" Select the item you want the rule to apply to

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Ctrl + 3 (Windows) or CMD + 3 (Mac): Access the Contacts tab. By learning and incorporating these keyboard shortcuts into your daily Salesforce routine, you'll save precious seconds. Hack 8: Custom Keyboard Shortcuts Did you know that you can customize keyboard shortcuts in Salesforce to align with your preferences and workflow? It's a great way to tailor the platform to your specific needs. Here's how to do it: Go to your Salesforce Settings (click on your profile picture and select “Settings”). Click " Keyboard Shortcuts " Under " Experimental " in the left sidebar.

Click " Edit Shortcuts ." Customize keyboard shortcuts for different actions, such as opening records, creating tasks, or switching tabs. Save your changes. Also, read: What is Salesforce Net Europe Cell Phone Number List Zero Cloud? Hack 9: Workflow Rules - Streamline Repetitive Tasks Workflow Rules reduce manual work and maintain data consistency. Here's how to set up a basic workflow rule: Go to your Salesforce Setup by clicking the gear icon. Under " Platform Tools ," select " Process Automation, " then click " Workflow Rules. " Click " New Rule .



(eg Leads, Opportunities). Define the rule's evaluation criteria based on your specific needs. Specify the actions to take when the criteria are met (eg, field updates, email alerts). Activate the rule. Workflow Rules enable you to automate actions such as sending email notifications, updating records, and assigning tasks, ensuring that your Salesforce processes run smoothly and efficiently. Hack 10: Process Builder - Advanced Automation The Process Builder provides a visual interface for defining automation flows, making it easy to use.