Keeping Salesforce Dashboards And Reports Simple
-
To Do List On The Salesforce Utility Bar
With the Winetr ’23 Release of Salesforce we can now add a ‘To Do List’ to the handy, and much underappreciated, Utility Bar. The Utility Bar can be added…
-
#VALUE! #REF! #N/A… #WTF!?
Excel is a great tool but when things aren’t correct, Excel will let you know with an error or info message. But these messages aren’t too descriptive or user-friendly.…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
