Floating Headers in Summary and Matrix Reports

It is hard to remember the headers when you are viewing a report with thousands of rows. Instead of scrolling, create floating headers by freezing columns and rows. After the Spring’14 release when you scroll down to read a report, you can choose to have the header rows at the top

Read More

Mass Assign Permission Sets Using Data Loader

Automated Flow Examples Auto Assign or Remove Permission Set to Multiple Users Automatically Assign Permission Sets to New User Clone a User with their associated Public Group, Queue Membership, and Permission Sets Business Use Case System administrators want to assign Permission Sets to 20 users due to a business requirement.

Read More

Mass Update Records Through Enhanced List View

Objectives: After reading this blog post, the reader will be able to: Create a list view in Lightning Experience Mass update records using list view Create a List View In Salesforce you can create a list view to filter out records based on any field that you have access to. For example,

Read More

Export Reports Without Footers in Lightning Experience

Objectives: After reading this blog post, the reader will be able to: Export report in lightning experience Export report without a disclaimer Export a Report  When you export a Report from Salesforce you can find some standard message (By default Salesforce adds five rows to the bottom of the .csv

Read More