When assigning a task in salesforce we often take for granted the fact that it will get done in a timely manner. To improve your level of customer service and ensure things don’t slip through the cracks it might be worth setting up a report to monitor your delegated tasks.

Simply create an activity report for all open activities and filter for my delegated activities. By referencing this report once or twice a week you can escalate those things that need attention. Did your customer get their billing question answered? Did your colleague follow up on a lead you passed them? With this report you'll have piece of mind that every customer is provided the level of service they deserve.

When assigning a task in salesforce we often take for granted the fact that it will get done in a timely manner. To improve your level of customer service and ensure things don’t slip through the cracks it might be worth setting up a report to monitor your delegated tasks.

Simply create an activity report for all open activities and filter for my delegated activities. By referencing this report once or twice a week you can escalate those things that need attention. Did your customer get their billing question answered? Did your colleague follow up on a lead you passed them? With this report you'll have piece of mind that every customer is provided the level of service they deserve.

When investment bankers go through their training programs, the first thing they learn is how to use Excel without a mouse. There are a series of simple Window’s shortcuts that can dramatically speed up how you navigate through the application.

 

Some common examples include:

• Tab moves between fields
• Shift-tab moves backwards between fields
• Enter in a field will press the "default" or "highlighted" button (usually save or next)
• Scrolling with "page up" / "page down" on details is much faster than using the scrollbar
• Using the "mouse wheel" to scroll details is much faster as well
• The "home" key will move back to the top of a detail page
• The "end" key will move to the bottom of a detail page
• Alt-left arrow moves back one page
• Alt-tab lets you flip between applications
• Ctl-c  lets you copy information and Ctl-v lets you paste it
• Alt-<number> will select and visit the <number> item in the recent item list

Take a couple minutes to learn one of these commands and see if it speeds up your day.

When investment bankers go through their training programs, the first thing they learn is how to use Excel without a mouse. There are a series of simple Window’s shortcuts that can dramatically speed up how you navigate through the application.

 

Some common examples include:

• Tab moves between fields
• Shift-tab moves backwards between fields
• Enter in a field will press the "default" or "highlighted" button (usually save or next)
• Scrolling with "page up" / "page down" on details is much faster than using the scrollbar
• Using the "mouse wheel" to scroll details is much faster as well
• The "home" key will move back to the top of a detail page
• The "end" key will move to the bottom of a detail page
• Alt-left arrow moves back one page
• Alt-tab lets you flip between applications
• Ctl-c  lets you copy information and Ctl-v lets you paste it
• Alt-<number> will select and visit the <number> item in the recent item list

Take a couple minutes to learn one of these commands and see if it speeds up your day.

This is one of those simple tricks you might well know by now, but when using Salesforce it’s one of THE biggest time savers.

For example, if you do a search and there are multiple entries you can hold down the shift key and click on the name of the account. This will launch the account page in a new window so you don’t loose your original search results. It also works great when drilling down into a report. You might want to spot check several of the opportunities. Using shift click to launch the opportunity record, you can quickly return to the original report.

Note that shift click applies to the Internet Explorer web browser. If you’ve converted over to Firefox it’s ctrl click to launch a new tab.

This is one of those simple tricks you might well know by now, but when using Salesforce it’s one of THE biggest time savers.

For example, if you do a search and there are multiple entries you can hold down the shift key and click on the name of the account. This will launch the account page in a new window so you don’t loose your original search results. It also works great when drilling down into a report. You might want to spot check several of the opportunities. Using shift click to launch the opportunity record, you can quickly return to the original report.

Note that shift click applies to the Internet Explorer web browser. If you’ve converted over to Firefox it’s ctrl click to launch a new tab.

If you want access to Salesforce.com on your PDA, one option is the Offline PDA Edition. It works with your Pocket PC or Palm OS device and allows you to read, modify, and create new records in Salesforce.com. This is a great solution for individuals who don’t have wireless access but need to leverage customer information while on the road. When you get back to the office it is one click to sync back up and refresh your data.

If you want access to Salesforce.com on your PDA, one option is the Offline PDA Edition. It works with your Pocket PC or Palm OS device and allows you to read, modify, and create new records in Salesforce.com. This is a great solution for individuals who don’t have wireless access but need to leverage customer information while on the road. When you get back to the office it is one click to sync back up and refresh your data.

If you're wanting to use Salesforce's, SFDC, mass email feature you would soon learn the limit of 1000 emails limit.  excerpt from SFDC help: "Your organization is limited to 1000 mass emails per day."

You may freak out, like I did, when your VP of marketing hits that limit and you may think, oh my gosh.  Now no one is able to send an email from SFDC.  However that's not the case.

This only applies to the mass email feature only.

If you're wanting to use Salesforce's, SFDC, mass email feature you would soon learn the limit of 1000 emails limit.  excerpt from SFDC help: "Your organization is limited to 1000 mass emails per day."

You may freak out, like I did, when your VP of marketing hits that limit and you may think, oh my gosh.  Now no one is able to send an email from SFDC.  However that's not the case.

This only applies to the mass email feature only.

Mobile Access: Vettro
Mobile Access: Sendia

Mobile Access: Vettro
Mobile Access: Sendia

If you haven't yet discovered the Firefox web browser we highly recommend giving it a try.

Among the features which make Firefox standout, the Tabbed Browsing has proven immensely popular amongst salesforce.com users. It allows you to view more than one web page in a single window. Whether you’re de-duping leads, juggling calls, auditing a report or customizing salesforce.com, this feature will save you a tremendous amount of time and make multitasking easier.

The other thing that I really like about it is the find utility. When you've got a long report and are looking for a specific account, the find toolbar is a lifesaver.

It’s a free download so give it a try. www.firefox.com

Note that you'll probablly want to keep Internet Explorer as well. There are some plugins that don't work with Firefox and I've heard there are some problems editing the HTML email templates within salesforce. All in all, it's definetly worth using.

If you haven't yet discovered the Firefox web browser we highly recommend giving it a try.

Among the features which make Firefox standout, the Tabbed Browsing has proven immensely popular amongst salesforce.com users. It allows you to view more than one web page in a single window. Whether you’re de-duping leads, juggling calls, auditing a report or customizing salesforce.com, this feature will save you a tremendous amount of time and make multitasking easier.

The other thing that I really like about it is the find utility. When you've got a long report and are looking for a specific account, the find toolbar is a lifesaver.

It’s a free download so give it a try. www.firefox.com

Note that you'll probablly want to keep Internet Explorer as well. There are some plugins that don't work with Firefox and I've heard there are some problems editing the HTML email templates within salesforce. All in all, it's definetly worth using.