Salesforce is a powerful CRM, but has its limitations when it comes to building reports and tracking historical data. This is why countless Salesforce admins turn to Excel as their primary tool for report presentation and editing as well as for optimizing data management. Excel provides numerous benefits for data organization, validation, and analysis, and…

Salesforce is a great platform that covers a huge array of corporate processes and provides a great user interface to enter or modify data, but only one record at a time. If you are working with tens, hundreds, or even hundreds of thousands of records – you’ll need to learn how to mass update Salesforce…

In the world of Salesforce administration, one tool has stood the test of time, aiding admins in their basic data management operations. This is Data Loader, probably one of the most commonly used tools that admins use for mass exports, inserts, updates and upserts. But, like all heroes, it’s not without its limitations. So, as…