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Rajeshwari Jain
Author
Rajeshwari Jain is a Technical Support Specialist and Content Writer at Xappex. She applies her practical experience to assist customers and create articles on how Xappex tools work with Salesforce to improve data management and increase efficiency. She began her IT career in 2022 as a Quality Assurance professional before transitioning into Salesforce administration and technical writing in 2023. With Salesforce Certified Administrator and Associate certifications, Rajeshwari writes blogs on Salesforce flows, admin tools, and updates to expand her skills outside of work. In her free time, she enjoys reading tech blogs and experimenting with new tools. Feel free to reach out to Rajeshwari for collaborations or to check out her Salesforce-focused content. Location: Based in Mumbai, India Education: Master’s in real estate Valuation, Annamalai University, 2021 Bachelor’s in engineering, Pune University, 2018 Certifications: Salesforce Certified Administrator Salesforce Certified Associate
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Rajeshwari Jain Posts
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Salesforce Dashboards: The Ultimate Guide
By Rajeshwari Jain / February 13, 2025
Salesforce dashboards turn your data into visual snapshots to spot trends and make decisions faster. They pull numbers from reports and display them in easy-to-read charts, tables, or gauges—all in a single view. Whether you’re tracking sales goals, marketing campaigns, or team performance, dashboards help you see what’s working and what’s not. What Are Dashboards…
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How to Create a Joined Report in Salesforce
By Rajeshwari Jain / February 7, 2025
A joined report in Salesforce allows you to merge data from multiple report types or objects into one comprehensive report. This feature helps analyze related information, such as Accounts with related opportunities and cases, without needing multiple reports. It provides a single view that makes it easier to understand and compare data across various business…
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How to Merge Contacts in Salesforce: A Step-by-Step Guide
By Rajeshwari Jain / January 27, 2025
Duplicate records usually arise due to inconsistent data entry, system integrations, or imported records. They can cause errors in reports and interruptions in workflows. These issues can negatively impact daily operations and customer interactions. Merging duplicate records ensures your team works with accurate information, improving efficiency and enhancing customer relationships. This article covers key considerations,…
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Salesforce Mass Update: Object Permissions in Permission Sets
By Rajeshwari Jain / January 16, 2025
Managing object permissions in Salesforce is essential for keeping data secure and organized. Updating permissions one by one can take a lot of time and may lead to mistakes, especially in organizations with large users. Salesforce mass update permissions simplify access management, saving time and reducing errors. Understanding Object Permissions in Salesforce Object-level security in…
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Salesforce Case Sorting: By Day of Week and Date
By Rajeshwari Jain / January 2, 2025
Managing customer cases efficiently is essential for delivering excellent service. In Salesforce, organizing cases by the day of the week and date can make a big difference. This blog explains why sorting cases this way is useful, how to set it up, and some tips to make it even more effective. How does Salesforce case…
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Salesforce: How to Export Fields Per Object
By Rajeshwari Jain / December 19, 2024
Exporting field details from Salesforce objects is important as it helps us understand the database’s structure, create documentation, and support integration or audits. This blog explains why exporting field details is essential and provides a step-by-step guide to extracting them using different export tools for specific Salesforce objects. Why Export Fields Per Object in Salesforce?…
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Uploading Files to Knowledge Articles in Salesforce
By Rajeshwari Jain / December 12, 2024
Salesforce Knowledge Articles help organizations create a knowledge base within Salesforce. These articles provide important information about products, services, or processes, assisting internal users to find answers quickly. Adding files like PDFs, images, and other documents makes the articles clearer and easier to use. This guide covers how to upload files to Knowledge Articles in…
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Understanding Week Over Week Changes in Salesforce Dashboards
By Rajeshwari Jain / December 4, 2024
Tracking week-over-week changes in Salesforce allows businesses to monitor performance and identify trends by comparing key metrics from one week to the next. This helps measure progress and make informed decisions. What are week over week changes in Salesforce? Week-over-week changes compare metrics like sales, lead conversions, or customer interactions from one week to the…
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Mastering SOQL Queries for Related Data
By Rajeshwari Jain / December 2, 2024
Salesforce Object Query Language (SOQL) is a versatile tool for querying and managing Salesforce data. While developers commonly use it in Apex, SOQL is also valuable for administrators. It enables them to retrieve data from the Salesforce database and create detailed reports by exporting query results. This blog walks you through the basics of SOQL…
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How to Create Custom Metadata in Salesforce Flow: Quick Guide
By Rajeshwari Jain / November 25, 2024
Custom metadata makes handling data in Salesforce easier and more efficient, especially when paired with Salesforce Flow. This guide walks through setting up custom metadata to automate the management of country information on the account object. While it is not possible to directly create custom metadata within a Flow, it is certainly possible to use…
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