Sunday, 14 May 2023

Quick tips to optimize your Salesforce org

 1. Keep your Salesforce org clean and organized by regularly archiving or deleting old data.

2. Use custom settings in Salesforce to store configurable settings that can be easily changed without modifying code.

3. Leverage the power of Salesforce reports and dashboards to gain insights into your data and make data-driven decisions.

4. Optimize your code by using SOQL queries to retrieve only the data you need, rather than retrieving all records and then filtering them in code.

5. Use validation rules in Salesforce to enforce data integrity and ensure that data entered into your org meets your business requirements.

6. Make your Salesforce org more user-friendly by customizing page layouts and creating custom fields and objects.

7. Automate repetitive tasks in Salesforce by using tools like flows to save time and increase efficiency.

8. Improve collaboration and communication within your team by using Salesforce Chatter to share information and collaborate on projects.

9. Use Salesforce mobile app to access your Salesforce data from anywhere, at any time, and keep track of your sales on the go.

10. Keep your Salesforce org secure by implementing two-factor authentication and regularly reviewing user permissions and access.

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