Simplify your small business with tailored Salesforce dashboards. Learn to pick the right plan, customize reports, and automate tasks. Dive in and get started!
Welcome to the Blog! Grab a snack, pour some coffee, and get comfy! Ready to make your small business smarter? We’re diving into how to create super simple Salesforce dashboards tailored just for you. Let’s get started!
Running a small business means wearing many hats and juggling various tasks. Salesforce dashboards can help you stay organized and make better decisions by showing you important information at a glance. Here’s a simple guide to setting up Salesforce dashboards that work perfectly for your small business.
1. Know What You Need
First, figure out what information is most important for your business. Do you need to see sales numbers, customer info, marketing results, or financial data? Write down the key things you want to track.
2. Pick the Right Salesforce Plan
Salesforce offers different plans. The Salesforce Essentials or Lightning Professional plans are usually the best fit for small businesses. They give you the tools you need without being too complicated or expensive.
3. Add Custom Data Fields
Every business is unique. You might need to track things that aren’t standard in Salesforce. For example, if you own a shop, you might want to track inventory levels. You can design specific fields in Salesforce to capture and store this information.
4. Use the Latest Features
Salesforce updates its software regularly. Some of the latest features that can help small businesses include:
- Dynamic Forms: Easily change the layout of your data to show what’s most important.
- Einstein Analytics: Gain valuable insights and forecasts to help guide your business decisions.
- Lightning App Builder: Drag and drop to create custom apps and pages.
5. Make Easy-to-Use Dashboards
Your dashboard should be simple and easy to navigate. Here’s how:
- Organize with Tabs: Use tabs to keep things tidy and easy to find.
- Use Visuals: Add charts and graphs to make data easy to understand at a glance.
- Enable Filters: Allow users to filter data to see details that matter to them.
6. Create Helpful Reports
Reports show you detailed information. Customize them to get useful insights, like:
- Sales Trends: Track monthly or quarterly sales.
- Customer Insights: See who your customers are and what they buy.
- Marketing Results: Measure how effective your marketing campaigns are.
7. Automate Routine Tasks
Save time by automating tasks like sending follow-up emails or updating records Leverage Salesforce’s automation tools, like Workflow Rules and Process Builder, to handle these tasks efficiently.
8. Use Third-Party Apps
Salesforce’s AppExchange has many apps that can add extra features to your dashboard. Look for apps that help with things like accounting or customer support.
9. Train Your Team
Make sure everyone on your team knows how to use the dashboard. Offer training sessions and update them as you make changes.
10. Keep Improving
Regularly check your dashboards to make sure they still meet your needs. Ask your team for feedback and make changes as necessary.
Conclusion
Creating a custom Salesforce dashboard for your small business doesn’t have to be complicated. By understanding your needs, using the right tools, and keeping things simple, you can set up a dashboard that helps you stay on top of your business and make informed decisions.
Linkedin
