Salesforce Tips and Tricks
Salesforce development is an expert task, and the professional with abilities to do this is high in demand lately. In this article, first, we will discuss some useful Salesforce tips and tricks in terms of Salesforce development and offer you some standard pointers for user customization of Salesforce CRM.
In the second part of this article, we may also look into the transition from Salesforce admin to a developer role. The objective of this article is to help both the new and old users of Salesforce in terms of effective usage of the platform to enjoy the best possible outputs.
Ensure that everything related to Salesforce administration is accounted for within the CRM itself, and the numbers are added up.
When it comes to effective CRM administration, duplicates may create a huge hurdle as well as a waste of the valuable time and efforts of the sales team. It is not a good sign if your sales team has to call the same prospective customers again and again frequently by different salespersons.
Creating such an aversion will ultimately end up in trouble.
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Salesforce users can always think out of the box to be creative with this approach. It is essential to do thorough research for this to make your life easier as a Salesforce user and in the long run; the work rules can help minimize your operational headaches.
It is possible to enable the sales team to view their performance in real-time against other salespersons in the same role. These reports can be generated and sent instantly so that everyone knows their position in the list and try to put forth a healthy competition.
This approach will further encourage transparency and healthy competition, which will ultimately help gain better results.
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You can find many informative Salesforce forums online with many experts and users being part of those.
Salesforce users can surely find someone who would be able to offer them helpful Salesforce tips and tricks in terms of resolving their issues and upgrading their baseline knowledge.
Salesforce is an ideal resource when it comes to using CRM in the right way. Make sure that the sales team and other users on this platform are following the standard set of rules. When it comes to Salesforce usage, what you put in is what you get out of it.
The workflow rules on Salesforce have been appropriately set up to trigger the email notifications as done by Flosum.com. Once ongoing something is wrong, you will be notified with custom alerts.
Such alerts can be set for a new sale, new lead creation, lost opportunity, or anything you could imagine. This way, you can have Salesforce working to make your life easier.
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When you get a new Salesforce project, it is essential to have every requirement in black and white. Try to build a visual chart to define the workflow and also see how these all are laid out. Try to do a favor to yourself by writing down the entire workflow and visualize the process thoroughly.
If you are unable to get it to work, then it is better to invest your time and research to find out the right way of doing it. There is nothing wrong with asking someone who knows about Salesforce administration and better manages it.
The last thing one may want to do in Salesforce administration is to mess up things and make the situation worse. Try to explore the Salesforce forums and support groups to get assistance.
As discussed above, in terms of putting everything on paper, try to write down the entire procedure and your initiatives on Salesforce customization.
On making a mistake, you can always revisit the previous stages and see what went wrong in your approach. With such an approach, you never miss out on anything and keep every step perfect regarding salesforce tips and tricks.
The first thing anyone may suggest now to administrators to learn development is to access an online tutorial and learn to do things. However, learning is quite different in terms of becoming a developer compared to what they’ve learned to become an admin.
The developers must have a very solid foundation in terms of development concepts. So, further, we will discuss the actionable resources list which will help you gain the foundational skills
Learning basics
To learn the basics, you need to initially learn the front-end development for VisualForce and Lightning development. Next, you can try to learn HTML and CSS, etc. from online portals.
Once after learning the basics of development, you have to feel the difference between the Front End vs the next. Back End programming. Knowing the difference between these will help businesses to have a new direction in terms of customer care and production. Further, in this section, we will try to hand-pick some back-end information.
If you do both of these, then there may be a lot of overlap in terms of concepts. Here’s a roadmap.
The Front End is for VisualForce and Lightning development
Eloquent JavaScript, 2nd Ed – It’s an Introduction to Programming By Marijn Haverbeke
JavaScript
Back End for Apex development
Effective Java
Code Complete by Steve McConnell
Refactoring by Martin Fowler
Clean Code by Robert Martin
There are various trailheads for the users as Trailhead: Developer Beginner, Trailhead: Developer Intermediate, Front End for VisualForce and Lightning Development, Lightning Trailheads, Back End for Apex Development, Apex Trailheads as Advanced Apex Specialist Super Badge and Apex Specialist Super Badge, etc.
As we know, the Salesforce ecosystem is one of the most sophisticated ecosystems which demands effort ad money to be certified. If you are a marketing admin, then you probably may start with the Platform Developer Certification to access it well.
These are some of the salesforce tips and tricks from admin to developer.
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