Get Started Free 
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.
Explore the latest insights from our experts
Get expert Salesforce tips, insights, and hacks for admins and developers. Stay ahead with the latest trends and boost your expertise!
Xappex Newsletter
Subscribe for more content
All Articles
Your Source for Expert Advice & Best Practices
All
How-To
Guides
Data Export
Data Cleansing
Data Validation
Data Management
Automation
Comparisons
Troubleshooting
Guides
Download Attachments from Salesforce: Complete Guide
Downloading files in Salesforce looks simple, but small details can cause issues. Errors, missing permissions, and wrong IDs waste time....
Your Guide to Salesforce Duplicate Management
Managing duplicate records is essential if you use Salesforce—as an administrator, salesperson, or IT team member. Duplicate data creates confusion,...
How to Mass Update Records in Salesforce – a complete guide
Salesforce is a great platform that covers a huge array of corporate processes and provides a great user interface to...
Document Management for Salesforce – A Complete Guide
Document management in Salesforce helps keep daily operations running efficiently. Many companies use Salesforce as their primary platform to store...
Salesforce Dashboards: The Ultimate Guide
Salesforce dashboards turn your data into visual snapshots to spot trends and make decisions faster. They pull numbers from reports...
Salesforce Opportunity Stages: A Complete Guide
Salesforce opportunity stages are essential for effectively managing the sales pipeline. They provide a clear framework for tracking deals and...
Salesforce Opportunity Product History Tracking Guide
Learn how to easily track Salesforce opportunity product history and update history with field tracking setup for better data management.
Updating a Row in a Salesforce Data Table Using Flow A Quick Guide
Salesforce Flow is a very helpful tool designed to automate complex business processes. With Flow, users can define a series...
Xappex Newsletter
Subscribe to Our Newsletter
Get a regular dose of game-changing tips and hacks tailored for Salesforce admins. Elevate your skills and stay ahead of your career journey.
By pressing 'Subscribe' you agree to our Privacy Policy
