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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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How to mass import Leads to Salesforce from a spreadsheet
Importing leads into Salesforce is vital for any sales team, whether you’re transferring data from another platform or adding new...
How to Streamline Salesforce notifications from a Google Sheets?
Salesforce excels at managing customer relationships and workflows, but handling notifications can get complicated, especially with flows. There is also...
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....
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...
How to Manage Picklist Metadata in Salesforce
Managing picklist metadata in Salesforce can be a daunting task for many admins. The process of creating, updating, and maintaining...
How to Import data to Salesforce from Excel?
Excel is a widely adopted tool for Salesforce users to manage and import data into CRM systems. Its extensive data...
How to Manage Salesforce Validation Rules in bulk?
Have you ever filled out a form online and got an error message like “Please enter a valid email address”...
How to set up and automate Salesforce Record alerts?
Tracking your data and record changes is crucial for making quick, informed decisions. It’s essential to monitor data and keep...
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...
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...
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....
Google Forms integration with Salesforce Best practices and apps
Google Forms integration with Salesforce provides a strong solution for simplifying data collection and lead management. Google Forms, a multipurpose...
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