Do you have users working with different sections of salesforce.com? Create Apps so that users have access to the tabs that are important to them and irrelevant tabs are invisible to them. This is great for Customer Service Representatives who may not need to see the Leads or Campaign Tabs.
With Dashboard Microscope, you can quickly get to the underlying data of your summarized dashboard charts. Drill down into any aspect of the summarized dashboard data - including categories, groupings and individual data points - simply by clicking on it. Don't want to drill into a report? With Dashboard Microscope, you can hover over any chart type and a window will appear containing a summary of the underlying information. For companies that want full visibility into their funnel, pie and donut chart data, Dashboard Microscope lets you prevent small data points from being grouped into a larger, "Other" category on a chart.
While it is normal for administrators to create email templates, it is a good practice to teach your users how to create their own templates. Make your public template folder read-only and allow your users to clone and edit new templates for their usage.
These provide an updated lookup dialog interface that gives users the ability to filter, sort and page through results, as well as customize columns.
Are your users tired of selecting the Edit button? Enable inline editing through Setup and most fields in salesforce.com can be changed without clicking Edit. Find it at Setup|Customize|User Interface.
A common mistake is to name opportunities during lead conversion without thinking of a method for naming conventions. When you search for opportunities, the "Opportunity Name" is always at the far left column in the search results. Having a way to easily identify one opportunity from another using only this field is crucial.
Good opportunity naming can help you find related opportunities without relying on views, reports and memory, which will make life easier in the long run. Here are some good opportunity naming guidelines:
Quickly and easily generate and manage sales quotes within Salesforce CRM. With Real-time Quotes, your representatives can use Salesforce CRM to create sales quotes to complete the deal lifecycle. Real-time Quotes automatically populates quotes with relevant customer data, so representatives can generate and send a PDF quote with just a few clicks. Note: Please contact Salesforce.com Support to have this feature enabled.
When you want to view another record in Salesforce, right click and select "Open in New Window." This enables you to view that window and when you close out, you will go back to your original record. This is very helpful when you are looking at records details from Reports or Views.