qualify the lead, but when they’re starting to show interest in your product, much of that information is far less relevant. Similarly, the information you need on call #8 is probably irrelevant at the beginning of the process. Having every field for every stage of the process on one page can get a bit messy and forces your team to sift through irrelevant data to find the pieces they care about at any stage in the process. This will slow down onboarding new team members and generally reduce productivity. Wouldn’t it be great if the page layout would change based on the stage of the lead to put the most important information right at your fingertips? No worries, Salesforce has you covered!

All you have to do to optimize page layouts for the stage of Leads (or any other object in Salesforce) is create multiple Record Types. Create a new Page Layout corresponding to each record type and assign the layouts accordingly. Now, create a few Workflow Rules to change the Record Type based on any number of factors on the record. Status and Stage are two great fields to base this logic on. Now when you change the Status from New to Qualified, the page layout will change to reflect the next pieces of information you need to gather to move forward and generate revenue!

-Jared and the Salesforce Guys