 _________________________________________
Get detailed dashboard data quicker :: Dig into the details of your charts...without the digging With Dashboard Microscope, you can quickly get to the underlying data of your summarized dashboard charts. Drill down into any aspect of the summarized dashboard data—including categories, groupings, and individual data points—simply by clicking on it. Don’t want to drill into a report? With Dashboard Microscope, you can hover over any chart type and a window will appear containing a summary of the underlying information. And for companies that want full visibility into their funnel, pie, and donut chart data—no matter how small—Dashboard Microscope lets you prevent small data points from being grouped into a larger “Other” category on a chart. Note: Automatically visible to all users. No setup required. Apps in Salesforce
Do you have users working with different sections of salesforce.com? Create Apps so that users have access to the tabs that are important to them and makes irrelevant tabs invisible to them. This is great for Customer Service reps who may not need to see the Leads or Campaign tabs.
Email Templates
While it is normal for administrators to create email templates, it is good practice to teach your users how to create their own templates. Your users are sending the same email constantly to customers even if they never tell you. Make your public template folder read-only and allow your users to clone and edit new templates for their usage.
Enhanced Lookups
Provides an updated lookup dialog interface that gives users the ability to filter, sort, and page through results as well as customize columns. - Enhanced lookups allow users to sort and filter search results by any field that is available in regular search results. Users can also hide and reorganize the columns that are displayed in the results window.
- Enhanced lookups return all records that match your search criteria and allow you to page through large sets of search results.
- Click Setup | Customize, select Accounts, Contacts, or Users, and click Search Layouts
- Click Edit next to the Lookup Filter fields layout.
Use the arrows to add or remove fields from the layout, and to define the order in which the fields should display Click Save
A common mistake many make is name opportunities during lead conversion without thinking of the possibility of a method to naming. When you search for opportunities the “opportunity name” is always the far left column in the search results. Since your brain will look automatically at this column first, having a way to easily identify one opportunity from another using only this field is crucial.
Good opportunity naming can help you find related opportunities without relying on views, reports, and your memory which will make life easier for you in the long run. Some good opportunity naming guidelines: Always include the account name If you sell multiple product lines include the specific product or product line If geographic areas are more important, include that instead or also
Real-Time Quotes (Enterprise, Unlimited, and Developer Editions – Pilot) Fulfill and close your deals with real-time quotes. Quickly and easily generate and manage sales quotes within Salesforce CRM. With Real-Time Quotes, your reps can now use Salesforce CRM to create sales quotes to complete the deal lifecycle. Real-Time Quotes automatically populates quotes with relevant customer data, so reps can generate and send a quote PDF with just a few clicks. Note: Please contact Salesforce.com Support to have this feature enabled. This will enable you to view that window, and when you close out you will go back to your original record.
This is very helpful when you are looking at records details from Reports or Views. TagsWhile you can create many fields in salesforce.com, there are sometimes qualities of a record that you need to record that are more informal. The use of tags in salesforce.com allow you to track this type of information and then remove when they no longer apply. For example you could record all the golfers in your contact database or accounts that you need to remind yourself to follow-up on. Tags are also easily searchable and be used in reports. On the record detail page, click Add Tags in the Tags area just under the colored title bar. If the record already has associated tags, click Edit Tags instead. | 
