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How-To

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.

30 Dec 2025 | 5 min read

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Data Management

Data Management • How-To

How to import Contacts to Salesforce from a Spreadsheet

Importing contacts into Salesforce in bulk may seem easy, but it often presents several challenges. Problems like inconsistent data, duplicate...

31 Oct 2024 | 9 min read

Automation • Data Management

Automate Salesforce data operations in Excel with a button click

The ability to manage and automate Salesforce data directly from Excel is a game-changer integration that many admins consider indispensable...

04 Oct 2024 | 5 min read

Data Management • How-To

How to Convert 15 to 18 Character IDs in Salesforce

Salesforce uses unique identifiers to distinguish records. These identifiers come in two formats: 15-digit, case-sensitive IDs and 18-character, case-insensitive IDs....

24 Sep 2024 | 6 min read

Data Management

The Best Salesforce import tools in 2024

Salesforce helps organizations manage customer relationships, simplify operations, and support business growth. However, with the increase in data due to...

23 Sep 2024 | 12 min read

Data Management • How-To

How to Mass Convert leads in Salesforce: Hacks and Tools

Are you tired of converting leads one by one in Salesforce? It can be a real time-drain. Luckily, there’s a...

19 Sep 2024 | 8 min read

Data Management

Mastering Picklist Fields in Salesforce: Tools and Best Practices

Salesforce admins often need to manage picklist values, which can become a time-consuming and labor-intensive task when handled manually. Updating,...

26 Aug 2024 | 8 min read

Data Management

Mastering Salesforce Custom Metadata

Salesforce provides robust tools for managing and customizing data. However, handling custom metadata manually can often be a complex and...

11 Jul 2024 | 10 min read

Data Management

Is the CSV data export and import in Salesforce a best practice?

Salesforce is a powerful CRM platform for managing customer relationships and operations. Keeping data updated involves importing from external sources...

08 Jul 2024 | 11 min read

How-To • Data Management

How to efficiently manage Scoping Rules in Salesforce

Is it hard for your sales team to find suitable leads, or do your support agents spend too much time...

02 Jul 2024 | 7 min read

How-To • Data Management

How to efficiently manage Restriction Rules in Salesforce

In Salesforce, restriction rules are essential for enhancing security and controlling user access to specific records. Implementing restriction rules ensures...

24 Jun 2024 | 8 min read