Aligning the Salesforce platform to company goals is the ultimate goal for every Salesforce user. That’s because the platform is worthless if it doesn’t take you closer to your dreams. Unfortunately, the Salesforce platform is also a vast one. No one can claim to have mastered the entire CRM, especially since Salesforce introduces new features quite often. As a result, every year, most organizations set Salesforce upkeep resolutions that serve as a compass to help them achieve business targets. If you’re the average Salesforce user, we’ve identified seven goals worth pursuing in 2021.
The Salesforce data loader is a management tool from Salesforce designed to help users wrap the Salesforce SOAP and Bulk Data APIs into a neat little package that features a wizard-style interface. It also has a command-line interface. The open-source feature is written in Java and is perfect for medium to large data management needs.
This little tool can be a valuable asset for your organization if you occasionally process 50,000 or more records at a go. Indeed, Salesforce recommends it for situations where you’re dealing with records between 50,000 and five million records.
Reminders are an essential part of the Salesforce environment. Unfortunately, most users still use the Workflow or Process Builder to set reminders on the Salesforce platform, a painfully frustrating process. You can ease the pain in 2021 by creating reminders passing the time in your formula or process in GMT such that Salesforce converts it to a date/time.
You only need to know how many hours ahead or behind of GMT your time zone is and add the inverse of that number to the time you’d like your reminder set. It works like a charm. Your reminders will arrive in 24-hour format, eliminating all the confusion.
Salesforce upkeep resolutions summary:
In a nutshell, these are the seven (7) Salesforce upkeep resolutions to make in 2021:- Make List View the go-to tool for bulk updates
- Utilize the Salesforce data loader more
- Leverage Reporting Formulas to make your work easier
- Use Row Level Formulas to reduce your workload
- Leverage Lightning Sync to solve your email problems
- Create reminders with Salesforce process builder
- Create measurable goals for every Salesforce project