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How to Create a Custom Report in Salesforce (Lightning & Classic)
Custom Reports in Salesforce let you answer real business questions instead of relying only on standard dashboards.
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Automation
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...
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,...
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...
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...
Scheduling Salesforce data operations: Tools and Best Practices
One crucial aspect of maximizing efficiency in the Salesforce environment is the ability to schedule data processes accurately and intuitively....
Salesforce Data Loader: Full Guide from Setup to Automation
Salesforce Data Loader is a widely used tool for mass exports, inserts, updates, and upserts. Many Salesforce admins use it...
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