Whether you are a newbie Salesforce admin or a seasoned veteran who handled Salesforce for a long, there is always something to learn about Salesforce every day.
This article will discuss some expert tips and tricks that will help you keep ahead of the Salesforce administration challenges and shorten your learning curve. However, if you are a Salesforce enthusiast curious about new information and excited to know its changing workflows, you are at the right place.
Salesforce admins super tips
- Turn on-field history tracking
Turning on-field history tracking features will help you track the most critical feeds on the vital objectives. Many new administrators tend to make one mistake by not leveraging it, primarily by not knowing its actual capabilities. If you want to track the most important fields and updates, turn on the field history and set it up on the specific objects based on your priorities.
- Recognize duplicates and use duplicate rules
If you are using Salesforce now for a while, you may know that duplicate records are vital. To gain a better insight into it, it is also recommended to turn on this feature while working with Salesforce. It can quickly identify the duplicate rules as you want them and execute the same. It can also make sense of the information you have in hand with Salesforce throughout the process.
- Using the sandbox
Sometimes, even though the small changes which you make can have a bigger impact on negative consequences on the overall Salesforce operations. At all the levels of Salesforce planning and updating, users can leverage sandbox, which can be used to build and develop specific things your purpose and test the same. You can easily create full changesets in sandboxes and then move it on to production. However, you must remember that even a small change can have a huge impact on production.
- Set up data export services weekly or more frequently
Based on the licensing level of your Salesforce product, you will be able to export your data out of it and download it in the desired format. It is always advisable to keep a backup history, especially when your customers come back to you later by requesting some information they may have misplaced.
- Use record types correctly
If you are new to Salesforce administration and trying to create different objects, you must understand what type of records you have and what their power is before you get deeper into it. Of course, there may always be a reason behind using new objects. But it is also crucial to understand what the new record types you consider can do. As Flosum experts suggest, you need to decide whether it is for competitor or vendor purposes. You can also easily manage these record types instead of creating a whole new object for the same.
- Using the power of one
If you have created a report ever on Salesforce and the record counts do not match up, this may be mostly due to each record being related to another specific record. For example, you may have opportunities related to different products, which can further make many relationships referred to as dubbed accounting. If you run into this, you may try to leverage the Power of One approach. Power of One offers the Salesforce admins a better way to accurately get the counts on the records if you try to prove those based on specific values.
- Creating the report types
There are many out-of-the-box report types available on Salesforce, but some of these may get you up a little Messy. Creating these types of specific reports will help you eliminate the confusion for all types of users at a later stage.
- Leveraging AppExchange to the best
Almost half of the apps on Salesforce are listed on AppExchange, and most of these come free. You can find applications for any functional requirements on Salesforce using AppExchange. Doing so will also eliminate the need to custom-build any enterprise application from scratch. You must look around before you start to create your own Salesforce monsters. With AppExchange, you can effectively save a lot of time and effort. The possibilities on AppExchange are almost endless and ever-growing now, where what you need to do is to simple search.
- Do not be afraid of saying no
While doing Salesforce administration, if you cannot figure out something on the Salesforce or do not know how to use it, better to step back and learn things than trying it out the wrong way and screwing it up, take your time to learn things well and set your base right.
The clients would have rather admired you by admitting that you do not know certain things and asking for time to figure it out rather than jumping into it without knowing the technologies you want to excel in. Especially as a new admin, you need to seek out a mentor who can help you conduct adequate research on Salesforce.
- Consider Salesforce tasks one at a time
You can easily learn the tricks and tips of Salesforce when you are on to a task. From time to time, go back and revisit the former tasks to align these with your new knowledge gained. Also, make sure to maintain a single task at a time approach while dealing with Salesforce.
This will help you keep yourself more focused and allow you to retain all the information better. There is a lot to learn about Salesforce administration, so take your time and master one by one. Be efficient with what you do one at a time and enjoy the learning curve.
Salesforce is a vendor who always offers you something new to learn and practice. You can master all these in a single shot. So, step back, understand the structure, enjoy your learning, and conquer the Salesforce learning curve one step at a time to reach the peak of being an expert Salesforce administrator.