Salesforce is a powerhouse CRM platform that provides businesses with a suite of tools to manage customer relationships, improve efficiency, and boost revenue. However, with so many features at your disposal, it's easy to overlook some of the most impactful capabilities. In this blog, we’ll uncover the Top 5 Salesforce Features that you might not be using yet, but absolutely should!
1. Salesforce Flow
Salesforce Flow is a hidden gem when it comes to automating business processes without needing a single line of code. Whether it’s automating data updates, sending notifications, or orchestrating multi-step approvals, Flows empower admins to create powerful automation visually.
Why You Should Use It:
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Reduce manual, repetitive tasks.
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Improve productivity by automating workflows.
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Enhance accuracy by standardizing processes.
Example: Automate follow-up tasks for leads that meet specific criteria, ensuring no sales opportunity slips through the cracks.
2. Custom Report Types
While Salesforce reports are well-known, many users overlook Custom Report Types, a feature that allows you to tailor reports beyond default settings. With Custom Report Types, you can pull data across multiple objects, creating highly specific and actionable insights.
Why You Should Use It:
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Generate reports customized to your exact business needs.
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Combine data from related objects.
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Enable granular visibility into your processes.
Example: Build a report that combines opportunities, activities, and campaigns to measure marketing impact on revenue.
3. Einstein Activity Capture
Salesforce’s Einstein Activity Capture automatically logs emails, meetings, and calls into Salesforce, syncing with your calendar and email tools. This ensures your CRM remains up-to-date without requiring manual input.
Why You Should Use It:
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Save time by eliminating data entry.
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Gain real-time visibility into team activities.
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Improve forecasting accuracy by capturing all client interactions.
Example: Sync all outbound sales emails to Salesforce, giving managers a full view of pipeline activities.
4. Dynamic Forms
Dynamic Forms is a game-changer for page layout customization. Rather than using static page layouts, Dynamic Forms allow you to configure fields and sections to display dynamically based on user input or profile.
Why You Should Use It:
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Simplify user experience with cleaner, tailored layouts.
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Display only relevant fields to reduce clutter.
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Improve adoption by streamlining processes.
Example: Show specific fields only when an opportunity stage changes to “Closed Won”, prompting sales reps for deal completion details.
5. In-App Guidance
In-App Guidance is an underutilized feature that allows you to create customized, interactive prompts within Salesforce to guide users through processes, share updates, or offer training.
Why You Should Use It:
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Reduce onboarding time for new users.
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Improve adoption of new features or processes.
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Provide instant, contextual help to users.
Example: Launch a quick tooltip to guide users on how to use a newly implemented feature, ensuring a smoother transition.
Salesforce is packed with tools and features that can drive efficiency and productivity to new heights. By leveraging these underutilized features — Salesforce Flow, Custom Report Types, Einstein Activity Capture, Dynamic Forms, and In-App Guidance — you can supercharge your CRM and ensure you’re getting the most value out of the platform.
Start exploring these features today and take your Salesforce experience to the next level!
Which feature are you most excited to implement? Let us know how we can help with your implementation!