Category: 1 Minute Tips

1 Minute Tips

Edit Reports Faster – Turn Off Automatic Updates to the Report Preview

Salesforce Spring 20 Release - Turn Off Automatic Updates to the Report Preview to Edit Reports Faster
1 Minute Tips

Compare Fields in Report Filter

Salesforce Spring 20 Release - Compare the values of two different report fields and return records that satisfy the comparison criteria with a Field-to-Field Filter.
1 Minute Tips

Manage Your Customers’ Communication Preferences

Salesforce Spring 20 Release - Manage Your Customers’ communication preferences with new objects. Store when and how your customers consented to be contacted
1 Minute Tips

Display Org Chart in Salesforce Org

Org Chart component from Salesforce Labs enables users to view the hierarchy of an organization - see managers, peers, and direct reports for any employee
1 Minute Tips

Which Automation Tool Should I Use?

Are you in double mind when planning to choose a tool to automate your business process? Refer to this process automation cheatsheet for some inspiration.
1 Minute Tips

Use Salesforce Keyboard Shortcuts to Increase Productivity

Press '/' for Global Search, 'e' to edit current record & 'Command' + 's' to save. Use Salesforce keyboard shortcuts to become a power user
1 Minute Tips

Use Emojis in List View Names

Make your list view names more expressive with Emojis!
1 Minute Tips

Mask Production Data in Sandbox

Use this AppExchange package by Force.com Labs to mask production data when it is copied during a sandbox refresh
1 Minute Tips

Find Records Faster with Search Report Table Feature

The report table search makes it easy for you to search for records in a report so that you spend less time looking for the ...
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