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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 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.
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...
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...
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,...
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...
Data Export
Salesforce Export List View: Methods and Workarounds
Salesforce users often seek a way to export List Views into Excel or CSV format for reporting, analysis, or bulk...
Salesforce: How to Export Fields Per Object
Exporting field details from Salesforce objects is important as it helps us understand the database’s structure, create documentation, and support...
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 export a Salesforce report to Google Sheets
Salesforce is the backbone of many sales and marketing operations, revered for its robust CRM capabilities. Yet, despite its strengths,...
How to export Salesforce reports to Excel
Salesforce is a powerful CRM, but has its limitations when it comes to building reports and tracking historical data. This...
Data Cleansing
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,...
Mass Delete Salesforce Records like a pro: Your shortcut to admin success!
Salesforce administrators often find themselves needing to mass delete a large volume of records as part of their routine data...
Salesforce Data Cleansing in a Spreadsheet – Why is it a best practice
In the world of CRM the quality of your data rules. For Salesforce users, maintaining pristine data quality and integrity...
Data Validation
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”...
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