Salesforce Marketing Cloud, a robust digital marketing tool, offers a wide range of capabilities to assist organizations of all sizes to get more value out of their marketing efforts.

1. Tips To Make The Most
Out Of Salesforce CRM
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2. Utilize Salesforce's
Tour Feature
Make Use Of The Quick
Search Bar
Set up tracking alerts
and notifications
Automate reports
and send emails
Top 8 Tips and
Tricks
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Control permissions
Take A Tour of Salesforce
AppExchange
Add Chrome extensions
Customize the logout page

3. Utilize Salesforce's
Tour Feature
As a new user, it's good to use the Salesforce
tour feature that help you explore the main
functions of the CRM system.
What you can expect:
❖ How to manage your pipeline
❖ How to view and edit opportunity profiles
❖ How to track sales
❖ How to customize your sales process.
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4. Make Use Of
The Quick Search Bar
If you wants to locate the page you’re
looking for is, you can use the Quick Search
Bar in the top-left corner of the page.
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5. Set Up Tracking Alerts
And Notifications
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By setting up automatic email alerts, you can
keep everyone on your team in the loop when
there are changes to your process, or set a
reminder to follow up with a contact.
Step to follow: Setup screen>> Select/Search
for Email Alerts>>Select from email
templates>>set up the recipients for the
automated email alert.

6. Automate Reports
And Send Emails
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You have the ability to create automated
reports such as weekly or monthly meetings.
Steps: Report Tab>> Create reports on lead,
opportunities, revenue, etc.>>Run
Report>>select Schedule Future Runs>>
Choose the frequency>> choose the email
recipient.

7. Control Permissions
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Salesforce allows you to set
permissions for individual users.
Steps to follow:
Setup>>
Go to Permission Sets>>
Create limitations for users

8. Take A Tour of Salesforce
AppExchange
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Salesforce AppExchange is the leading
enterprise cloud marketplace. Salesforce has
a broad ecosystem of more than 3,000
AppExchange applications for you to extend
and leverage your use of CRM.

9. Add Chrome Extensions
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Using Salesforce with Google Chrome with
many browser extensions make things more
convenient for you and your users within the
Chrome extensions page. The
Salesforce Lightning extension for Gmail
empowers you to view activity from Salesforce
within the email page that allows you to see
new developments with context from emails.

10. Customize
The Logout Page
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Salesforce allows you to designate a landing
page you want users to land on when they log
out of their Salesforce interface.
Setup>>Session Settings>> Paste the URL for
the users in Logout Page Settings

11. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Thank
You!