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
Salesforce Flow is a powerful automation tool that enables users to streamline routine tasks, reducing manual effort and increasing efficiency. By automating processes such as task assignments and field updates,… Read More »Automate the Boring Stuff: Salesforce Flow Use Cases for Everyday Tasks
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 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
In Salesforce, managing user permissions is key to ensuring the right people have access to the right tools and data. While Profiles are commonly used, Permission Sets offer more flexibility… Read More »How to Create a Permission Set in Salesforce