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Salesforce Sales Cloud Tips

Jan 25 · 5 min read

A tool is just a tool unless you use it properly. The same goes for Salesforce Sales Cloud. It can drastically improve your sales team’s performance, effectiveness, and efficiency, but you have to know how to set it up and use it to get the most out of it. This brief article outlines Salesforce Sales Cloud tips that can help you get the most out of your Salesforce Sales Cloud investment!

Salesforce Sales Cloud is the leading Sales Force Automation tool on the market, but it is not the easiest tool to configure, and deploying it without thinking through all the use cases can make it less impactful.

If you enjoyed our last Sales Cloud article, read on to learn more about our Sales Cloud expertise here at theCodery. Below is a quick list of Salesforce Sales Cloud tips that our clients and our consultants have leveraged to get the most out of Salesforce Sales Cloud.


The priority is to set up the home dashboard and optimize it for each sales role. When your sales reps log in every morning, they need to get a quick snapshot of their territory and business. This helps them shape their day around what work needs to be done. Each use case will vary, but we recommend the following be outlined in their homepage dashboard: Anything requiring approval, upcoming meetings, updates to accounts, tasks that need to be completed, activities, KPIs, forecasting metrics, and lastly, commission data. Optimizing this page can save your reps time and give them the insights they need for an efficient day.


Previously, we would recommend that our clients deploy Chatter to ensure that collaboration and context were retained within Salesforce. Chatter could replace email and drive efficiency within the sales processes by having all information in one place. But with Salesforce’s acquisition of Slack, a whole new communication channel has opened up. The Salesforce and Slack integration allow you to search your Salesforce instance from Slack and share results in Slack. The integration also allows you to share messages both ways between Salesforce Chatter and your Slack channels. The key point is keeping all the information related to sales in one place. You can use @ to tag people and tag files where appropriate.


Email integration organizes emails automatically. It captures and syncs events, tasks, and contacts between your email client and Salesforce Sales Cloud. Sales reps can have more meaningful conversations with their customers and spend less effort on manual data entry. Email integration is included with Sales Cloud, so you can start using it right now.


Once you have set up the individual sales dashboard/homepage, we recommend including a rich text component. This section can be used for anything urgent, recognition, company information, or helpful links to help job performance.


There are many pages within Salesforce Sales Cloud with icons for questions and settings on the right-hand side. There is another star with a star, and you can use it to denote that page as a “favorite” and easily find it.


Built-in validation rules can ensure that information put into a record makes sense. It runs in the background and helps enforce clean data. For example, it would ensure that the close date of a deal is not input as a date before the lead even came into the system. A validation rule prevents errors like this.


You can use recurring tasks as reminders in Salesforce Sales Cloud, which notifies you when to follow up or connect with a lead. You can set these tasks at routine intervals for both inactive and active leads during your sales cycle.

These Salesforce Sales Cloud tips are just a sampling of what you need to do to get the most out of Salesforce Sales Cloud. Our consultants leverage industry, Salesforce, and Salesforce ecosystem best practices to help each individual client configure and deploy Salesforce Sales Cloud based on their business needs and use cases.

To learn more about how theCodery can help you get the most out of Salesforce Sales Cloud, get in touch with us at:

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