Tips To Make The Most Out Of Salesforce CRM
                     Tips To Make The Most
Out Of Salesforce 
CRM
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Top 8 Tips and 
Tricks
Utilize Salesforce's Control permissions
Tour Feature
Make Use Of The Quick Take A Tour of Salesforce 
Search Bar AppExchange
Set up tracking 
Add Chrome extensions
alerts and 
notifications
Automate reports 
Customize the logout page
and send emails
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Utilize 
Salesforce's
Tour Feature
As a new user, it's good to use the Salesforce 
tour feature that help you explore the main 
functions of the CRM system.
What you can expect:
❖ How to manage your pipeline
❖ How to view and edit opportunity profiles
❖ How to track sales
❖ How to customize your sales process.
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Make Use Of
The Quick Search 
Bar
If you wants to locate the page you’re 
looking for is, you can use the Quick Search 
Bar in the top-left corner of the page.
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Set Up Tracking 
Alerts And 
Notifications
By setting up automatic email alerts, you can 
keep everyone on your team in the loop when 
there are changes to your process, or set a 
reminder to follow up with a contact.
Step to follow: Setup screen>> 
Select/Search for Email Alerts>>Select 
from email templates>>set up the 
recipients for the automated email alert.
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Automate 
Reports And 
Send Emails
You have the ability to create automated 
reports such as weekly or monthly meetings.
Steps: Report Tab>> Create reports on 
lead, opportunities, revenue, etc.>>Run 
Report>>select Schedule Future Runs>> 
Choose the frequency>> choose the email 
recipient.
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Control 
Permissions
Salesforce allows you to set 
permissions for individual users.
Steps to follow:
Setup>>
Go to Permission Sets>>
Create limitations for users
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Take A Tour of 
Salesforce AppExchange
Salesforce AppExchange is the leading 
enterprise cloud marketplace. Salesforce has 
a broad ecosystem of more than 3,000 
AppExchange applications for you to extend 
and leverage your use of CRM.
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Add Chrome Extensions
Using Salesforce with Google Chrome with 
many browser extensions make things more 
convenient for you and your users within the 
Chrome extensions page. The 
Salesforce Lightning extension for Gmail 
empowers you to view activity from Salesforce 
within the email page that allows you to see 
new developments with context from emails.
cloud.analogy [email protected] +1(415)830-3899
Customize 
The Logout Page
Salesforce allows you to designate a landing 
page you want users to land on when they log 
out of their Salesforce interface.
Setup>>Session Settings>> Paste the URL 
for the users in Logout Page Settings
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Thank 
You!
cloud.analogy [email protected] +1(415)830-3899