6 Essential Salesforce Hacks You Need To Learn

Like many other SDRs, Salesforce is a must-have tool that I use daily in my efforts to track and manage my pipeline and keep everything neat and organized. But I wasn't always so proficient at it.

Until one day, I thought that there were so many clicks required to update my contacts, add notes and make simple changes to campaigns. That's where a little bit of research and some online elbow grease helped me discover (and refine) numerous Salesforce hacks over the years to improve my efficiency and effectiveness in managing my sales process.

https://www.forbes.com/sites/forbesbusinessdevelopmentcouncil/2023/06/08/6-essential-salesforce-hacks-you-need-to-learn/?sh=5ae144ae216b