You use your CRM on a daily basis, and you have probably already said to yourself: if I could do that, I would save so much time!
So we got together over coffee to find THE tips we use at Gonexa without necessarily realizing it. Tips that save us time and keep our hair...
So we decided to pass them on to you so that they can become habits for you as well.
To start, here is a short list of keyboard shortcuts that will help you touch your mouse less:
Ctrl and +: allows you to enlarge your page from the keyboard
Ctrl and <: allows you to go back to the previous page
e: when you are on a record, you can open the edit with one touch
Ctrl and s: save your recording without leaving your keyboard
When working in a sandbox, many modifications are made that need to be tested. Unfortunately, for each test, the obligation to refresh the page, often several times, is mandatory. If we could see our changes live, it would save a lot of time at the end of the day. To do this, we have a tip to offer you!
This situation occurs because of the Salesforce cache but it is possible to delete it.
You have to go to the configuration and then to Session Settings until you reach the tab: “caching”. All you have to do is uncheck the next box and save. Goodbye to wasting time refreshing pages!
Have you already understood why in list views you sometimes have a little pencil but it doesn't appear every time you need it the most? What if I told you there was a solution to this problem?
To be able to fix it, you must first understand how it works. Indeed, you can edit in a list view when there is only one type of record.
If your list view contains multiple records you cannot edit. All you have to do is change your filters. At the top right, click on the funnel and then on “Add a filter”. In the filters choose “Record Type” and select only one. All you have to do is register.
Have you already understood why in list views you sometimes have a little pencil but it doesn't appear every time you need it the most? What if I told you there was a solution to this problem?
To be able to fix it, you must first understand how it works. Indeed, you can edit in a list view when there is only one type of record.
If your list view contains multiple records you cannot edit. All you have to do is change your filters. At the top right, click on the funnel and then on “Add a filter”. In the filters choose “Record Type” and select only one. All you have to do is register.
Do you have a very large product catalog and it is always complicated and time-consuming for you to find the products you want to add to your opportunity?
It is possible to filter the products. To do this, you must start a search and open the quick filters in order to select the desired family. All you have to do is add the products you want and start again as needed.
