Guides

All of us have spent a lot of time staring at spreadsheets loaded up with rows and rows of records. Your CRM users are the same. If you need data from Excel spreadsheets or your previous CRM, Salesforce can easily import data in the form of csv files. A csv file..’comma separated values’ file is just that. A spreadsheet table (just one table) that is saved in a format where each cell value is separated from the next by comma’s....

Thanks to Brightfox for this guide.  List views are basically the core of your work day.  They are filtered views on the records in an object. You can create list views to help you with segmentation, data cleanup, reporting, quick access to the records you need and much, much more. And it’s really easy! Let’s say that I want to segment my customers to only show my direct customers. I want to create a list view so this is...