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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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Data Export
Salesforce Export List View: Methods and Workarounds
Salesforce users often seek a way to export List Views into Excel or CSV format for reporting, analysis, or bulk...
Salesforce: How to Export Fields Per Object
Exporting field details from Salesforce objects is important as it helps us understand the database’s structure, create documentation, and support...
How to Import data to Salesforce from Excel?
Excel is a widely adopted tool for Salesforce users to manage and import data into CRM systems. Its extensive data...
How to export a Salesforce report to Google Sheets
Salesforce is the backbone of many sales and marketing operations, revered for its robust CRM capabilities. Yet, despite its strengths,...
How to export Salesforce reports to Excel
Salesforce is a powerful CRM, but has its limitations when it comes to building reports and tracking historical data. This...
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