Oct 28, 2020

How to Build a Snooze Button in Salesforce in 30 Seconds

Post by 
Michael Muse

oes your team feel overwhelmed? They’re  juggling more work than ever before. Just like emails, they’re also flooded with too many Tickets, Opportunities, Cases, Projects, or even a Custom Object for Projects, Fulfillment, Partners, or something else. Maybe the budget isn’t there to add heads. People feel like they are drowning. 

We’ve covered before the benefits of moving away from email alerts. So let’s say instead you’re using a list in Salesforce to track your team’s work. Just like with email, the few who can manage a lot take one of two paths: #1 set mental priorities, then declare bankruptcy on ‘getting through everything’ or #2 become an ‘inbox-zero’ person. Most people can’t feasibly do #1.

Is Inbox Zero Just “Success Theater”?

An empty sounds good in theory, but in practice, very few “inbox zeroers” actually get there multiple times per week. Most find themselves constantly in an inbox-15-and-growing sort of situation. And usually, those 15 emails remain because they’re waiting on something. Blocked. Useful after that meeting, a response, etc. Enter your best friend, the Snooze button.

Is Snoozing Just Procrastinating?

It could be. Which is actually fine, if you pick something better to do instead. But often, nothing can be done. In either case, its great to just set aside work to be done later. Snooze a renewal Opportunity till the contract is almost up. Snooze a Case for a couple days while waiting on a response. 

Snoozing isn’t procrastinating, it isn’t just good in theory. Snoozing is for winners. 

Step by Step Instructions: Snooze for Salesforce

We’ll do our example on Opportunities, but you can do the same for any object.

Step 1

Create a Date Field on your object. Name it ‘Snooze Until’.

Step 2

Go to any list view your team uses for records of this object. For example, My Open Opportunities. Add the new Snooze Until field. Add a filter of “Snooze Until less or equal TODAY”. Add a filter of “Snooze Until (blank)”. Add Filter Logic to say either OR of these two new filters is true.

Step 3

Snooze all the items you want to come back to later. Yes, it’s that easy!

As you can see, this is a feature that’s simple to build, but incredibly powerful. Dont Snooze on it!

Get the free tool described in this post