Salesforce has so many out-of-the-box features that you can start using right now to continuously enhance your experience …
Here are highlights from article Top 12 Salesforce Tips to Supercharge Productivity in 2024 | Salesforce Ben
1. Manage Field Permissions
– Enable the setting in User Management Settings.
– Include field permissions directly within Permission Sets during field creation or via Field Level Security.
– Winter ‘24 release allows for bulk adding or removing field permissions in Permission Sets.
2. Salesforce Object Views
– Customize List Views to manage records more effectively.
– Choose columns to display and set default views with the pinning feature.
– Greater functionality in Lightning, such as Kanban view and Intelligence Views for Leads and Contacts.
3. Inline Editing
– Update multiple records quickly with inline editing in list views and reports.
– Enabled by Salesforce Admin and can be used within Salesforce or the Chrome Extension Workspace Tab.
4. Customize My Pages
– Personalize related lists order and Activities display on object record pages.
– Accessed via user settings under the Display & Layout category.
5. Pipeline Inspection
– Provides sales managers with key forecast information.
– Use additional fields like Push Count for detailed reporting.
– Enable feature and assign permissions via Salesforce Admin.
6. Einstein Search
– Offers efficient access to related records and natural language search capabilities.
– Must be enabled by the Salesforce Administrator.
7. Salesforce Navigation Your Way
– Customize the navigation bar and display density (Comfy and Compact views).
– Utilize Salesforce Chrome Extensions for side panel access to Salesforce functionality.
8. Use Reports and Dashboards to Analyze Metrics
– Create reports and dashboards for key insights.
– Admins can embed text or images in Dashboards for enhanced user experience.
9. Favorites and Global Actions
– Use Favorites to bookmark frequently accessed items.
– Global Actions allow quick creation of records from any Salesforce page.
10. Utility Bar
– Admin-enabled feature for quick access to frequently used items like history, notes, and list views.
11. Tasks, Activities & Emails
– Log interactions, set follow-up actions, and send emails directly from Salesforce.
– Consider using Einstein Activity Capture for syncing calendar and email activities.
12. Screen Flows
– Create multi-step, wizard-like experiences without developer support.
– Embed into Actions, Record Pages, or Homepages with reactive screen components.
You can read it here: https://sfdc.blog/lzjAh
Source from salesforceben(dot)com