End Users

#Hashtags are used to organize records around a common theme. For example, I use hashtag to tweet about all the new features and functionalities in a Salesforce Release ( e.g. #SalesforceWinter20).

You can also use #hashtag in Salesforce with chatter posts and records. Let’s say that you want to capture the hobbies/interests (like ‘Golf’, ‘Soccer’, ‘Investment’, ‘Philanthropy’ etc) of your of leads and contacts. One way to capture this information is to use picklist or multi-select picklist field, which an admin will need to create and maintain. But an easier and better way to capture this information will be to use #hashtags. You can use as many hashtags as you want on a record and then search for information based on that. More

Social Accounts, Contacts and Leads is another useful & productivity feature of Salesforce. As the name suggests, it is available for Account, Contact and Lead objects. Once enabled company and individual’s Twitter profiles can be associated with the respective Account or Lead and Contact records in Salesforce. It is very beneficial for users as it gives easy access to social intelligence to serve prospects and customers better.  More

Quick Text is a great productivity feature offered by Salesforce. It can save users’ time from typing repetitive text, again and again, such as greetings, answers to FAQs, etc. It can be used to standardize the messages being sent to the customer. You can define terminologies that the reps should use when communicating to customers so that they all speak the same language which in turn reflects your brand standards.

Quick Text can be used in email, chat, event, task, etc. Once enabled, you can set up separate Quick Texts for different functions by role and share with respective teams. In my previous blog on Macros, we saw a Sales use case of Quick Text. This time we’ll see how it can benefit support users. So let’s get started. More