We all know the scenario: you’re making great progress on a report when an email notification catches your eye. You check it. You’re preparing for an important meeting when a WhatsApp ping distracts you. You take a look. You want to check a project’s status in Salesforce, but end up chatting with a colleague about something unrelated. These constant task and context switches undermine your productivity. In this blog we share tips how to boost your ability to focus while working in Salesforce and Microsoft.
Time loss and chance of errors
According to the MIT Department of Brain and Cognitive Sciences, cognitive flexibility—our brain’s ability to switch between different situations—is crucial. For instance, we can drive on the highway at high speeds but know to slow down in residential areas. However, just because we can switch contexts doesn’t mean it’s always wise. It leads to time loss and a higher chance of errors.
Decreased focus
The problem is that when you switch tasks, you’re often still thinking about the previous one, a phenomenon known as attention residue. The result? Decreased focus. The new task doesn’t get your full attention because part of your mind is still on the previous task. A study from the University of California found that it takes an average of 23 minutes and 15 seconds to regain full focus after an interruption.
Salesforce and Microsoft apps
Several apps from Microsoft and Salesforce can help you maintain focus. For example, Salesforce’s Task list helps you organize and prioritize tasks. With Einstein Activity Capture, you have all your emails, calendar entries, and contacts available in both Salesforce and Outlook.
Optimal workflow
Staying focused is much easier when you have the right information at your fingertips. In Salesforce, you know exactly where to find information. With the Salesforce add-on FILE 365, you can open your Microsoft 365 files directly from Salesforce, utilizing all the smart functionalities Microsoft offers. This creates an optimal workflow and minimizes the number of actions needed. Distractions? There’s no time for that!
Seamless integration
FILE 365 integrates Microsoft 365 and Salesforce seamlessly. Documents associated with a record in Salesforce are stored in SharePoint but can be accessed from both Salesforce and SharePoint. By combining the benefits of Salesforce and Microsoft 365, users of File 365 can achieve better focus and optimal workflows, reducing the negative impacts of multitasking and context switching.
Interested?
Stay focused and work more productively in Salesforce! Interested? Then check out the File 365 app in the AppExchange or plan a demo now! We’d love to get to know you.
