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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…
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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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What’s An Excel Formula vs Function
Excel users often get the two things mixed so please allow me to briefly explain the difference between an Excel Function vs an Excel Formula.…
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How To Create A Nested IF CONTAINS Formula
In Salesforce reports you can create a nested formula using IF and CONTAIN functions to search for different text with a field value, and then…
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My 5 Favourite Salesforce Shortcuts
Did you know that Salesforce has shortcut keys? These are simple keystrokes that perform useful Salesforce actions. I use shortcuts a lot to work more…
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My 15 Favourite Excel Shortcuts using Ctrl +
You are probably well aware that by using shortcuts you can perform actions in Excel with the press of a key, or with the press…
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SUM() Formula in Excel
The SUM() formula in Excel is one of the simplest and most used formulas available. The SUM() formula shows the total of the selected range…
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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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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…
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How To Transpose Data in Excel a.k.a. move data from rows to columns
So, picture this, you have all your data set up in tidy columns and rows. Then you realise that you’d prefer rows of your data…