AI Tools For Sales & Marketing
Free advice to help you choose the right tech stack for your business
My Recommended AI Tools For Sales & Marketing – Updated February 2025
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How To Add More Rows Of Data To Your CRM Analytics Query Or Lens On Salesforce
When you create a Query Or Lens using CRM Analytics then by default Salesforce will show you up to 2,000 rows of data. But what if you want to…
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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? SF = Salesforce, as I’m sure you can guess. But…
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How To Mass Delete Records, Including Reports
Let’s imagine that you have trained your Salesforce user base to regularly create their own Salesforce reports. It’s great that they can now self-serve and access the data they…
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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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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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Grant Salesforce Support Access To Your Salesforce
For anyone who has a support contact with Salesforce it may become necessary for you to grant the Salesforce Help team with access to your Salesforce environment so that…
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How To Add A SF18ID To A Salesforce Page
In an earlier blog post, I discussed in detail what a SF18ID is and the benefits of telling your users what it is and where it can be found…
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My 3 Favourite Salesforce Podcasts In 2022
Podcasts have been around for many years but have become hugely popular in the past couple of years. I’ve listened to Salesforce podcasts for many years – some are…
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Ever Wondered What Stack A Site Is Built On?
I’d like to quickly tell you about a great free tool that lists the technology stack a website is built on, for free. The site is Wappalyzer and it’s…
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A Brilliant Tool For Recording Business Processes
Do you create lots of business process documentation? Or create lots of training materials for online platforms? The below will help you a lot. I have been using ScribeHow.com…
