Top 10 Time-Saving Tips for Salesforce

In our practice, we’ve helped clients from start-ups to Fortune 100s in dozens of industries. We see what the most successful businesses do, so we’ve put together an insider’s guide for some helpful, quick time-saving tips for Salesforce users.

Here’s what’s covered with easy to read step-by-step instructions:

1. Enable Drag and Drop Scheduling
2. Enable Enhanced List Views
3. Download the Free App Salesforce CRM Dashboards
4. Mass Update and Mass Edit from List View
5. Download the Free App Mass Update Tasks
6. Create a Custom Link to a Filtered Report
7. Customize Your Related List Columns
8. Create Custom Links for Your Home Page
9. Customize Your Search Layout
10. Enable Tags