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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

Guides • How-To

How to create a list view in Salesforce: Step by Step Guide

List Views let you filter records quickly without building a report. They’re ideal for day to day work, segmenting records...

31 Oct 2025 | 5 min read

How-To

Salesforce Invalid Cross Reference ID: How to Fix Errors

The “Invalid Cross Reference ID” error means Salesforce can’t find a record that another record or process is trying to...

28 Aug 2025 | 8 min read

How-To • Guides

How to Find Record Type ID in Salesforce

Understanding how to find Salesforce Record Type IDs is crucial when setting up automations, integrating systems, writing custom code, or...

01 Aug 2025 | 6 min read

How-To

How to share a Salesforce report?

Sharing Salesforce reports effectively is essential for team collaboration and decision-making. This blog provides a detailed guide on sharing Salesforce...

23 Jul 2025 | 8 min read

How-To

Salesforce Data Storage: How to Manage & Optimize It

Running low on storage in Salesforce can sneak up on you — suddenly reports slow down, record creation is blocked,...

June 27, 2025 | 10 min read

How-To

How to Find Record Type Name by ID in Salesforce

In Salesforce, Record Types help define different processes and layouts for various business needs. But when working with code, integrations,...

30 May 2025 | 6 min read

How-To

Sharing Rules in Salesforce: When and How to Use Them

Sharing Rules in Salesforce let you give users access to records they don’t have access to by default. In this...

27 May 2025 | 8 min read

How-To • Guides

Salesforce Sandbox Refresh: A Complete Guide for Admins

Refreshing your Salesforce sandbox regularly keeps your testing and development environments in sync with production.

15 May 2025 | 14 min read

Data Management • How-To

Salesforce Data Loader Date Format: All You Need to Know

When importing data into Salesforce using Data Loader, ensuring the correct date format is crucial to avoid errors. Salesforce supports...

14 Apr 2025 | 7 min read

How-To

Dynamic Dashboards in Salesforce: How to Create and Use Them

Salesforce Dynamic Dashboards are powerful tools that enable users to visualize data in real-time, access reports with detailed insights, and...

13 Feb 2025 | 11 minute read

How-To

How to Create a Joined Report in Salesforce

A joined report in Salesforce allows you to merge data from multiple report types or objects into one comprehensive report....

07 Feb 2025 | 6 min read