Salesforce Admin Enhancements – Teaching Old Dogs New Tricks

Dog TricksIf you’ve been tinkering with systems for a lot of years, you may have become set in your ways- be it how you navigate within Setup, monitor your org, or learn more about the platform.  In this post I thought to share a few of the modern conveniences that have popped up in recent releases to make our lives as admins better.  Try them out – and better yet, let us know if you have others to share! Quick Access Menu Quick Access Menu

While looking at a record, occasionally you’ll see something that should be fixed on the Page Layout.  Rather than having to click on Setup/Customization and drill down to the correct Page Layout for that Object, you can simply expand the Quick Access Menu and select the Edit Layout link.  Once you’ve made and saved your change, you’ll be brought directly back to the original record, and can see your change live.  This feature is available to all Users whose Profile gives them the Customize Application setting.  And believe it or not, there are keyboard shortcuts so you can activate menu options without moving your mouse!  Individual Users can turn the menu on and off through their Personal Information settings.  One suggestion for improvement would be to drop the Import Data link for Enterprise and Unlimited Editions systems. Home page

Talk about a total overhaul- when we used to click on Setup we were brought to a fairly useless page with the only good stuff, the links to App and Admin Setup, tucked away on the left.  No longer… the Home page now boasts a lot of useful sections, including a system overview, recent items, community notes, and useful resources.  For example it warms my heart to see that we’re using all 25 of our Custom Tab allotment… and how to buy more.  To get to the Home page, simply go into Setup.

System  Overview on Home page

Quick Find Search Box in SetupQuick Find

This small search tool at the top left of the Home page is a great way to dig down within Setup to find specific settings across Personal Setup, App Setup, and Administration Setup.  New admins tend to groan when they realize that the settings aren’t alphabetized, while old admins simply shrug.  This search box cuts to the chase by displaying matching settings as you type.  An enhancement we’d love to see would be if it allowed you to search for specific fields or objects within that Salesforce org.

Object Limits

The Limits pages within each object’s settings are useful for figuring out what has been used or not used, and how close you are to the governor limits.  For example, since we’re only allowed 10 Rollup Summary Fields per object, you may want to know if any are in use on an object.  To get to the page for an Object, simply go to that object under Setup/Customize or Setup/Create/Objects.

Object Limits


What other modern admin conveniences do you enjoy? Please share your thoughts in the comments.

Photo credit:

David Carnes - Founder & CEO

about the author

David Carnes

David’s role as Chairman & Chief Digital Evangelist is centered around driving meaningful client engagement and business development. The key to this is serving as an advisor to OpFocus’ SaaS clients as they scale their revenue operations and embrace digital transformation.

In his early career, David worked in IT and operations for software companies, developing an interest in CRM, marketing automation, and analytics while building out systems, processes, data, and reporting for the business teams he supported. He earned a Masters in Software Engineering and credits a Harvard summer class in database management for opening his eyes to what systems could do to support operations. In founding OpFocus in 2006 David took another step toward focusing on business operations, seizing on Salesforce’s vision and never looking back.

David is a frequent speaker at Salesforce and Salesforce community events around the world, mentors through the Trailblazer Mentorship Program hosts Dashboard Dōjō, and serves as a Platform Champion and a Pi-TaP board member. Due to his involvement in the trailblazer community, David’s recently been awarded the position of Salesforce MVP!