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Reports

Tag Archives | Reports

Tip of the Week – Clean up your org with Country and State picklists in Salesforce

For years now, system admins and users have been begging for the ability to choose Country and State from picklists in Salesforce. With the standard text fields, every time someone writes “Ca” instead of “CA”, or “USA” or “US” instead of “United States”, the reports you use to group accounts and contacts by their location […]

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Top 3 Salesforce workarounds

Has user adoption got you down? Does connecting the dots between emails make you want to pull your hair out? Are you baffled by the endless task of sending scheduled reports to employees or customers outside your Salesforce system? Well, sit back and let me help you out. I’ve got the top 3 workarounds to […]

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