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.
Get expert Salesforce tips, insights, and hacks for admins and developers. Stay ahead with the latest trends and boost your expertise!
Custom Reports in Salesforce let you answer real business questions instead of relying only on standard dashboards.
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Data Management
The Salesforce Data Export tool lets you back up your data manually or on a schedule. To use it effectively,...
Salesforce may have moved on to the newer Files framework, but the Attachment object still shows up in many orgs...
Managing duplicate records is essential if you use Salesforce—as an administrator, salesperson, or IT team member. Duplicate data creates confusion,...
When importing data into Salesforce using Data Loader, ensuring the correct date format is crucial to avoid errors. Salesforce supports...
Salesforce is a powerful platform that stores and manages critical business data, making security a top priority. Having weak security...
Salesforce data loaders have evolved significantly since their onset , making it crucial for users to evaluate and select the...
Managing object permissions in Salesforce is essential for keeping data secure and organized. Updating permissions one by one can take...
Cloning opportunities in Salesforce is a powerful feature that allows sales teams to save time and maintain consistency when managing...
Tracking week-over-week changes in Salesforce allows businesses to monitor performance and identify trends by comparing key metrics from one week...
Salesforce Object Query Language (SOQL) is a versatile tool for querying and managing Salesforce data. While developers commonly use it...
In today’s ever-changing business environment, integrating Salesforce with SharePoint is a strategic option for organizations seeking to improve productivity and...