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Salesforce Reports & Dashboards Cheat Sheet: Formats, Running User and Admin Interview Q&A (Day 10/30)

Reports answer the question, dashboards show the answer. Interviewers love this topic because it tests whether you can turn raw data into something a manager can act on. The 4 Report Formats Forma

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SimpliTrainSep 2, 2025 · 3 min read

Going Beyond the LMS: 5 Real Ways Training Companies Will Save Thousands in 2025

Going Beyond the LMS: 5 Real Ways Training Companies Will Save Thousands in 2025 In 2025, professional training companies are under increasing pressure to do more with less. Margins are tighter, client expectations are higher, and competition is stro...

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Samantha HawkinsJul 18, 2025 · 1 min read

Cancelled Cases: Alert Purchasing for Manual PO Review

In this org, Cases were used to track in-home service visits, often involving part replacements. These service requests could generate Purchase Orders (POs) for required components. If a Case was later canceled, the Purchasing team needed to manually...

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Samantha HawkinsJun 30, 2025 · 1 min read

Unlocking a Tricky Dashboard Filter

This project came from a request to add a Division filter to an existing Salesforce dashboard. The stakeholder had built the dashboard themselves but couldn’t get the filter to work—the field was visible on some reports, but not available across the ...

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SalesforceSherpaJul 13, 2023 · 4 min read

Maximizing Efficiency: Salesforce Admin Best Practices

Salesforce has revolutionized the way businesses manage customer relationships and streamline their processes. Central to the success of any Salesforce implementation is a skilled and efficient Salesforce Admin. A Salesforce Admin is responsible for ...

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