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Salesforce Activities Tab and List View

  You may wonder where the Activities tab is in Salesforce, so you can see a list view of activities. You can see the task list and calendar on the home page but what if you would like to see all of your tasks and events in a list. Well there is a way to get to a list view, but it is easy to overlook. In the calendar section… Read More

Salesforce Activities Tab and List View

Salesforce and Email – What are the options?

When it comes to Salesforce and email, it can get confusing to understand what the options are. Read on to discover 10 ways you can work with email and Salesforce together. Sending Email from Salesforce Some people may wonder whether integration to an email client such as Outlook is even necessary. If Salesforce could send and automatically process incoming emails, then couldn’t users just live in Salesforce and use it… Read More

Salesforce and Email – What are the options?

Salesforce URL Hacking

You may find yourself with the requirement to create a record from a related list and populate a number of fields. By default, Salesforce will populate the field on the related record that links the two objects, but no other fields. For example, if you create a record for a custom object related to an opportunity, the custom record will have the opportunity populated as it relates the two records,… Read More

Salesforce URL Hacking

Salesforce Joined Reports

It can be tricky to understand how Joined reports work in Salesforce. For those who have experience with database queries or other report writing tools, the name Joined report can raise expectations that it will be possible to report on data joined from different objects in the one report. A way to think of joined reports is of separate block reports where the data can be optionally grouped to ‘join’… Read More

Salesforce Joined Reports