When companies invest in Salesforce, they’re often drawn to its big-ticket promises: better sales visibility, streamlined customer service, and automation at scale. But here’s the catch—many organizations barely scratch the surface of what Salesforce can actually do.

Salesforce is a powerful platform, but without the right focus, some of its most impactful features go unnoticed. Let’s look at the top 5 features most companies underutilize—and how you can unlock their potential.

1. Dynamic Forms & Dynamic Actions

Why it matters: Admins still spend too much time creating multiple page layouts for different roles, even though Dynamic Forms lets you display or hide fields based on user inputs or field values.

How it helps:

• Cleaner, contextual record pages.
  
• Simplified admin management.
  
• Improved user adoption—reps see only what they need.
  

Pro tip: Start by rolling out Dynamic Forms on key objects like Leads or Opportunities. Pair them with Dynamic Actions to tailor button visibility.

2. In-App Guidance & Prompts

Why it matters: Companies invest in training, but most users forget 80% of what they learn in a workshop. In-App Guidance offers real-time, on-screen prompts right where users work.

How it helps:

• Reinforces new processes in the flow of work.
  
• Reduces reliance on static training materials.
  
• Accelerates adoption of new features or rollouts.
  

Pro tip: Use this feature when launching new dashboards or automation to keep users engaged and on track.

3. Einstein Search

Why it matters: Most users stick with basic search, missing out on Salesforce’s AI-powered Einstein Search. This isn’t just faster search—it’s personalized, predictive, and actionable.

How it helps:

• Autocomplete results tailored to the user.
  
• Ability to update records directly from the search bar.
  
• Context-aware suggestions for faster workflows.
  

Pro tip: Enable Einstein Search and configure it with filters most relevant to your team—like “My Open Opportunities” or “Accounts in My Territory.”

4. Report Subscriptions & Scheduled Emails

Why it matters: Executives and managers often don’t log into Salesforce regularly. Instead of pulling reports manually, you can schedule them to be delivered by email.

How it helps:

• Keeps leadership in the loop without extra clicks.
  
• Ensures key metrics land in inboxes daily, weekly, or monthly.
  
• Encourages data-driven decisions across the organization.
  

Pro tip: Use subscriptions for pipeline reviews, service case backlogs, or any metric that drives your weekly team meetings.

5. Flow Builder (Automation 2.0)

Why it matters: Many orgs still rely on outdated Workflow Rules or Process Builder. Flow Builder is the modern standard for automation in Salesforce.

How it helps:

• Handles complex automations with better performance.
  
• Offers debugging tools and rollback capabilities.
  
• Future-proofs your org—since Workflow and Process Builder are being retired.
  

Pro tip: Start by migrating existing automations to Flow. Use Record-Triggered Flows to cut down on admin overhead and prevent conflicting processes.

Wrapping Up

The real ROI of Salesforce doesn’t come from turning it on—it comes from turning on the features that make it smarter, faster, and more aligned with your business.

By unlocking Dynamic Forms, In-App Guidance, Einstein Search, Report Subscriptions, and Flow Builder, you’ll not only improve efficiency but also boost adoption and engagement across your teams.

If you’re only using Salesforce for the basics, you’re leaving value on the table. It’s time to go deeper.