If there’s a way to do things faster with the same efficiency and accuracy, who wouldn’t grab it? With the rich feature set and multiple functions of Salesforce, surely it can be overwhelming to use for admins and developers.

But working on Salesforce shouldn’t be frustrating. The software was made to help and not to complicate things to begin with.

Here are some helpful Salesforce tips and hacks you should know as an admin to help you complete your tasks in the cloud-based platform in a lesser effort and amount of time.

 

1. Set up email alerts

You should configure your Salesforce to send you an alert or notification through email. In the Admin widget where you have access to all the object-specific admin pages, you can setup email alerts for specific activities done by your users such as object creation and field changes.

 

2. Speed up scheduled tasks

Scheduled tasks don’t start on its own even if you’ve configured the settings. You have to schedule it to run the scheduled task. It sounds confusing, but that’s how it is with Salesforce. However, you can work your way around that.

You can go to a custom object with ownership fields. Go to the bottom of the page to see the settings you can tweak to attach a batch job to it and attach your schedule job to the object.

 

3. Salesforce search in Chrome

Doing your searches inside your web browser will save you a lot of time and effort. You don’t have to switch tabs anymore.

To do this, you can right click in the Salesforce search bar, choose “Save as Search Engine,” and don’t forget to set the keyword to SF.

Going back to Chrome, type the word SF then space then your search keywords. This will show all the Salesforce results inside the web browser.

 

4. Merge multiple accounts

Before inserting the code below, make sure that you’ve found the accounts you want to merge. Now, scroll to the end of above Merge Accounts URL: https://ap2.salesforce.com/merge/accmergewizard.jsp

Also, make sure that you append the following:

parameter –

goNext=+Next+

Account Record ID’s (All the Account Record ID’s that you want to Merge) –

&cid=001200000080865

&cid=001200000080866

&cid=001200000080867

&cid=001200000080868

After having the final URL, paste it into your search bar and enter. This will show up the criteria (choose one) and click the “Press Merge” button.

 

5. Using Chrome extensions to save time

In general, Chrome extensions make everyone’s life much better. There is a bunch of different Chrome extensions you can use for Salesforce namely the Salesforce.com ID Clipper, Salesforce.com Quick Login As, Salesforce Sandbox Favicon Extension, Salesforce.com Enhanced Formula Editor, and Force.com Utility Belt.

 

6. Welcome email workflow

This hack sends a welcome email to every user that signs up in Salesforce. The email contains information about the basics and how-to-get-started manual of Salesforce.

Set up a workflow that pushes out the templated email when creating, organizing, and fixing the user record.

 

7. Mass email activity ghostbusting

To track the activity of mass email properly, you should add a description in it. Naturally, the system stores this description so might as well use this function to help you differentiate one mass email to another.

 

8. Check duplicates in standards objects

Going over all your records to make sure that there are no two same entries literally takes up most of your time.

Here’s step by step process from Forcetalks to do it automatically in a matter of seconds:

  • Go to Account Fields.
  • Create a Text type field (with Unique checked) and don’t display it on the Page Layout.
  • Create a Workflow rule that does Field update on this new Text field from the Account Name.

 

Now that you know the various Salesforce hacks that will make your lives easier, faster, and better, you can be a Salesforce certified administrator. Take our Salesforce administrator training to grasp the functions of the software fully.

calendar_popup

Calendar

No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
Oct 23 - Oct 25Certified Business Analysis Professional (CBAP®) TrainingManila, Philippines
Oct 23 - Oct 24CompTIA Cloud EssentialsManila, Philippines
Nov 6 - Nov 6BCP - Business Continuity PlanningManila, Philippines
Nov 6 - Nov 7HR Business PartneringManila, Philippines
Nov 8 - Nov 10OMCA™ - Online Marketing Certified AssociateManila, Philippines
Nov 13 - Nov 14Certified Data Center Professional (CDCP)® TrainingManila, Philippines
Nov 14 - Nov 15DevOps FoundationManila, Philippines
Nov 14 - Nov 16SDA - Service Desk AnalystManila, Philippines
Nov 14 - Nov 17Big Data Hadoop AdministratorManila, Philippines
Nov 16 - Nov 17Agile SCRUM PractitionerManila, Philippines
Nov 20 - Nov 21PRINCE2 FoundationManila, Philippines
Nov 21 - Nov 24Project Management Professional (PMP)® Training - REP #4536Manila, Philippines
Nov 23 - Nov 24ITIL Foundation (2011)Manila, Philippines
Nov 23 - Nov 24Business Continuity Management PractitionerManila, Philippines
Nov 23 - Nov 27Accelerated Six Sigma Green BeltManila, Philippines
Dec 4 - Dec 5CQP - Certified Quality ProfessionalManila, Philippines
Dec 4 - Dec 5HR Metrics and Workforce AnalyticsManila, Philippines
Dec 6 - Dec 7ITIL Foundation (2011)Manila, Philippines
Dec 6 - Dec 7Integrated Metrics Management (People, Process & Organization)Manila, Philippines
Dec 7 - Dec 8Agile SCRUM PractitionerManila, Philippines
Dec 7 - Dec 8CCP - Crisis Communication Planner (ICOR Certified) TrainingManila, Philippines
Dec 7 - Dec 8HR Metrics and Workforce AnalyticsManila, Philippines
Dec 7 - Dec 8DevOps FoundationManila, Philippines
Dec 11 - Dec 12Better Business Efficiencies Using MS Excel Advanced Features (2010/2013)Manila, Philippines
Jan 18 - Jan 19Complaints Management - Turning Complaints to ComplimentsManila, Philippines
Jan 22 - Jan 23Enterprise Risk ManagementManila, Philippines
Jan 23 - Jan 24Big Data FoundationManila, Philippines
Jan 25 - Jan 26Intro to Project ManagementManila, Philippines
Jan 29 - Jan 31OMCA™ - Online Marketing Certified AssociateManila, Philippines
Feb 1 - Feb 2PRINCE2 FoundationManila, Philippines
Feb 5 - Feb 7Certified Business Analysis Professional (CBAP®) TrainingManila, Philippines
Feb 7 - Feb 8ITIL Foundation (2011)Manila, Philippines
Feb 12 - Feb 15Project Management Professional (PMP)® Training - REP #4536Manila, Philippines
Feb 13 - Feb 14ISMS (Information Security Management Systems) PractitionerManila, Philippines
Feb 20 - Feb 21DevOps FoundationManila, Philippines
Feb 22 - Feb 23CompTIA Cloud EssentialsManila, Philippines
Feb 26 - Feb 28Certified Data Center Professional (CDCP)® TrainingManila, Philippines
Mar 1 - Mar 2Certified Data Center Specialist (CDCS)® TrainingManila, Philippines
Mar 1 - Mar 2BIA - Business Intelligence and Analytics FoundationManila, Philippines
Mar 5 - Mar 7OMCA™ - Online Marketing Certified AssociateManila, Philippines
Mar 6 - Mar 8CQL - Certified Quality LeaderManila, Philippines
Mar 6 - Mar 8BCM Lead Implementer - ISO 22301 (ICOR Certified)Manila, Philippines
Mar 12 - Mar 13COBIT 5 FoundationManila, Philippines
Mar 12 - Mar 13Complaints Management - Turning Complaints to ComplimentsManila, Philippines
Mar 14 - Mar 16CPRE - Certified Professional for Requirements EngineeringManila, Philippines
Mar 19 - Mar 20Big Data FoundationManila, Philippines
Mar 22 - Mar 26Accelerated Six Sigma Green BeltManila, Philippines
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
x

Calendar

No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
Oct 23 - Oct 25Certified Business Analysis Professional (CBAP®) TrainingManila, Philippines
Oct 23 - Oct 24CompTIA Cloud EssentialsManila, Philippines
Nov 6 - Nov 6BCP - Business Continuity PlanningManila, Philippines
Nov 6 - Nov 7HR Business PartneringManila, Philippines
Nov 8 - Nov 10OMCA™ - Online Marketing Certified AssociateManila, Philippines
Nov 13 - Nov 14Certified Data Center Professional (CDCP)® TrainingManila, Philippines
Nov 14 - Nov 15DevOps FoundationManila, Philippines
Nov 14 - Nov 16SDA - Service Desk AnalystManila, Philippines
Nov 14 - Nov 17Big Data Hadoop AdministratorManila, Philippines
Nov 16 - Nov 17Agile SCRUM PractitionerManila, Philippines
Nov 20 - Nov 21PRINCE2 FoundationManila, Philippines
Nov 21 - Nov 24Project Management Professional (PMP)® Training - REP #4536Manila, Philippines
Nov 23 - Nov 24ITIL Foundation (2011)Manila, Philippines
Nov 23 - Nov 24Business Continuity Management PractitionerManila, Philippines
Nov 23 - Nov 27Accelerated Six Sigma Green BeltManila, Philippines
Dec 4 - Dec 5CQP - Certified Quality ProfessionalManila, Philippines
Dec 4 - Dec 5HR Metrics and Workforce AnalyticsManila, Philippines
Dec 6 - Dec 7ITIL Foundation (2011)Manila, Philippines
Dec 6 - Dec 7Integrated Metrics Management (People, Process & Organization)Manila, Philippines
Dec 7 - Dec 8Agile SCRUM PractitionerManila, Philippines
Dec 7 - Dec 8CCP - Crisis Communication Planner (ICOR Certified) TrainingManila, Philippines
Dec 7 - Dec 8HR Metrics and Workforce AnalyticsManila, Philippines
Dec 7 - Dec 8DevOps FoundationManila, Philippines
Dec 11 - Dec 12Better Business Efficiencies Using MS Excel Advanced Features (2010/2013)Manila, Philippines
Jan 18 - Jan 19Complaints Management - Turning Complaints to ComplimentsManila, Philippines
Jan 22 - Jan 23Enterprise Risk ManagementManila, Philippines
Jan 23 - Jan 24Big Data FoundationManila, Philippines
Jan 25 - Jan 26Intro to Project ManagementManila, Philippines
Jan 29 - Jan 31OMCA™ - Online Marketing Certified AssociateManila, Philippines
Feb 1 - Feb 2PRINCE2 FoundationManila, Philippines
Feb 5 - Feb 7Certified Business Analysis Professional (CBAP®) TrainingManila, Philippines
Feb 7 - Feb 8ITIL Foundation (2011)Manila, Philippines
Feb 12 - Feb 15Project Management Professional (PMP)® Training - REP #4536Manila, Philippines
Feb 13 - Feb 14ISMS (Information Security Management Systems) PractitionerManila, Philippines
Feb 20 - Feb 21DevOps FoundationManila, Philippines
Feb 22 - Feb 23CompTIA Cloud EssentialsManila, Philippines
Feb 26 - Feb 28Certified Data Center Professional (CDCP)® TrainingManila, Philippines
Mar 1 - Mar 2Certified Data Center Specialist (CDCS)® TrainingManila, Philippines
Mar 1 - Mar 2BIA - Business Intelligence and Analytics FoundationManila, Philippines
Mar 5 - Mar 7OMCA™ - Online Marketing Certified AssociateManila, Philippines
Mar 6 - Mar 8CQL - Certified Quality LeaderManila, Philippines
Mar 6 - Mar 8BCM Lead Implementer - ISO 22301 (ICOR Certified)Manila, Philippines
Mar 12 - Mar 13COBIT 5 FoundationManila, Philippines
Mar 12 - Mar 13Complaints Management - Turning Complaints to ComplimentsManila, Philippines
Mar 14 - Mar 16CPRE - Certified Professional for Requirements EngineeringManila, Philippines
Mar 19 - Mar 20Big Data FoundationManila, Philippines
Mar 22 - Mar 26Accelerated Six Sigma Green BeltManila, Philippines
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
No class / event scheduled for this month
ENROLL NOW








REQUEST A CUSTOM QUOTE








Request a callback
REQUEST FOR CALLBACK