All Posts

Simple Salesforce Hacks That Make the Workday Easier

For many Salesforce end users, reaching the full potential of the application means getting a better handle on its functionality. The software comes with a boatload of bells and whistles, but depending on the nature of one’s business, those features may or may not make daily tasks easier. These easy Salesforce hacks, on the other hand, come from the everyday experience of sales staff in various sectors. Using these tips, any end user can leverage the application more effectively and make the workday easier.

List View Hacks

Creating list views allows individual users to custom-filter data to fit their specific workflow. They can refine that view by using Boolean variables; for example, including ‘and’ limits results to data that meet all search criteria rather than just one or more.

A hack for jumping to a list view of records is to truncate its URL after the first three numbers of the Salesforce ID (e.g., https://…salesforce.com/123). Users can select “Show All” under “Following” on the Chatter Profile Overview tab to see all those records, files, and/or people he or she is following. Changes to data can be made and saved on the fly using Salesforce’s inline editing function; when doing so in list view, the record type field should be included among filter criteria.

Chrome User Hacks

Chrome users can save the Salesforce search box as a search engine by right-clicking it, choosing “Save As Search Engine,” and changing its keyword to “sf.” This hack renders the Salesforce internal search function accessible from anywhere by opening a new tab and typing “SF”. List view results can also be exported in Chrome using the Salesforce Data Exporter extension.

Data Entry Hacks

A simple hack that speeds up number entry is using the abbreviation ‘k’ for thousands rather than zeros when typing numbers; e.g., 10k vs. 10,000. Another is to quickly copy and paste identical data using the Clone button whenever it is active.

At Susco Solutions, we understand how Salesforce works and how it can empower your team. To learn how to make Salesforce do more for you, give us a call at (504) 264-9343 or fill out our contact form.

Recent Posts

My Personal Development Toolkit & History

I was just on the This Life without Limits podcast: audio here and video here! Purpose of this Post I wanted to compile a master list of concepts I’ve learned to drive personal transformation and how those concepts can be applied to one’s business / professional life. There is more content to come, but there’s […]

The Role of Technology in Scaling IA Firms

Embracing AI, mobile apps, and modern claims management systems as a growth lever can mean all the difference for your business. Insurance adjusting is a competitive industry, and client demands constantly change. Firms seeking to scale their business must apply foresight, strategy, and the right technology. It’s the only guarantee they’ll process claims efficiently while […]

The 4 Stages of Growth of an IA Firm

Challenges abound throughout an IA firm’s lifecycle. Strategic planning, adaptation, and technology partnerships can ensure success. The lifecycle of an independent adjusting (IA) firm comprises different stages, each with unique challenges and opportunities. Early on, there’s a high growth potential, but limited resources and a lack of an established track record hold the company back. […]

Reducing Costs through Innovative Claims Management Solutions

Eliminate manual processes and automate claims processing with innovative Susco solutions. This will cut costs and streamline workflows. Key takeaways: The inefficiencies inherent in traditional manual claims processing take a heavy toll on insurers: stacks of paperwork inundate employees’ desks, data is scattered across disparate locations, stakeholders are in the dark about the status of […]