Does Your Salesforce Administrator Know These Tricks?

Whether it is a brick-and-mortar store or an IT-based customer-facing company, all businesses exist because of customers. As the phrase “customer is the king” suggests, they are the most critical part of any business model, whatever the industry. Customers drive revenues and drive your marketing messaging and strategy. It has shaped a new domain: Customer Relationship Management (CRM), to help businesses steer their marketing team, find new customers faster, support the sales teams in closing more deals, retain existing customers and extract value for better customer satisfaction.

With business automation, the process of CRM has become more automated. Many proprietary platforms and tools for business insights have emerged to serve the customer domain. And we cannot talk about CRM without mentioning Salesforce, the #1 CRM platform which acts as a collaborative tool for marketing, sales, commerce, service, and IT teams to work from any location to keep customers happy. If you are a professional working in any of these departments, you may like to consider upskilling on Salesforce. A popular beginners’ program is the Salesforce Admin program, a Basics of Salesforce Admin course that equips you with the skills necessary to implement, configure, and manage Salesforce Sales and Service Clouds. The certification helps you carve a career as a Salesforce Administrator.

What does Salesforce do?

Salesforce is essentially a company that has designed a cloud-based software to help the CRM component of businesses and wow customers with seamless service. It is a complete suite of products that integrates your multiple departments in a single and shared view of customer information and decision-making.

It helps teams collaborate better for higher productivity and ROMI (Returns on Marketing Investment) to target areas for more personalization in customer service for minimal customer churn and higher lead conversion.

Every point along the customer journey is digitized in a 360-degree view of actions. Because the support team can access customer information and extract insights, team members can resolve issues faster, retain the customer for a long journey with cross-sells and upsells, and devise appropriate strategies.

Who is a Salesforce Administrator

A Salesforce Administrator (Admin) leverages the platform to fulfill the company’s goals. The Admin defines the system requirements to customize the platform based on company needs and facilitates the use of its tools and capabilities for effective CRM management, acting as a bridge between business goals and technology.

Salesforce Administrators leverage process automation, customized report creation, data collection, and analytics for comprehensive customer insights. They train employees and stakeholders on implementing various Salesforce products and tools and manage Salesforce User roles, profiles, sharing rules, permissions, and workflows. The job role includes upgrading and configuring Salesforce to ensure its optimal performance to meet the business goals. Other responsibilities are developing reports, managing passwords, maintaining data quality, and running backups. A Salesforce Administrator reports to the Chief Technical Officer (CTO).

Salesforce Administrator Tricks to Know

A good Salesforce Administrator is expected to be knowledgeable about all Salesforce tools, customize the system to the organization’s needs, and communicate with stakeholders to ensure the efficient use of the platform.

However, the Salesforce platform has many features and functions and poses a challenge to the best of Admin. Although it may seem impossible to know and leverage them all, a few tricks are always useful while navigating the Salesforce ecosystem.

Here are a few tricks that every Admin must know for more work to be done seamlessly and fast. These tips help you make the best of your Salesforce capabilities and complete projects more efficiently and speedily.

So check these out. Does your Salesforce Administrator know these tricks?

Chrome Extensions

To begin with, are myriad Chrome Extensions. They are easy to add to your Chrome browser, and you can use them on the go. They help you get product discounts and ads on websites. Commonly used extensions are

• Salesforce Advanced Code Searcher: a free 3rd party tool for developers to find Apex classes, Apex triggers, Lightning components, etc.
• Salesforce Inspector: a 3rd party tool for developers and consultants to inspect Salesforce data and metadata directly from the Salesforce UI
• Gmail integration: allows you to work with your Salesforce records directly in your Gmail application.
• ORGanizer: to store and navigate seamlessly
• ChangeSet helper: a 3rd party free tool to help you filter, search, order,and compare changesets between Orgs.
• Salesforce API Fieldnames:  allows you to view the full names of Salesforce custom field.
• com LOGINS: allows you to easily manage the usernames and passwords of different Orgs.

Manage your email delivery

To avert accidental emailing to Users, the Salesforce Admin can implement workflow rules that trigger emails. Another trick is to turn off email deliverability during data loads. Settings can be changed from Email Deliverability to System email only (and later switch back the deliverability once data load is completed) to avert emails going out based on changes to records.

Filter records with list views

List View allows you to filter almost any field on a record, simplifying the tasks for you and your team. As the Salesforce Admin, you can personalize List Views for more efficiency and speed in searching and locating records.

Send Automatic Welcome Emails to New Users

Salesforce allows you to set up automated emails based on actions like editing records, events, or specified time elapses. The feature is a great way to automatically send welcome emails to new Users using a Workflow rule with the criteria of firing email only when a User is active.

Find inactive reports

With hundreds of Reports in your system that you do not want to delete, you can have a cluttered system when Users create one-time reports. Check free college courses here to know more about the trick is to use a hidden Report feature to create a Report on Reports for a heads-up on the last time any Report was run. It helps you understand the relevance and usage of the Report, helping you clean up the org for a less cumbersome User experience while sifting through reports.

View archived Activities

The Salesforce platform has features like Tasks and Events that directly relate to the records. As an Admin, you can view a record’s Activity History and include more recent Activities, archiving older ones for a more seamless experience. The trick is to view archived activities in an export using Data Loader, wherein you pull all Activities and supporting related details into an Excel file for view and action.

Making rollup summary fields on any objects

This a must-know trick. You learn to create Rollup Summary fields on objects for records with no Master-detail relationships to another object. In native Salesforce, you can only create Rollup Summary fields on objects that are detail records in Master-detail relationships. The Rollup Helper feature is quite helpful as it allows you to create a Rollup Summary for computations such as sum, max, min, average, etc., not available in a Master-detail relationship.