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Tuesday, August 26, 2025
Salesforce: Shortcut create Task
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Instead of starting with a blank task record when creating a task, we can prepopulate some fields when creating a specific task, and we can ...
Friday, August 15, 2025
CRM Analytics: Join or Augment Master to Child
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When you augment the master table with a child table and there are multiple rows for the same master value, which row will the dataflow and ...
Thursday, August 7, 2025
CRM Analytics: Sort Date field
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I recently encountered working with a CSV file containing a date field in dd-MM-yyyy format. CRMA supports this format when manually loading...
Thursday, July 31, 2025
MCAE: Open Prospect user interface with Prospect ID
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If you have the Prospect ID, you can open the Prospect detail with the following URL with parameters: With the Pardot user interface: https:...
Monday, July 28, 2025
B2B Marketing Analytics: sfdc_internal__B2BMA
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B2B Marketing Analytics, a CRM Analytics app within Salesforce, is designed to analyze marketing and sales data. It leverages datasets from ...
Monday, July 14, 2025
Salesforce Field history tracking on Record creation
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In Salesforce, field history tracking can be setup for both standard and custom fields. On Record Creation No , field history tracking does...
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