Managing field-level security (FLS) across multiple profiles or permission sets in Salesforce can be a repetitive task. With the XL-Connector for Windows (COM add-in), admins can now update FLS directly
How to Use SharinPix Forms in Salesforce for Field Inspections and Audits
In today’s fast-moving environment, organisations that depend on field operations need smart solutions that boost productivity, reduce errors, and streamline data collection. Relying on outdated manual processes, repetitive data entry,
Mass Update Salesforce Object Access Permissions using Excel
After a merger or team reshuffle, changing permissions for one profile or permission set at a time can take hours. XL-Connector lets you export those Profiles or Permission Sets into
How to Mass Create Fields in Salesforce
Salesforce admins and developers often need to create multiple fields across different objects. Doing this manually through the Salesforce UI is slow, repetitive, and prone to errors, especially in large
SFDC Sensei: Your Personal Salesforce Assistant to Streamline Your Work
As an admin or developer working on a Salesforce project, there are moments when you’re stuck on a small question that prevents you from moving forward. You might find yourself
How To Integrate NetSuite & Salesforce: 3 Potential Options
Connecting NetSuite and Salesforce can dramatically improve operational efficiency, ensure data consistency, and foster stronger collaboration between sales and finance departments. Are you experiencing challenges with: Keeping financial and customer
Top 5 Tools Every Salesforce Admin Should Have in Their Toolkit
Have you just snagged your Salesforce admin certification? Have you been managing your org since Classic was around? You know that the job isn’t always a walk in the park.
Introducing 5 Features to Turbocharge Salesforce with Jotform
In today’s fast-moving digital landscape, businesses need tools that are not only efficient but also intuitive to keep up with evolving demands. Jotform, trusted by over 20 million users worldwide,
Benefits of Building Robust Dynamic Forms in Salesforce
Imagine creating a sales process where every form is perfectly tailored to each user, capturing exactly the right information you need at the right time, all without displaying irrelevant fields.
Tools for Automating Salesforce Processes
No organization wants inefficient Salesforce processes. They slow down a system and overall work performance. If your company is working with bulk data, you will want to know how to