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DataTools Blog: Salesforce

Salesforce tools for improved data and meta data analysis

DataTools Pro

Collaborating Across Teams in Salesforce with DataTools Pro

Posted on February 03, 2025 | BY Ryan Goodman

Working together in a company can be challenging if teams don’t have effective ways to share information. In many businesses, ...

salesforce report

Managing Reports and Dashboards in Salesforce: A Brief Guide

Posted on January 27, 2025 | BY Ryan Goodman

Salesforce is a powerful platform that helps businesses manage their relationships and interactions with customers. At the heart of this ...

Keep Salesforce Documentation Up-to-Date Easily

Keep Salesforce Documentation Up-to-Date Easily

Posted on January 05, 2025 | BY Ryan Goodman

Salesforce is a central tool for managing customer relationships and business operations. As businesses grow and evolve, so does the ...

Optimize Metrics Tracking in Salesforce

Optimize Metrics Tracking in Salesforce

Posted on December 31, 2024 | BY Ryan Goodman

Metrics tracking in Salesforce is crucial for understanding your business’s performance and ensuring your team is on the right track. ...

Streamline Salesforce Team Collaboration

Streamline Team Collaboration in Salesforce with DataTools Pro

Posted on December 24, 2024 | BY Ryan Goodman

Collaboration is key when multiple teams work with complex business applications like Salesforce. Seamless teamwork across technical roles ensures that ...

Visualize Salesforce Object

Visualize Salesforce Object Relationships with Interactive ERD

Posted on December 17, 2024 | BY Ryan Goodman

Understanding how different objects in Salesforce relate to one another can be very complicated. Objects like accounts, contacts, and opportunities ...

Auto-Generated Entity Relationship Diagrams

Boost Salesforce with Auto-Generated Entity Relationship Diagrams

Posted on December 10, 2024 | BY Ryan Goodman

Wouldn’t it be great to see all your Salesforce data connections in one place? Auto-generated Entity Relationship Diagrams (ERDs) can ...

GMail to Salesforce

Process hacking Gmail and Salesforce with Zapier And OpenAI

Posted on December 05, 2024 | BY Ryan Goodman

My desire to have a simple, streamlined GMail and Salesforce flow goes back 12 years. One of my guilty pleasures ...

Salesforce zombie reports

New DataTools Pro fights Salesforce zombie reports

Posted on October 25, 2024 | BY Ryan Goodman

Just in time for Halloween, we have new tricks and treats for DataTools Pro. Jam packed with integrations and a ...