Are you invested in Salesforce to help you perform your job more efficiently and want to increase your productivity? Check out this presentation to get the amazing tips that can help you to achieve maximum productivity in Salesforce.

1. Top Salesforce Tips
That Help You
Boost Productivity
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TM

2. Harness The Potential Of
Salesforce Chatter
Salesforce Chatter, an excellent collaborative
sales tool, integrates seamlessly into the
Salesforce platform that lets your users work
together, talk to each other, and share
information.
❏ Enhance productivity at work
❏ Boost innovation
❏ Track and manage team & critical projects
❏ Share knowledge, files, and data
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3. Make Use Of Tasks, Activities, and
Emails
Activity Reports – Activity reports would help you
view Tasks related to certain records or people
assigned below you in the Salesforce hierarchy.
Tasks - Enables you create an action to follow up
with, such as setting a date, reminder, or a brief
description.
Emails - You can you send emails to your
customers directly from Salesforce.
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4. Utilize Reports To Measure
Results
Salesforce offers a powerful suite of reporting tools to help you organize, view and analyze
your data. Salesforce reports is a list of records that meet a particular criteria and provides
an answer to a particular question. These records are displayed as a table that can be
filtered or grouped based on any field.
Types of Report formats in Salesforce
1. Tabula Reports
2. Summary Reports
3. Matrix Reports
4. Joined Reports
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5. Switch To The Pinned List
Views In Salesforce Lightning
When you click onto an object, Salesforce provides you
with the “Recently Viewed” List View.
With pinned lists, you can set your own default List View.
To pin a List View, select the List View of your choice and
the pin icon next to it. And to unpin a list, click the
highlighted pin icon, select a different List View and pin
it.
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6. The Inline Editing feature in Salesforce empowers
you edit multiple records without using the edit
button.
With the functionality addition of the inline editing to
existing inline editing support in list views, you can
keep the data in reports and object records up to
date with minimal clicks.
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Use Inline Editing

7. Use Conga Composer
With Conga Composer, you can quickly generate error-free digital documents by directly
using Salesforce data and merging it into the existing templates. It can automatically
populate richly-formatted templates with data from any standard or custom object in
Salesforce.
Create accurate, consistent, pixel perfect documents.
Automate documents, presentation and reports.
Allow multiple options for downloading and storing.
Generate documents in multiple formats.
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8. Global Actions
Global Actions in Salesforce let you create
records fast with a shortcut directly to the
correct page. You will see a standard list
here with all your favourite standard
objects.
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9. Kanban View
Kanban view displays a visual summary for
a selection of records. It helps users to view
the record details in an easy and fast
manner. It makes it easier to get an overview
of a set of records based on one picklist field.
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10. Thank You
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