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February 23, 2021 2 Comments

Reporting on Postcodes in Salesforce: how to create postal area, district and sector formula fields

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Staircase built of books with a light at the top
November 15, 2020 5 Comments

How to use VLOOKUP for case sensitive Salesforce IDs

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Man with a black coffee and his hand on a laptop that shows a video conference with four people. Bright ball of elastic bands next to the laptop.
April 10, 2020 0 Comments

Video Conferencing Comparison April 2020

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A laptop sitting on a wooden shelf of a cute coffee shop, outside the window a wooden garden wall with nightlights and trailing plants.
March 18, 2020 0 Comments

How to start a new business cost effectively

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Illustration of a large paperclip with FormAssembly underneath and a curved arrow going to a pink circle with a paper folder with Salesforce on the side and white papers going in.
December 23, 2019 0 Comments

How to attach documents in FormAssembly as Files in Salesforce Lightning

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Screenshot of the merge screen with the information in two columns, and you use radio buttons to decide on the winning information.
October 15, 2019 0 Comments

How to Merge Contacts in Salesforce NPSP

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