1. Utilize Keyboard Shortcuts

Keyboard shortcuts can save you a significant amount of time. Here are some essential shortcuts:

  • Global Search: Press / to quickly jump to the global search bar.
  • Save Record: Press Ctrl + S  (Windows) or  Cmd + S  (Mac) to save a record.
  • Open Console: Press  Ctrl + Shift + C  to open the Salesforce console.
  • For more shortcuts, you can refer to this article.


2. Customize Your Home Page

Your Salesforce home page is the first thing you see when you log in, so make it work for you. Customize it to display the most relevant information:

  • Add Components: Navigate to Setup > Home > Home Page Layouts and add components like dashboards, recent items, and tasks.
  • Set Default Home Page: Go to Setup > App Manager and set your customized home page as the default.


3. Use List Views Effectively

List views allow you to filter and sort records efficiently. Create custom list views to focus on what's important:

  • Create New List View: Click on the gear icon in the list view section and select New.
  • Add Filters: Use the filter panel to add criteria that narrow down your list.
  • Save and Share: Save your list view and share it with your team for consistent data visibility.


4. Leverage Salesforce Reports and Dashboards

Reports and dashboards provide valuable insights into your data. Here’s how to make the most of them:

  • Create Custom Reports: Go to Reports > New Report and choose the report type.
  • Add Filters and Groupings: Customize your report by adding filters and groupings to focus on specific data points.
  • Build Dashboards: Use the  Dashboard  tab to create visual representations of your reports.


5. Automate Tasks with Process Builder

Automation can save you time and reduce errors. Use Process Builder to automate repetitive tasks:

  • Create a New Process: Navigate to Setup > Process Builder and click New.
  • Define Criteria: Set the criteria that trigger the process.
  • Add Actions: Specify the actions to be taken when the criteria are met.


6. Employ Data Import Wizard

The Data Import Wizard is a user-friendly tool for importing data into Salesforce:

  • Access Data Import Wizard: Go to Setup > Data Import Wizard.
  • Choose Data to Import: Select the type of data you want to import (e.g., accounts, contacts).
  • Map Fields: Map your data fields to Salesforce fields to ensure accurate import.


7. Optimize Salesforce Mobile App

The Salesforce mobile app allows you to stay productive on the go. Here are some tips:

  • Customize Navigation: Go to Settings > Navigation and customize the tabs and items you frequently use.
  • Enable Notifications: Ensure you have notifications enabled for important updates.
  • Use Voice Commands: Utilize voice commands to quickly create records or update information.


By implementing these tips and tricks, you can significantly enhance your productivity in Salesforce. Whether you're an admin or a user, these strategies will help you make the most of this powerful platform.