Surfing the Force

Discover expert Salesforce tips, gain valuable insights, and master must-know hacks designed for savvy admins and developers. Stay ahead with the latest Salesforce trends, and elevate your admin expertise to ride the force’s wave effortlessly!

Top Salesforce admin tools

The Top Salesforce Admin Tools for Daily Use

Every Salesforce admin knows that having the right tools at their disposal can make all the difference. To stay on top of their countless tasks and ensure smooth operations, a strong set of tools is essential. While Salesforce offers a comprehensive suite of native tools, often, the demands of the job require the integration of…

Manage Salesforce Metadata

Your Guide to Managing Salesforce Metadata Efficiently in 2024

Managing metadata is a key task for Salesforce admins. This involves customizing objects, fields, and relationships, as well as workflows, profiles and permission sets, among others. Salesforce’s native tools for handling metadata often result in manual, repetitive tasks that can be time-consuming and inefficient.  Consequently, many admins turn to metadata third-party apps to streamline these…

Best Salesforce automation tools

The Best Salesforce Automation Tools to unlock the power of your CRM data

  In the Salesforce universe, where data is king, automation isn’t just nice to have—it’s essential. For all  Admins, discovering the perfect Salesforce automation tools to streamline your workflow can turn a towering mountain of data into something as manageable as a molehill.  So, let’s take a deep dive into the world of Salesforce automation.…

Besto SOQL query apis and tools

A look into the best Salesforce SOQL APIs

Retrieving Salesforce data from SOQL queries is a technique that comes handy when building reports, analyzing and organizing data. However, some admins may find it too complex to master the language within Salesforce’s native tools and turn to alternative apps that can simplify and streamline this process. In this blog, We’ll show you how to…

Best Salesforce data Loader

Choosing the Best Salesforce Data Loader in 2024: Key Features

Salesforce data loaders have evolved significantly since their onset, making it crucial for users to evaluate and select the best among the top contenders. Whether you are a Salesforce admin or a Sales Rep, identifying the right Salesforce data management solution will ensure increased productivity and data accuracy. (Everyone wins when data is accurate!) At…

Google Drive Salesforce integration

Guide to an easy Google Drive to Salesforce integration

Salesforce users frequently need to integrate Google Drive to Salesforce platform to enhance collaboration and simplify document management processes. This integration enables users to store, share, and edit Salesforce files in Google Drive, making workflows easier and improving productivity. This article will explore different methods and best practices for a seamless Google Drive to Salesforce…

Salesforce Snapshot reporting made easy

Salesforce Snapshot Reporting made easy

Imagine capturing a crystal-clear image of your Salesforce report data at a specific moment in time. Reporting Snapshots do exactly that. This frozen data serves as a historical benchmark, enabling you to track trends, analyze changes over extended periods, and compare past performance against current results.   To make smart decisions and stay compliant, Salesforce users…

G-Connector: Google Sheets to Salesforce integration

G-Connector: Elevating Your Google Sheets to Salesforce Integration Game

Are you using Google Sheets to elevate your CRM data game? It’s amazing how it transforms how we build and share those crucial Salesforce reports. And this is just scratching the surface, there is a lot of synergy to be gained from integrating Google Sheets with Salesforce.  This combo brings a new level of flexibility…

Best Upsert bulk api for Salesforce

What is the best upsert bulk api for Salesforce?

Data plays a crucial role in every aspect of operations and every organization depends on robust data management systems to remain competitive. Within the Salesforce environment, efficient handling of large volumes of data is essential, and this is where Upsert Bulk APIs come in. An Upsert Bulk API for Salesforce provides an efficient way to…

Salesforce Vlookup from Excel

How to master Salesforce vlookup from a single cell in Excel

Excel is a key tool for many Salesforce users as it provides a strong platform for data analysis and management. However, some handy tools that Salesforce provides (like references between records) become not particularly user-friendly since outside of Salesforce they are represented as long alphanumerical Ids. XL-Connector 365 bridges that gap by providing a Salesforce-like…

Google forms integration with Salesforce

Google Forms integration with Salesforce: Best practices and apps

Google Forms integration with Salesforce provides a strong solution for simplifying data collection and lead management. Google Forms, a multipurpose tool used to design custom forms and surveys, gives Salesforce administrators an inexpensive means of soliciting information from leads, consumers and employees.  This combination enables administrators to enrich their selling strategies as well as enhance…

Salesforce data integration tools

Best Salesforce Data Integration Tools for Spreadsheet lovers

In the fast-moving tech world a crucial part of boosting your Salesforce career and data management skills is data integration.  In an era where data drives decisions, mastering the art of Salesforce data integration into Excel and Google Sheets is not just an option—it’s your secret weapon! Imagine harnessing the full power of your sales…