With the Salesforce Summer ’24 Release we can now summarise very complex data using Matrix Reports. Think of a Matrix Report as a simple Pivot Table you may already be…
I use Salesforce Dataloader a lot – I’m currently using v 60.0.2 . It’s a fantastic tool but there are a few tricky things to remember when using the desktop…
Subscribing to a Salesforce Report is a great way to get users to regularly engage with Salesforce, if they aren’t already. Subscribing to a Report means the user will receive…
The Salesforce Path is fantastic as a quick visual for users to see the current stage or status of a Salesforce record. To take a look at Paths in detail…
Have you ever uploaded (inserted, updated or exported) dates into records in Salesforce but you then notice the date is not quite what you expected when you look at the…
Chatter is a Salesforce’s version of Twitter/X. Chatter allows Salesforce users to collaborate on records. Admins can create Chatter Groups to allow a group of users to discuss topics and…
A Salesforce tool was recommended to me several years ago, and I have used that tool every week since in my Salesforce career. That tool is Workbench. Workbench is absolutely…
If you’ve ever created a Dashboard in Salesforce, you’ll have come across the Dashboard Properties option from the cog – see below. Click on the cog and you’re presented with…
Salesforce allows users to report on Cases in many useful ways. If you create a report that uses the Cases Report Type (see image below) then you’ll be presented with…