Posts by Rajeshwari Jain

In Salesforce, restriction rules are essential for enhancing security and controlling user access to specific records. Implementing restriction rules ensures that sensitive data is protected and only accessible to authorized personnel. This blog post is your guide to Restriction rules in Salesforce! We’ll explain what they are, why they’re important, and how to create them…

Retrieving Salesforce data from SOQL queries is a technique that comes handy when building reports, analyzing and organizing data. However, some admins may find it too complex to master the language within Salesforce’s native tools and turn to alternative apps that can simplify and streamline this process. In this blog, We’ll show you how to…

Imagine capturing a crystal-clear image of your Salesforce report data at a specific moment in time. Reporting Snapshots do exactly that. This frozen data serves as a historical benchmark, enabling you to track trends, analyze changes over extended periods, and compare past performance against current results.   To make smart decisions and stay compliant, Salesforce users…