Blog

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…

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?…

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…

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…

Learn how to set up Salesforce SOQL datatable with click-to-call functionality. Simplify communication, improve productivity, and maintain data consistency.   Salesforce SOQL Datatable with Click-to-Call Functionality     The Salesforce SOQL Datatable is a powerful tool for displaying Salesforce data in a dynamic, interactive table using SOQL queries. It simplifies data visualization and allows users to view, sort,…

Learn how to easily track Salesforce opportunity product history and update history with field tracking setup for better data management. Salesforce: Track Update History for Opportunities Field History tracking in Salesforce is a powerful feature that allows users to monitor changes in data over time. For opportunities, this tracking can include updates to fields such…

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…

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…