5 Underused Salesforce Tools That Can Boost Your Productivity
Introduction
Salesforce is a powerful CRM platform, packed with tools for almost every business scenario. But the reality is that many companies only use a small portion of what’s available.
This isn’t because people don’t want to get the most out of Salesforce — it’s just that there’s so much to explore. With all the day-to-day tasks of managing leads, updating records, and meeting deadlines, it’s easy for hidden features to get overlooked.
But if you’ve ever had the sense that Salesforce could do more for your business, you’re right. Some features can make a huge impact, and yet, only about 20% of users tap into them.
Here’s a look at five tools that are right there in Salesforce, just waiting to help your team save time, facilitate operations, and get even more value from the platform you’re already using.
1. Salesforce Flow: Automate What You’re Tired of Doing
If there’s one feature that could save you hours of repetitive work, it’s Salesforce Flow.
How many times have you found yourself doing the same thing over and over again — whether it’s updating fields, sending follow-up emails, or routing requests? Flow allows you to automate all of that and more, acting like your own behind-the-scenes assistant. With just a few clicks, you can set up processes that run on autopilot.
Some tasks Flow can handle:
- Route approvals based on team, region, or amount
- Send automatic emails when deals progress
- Update multiple records in one go
- Pause processes until certain conditions are met
While creating these automations can seem intimidating at first, Salesforce has made it much more approachable with its intuitive visual builder. Once you get the hang of it, your team will start seeing improvements in efficiency and reduced errors.
2. Lightning App Builder: Build a Page That Makes Sense
How often have you opened a Salesforce record and found yourself wading through a sea of fields — many of which you don’t even use?
That’s where Lightning App Builder comes in.
With this tool, you can design custom page layouts that cater to the specific needs of your team. Support agents can easily see open cases and past emails. Sales reps can access a clean dashboard with their pipeline and top leads. And you can even create mobile-specific pages.
It’s all drag-and-drop — no code required.
The real key is streamlining the layout. Instead of adding more information, focus on showing only what’s relevant. Creating the perfect layout takes some fine-tuning, but once it's optimized, your team will thank you for it.
3. Einstein Insights: Actually Useful AI
AI is everywhere these days, but it’s not always clear how it can truly benefit your business. In Salesforce, though, Einstein Insights is built to deliver practical, actionable suggestions based on your own data.
For example, if you’re in sales, Einstein can identify which leads are most likely to convert based on past behavior. If you’re in customer service, it can flag cases that are at risk of escalating.
Einstein uses your existing data, so the insights are personalized and relevant. It’s not about “magic” — it’s about using the data you already have to make smarter decisions.
While setting up AI-powered insights can take some time, the results are definitely worth it. It will help your team make data-driven decisions and increase overall performance.
4. AppExchange: Someone Else Has Already Built It
Ever wish Salesforce could just do one more thing? The good news is, it probably can — and chances are, someone’s already built it for you.
AppExchange is Salesforce’s app marketplace, filled with thousands of apps designed to extend the platform’s functionality. Whether you need e-signatures, more visually appealing reports, time tracking, or integrations with tools like Google Drive, you’ll find it all here.
Many apps offer free trials, and most can be installed in just a few clicks.
While choosing and integrating the right apps may seem daunting, finding the right fit can greatly enhance your team’s productivity.
5. Mobile Optimization: Real Work, Anywhere
For many businesses, Salesforce is seen as something that’s only accessible from the office. But if your team is working remotely or in the field, they need a Salesforce experience that works on the go.
The Salesforce mobile app allows your team to update records, check appointments, log calls, and track tasks, all from their mobile device.
The key to making the most of this feature is customization. By using the Lightning App Builder, you can create streamlined, mobile-friendly pages that show only what your team needs to see — no distractions.
Customizing Salesforce for mobile use requires a little effort, but once set up, it’ll help your team stay productive no matter where they are.
So, Why Aren’t More People Using These?
The short answer? Time. With so many daily tasks, exploring new features often falls to the bottom of the to-do list.
But these tools aren’t just “nice-to-haves.” They’re game-changers. They save time, reduce errors, and help your team move faster with less effort. And the best part? Most of them are already included in the Salesforce licenses you’re paying for.
Final Thought: You Don’t Need to Know Everything. Just Know What’s Possible.
You don’t need to become a Salesforce expert overnight. But understanding the tools at your disposal — and how they can streamline your workflows — will help you make smarter decisions for your business.
Start small. Automate one repetitive task. Clean up one cluttered page. Install one useful app. Get one thing working better — then build from there.
And if you’d like some help getting started or optimizing your Salesforce setup, we’re here for you. At Jet BI, we specialize in guiding businesses through the process of maximizing Salesforce’s full potential. Let’s make Salesforce work better for you.
