Jenna Trott |  December 19, 2024  |  6 Minute Read

The final weeks between December and January often leave businesses stuck in slow motion. The office treats are gone, the gift exchanges are over, and now we’re all just watching the calendar wind down. Emails pile up unanswered, meetings get rescheduled endlessly, and most calls land in voicemail purgatory.

But who says productivity has to wait for January? Instead of coasting through these final days of 2024, jumpstart your efficiency journey with these powerful Salesforce strategies that will help you maximize your holiday hustle and set the stage for an incredible new year!

1. Pin List Views

‘Tis the season to get organized! Like hanging your favorite ornaments on the tree, pin your most-used list views in Salesforce. Salesforce provides shortcuts to “Recently Viewed” records, but if they’re no longer serving you, it’s time to take charge. Customize your own list view to streamline your workflow and set yourself up for a more efficient year ahead.

For further information on pinned list views, click here.

2. Utilize Favorites

Just like bookmarking your favorite holiday cookie recipes, you can do the same in Salesforce. Your most important pages will be easily accessible, ensuring you stay organized and prepared to achieve success in the coming year.

For further information on how to set up a favorites list, click here.

Above the navigation bar is a star icon that allows you to “favorite” important records.

Clicking on the downward-facing arrow to the right of the “favorites” star allows you to further edit.

3. Inline Editing in List Views

Tired of updates taking longer than that holiday ham to cook? Streamline your workflow and supercharge productivity with inline editing in Salesforce! Instead of opening each record individually, simply double-click on fields within your list view to edit them directly. It’s a quick way to save time and stay on track.

If you can’t double-click to update, ask your admin to enable inline editing. Say hello to effortless workflows and a dynamic start to the year!

For further information on updating records inline from a list view in Lightning, click here.

Be sure that “Inline Editing” is enabled under user permissions (Settings → Set-Up → User Interface).

4. Pipeline Inspection

Pipeline Inspection is like the final countdown before the clock strikes midnight. It gives you a clear, last-minute review of your sales pipeline, highlighting where you stand and where adjustments are needed to hit your targets in the coming year.

For more information on Pipeline Inspections, click here.

Source: Salesforce

Connect with your Salesforce Admin, as they will need to enable this functionality and assign the appropriate permissions.

5. Navigation Bar Upgrades

Just as your holiday decorations reflect your personal style, customize your Salesforce workspace to fit your unique workflow!

Users can personalize the navigation bar to quickly access the most essential functions for their workflow. The three main customization options are:

→ Rename: To rename items, click the pencil icon next to the item you wish to rename. Note: Items specified by your admin cannot be renamed.

→ Reorder: Simply drag and drop tabs to arrange them in an order that suits your needs for quicker access.

→ Add Favorites: To add items, click “Add More Items.” You can search through your favorites or browse all available items in your organization. Once selected, you can reorder or remove items before saving your changes.

For more information on personalizing Navigation, click here.

In the navigation bar, click the pencil icon to bring up customizable capabilities.

6. Einstein Search

Unwrap the magic of Einstein Search – your personal holiday helper for finding exactly what you need. Einstein Search delivers more personalized results based on your usage patterns, preferences, and permissions, making it smarter over time. What does that mean for you? It means the ability to quickly find relevant records, data, and information using natural language queries, like “my opportunities in the United States”.

For further information on using Einstein Search, click here.

Source: Salesforce

7. Custom List Views

The same way you highly curate holiday hosting playlist, create list views that hit all the right notes for your needs. Organize your contacts, documents, and records in ways that make sense to you. Simply click “Create New View” to begin building your perfect view of your Salesforce world.

Organize your data in a way that’s both accessible and aligned with your workflow. For more details on creating a custom list in Salesforce, click here.

Clicking on the gear icon will allow you to create customized list views.

8. Running Reports

As the year’s final days tick by, leverage the gift of insight through Salesforce reports. Think of it as unwrapping your data’s story – what might seem like a challenging task is actually as simple as following a recipe for holiday cookies. With just a few clicks, reports reveal the answers to your most pressing business questions:

→ What’s your average deal closure timeline?
→ Which sources are delivering your biggest opportunities?
→ Are there specific industries where you shine?
→ How are your monthly numbers stacking up?

Take it a step further by pairing your reports with Einstein Discovery. This powerful combination uncovers deeper patterns and presents insights through clear, actionable visualizations, helping you make data-driven decisions as you head into the new year.

For further information on report generation, click here.

Clicking the reports tab opens up a world of diverse reporting options.

9. Global Actions

As we approach the beginning of a new year, make the most of this time-saving tool! It goes beyond being just a feature; it acts as a trigger for seamless workflows. Global actions enables users to log call information, create or edit records, or send emails, all without navigating away from their current page. Global actions is a valuable time-saving resource for the entire team and is particularly useful for boosting productivity in the new year!

 For more information on Global Actions set up, click here.

Clicking on the “plus” sign above the navigation bar triggers the Global Action commands.

10. Tasks & Activities

If you didn’t take advantage of Salesforce’s tasks and activities in 2024, now’s the perfect time to unwrap their potential! Task assignment helps boost productivity by keeping upcoming to-dos front and center, whether for yourself or other team members. Plus, activity reminders can be customized to fit your personal settings, making it easier to prioritize your time and stay on top of what matters most.

For further information on tasks and activities in Salesforce, click here.

Create new tasks from the navigation bar.

Navigate to an object to view activity feed and relevant updates/communications.

11. Display Density

Just as you adjust your holiday lights for the perfect glow, fine-tune your Salesforce display to your liking. Choose between “Comfortable” and “Compact” views to see your data exactly how you prefer it – like choosing between subtle twinkle lights or a full-on festival display!

For more information on controlling display density, click here.

Navigate to your profile picture and click, doing so will bring up the option to change your display density.

Why wait until the clock strikes midnight to set your sights on new goals? As 2024 winds down, give yourself a head start. Harness the power of productivity with these essential Salesforce tips, designed to fuel your motivation and set the course for a more efficient, successful year ahead.

About AGG

Access Global Group (AGG) continues to lead as a Salesforce Summit (Platinum) level partner, now with enhanced capabilities in AI implementation, data strategy, and sustainable technology practices. Our expertise extends across both private and public sectors, with particular strength in government digital transformation initiatives. Our team of certified experts specializes in the latest Salesforce innovations, including Einstein GPT, Data Cloud, and advanced automation solutions.