The CRM Consultant
Free advice to help you get the most from your CRM system and to grow your business.
My Top 3 CRMs – Updated November 2024
Best For Sales
Pipedrive
Best For Start-ups
Close
Best For Small Business
Capsule
Read My ‘Best 10 CRMs’ Post >>>
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Clone Source and CloneSourceId Fix
We have recently had a few issues with the integration between Salesforce Objects and Tableau CRM, namely to do with the Clone Source and the CloneSourceId fields. We have…
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Reminder: Excel Is FREE Online
For anyone who is reluctant or unable to pay for the full version of Excel, may I remind you that the online version of Excel is FREE. Plus you…
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What’s an SF18ID?
You may hear Salesforce users and Admin refer to SF18IDs. But what are they and what do they mean? Each record on Salesforce has a unique identifier (ID). And…
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How To Personalise Your Nav Bar On Salesforce
When you open up Salesforce you will see a list of tabs along the top. But you may want to move some tabs around so you can have the…
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Show Table Totals In CRM Analytics
When creating tables in CRM Analytics Widgets and Lenses, it’s possible to add Totals to rows and columns – it’s just not always obvious where to do this for…
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How To Hide The Row Index Column In CRM Analytics
So you’ve created a fabulous Values Table in CRM Analytics within a Lens or Widget, but you can’t get rid of the annoying index column (Row Index Column) on…
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Adding A Utility Bar To Lightning Pages
The Utility Bar is a very simple tool that can be added to the bottom of Salesforce Lightning pages to highlight useful tools and links. And it only takes…
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What Is The Salesforce Waffle?
Towards the top-left corner of every Salesforce page, you’ll see this icon: What do you call this thing? This icon is actually called the App Launcher, see below. Click…
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This Is PROPER() Good In Excel
In this blog post, we’ll take a look at the PROPER function in Excel, which is guaranteed to save you time and effort when handling text data. The PROPER…
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Use EDATE() To Add (Or Remove) Months To A Date
I only recently found out about the EDATE() function in Excel and I love it. I wish I’d known about it long before now. It’s nice and simple to…
