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8 Tips for Leveraging Salesforce for Your Remote Workforce!

To help companies transition to their newly remote workforce we polled our team of Salesforce experts to come up with a list of top tips, tools, and recommendations.

  1. Activate a Chatter Group – Don’t miss the potential of group think! Salesforce Chatter and Chatter Groups help centralize information and updates on what your entire team is doing – enabling employees to respond to new updates on critical topics. More…
  2. Unify Your Remote Team With Dashboards – Keep Everyone On The Same Page! Team alignment is critical for business success, but it can be easily disrupted. Quickly transitioning teams from an office to working remotely can be disruptive, making is hard to keep everyone focused on what matters. Fortunately, Salesforce Dashboards can help unify teams around a common set of goals, ensuring everyone is on the same page. More…
  3. Track Team Engagement with Salesforce – Powerful Tool For Keeping A Pulse on Employee Morale! With fewer face-to-face interactions, managers often find it difficult to gauge how their team is doing. Is everyone okay or are they stressed from increased workload, concerns about job security or other issues? Want to keep a pulse on the mood and engagement of your team? Here’s how we do it… More…
  4. Enable Team Collaboration with Quip – Get Your Remote Team Up To Speed Quickly! Quip embeds real-time collaborative documents inside Salesforce to quickly get your teams in sync and help them communicate within a single, centralized hub. Users can attach Quip documents to records, embed live Salesforce data into a Quip document, and collaborate right from within Salesforce from any device. More…
  5. Recognize Your Team’s Heroic Efforts – Celebrate Success Using Salesforce. Our current environment creates daily opportunities for individuals on your team to go beyond expectations to meet the needs of customers (or fellow teammates). Yet, with everyone working remotely, much of this effort could go unnoticed. Plus, there are fewer opportunities to deliver “thanks.” Here’s an idea how to identify and show appreciation for individual (or group) efforts, while also showcasing the inspiring deeds to the broader team? More…
  6. Improve security while increasing productivity – Implement Single Sign On (SSO)! With the shift to a remote work environment, companies risk increased exposure to data and systems. SSO helps reduce those risks. With SSO in place, manually logging in to Salesforce and other applications is avoided, improving security while increasing productivity. More…
  7. Add Capabilities With AppExchange – Plug-and-Play App solutions for Your Remote Workforce. Transitioning to a remote workforce can create challenges with tasks ranging from employee onboarding to project management and coordination. Building out new capabilities and processes for these can be expensive and time consuming. Fortunately, there are lots of useful apps available on the Salesforce AppExchange to help your team more effectively handle a wide range of tasks.  More…
  8. Use Trailhead To Power Remote Learning  – Keep your team’s business, tech, and soft skills sharp! Salesforce has a gamified online learning platform called Trailhead. It is made up of modules or “trails” for training a variety of Salesforce users, from representatives using Service Cloud, to advanced Salesforce developers to admins. You can simply login with your Salesforce credentials and create an account. Here are some ways we use Trailhead – More…

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