Introduction
While Salesforce continues to innovate with high-visibility features like Einstein Copilot and Slack GPT, there’s a quieter revolution happening across the platform. These aren’t experimental AI betas or roadmap promises. These are battle-tested, business-ready capabilities that are already part of your Salesforce license, but remain widely underutilized.
In this post, we’ll spotlight 5 lesser-used but high-impact Salesforce features that can transform the way your teams sell, serve, and scale. Whether you’re in healthcare, manufacturing, or professional services, there’s something here that can unlock measurable wins.
1. Dynamic Forms & Actions
What it does:
Tailors Lightning record pages based on user profiles, record values, or device types—without code.
Why it matters:
- No more cluttered layouts—users see only what’s relevant
- Reduces load times and cognitive overload
- Empowers admins with point-and-click control
Real-world impact:
Sales reps in manufacturing use dynamic forms to surface different fields based on product category, shortening quote cycles by 20%.
Architect’s Tip: Use Dynamic Forms with Record Types and Page Layout Rules for maximum personalization.
2. Flow Orchestrator
What it does:
Allows you to coordinate multi-user, multi-step business processes using Flow—Salesforce’s low-code automation engine.
Why it matters:
- Replaces spreadsheets, email chains, and custom code
- Tracks process progress and bottlenecks visually
- Ideal for onboarding, approval chains, or regulatory workflows
Real-world impact:
A logistics firm used Flow Orchestrator to manage deal desk approvals across finance, legal, and sales, cutting cycle time from 5 days to 36 hours.
Use case tip: Especially useful in compliance-heavy industries like pharma and healthcare, where sequential approvals are mandatory.
3. Transaction Security Policies (TSP)
What it does:
Monitors user behavior in real time and enforces security rules dynamically (e.g., blocking data exports or login anomalies).
Why it matters:
- Prevents accidental or malicious data exposure
- Adds intelligent monitoring without IT overhead
- Works with event monitoring and shield platform encryption
Real-world impact:
A regional healthcare provider used TSP to prevent patient data exports when users log in from unknown IPs, ensuring HIPAA compliance.
Security Tip: Combine TSP with Named Credentials and Audit Trail for enterprise-grade data governance.
4. Einstein Call Coaching
What it does:
Analyzes sales calls in real time, surfacing insights on objections, competitor mentions, and follow-ups.
Why it matters:
- Turns your sales calls into searchable coaching material
- Identifies common blockers and winning messaging
- Speeds up rep ramp-up time
Real-world impact:
A professional services firm reduced new rep onboarding time by 40% using Einstein Call Coaching transcripts and insights.
Adoption tip: Integrate with Slack for instant coaching nudges post-call.
5. Salesforce Maps + Geolocation Intelligence
What it does:
Visualizes account, lead, or opportunity data on a map—helps plan field visits, territory alignment, and lead prioritization.
Why it matters:
- Maximizes in-person productivity for field teams
- Identifies white space and coverage gaps
- Enables more intelligent routing and clustering
Real-world impact:
A Midwest-based sales team increased territory productivity by 25% using Salesforce Maps to plan client visits based on deal stage and proximity to locations.
Pro tip: Layer geolocation with Einstein Lead Scoring to prioritize where reps go, and who they meet.
Why These Features Matter Now
All five features:
- Are GA (Generally Available) — no pilot required
- Can be configured with low-code/no-code tools
- Offer immediate ROI with the right implementation
Yet most organizations have only scratched the surface of what’s possible.
At ABSYZ, we specialize in identifying underleveraged Salesforce capabilities and turning them into real process improvements, especially for industries that require scale, speed, and compliance.
How ABSYZ Can Help You Adopt These Features
Whether it’s embedding Flow Orchestrator into your customer journey or configuring Dynamic Forms to match your product taxonomy, our certified architects and consultants can help you:
- Run a feature fitment workshop to assess the opportunity
- Align Salesforce tools with your business KPIs
- Configure and deploy rapidly without overengineering
- Train your users for adoption and long-term success.
Related Reading & Resources
- Agentforce in Action: Real-World AI Use Cases
- HIPAA-Compliant CRMs: A Comparative Guide
- Salesforce Integration Patterns for Architects
Author: Vignesh Rajagopal
