With all the bells and whistles you get out-of-the box with Salesforce, it’s easy to miss some of the hidden gems that also come standard but aren't automatically enabled or need a little attention to get up and running. Make sure you are getting the most out of your investment in Salesforce by leveraging these awesome features.

DYNAMIC DASHBOARDS allow you to show an individual just their Opportunities and pipeline data. Rather than creating a dashboard for each of your users, Dynamic Dashboards allow you to define the running user for the dashboard as the logged in user. As long as your report components are filtered with a ‘My’ or ‘My Team’ filter, each user will then only see his/her relevant records.

Simplus is a SaaS consulting and development firm that helps businesses innovate, integrate, and incorporate cloud solutions. Headquartered in Sandy, Utah, we provide world-class consulting and applications for some of the world’s leading brands. We are a Salesforce Silver Cloud and ISV partner; in addition, we are certified partners with Domo, Workfront, and SteelBrick. We’ve recruited world-class consultants to help organizations implement and customize their cloud platforms. In addition to implementation, training, and consulting services, we’ve built robust integrations that allow businesses to simplify their processes by connecting their data. By optimizing workflows and breaking down the silos that data traditionally sat in, we allow organizations to enjoy the benefits of “less complexity, more productivity”.

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