You’re a Salesforce machine. You spend loads of time going through your contacts, analyzing reports and updating records. You know how to get things done in Salesforce, but small tasks can sometimes take up too much time. Here are three super easy tips that will shave some time off those hours and take you to a whole new level of Salesforce greatness:
- Use Salesforce Shortcuts
No matter how well you have mastered Salesforce, there will always be some data that needs to be inputted manually. You can use some “Salesforce shorthand” to help save some time when updating a record. When putting in numbers that contain several zeroes at the end, just put a “k” after the number for thousand, “m” for million or “b” for billion, and Salesforce will add the extra zeroes for you.
Want to save a record? You don’t need to scroll to the top or bottom of the page to click “save.” Just hit “enter” and the record will be saved! (Just don’t do it in a text area.) And phone numbers? Don’t worry about the format in which you input them, Salesforce will format them for you when you save the record.