Report Types vs. Report Formats in Salesforce
Report Types and Formats in Salesforce can be very confusing, especially when you are newer to the salesforce ecosystem. The differences between these two functionality is crucial to know for...
Inline Editing in Salesforce with List Views
Inline editing can be really tricky especially because there isn’t much documentation on why things are not working. Spoiler alert: it is probably because you have multiple record types on...
What does a Salesforce Admin Do?
The Salesforce Admin career path is newer career path in the tech space and is becoming increasingly more popular. Salesforce also has projected millions of new jobs across all the...
How to Set up the Data Loader on an M1 Mac
Today we’re going to be going over how to install the data loader on mac. More specifically the M1 Mac. The process is almost identical but it is slightly different....
How to Create a New Lead Stage in Salesforce
The lead stage is one of the most important pieces of the lead data model. It is incredibly useful when trying to get a grasp on how a lead is...
How to Create a Geolocation Field
The geolocation field in salesforce is an extremely unique field. It uses longitude and latitude to display a location anywhere in the world. In practice, I have seen this used...
How to Create a Percent Field
The percent field is a great field to use when the number field is not sufficient and you need to show some type of percentage. This field is easily mistaken...
How to Create a Time Field in Salesforce
The Time field in salesforce is a great field to show when something is going to happen or by what time it needs to be completed. For example, you could...
How to Create an Encrypted Field in Salesforce
The encrypted field in salesforce is a great field for holding sensitive information and disallowing users to be able to see some or all of the information. This field is...
How to Create an Image Field in Salesforce
The image field in salesforce is not always called an image field. In the back end of salesforce, this is called a rich text field. This field can handle text...