10 Hidden Salesforce CRM Cloud Features That Will Boost Your Productivity

From a CRM to a business transformation partner, Salesforce has evolved to become a valuable asset for companies worldwide. Thanks to numerous features that have helped the platform reach its current heights. 

However, Salesforce isn’t just about the commonly known features. The CRM has many other hidden features that work behind the scenes to enhance productivity. 

Learning about them is crucial for businesses aiming to upgrade their Salesforce skills and aspirants looking to join Salesforce training in Pune. So, let us talk about ten lesser-known Salesforce CRM cloud features that can revolutionize productivity.

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  Custom Dashboards

Conventionally, dashboards have been about visuals. But Salesforce redefines dashboards by making them customizable and more insightful with real-time data. You can personalize them to display different metrics, based on the role, team, or region. These views help you focus on the data that matters. Furthermore, teams can make data-driven, informed decisions with the latest insights.

• Dynamic Lightning Pages

With Dynamic Lightning Pages, you can customize Salesforce pages to display different information based on device types, user profiles, or record types. Thus, by personalizing pages to specific user needs, you can present users with the most relevant information, cutting the clamor and confusion. For example, sales executives can customize the page to see opportunity-related data, while service agents can view case-related insights.

• Marketing Cloud

This one offers numerous tools for email marketing, social media engagement, and marketing automation. Businesses can use it to develop resonating and targeted marketing campaigns that enhance engagement and augment conversion rates. Additionally, it enables tracking campaign performance, managing client journeys, and integrating marketing across channels. Thus, the feature makes marketing more effective!

• Chatter

Chatter is Salesforce’s internal social network. It enables you to share files and updates, and also helps you collaborate with your team in real-time. Additionally, you can follow specific records and receive notifications about significant changes and updates. The feature proves to be useful as it fosters team collaboration and communication. Besides, team members receive instant updates on cases, accounts, and also opportunities.

• Field History Tracking

Tracking changes can be overwhelming without a mechanism or feature that helps you track them easily. However, Salesforce simplifies it with its Field History Tracking feature. It enables you to track up to 20 fields per object, providing a clear audit trail for purposes including accountability, troubleshooting, and compliance.

• Inline Editing

Inline Editing enables you to make changes without moving away. You can update fields from a list view. The feature helps modify multiple records quickly and easily. It is apt for teams that deal with and manage massive data volumes.

• Einstein Analytics

Salesforce aligns itself with the latest AI trends. It harnesses the power of AI through the feature called Einstein Analytics. The feature enables you to explore your data easily, discover hidden trends, identify patterns, and turn that data into actionable insights. 

Additionally, Einstein Analytics helps you dig deeper into your data, providing updated visual insights. Such a smooth integration expedites decision-making and enhances collaboration, helping companies enhance their sales performance.

• Integration

Integration is the critical bridge that links Salesforce with other essential platforms in the ecosystem of a business. Think of it as the central nervous system of a body that connects with other mechanisms and works in sync with them.

Salesforce seamlessly integrates with internal and external tools like marketing automation, finance management systems, and customer service platforms. The integration offers the company a comprehensive view of the journey of a customer. Thus, businesses can optimize decision-making, address client needs, and drive growth.

• Sandbox Environments

Sandbox Environments allow you to experiment with changes, integrations, or customizations in a secure setup. Thus, you can text before you deploy, leading to fewer accidental disruptions to an up-and-running system.

• Report Subscriptions

Report Subscriptions automate the delivery of key reports to your inbox as scheduled or on meeting-specific conditions. It poses an easy and straightforward way to ensure everyone stays updated and informed.

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