The 61-Point
Salesforce Feature
Checklist.
Use this checklist to determine how effectively you’re using Salesforce’s features. The list covers every feature of Salesforce as laid out in the official documentation.
Salesforce · Feature checklist & audit tool
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Every point is a feature Salesforce already gave you. Tick the ones you use; what’s left is your gap list.
Sales Features
Are You Using Lead Assignment Rules to Streamline Your Lead Routing?
Automate your dream team! Lead Assignment Rules in Salesforce get new leads in front of the perfect rep based on the criteria you set. No more lead grabbing, just focus on closing deals. Are you using Lead Assignment Rules to streamline your lead routing?
Are You Leveraging Queues to Help Manage and Distribute Records?
Team up like a boss! Queues in Salesforce distribute leads, cases, or custom objects fairly among your team. No more work overload or missed opportunities – it’s like a virtual handoff station for tasks.
Is Your Lead Conversion Field Mapping Setup Up to Ensure Relevant Data Is Passed to the Contact, Account, or Opportunity?
Data on autopilot! Lead Conversion Field Mapping in Salesforce automatically populates new contact, account, or opportunity fields with info from your leads. No more duplicate data entry, just smooth sailing from lead to close.
Are You Using Lead Intelligence View to Work Leads More Effectively?
Spotlight your hottest leads! Lead Intelligence View in Salesforce highlights key insights about your leads right on the lead record. See engagement levels, prioritize hot prospects, and take action – all within one streamlined view. It’s like having a built-in crystal ball for lead qualification.
Are You Using Contact Intelligence View to Work Contacts More Effectively?
Dive deeper into your contacts! Contact Intelligence View in Salesforce highlights key insights and engagement data right on the contact record. Understand your contacts better, personalize outreach, and build stronger relationships – all within the familiar contact view.
Are You Using Account Intelligence View to Work Accounts More Effectively?
Get the full picture of your accounts with Account Intelligence View in Salesforce! This feature highlights key insights and trends right on the account record, helping you understand your accounts better. See things like past interactions, buying behavior, and potential opportunities – all in one place. Use these insights to personalize outreach, build stronger relationships, and close more deals.
Are You Using Sales Paths to Avoid Missed Opportunities?
Roadmap to revenue! Sales Paths in Salesforce visualize your sales process. See each deal’s progress at a glance, with clear guidance on what steps to take next. It’s your built-in GPS for closing deals faster.
Are You Using Key Fields to Ensure Your Reps Are Capturing the Most Important Sales Information?
Forget hunting for crucial info! Key Fields in Salesforce highlight the essentials for each sales stage, keeping your focus on what matters most. Think of it as a personalized cheat sheet for success.
Are You Using Guidance For Success to Prevent Your Team Getting Stuck During the Sales Process?
Stuck on a step in Salesforce? Guidance for Success offers helpful tips and reminders directly on records within the platform. It’s like a built-in coach to keep your team on track.
Are You Using Custom Objects to Tailor Your CRM to Your Sales Process or Industry Needs?
Craft your CRM to perfection! Custom Objects in Salesforce let you store information unique to your business. Go beyond standard objects like leads and contacts, and create custom fields and objects to perfectly match your sales process, industry, or specific needs. It’s like building custom building blocks for your Salesforce world.
Are You Leveraging Einstein Next Best Action to Optimize Your Sales Strategy in Real-Time?
Power up your sales conversations with Einstein Next Best Action! This Salesforce gem uses AI to suggest the most effective next steps for each deal, based on customer data and past wins. Imagine having a real-time coach whispering sales strategies in your ear.
Are You Using Opportunity Products to Streamline Your Quoting and Sales Process?
Bundle up for success! Opportunity Products in Salesforce link your products or services to specific sales opportunities. Track quantities, pricing, and key details for each item in a deal. It’s a built-in order builder, keeping your quotes and opportunities on the same page.
Are You Utilizing Product Schedules to Forecast Revenue and Plan Deliveries Accurately?
Forecast with finesse! Product Schedules in Salesforce predict when revenue or product deliveries will happen for each opportunity. No more guessing games – visualize cash flow and plan deliveries with confidence.
Are You Leveraging Account Team Member Roles to Clarify Ownership and Enhance Collaboration?
Teamify your accounts! Account Team Member Roles in Salesforce assign specific roles (like “Account Owner” or “Executive Sponsor”) to users working on an account. This clarifies ownership, spotlights key players, and fosters better collaboration within your sales team.
Are You Using Opportunity Team Member Roles to Ensure Clear Roles, Foster Teamwork, and Progress Your Deals?
High five the whole squad! Opportunity Team Member Roles in Salesforce assign specific roles (like “Sales Engineer” or “Solution Architect”) to users collaborating on a deal. It ensures everyone knows their part, fosters teamwork, and keeps the deal moving forward smoothly.
Are You Using Contact Roles to Ensure Your Team Is Talking to the Right People?
Understand who’s who! Contact Roles in Salesforce map out how different contacts influence deals. Know who decides, who approves budgets, and who holds the key to closing the sale. It’s your secret weapon for navigating complex accounts.
Are You Automating Record Sign-offs With Approval Processes to Streamline Decision-Making and Eliminate Bottlenecks?
Streamline approvals! Approval Processes in Salesforce automate record sign-offs. Set criteria, assign approvers, and watch deals get greenlit smoothly. No more bottlenecks, just efficient go-ahead decisions.
Are You Using Big Deal Alerts to Rally Your Team Behind Potential Big Wins Before They Slip Away?
Big Deal Alert to the rescue! This Salesforce feature sends out automatic notifications when a hot opportunity hits your pre-set criteria (like size and win probability). Get your team rallying behind these potential big wins before they slip through the cracks.
Are You Using Einstein Email Insights for Real-Time Guidance On Emails, Suggested Talking Points, and Winning Deal Context?
Inbox whisperer activated! Einstein Email Insights in Salesforce analyzes your emails and provides real-time guidance. Get suggested talking points, see important deal context, and craft winning emails faster. Think – sales coach for your inbox.
Are You Using Einstein Activity Capture to Streamline Your Workflow Effortlessly?
Ditch the data entry drudge! Einstein Activity Capture in Salesforce automatically syncs your emails, events, and contacts with Salesforce. Emails and meetings become a breeze, and your data stays up-to-date with minimal effort. It’s like having a magic mirror reflecting your real-world interactions in Salesforce.
Are You Leveraging Person Accounts to Manage Individual Contacts?
Treat every lead like a VIP! Person Accounts in Salesforce manage individual contacts as accounts. Perfect for freelancers, consultants, or solopreneurs.
Marketing Features
Are You Using Web-to-Lead to Eliminate Manual Data Entry?
Funnel magic! Web-to-Lead in Salesforce seamlessly captures website form submissions as new leads. Turn website visitors into qualified leads automatically, with no manual data entry needed. It’s your lead gen shortcut!
Are You Utilizing Campaigns to Optimize Future Campaigns?
Track marketing magic! Campaigns in Salesforce tie your marketing efforts together. See what resonates with customers, measure ROI, and optimize future campaigns. It’s your all-in-one command center for marketing success.
Reporting Features
Are You Staying Visually Informed By Subscribing to Dashboards?
Stay in the loop visually! Subscribe to Dashboards in Salesforce and get automatic updates with the latest data visualizations delivered straight to your inbox. See how your KPIs are trending at a glance, without ever leaving your email.
Are You Subscribing to Reports to Have Them Delivered to Your Inbox at Scheduled Intervals?
Ditch the data downloads! “Subscribe” to reports in Salesforce and get them delivered to your inbox at scheduled intervals. No more manual refreshes – stay informed with automatic updates on your most critical data.
Are You Harnessing Custom Report Types to Craft Tailored Insights and Analyze Data Exactly As You Need?
Craft custom insights! Salesforce lets you build reports tailored to your specific needs with Custom Report Types. Go beyond standard reports and analyze data exactly how you want, for a clearer view of your sales funnel, team performance, or any other key metric.
Are You Using Sales Forecasting to Guide Revenue Growth?
Predict your future! Sales Forecasting in Salesforce helps you visualize projected sales based on your pipeline. Spot potential shortfalls early, adjust strategies, and close the gap between pipeline and reality. It’s your crystal ball for guiding revenue growth.
Are You Using Reporting Snapshots to Capture Historical Data From Reports, Track Trends, and Compare Past Performance With Current Results?
Lock in key metrics! Reporting Snapshots in Salesforce capture historical data from reports at a specific point in time. This lets you track trends and compare past performance against current results. Think of it as a time capsule for your sales data.
Email Features
Are You Using Lightning Email Builder to Craft High-Converting Marketing Messages?
Drag-and-drop design magic! Lightning Email Builder in Salesforce lets you create visually stunning and engaging email templates without any coding. Build professional email layouts, personalize content with merge fields, and craft high-converting marketing messages in minutes. It’s like having a built-in email design studio within Salesforce.
Are You Leveraging Email Templates to Streamline Outreach With Pre-Written Content?
Simplify outreach! Email Templates in Salesforce store pre-written email content for common scenarios. Personalize these templates with merge fields for a human touch, and send consistent, high-quality emails faster than ever. It’s your library of pre-crafted messages to save you time and effort.
Are You Using DKIM to Safeguard Your Email Reputation and Increase Email Deliverability?
Shield your email reputation! DKIM (DomainKeys Identified Mail) in Salesforce digitally signs your outgoing emails. This helps recipient servers verify your identity and ensure your emails haven’t been tampered with. DKIM boosts email deliverability, landing your messages safely in inboxes, not spam folders.
Are You Utilizing Organization-Wide Email Addresses to Promote a Professional Image and Keep Communication Organized?
Organization-Wide Email Addresses in Salesforce let you send emails from a central address, like “support@yourcompanyname.com” instead of individual user addresses. This promotes a professional image, keeps replies organized, and clarifies who the email comes from.
Productivity Features
Are You Using Einstein Search to Search Smarter and Work Faster With AI-Powered Results?
Search smarter, work faster! Einstein Search in Salesforce supercharges the global search bar with AI. Get personalized results, natural language search, and take action directly from search results. It’s like having a super-powered search assistant built right into Salesforce.
Are You Using List Views to Customize a Personalized Data Dashboard With Ease?
Forget data overload! List Views in Salesforce let you filter and display leads, contacts, or opportunities exactly how you want. Choose Kanban for a visual pipeline, Split View to compare lists, or Table for a classic view. It’s your personalized data dashboard in just a few clicks.
Are You Using Web-to-Case to Streamline Support Requests by Automating Case Creation?
Streamline support requests! Web-to-Case in Salesforce lets website visitors submit support tickets directly from your website. These submissions automatically turn into new cases within Salesforce, eliminating manual data entry and speeding up resolution times. It’s a one-click shortcut to capturing customer issues and getting your help desk rolling.
Are You Leveraging Email-to-Case to Automate Case Creation From Incoming Emails?
Inbox to resolution! Email-to-Case in Salesforce automatically converts incoming emails into new cases. Emails are transformed into cases complete with relevant details, reducing manual data entry and streamlining your support process.
Are You Getting the Highest Priority Cases In Front of the Right People?
Automate issue prioritization! Escalation Rules in Salesforce automatically elevate cases that meet certain criteria. Set rules based on factors like case age, priority level, or subject matter. When triggered, these rules can reassign cases to specialists, notify relevant team members, or send automated alerts. It’s a virtual triage system, ensuring critical issues get the right attention fast.
Are You Using Case Assignment Rules to Ensure Efficient Case Distribution and Timely Resolutions?
Route cases like a pro! Case Assignment Rules in Salesforce automatically assign incoming cases to the perfect rep based on the criteria you set. No more manual case distribution or missed deadlines – it’s like a smart switchboard for your support team.
Are You Using Chatter to Foster Collaboration, Share Updates, and Keep Your Team Informed and Engaged?
Foster collaboration with Chatter! This built-in social network in Salesforce lets your team share updates, collaborate on deals, and ask questions – all within the platform. Think of it as a virtual watercooler for fostering communication and keeping everyone in the loop.
Are You Consistently Collecting Client Feedback?
Craft engaging surveys directly within Salesforce with the built-in Survey feature! Gather valuable feedback from leads, contacts, or customers with no coding required. Choose from multiple question types, personalize the look and feel, and analyze results all in one place. Bonus: It’s free to use for the first 300 responses!
Are You Leveraging Custom Notifications to Keep Your Team Informed About Important Updates and Events?
Heads up! Notification Builder in Salesforce deliver pop-up alerts within the platform. Keep users informed about important updates or trigger notifications based on specific events. It’s like a built-in notification center to keep everyone on the same page.
Are You Utilizing Dynamic Page Layouts to Personalize Data Entry Forms Based On Criteria You Set?
Ditch the one-size-fits-all! Dynamic Page Layouts in Salesforce adapt to users. Show only relevant fields, hide unnecessary ones, all based on criteria you set. It’s like having personalized data entry forms for every situation.
Are You Leveraging the Salesforce Mobile App to Access Leads, Contacts, Deals, and More From Anywhere?
Run from anywhere! The Salesforce Mobile App puts the power of Salesforce in your pocket. Access leads, contacts, deals, and more on the go. Stay productive and close deals even when you’re away from your desk.
Are You Utilizing Custom Branding to Personalize the Platform With Your Company Logo, Colors, and Fonts?
Spruce up your Salesforce! Custom Branding lets you personalize the platform with your company logo, colors, and fonts. Give your users a familiar and branded experience that reflects your unique style.
Are You Leveraging Sandboxes to Safely Experiment With Changes, Test New Features, and Train Users Without Impacting Your Live Data?
Experiment safely with Sandboxes! Think of them as test environments for Salesforce. Make changes, test new features, and train users without affecting your live data. It’s a playground for innovation, separate from your critical business operations.
Data Hygiene Features
Are You Using Matching Rules to Ensure Clean and Clutter-Free Data?
Find duplicates in a flash! Matching Rules in Salesforce identify potential duplicate records based on the criteria you set. Think of them as smart data detectives, flagging similar leads, contacts, or accounts so you can avoid creating clutter and keep your data squeaky clean.
Are You Using Duplicate Rules to Determine What Actions a User Can Take When a Duplicate is Found?
Zap duplicate data! Duplicate Rules in Salesforce take action when potential duplicates are found. Set them to warn users, block saves, or even merge records automatically. They’re like data janitors, keeping your Salesforce spotless and organized.
Are You Using Validation Rules to Ensure Clean, Accurate Data By Preventing Users From Saving Records With Incorrect or Missing Information?
Safeguard your data! Validation Rules in Salesforce act like data bouncers. Set criteria to prevent users from saving records with incorrect or missing information. Ensure clean, accurate data and avoid messy mistakes down the line.
Security Features
Are You Using Field History Tracking to Keep A Detailed Record of Changes Made to Important Fields?
See the changes unfold! Field History Tracking in Salesforce keeps a record of every change made to important fields. Like a time machine for your data, you can see who edited what, when, and why. Ensure data integrity, pinpoint errors, and gain valuable insights into how your information evolves over time.
Are You Using Custom Profiles to Define User Roles By Specifying Access to Objects, Actions, and System-Wide Permissions, Tailored to Each User's Role?
Define user roles with Profiles! Salesforce Profiles act like blueprints, specifying which objects users can access, what actions they can take, and system-wide permissions they hold. Assign profiles based on user roles (e.g., Sales Rep, Marketing Manager) to control what each user can see and do within Salesforce.
Are You Using Custom Permission Sets to Manage Access Flexibly and Keeping Your Organization Tidy?
Grant access with ease! Permission Sets in Salesforce give users specific tools and features without modifying entire profiles. Think of them as permission packages you can assign to users based on their roles. It’s a flexible way to manage user access and keep things tidy.
Are You Simplifying User Permissions With Roles to Grant Users Access to Specific Data Sets Aligned With Their Job Functions?
Simplify user permissions with Roles! In Salesforce, Roles control what data users can see within the platform. Think of them as building blocks for Profiles. Stacking different Roles within a Profile grants users access to specific sets of data relevant to their job function. It’s a way to create a granular permission structure for your Salesforce org.
Are You Leveraging Permission Set Groups to Simplify Permission Management?
Bundle permissions for efficiency! Permission Set Groups in Salesforce let you combine multiple permission sets into a single unit. Assign the group to users, granting them the combined permissions of all the included sets. Imagine them as permission bundles you can assign based on user needs. It simplifies permission management and reduces the need for complex profiles.
Are You Using Public Groups Within Your Organization to Facilitate Collaboration, Knowledge Sharing, and Alignment Across Teams?
Collaborate openly! Public Groups in Salesforce are like online communities within the platform. Anyone in your organization can join, share information, and discuss topics relevant to their work. It’s a great way to break down silos, foster knowledge sharing, and keep everyone on the same page.
Are You Using Security Health Check to Conduct Built-in Security Assessments and Quickly Identify Potential Vulnerabilities to Keep Your Data Secure?
Shield your Salesforce data! Security Health Check in Salesforce is your built-in security checkup tool. Run a quick scan to identify potential security vulnerabilities in your settings. See your security posture at a glance and get recommendations for improvement. It’s like a security coach for your Salesforce org, keeping your data safe and sound.
Integrations
Are You Integrating Marketing Tools Like HubSpot and Pardot With Salesforce?
Break down silos and boost sales! Integrate marketing tools like HubSpot and Pardot with Salesforce. Create a seamless journey for leads, nurture them with targeted campaigns, and track their progress all within Salesforce. Marketing and sales become a dream team, driving qualified leads straight to your sales pipeline.
Are You Supercharging Your Sales Team With Integrated Sales Enablement Tools to Streamline Outreach, Personalize Emails, and Track Engagement?
Supercharge your sales team with integrated sales enablement tools! These apps (like Salesloft or Outreach.io) connect seamlessly with Salesforce, putting content, playbooks, and coaching right at reps’ fingertips. Imagine streamlining outreach, personalizing emails, and tracking engagement – all within your CRM. It’s a win-win for boosted sales productivity and happy, data-driven reps.
Are You Unleashing Your Sales Team's Potential With A Dialer Integrated Directly Into Salesforce?
Unleash your sales team’s potential with a dialer integrated directly into Salesforce! Tools like RingCentral and Dialpad streamline workflows by auto-dialing leads and logging calls within Salesforce. Imagine: fewer clicks, more talk time, and valuable customer data at your fingertips. Boost efficiency and close more deals!
Are You Streamlining Your Sales Cycle With E-Signature Integrations for Salesforce?
Streamline your sales cycle and ditch the printing with e-signature integrations for Salesforce! Imagine getting contracts signed instantly, all within the platform. Tools like DocuSign, PandaDoc, and Conga Sign) connect seamlessly with Salesforce. No more chasing down physical signatures – it’s faster, smoother closing for you and happier customers.
Are You Streamlining Your Sales Cycle and Boosting Efficiency By Integrating a Payment Processing Tool?
Streamline your sales cycle and boost efficiency by integrating a payment processing tool like Stripe or QuickBooks with Salesforce. Seamlessly accept payments within Salesforce, eliminating manual data entry and speeding up the close process. Say goodbye to chasing invoices and hello to faster cash flow!
Are You Boosting Teamwork and Keeping Everyone on the Same Page by Integrating Slack?
Ditch the app switch! The Salesforce and Slack integration lets you collaborate directly within Slack. Share updates, get notified on lead changes, and take key sales actions – all without leaving your Slack workspace. Boost teamwork and keep everyone on the same page.
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