Some of the Essential Salesforce Development Tips

Salesforce is the most effective CRM platform that allows users to tap the potential of it to make their lives easier and accrue accurate statistics that would help businesses to succeed in not-too-distant future without any major hiccup. In spite of the fact that majority of those working on Salesforce get sufficient training from a Salesforce Admin, the necessity of self-learning is still very much there. All the individuals might require some kind of modifications in Sales Reports and/or Dashboards besides List Views for Opportunities that would assist users accomplish their tasks more efficiently.

Generating List Views

List Views is one segment that contains list of opportunities and leads of the day that come in from website etc. For novice in Salesforce, the standard list views that are assigned to them by the Salesforce admin or those standard list views available in Salesforce are sufficient. However, for some individuals, having a multiple specific list view that can be alternated to obtain the most important information would be better. While for others, it would help to have a broader single list view to make effective decisions.

Generating Email Templates

Most of the users whose companies make use of Salesforce for their business would be quite familiar with Email templates. Users can create their own email templates by customizing them so that they would be able address the leads in an efficient way. This is way better than the available standard templates that consist of mail merge functionality such as introduction emails to new accounts and standard lead responses.

Generating Dashboards

Very often Reports are followed by Dashboards. Dashboards can have a maximum of 20 charts, tables or lists which are generally considered to be visual representation of reports. Each one is defined as a component and it is essential that each component be related to only a single report. Users can also create personal dashboards other than the standard ones provided by admins and/or managers. Those who know how to create reports, it would not be a difficult task for them to generate personal dashboards. 


Majority of the users are very much oblivious as to what exactly AppExchange is. It is actually Salesforce’s app store that gives users the ability to install free as well as paid apps from within the Salesforce to take advantage of added functionalities. There are a number of apps that are very useful while working on Salesforce Development and those can be installed by the administrator for you.

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