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
in 8 sectionsFree · no form
Built from official documentationPDF copy →
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.