Category: Salesforce

Learn about the reports in Salesforce, including the available formats, types, exporting options, and many more.

Looking for a way to connect Power BI to Salesforce? This guide explains different approaches and shows how Salesforce data can be visualized in Power BI.

It’s easy to export contacts from Salesforce. We explain how to go about it with native methods and show how to automate the process.

Are you trying to connect the apps your business needs to Salesforce? This Salesforce data integration guide will provide you with everything you need to know.

There are many different approaches to running a Salesforce backup. We explain the basics and discuss various solutions.

There are certain Salesforce API limits that every user should be aware of. We outline them and answer many related questions.

Learn how to manage Salesforce data efficiently and make it work even better for you to increase performance and optimize your scores.

Wondering if you should switch platforms or stay with Salesforce? Learn more about Salesforce data security and make an informed decision.

Learn how you can export Salesforce reports to Excel manually and automatically without any coding skills.

The all-in-one guide on how to export data from Salesforce natively as a CSV file, as well as how you can export Salesforce to Google Sheets or Excel.