Salesforce
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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.…
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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…
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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…
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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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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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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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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…