Unlocking hidden capabilities to help your business work smarter

Salesforce is the world’s leading CRM—and for good reason. But with its ever-growing ecosystem of tools, it’s easy to miss out on features that could make your business more efficient, scalable, and customer-centric.

At DKLOUD Consulting, we regularly help clients uncover and implement underutilized Salesforce capabilities that drive real results. Here are five powerful features you might be overlooking—and why they deserve a closer look.

 

Salesforce Flow: Automate with Precision

Flow Builder is a game-changer for process automation. With its drag-and-drop interface, Flow allows you to automate multi-step business processes across different objects—without writing code.

Why it matters:

• Reduces manual work and human error

• Supports complex logic with ease

• Salesforce’s preferred automation tool over Process Builder

Real-world use: Automatically route new leads to the right sales rep based on territory, industry, or product interest.

Einstein Activity Capture: Smarter Sales Tracking

This feature connects Salesforce to your email and calendar (like Outlook or Gmail) to automatically capture key customer interactions.

Why it matters:

• Eliminates the need for manual data entry

• Provides a complete timeline of communications

• Enhances productivity for sales and service teams

Real-world use: Keep your CRM up-to-date effortlessly—every meeting and email logged, even when you’re on the go.

Dynamic Forms: Tailored User Experiences

If your record pages still feel cluttered or one-size-fits-all, Dynamic Forms is your answer. It allows you to show or hide fields and sections based on user roles or record attributes.

Why it matters:

• Clean, relevant interfaces for every user

• Improves data entry speed and accuracy

• Reduces onboarding time for new team members

Real-world use: Only show finance-related fields to users with a Finance profile when viewing Opportunities.

Salesforce Optimizer: Keep Your Org Healthy

Think of this as a regular check-up for your Salesforce org. The Optimizer scans your system and provides a detailed report with insights and recommendations.

Why it matters:

• Identifies unused reports, fields, and workflows

• Flags potential security and performance issues

• Ensures you’re getting the most out of your investment

Real-world use: Use it quarterly to guide cleanup efforts and maintain a high-performing Salesforce environment.

In-App Guidance: Onboarding Made Simple

Training users doesn’t have to be a time sink. In-App Guidance lets you create custom prompts, walkthroughs, and tips that appear directly within the platform.

Why it matters:

• Speeds up onboarding and user adoption

• Reduces support tickets and errors

• Allows for continuous process education

Real-world use: Launch a pop-up tutorial for new processes right where users need them—on the page they’re using.

Unlock More from Salesforce with DKLOUD

These five features are just the tip of the iceberg. At DKLOUD, we specialize in helping businesses get the most out of Salesforce—whether you need help with CPQ, Revenue Cloud, Billing, or optimizing your core platform.

Written by: Risa Tubio

 

 

Ready to tap into the full power of Salesforce?
Start your transformation journey today by contacting us at bam@dkloudconsulting.com or enquiries@dkloudconsulting.com