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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How To Add A Cross Filter To Salesforce Reports
Cross Filters are very useful for creating focused reports in Salesforce. Cross Filters allow Salesforce reporting based on primary-secondary object relationships. Plus Cross Filters allow additional filters on the…
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Do You Like It Comfy Or Compact?
It’s a bit tucked away, but did you know you can easily change the layout of Salesforce pages? And this can be configured by each user? Salesforce allows users…
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Salesforce Display – Comfy or Compact?
Do you miss the old Salesforce Classic pages? Or do you like to have lots of space on your screen? Or alternatively, do you want to cram lots of…
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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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Very Odd! View Subtotals and Sort in Pivot Tables
In the latest (Winter ’23) release of Salesforce, there have been two nice enhancements made to Pivot Tables in CRM Analytics. Both enhancements are in beta at the time…
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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…
