6 Must-Know Features of the Salesforce Platform

Cool Feature #1: Chatter                            

If you use the Salesforce suite of tools, there are certain features that you would find extra helpful even if you don’t use all of them regularly. Take ‘Chatter’, for instance. You might not use ‘Chatter’ on a daily basis, but it is there for you whenever you need it - and at no extra cost! How cool is that? With ‘Chatter’, you can participate in a discussion or start a new discussion of your own.

Cool Feature #2: Branded email templates

Then there are branded email templates, which allow you to send out common information to multiple customers without the pain of having to type it out to each individual. Saves a lot of monotonous bulk typing time and the inevitable errors that would result!

Cool Feature #3: Salesforce in mobile devices                                  

For those of you who are always on the move, Salesforce is now available for your mobile devices, too! All of us have had panic attacks when we have needed to view data and no laptops have been available at our disposal. Worry not – SFDC’s Salesforce1 app is now available. With this app, you will have all the necessary data at your fingertips, literally.

Cool Feature #4: Dashboards                                                          

Sorting and arranging data is another headache all of us have had to live with. So let’s talk about the cool Salesforce feature - ‘dashboards’- that will allow you to sort your data exactly the way you want it. The greatest advantage of the dashboards feature is that you would be able to view all the relevant data without spending too much time searching for it. There are various kinds of data you can track on dashboards. For example, you can display data that includes sales figures, the number of successful conversions, leads. What’s more, you get to choose how your data will be represented – as horizontal bar diagrams, pie-charts, funnel-charts, among others.

Cool Feature #5: Email syncing                                                                     

Cool Feature #6: AppExchange      

                                                                                                                  
With Salesforce’s AppExchange, you can develop and post your app, use other, already developed apps as a platform, and also install apps to customize your Salesforce page. AppExchange also lets you hire developers and consultants as and when you need them, so there’s no need to hunt for them on different platforms again. With this feature, you will have access to the profiles of individual developers and consultants together with their contact information for you to initiate a negotiation.


 
To conclude, Salesforce has a host of cool features to make customer relationship management smoother and the job of data management less of a nightmare. Have you ever used any of these features? If you haven’t, now would be a great time to begin!

Learn more about these features and more as you master the Salesforce platform with our Salesforce App Builder (Developer) certification training course.

Want to find out how to make the most of your Salesforce skills and experience? Click here to read an insightful article on accelerating your career with a Salesforce certification