Keeping your data easy to view and action is one of Salesforce’s strongest features — and now it’s even better. Thanks to a new update in the Spring ’25 release,… Read More »Sort Salesforce List Views by Multiple Fields: A Quick Guide for 2025
Salesforce is built around objects and data relationships. To get the most out of the platform, it’s important to understand how different objects can relate to each other. In this… Read More »Understanding Object Relationships in Salesforce: Lookup, Master-Detail, and Many-to-Many
Keeping data accurate and consistent in Salesforce is essential for maintaining a reliable CRM. One of the most effective ways to ensure data quality is by using Validation Rules. These… Read More »What Are Salesforce Validation Rules and How to Use Them
Good data quality is essential for making informed business decisions and maintaining trust in your Salesforce system. Clean, accurate, and consistent data allows your team to work efficiently and provides… Read More »Improve Your Salesforce Data Quality
List views in Salesforce are powerful tools that help you quickly view, filter, and act on records without the need for reports. Whether you’re a sales rep managing leads or… Read More »Mastering List Views in Salesforce: A Step-by-Step Guide
Salesforce offers a wealth of features designed to enhance productivity and streamline business processes. For new users, familiarising yourself with these tools can significantly improve your experience. Here are the… Read More »Top 5 Features in Salesforce
Staying organised is crucial for productivity, and Salesforce provides powerful tools to help you manage your day – Tasks and Calendars. Let’s walk through how to use these features effectively,… Read More »Simplify Your Day: Using Salesforce Tasks and Calendars
Salesforce provides a powerful way to streamline customer communications through email templates. Whether you’re sending order confirmations, follow-ups, or promotional emails, templates save time while ensuring consistency. In this guide,… Read More »Email Templates in Salesforce
Salesforce is a powerful tool for managing customer relationships and sales processes. One of its key features is Opportunities, which help businesses track potential sales from start to finish. Whether… Read More »A Beginner’s Guide to Opportunities in Salesforce
Salesforce is a powerful tool for managing your customer relationships, and one of its core features is the ability to create and manage Contacts. Contacts represent the people you do… Read More »Creating and Managing Contacts in Salesforce