1. Take the tour

“When you take your first look at the Salesforce interface, it could be a bit overwhelming. With its many tabs and features, it’s not uncommon that first-timers feel lost. Luckily, first-time users can take a tour feature that walks you through the main functions of the CRM. The tour will teach you how to manage your pipeline, view and edit opportunity profiles, track sales, and customize your sales process. Take advantage of this guided tour to get your bearings. It won’t reveal every feature Salesforce has to offer, but it’s enough to get you started with the basics.”

2. Navigate setup

Setup is where you’ll access many of the Salesforce options, customization settings and admin functions. Instead of browsing through the hundreds of options, the easiest way to locate the page you’re looking for is the Quick Search Bar in the top left corner of the page to take you to where you need to go.”

3. Set tracking alerts and notifications

“Keep everyone on your team in the loop when changes are made to your process, new leads are added and assigned, or you want to set a reminder for yourself to follow up with a contact. You can set up automatic email alerts for you and other users that are triggered by different actions. On the Setup screen, select or search for Email Alerts. From here you can select from a list of email templates and set up the recipients for the automated email alert. In Email Templates, you can make more templates to select from.

Next, in Workflow Process Builder, you can create customized scenarios and actions for the emails to be sent. Set up a process for when a new lead is created, then an email is sent to the sales team. This is a powerful tool that can automate almost everything in the CRM.”

4. Automate reports and send emails

“Much like emails, you can automate reports to be created and delivered to you automatically for any occasion, like weekly or monthly meetings. Under the Reports tab, create your desired reports on leads, opportunities, revenue, etc. Hit Run Report, and then you can select Schedule Future Runs. Select the frequency you want to run the report and who you want it emailed to.”

5. Control permissions

“Salesforce allows you to give access to all your employees with user accounts. Of course, you may not want all the users to have the same access to Salesforce and the information, so you can set individual permissions for users.

In Setup, go to Permission Sets, where you can create limitations for groups of users so they only have access to certain apps and settings. With Session Activation, you can also impose a permission set on users who meet certain criteria. For example, users who complete certain tasks in Sales can be given access to Leads.”

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