Salesforce Features You Should Enable From Day One

Salesforce comes with some fantastic out-of-the-box functionality, things you can start using immediately to see value. But beyond the basics, there are several powerful features that only take a couple of clicks to enable and can dramatically improve user experience and

business performance.

Here are the top Salesforce features we recommend turning on from day one:

---

Einstein Activity Capture

What it does: Einstein Activity Capture automatically logs emails and meetings from your email client (like Outlook or Gmail) into Salesforce.

Why it matters:

• Reduces manual data entry for sales reps.

• Keeps account, contact, and opportunity records up to date.

• Ensures managers and colleagues have full visibility of customer interactions.

Impact: Better collaboration, less admin, and a more complete picture of customer engagement.

---

Guidance for Success

What it does: Guidance for Success allows you to display helpful instructions and tips directly on Salesforce records, guiding users through key stages of a process.

Why it matters:

• Improves adoption by showing users what to do next.

• Helps new team members onboard quickly without heavy training.

• Ensures consistent processes across the business.

Impact: A smoother user experience and higher process compliance.

---

Forecasts

What it does: Salesforce Forecasts give managers and leaders real-time visibility into sales pipelines and expected revenue, based on deals at different stages.

Why it matters:

• Helps sales teams plan more effectively.

• Gives leadership confidence in future revenue.

• Supports data-driven decision making.

Impact: More accurate forecasting, better resource planning, and a stronger ability to hit targets.

---

Additional Features Worth Considering

Depending on your edition and business needs, here are a few more features that can provide quick wins:

• Path and Key Fields: Visually guide users through record stages and highlight the most important fields to complete.

• List View Charts: Turn any list view into a quick chart for instant visual insights.

• Email Templates & Quick Text: Standardise communication and save users time.

• Duplicate Management: Avoid messy data by setting up duplicate rules and matching criteria from day one.

---

Get More From Salesforce

With just a small amount of configuration, these features can unlock huge value from the start of your Salesforce journey.

Need help getting your Salesforce setup right from day one?

👉 Get in touch and we’ll guide you through it.