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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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.…