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Posts Tagged ‘salesforce admin’

Troubleshooting

Understanding Salesforce Push Topics: Real-Time Data Streaming Made Simple

As a Salesforce developer with years of experience implementing real-time solutions, I’ve found Push Topics one of the Salesforce ecosystem’s most powerful yet underutilized features. Today, I’ll explore Push Topics, explaining what they are, how they work, and why they might be the solution you’ve been looking for. What are Push Topics? Push Topics in […]

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How to Subscribe to Salesforce Dashboards?

Hello Trailblazers! Salesforce Dashboards are powerful tools that allow users to visualize and analyze data at a glance. To stay updated on key metrics without manually checking dashboards, Salesforce provides a subscription feature. Subscribing to dashboards ensures that you and your team receive timely updates via email, helping you stay informed and make data-driven decisions. […]

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How to Create a Bucket Column for the Picklist Type Field in Salesforce Report

Hello Trailblazers! Salesforce provides powerful reporting tools to analyze and visualize data effectively. Among these tools, the Bucket Field stands out as a feature that enables categorization of data directly within reports. In this blog post, we’ll focus on creating a Bucket Column specifically for Picklist type fields in Salesforce Reports, offering a step-by-step guide […]

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Methods for identifying desktop, mobile, or tablet device in the LWC component

In order to write device-specific code in Salesforce LWC (Lightning web components), we will explore different methods of detecting a device in this blog. The following methods can be used in Lightning Web Components (LWC) to identify a device or distinguish between a desktop, tablet, or mobile device: 1. Using Standard web APIs navigator.userAgent In […]

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Bucket Field in Salesforce: Simplify Your Data Categorization

Hello Trailblazers! Salesforce Reports are a powerful way to analyze data, and one of their most useful features is the Bucket Field. This tool allows you to group report data into categories without creating custom fields or formula fields in your Salesforce objects. Whether you’re working with large datasets or need a quick way to […]

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How to Add Filters to the Salesforce Dashboard

Salesforce Dashboards are a powerful tool for visualizing and analyzing data, providing actionable insights for decision-making. Filters enhance these dashboards by allowing users to customize their view of the data, making dashboards dynamic and user-friendly. In this blog, we will explore how to add filters to Salesforce Dashboards and highlight their benefits and best practices. […]

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Understanding Public Groups in Salesforce

Hello Trailblazers! Public Groups in Salesforce are a versatile and essential feature designed to streamline user management and data sharing across your organization. So these groups provide a convenient way to manage access permissions and ensure seamless collaboration among users, roles, and other groups. In this blog, we will explore what Public Groups are, their […]

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How to Share Salesforce Dashboard Folders: A Comprehensive Guide

Hello Trailblazers! Salesforce Dashboards provide a powerful way to visualize data, monitor performance, and make data-driven decisions. However, dashboards are only effective when the right people have access to them. Sharing Salesforce Dashboard folders allows teams to collaborate, share insights, and align strategies efficiently. In this blog, we’ll explore the importance of sharing Salesforce dashboard […]

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How to Share Lightning Report Folders in Salesforce: A Complete Guide

Hello Trailblazers! Sharing Lightning Report Folders in Salesforce is essential for team collaboration, ensuring that the right people can access critical reports for decision-making. Salesforce allows you to securely manage and share report folders with users, roles, and groups while maintaining control over their level of access. In this blog, we’ll explore the importance of […]

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How to Create Joined Reports in Salesforce: A Comprehensive Guide

Hello Trailblazers! Salesforce offers a range of reporting formats to help businesses understand and analyze their data. Among these, Joined Reports stand out as one of the most powerful reporting tools. They allow users to combine and compare data across multiple report types and objects within a single report. In this blog, we’ll explore what […]

Analyst Working With Computer In Business Analytics And Data Management System With Kpi And Metrics Connected To The Database For Technology Finance, Operations, Sales, Marketing. Data Analysis.ai

A Comprehensive Guide to Creating Matrix Reports in Salesforce

Hello Trailblazers! Salesforce provides users with versatile reporting tools to manage and visualize data effectively, and Matrix Reports stand out as one of the most powerful report formats in Salesforce. Matrix reports allow users to group records by both rows and columns, making them highly valuable for detailed data analysis across multiple dimensions. This type […]

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A Complete Guide to Creating Summary Reports in Salesforce

Hello Trailblazers! Salesforce provides users with a robust reporting toolset that enables businesses to analyze their data, identify trends, and drive smarter decision-making. Among the various types of reports available in Salesforce, Summary Reports stand out as one of the most popular due to their ability to group and summarize data effectively. Summary reports allow […]

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