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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 Management
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,...
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...
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...
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....
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....
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....
Match Salesforce relationship fields to records with no ID
Most Salesforce admins have come across the recurring problem of correctly linking one record to another via a Lookup or...
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