Category: 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
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.
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
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
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.
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
Use Emojis in List View Names
Make your list view names more expressive with Emojis!
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
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 ...