So, you have just had a smooth and value-based Salesforce implementation by Ribbonfish, and you may be wondering, “What next?”

As a new Salesforce user, you will want to quickly understand your new system and determine where and how you can get even better productivity. Your implementation will already have given you so much value and gain that it may be hard to believe that Salesforce has a huge amount of additional ‘ready to go’ features that you may not know about (yet!). These additional features can further enhance your experience. 

In this series of three blog posts, we are going to look at some quick and simple tips and tricks that you can begin using now to make your usage of the system even better. 

This first blog will explore some options for personalising your experience.

Customise your Navigation Bar 

Everyone loves to make something feel like their own, right? 

With Salesforce, you can do just that with your navigation bar. 

You can click the ‘pencil’ icon at the top right of the screen to personalise your nav bar for the app you are currently in. 

It really is that easy and this can offer you huge benefits, for example, you can make sure to organise the navigation in a way that seems logical to you. 

Want more? You can also pin list views and specific records to the navigation bar. Once you have done this, you can then reorder and rename them from here too!

Density

Salesforce offers two different display density settings to suit your personalised needs. 

To change the settings, click on your profile at the top right of the screen and then select either ‘Comfy’ or ‘Compact’.

Comfy will add more space between the elements such as fields and lists. This will be your default setting. 

Compact will reduce the space between the elements and therefore allow more information to be seen on screen at once. 

Pick the one best suited for your needs and Salesforce will remember it every time you log-in! 

Want more? We think using ‘Compact’ is fantastic if you want to squeeze as much information onto the screen as possible. 

Favourite your records

There will always be those pages that you need to return to repeatedly. Thankfully, Salesforce has you covered with a favoriting feature which works in a comparable way to bookmarking a website on a web-browser. 

All you need to do is click on the star icon at the top right-hand side of the screen to favourite the page you are looking at. 

You can then return to this icon at any time in the future to quickly access your favourite pages without the need for many clicks. 

Want more? – You can have up to 200 favorites!

Pinning List Views

List views display data for you in simple lists. For example, you can view a list of all open opportunities or a list of all your contacts. 

However, you may have noticed that the default list view is always the ‘recently viewed’ list. This default list is empty for new users and can therefore cause confusion because no data is immediately visible or, for more veteran users, it often just adds clicks and time when you are trying to navigate to a relevant list view. 

This is where the ‘pinned list views’ comes in handy.  

Simply select the list view that is most important to you, press the ‘pin’ icon and this will become your personal default list view for that object. 

Every time you click on that object in the future, the pinned list will show. 

Want more? You can also send emails from list views! We will cover more on that in the next blog post.  

Next Time

This will get you started on your route to optimal efficiency and productivity on Salesforce but do not miss our next post which will focus on highlighting how collaboration, organisation and emails can help you get the most from the system.

Kevin Paul is Head of Professional Services at Ribbonfish. He has over a decade worth of experience in Information Technology in a variety of roles including consulting & implementation, training, business analysis and project management.

Photo by Luke Chesser