
Rajeshwari Jain
Experience
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
Socials
Rajeshwari Jain Posts

How to Mass Convert leads in Salesforce: Hacks and Tools
By Rajeshwari Jain / September 19, 2024
Are you tired of converting leads one by one in Salesforce? It can be a real time-drain. Luckily, there’s a faster way to get it done. Salesforce doesn’t offer a built-in option for bulk lead conversion, and while tools like Data Loader or Apex Triggers can help, they’re not always the easiest or quickest solutions.…
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How to Import data to Salesforce from Excel?
By Rajeshwari Jain / September 3, 2024
Excel is a widely adopted tool for Salesforce users to manage and import data into CRM systems. Its extensive data manipulation features and user-friendly interface make it a valuable asset for ensuring data accuracy before Salesforce integration. This article explores the advantages of utilizing Excel for data loading, crucial Excel functions for data preparation, and…
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How to Manage Salesforce Validation Rules in bulk?
By Rajeshwari Jain / August 20, 2024
Have you ever filled out a form online and got an error message like “Please enter a valid email address”? Those are validation rules at work! Salesforce uses similar rules to ensure the data you enter about your customers, leads, and other important information in your Salesforce objects (both custom and standard) is accurate. This…
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How to share a Salesforce report?
By Rajeshwari Jain / July 23, 2024
Sharing Salesforce reports effectively is essential for team collaboration and decision-making. This blog provides a detailed guide on sharing Salesforce reports and the challenges associated with this process. It also introduces tools like G-Connector and XL-Connector 365 by Xappex, which make sharing reports easier and more efficient for users both with access to Salesforce and…
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How to set up and automate Salesforce Record alerts?
By Rajeshwari Jain / July 8, 2024
Tracking your data and record changes is crucial for making quick, informed decisions. It’s essential to monitor data and keep everyone updated after changes. However, setting up and maintaining Salesforce’s native tools can be difficult. This article will explain the importance of Salesforce record alerts, their limitations, and the best automation tools to keep your…
Read moreIs the CSV data export and import in Salesforce a best practice?
By Rajeshwari Jain / July 8, 2024
Salesforce is a powerful CRM platform for managing customer relationships and operations. Keeping data updated involves importing from external sources or exporting for analysis. In this blog, we will use the Data Loader for imports and exports using Contacts. Plus, we’ll explore Xappex tools, a user-friendly alternative with advantages over the Data Loader. How to…
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How to efficiently manage Scoping Rules in Salesforce
By Rajeshwari Jain / July 2, 2024
Is it hard for your sales team to find suitable leads, or do your support agents spend too much time looking for the appropriate cases? Scoping Rules in Salesforce can help! This blog post will explain Scoping Rules, how they work, and some things to remember when using them. We’ll also show you a helpful…
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How to efficiently manage Restriction Rules in Salesforce
By Rajeshwari Jain / June 24, 2024
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…
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A look into the best Salesforce SOQL APIs
By Rajeshwari Jain / May 30, 2024
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…
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Salesforce Snapshot Reporting made easy
By Rajeshwari Jain / April 30, 2024
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…
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