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Learn more
​about Salesforce

We have recently started sharing tips for Admins and Users to help make the most of your salesforce licences.
​
Check out some of the latest content on JetcloudJo our YouTube Channel


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Power of 1 Formula

Do you ever want to be able to count the number of records in a report? If you use cross-object reports such as Contacts and Accounts, you can't easily see how many of each type of record is included in the report. The Power of 1 Formula is such an easy solution to this issue, it should be start of the standard Salesforce Product! This video walks you through how to create the formula field and how reports look when used.
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Creating Mailmerge Labels
​with Salesforce Report Data and Word

Do you ever need to print labels for Envelopes, or Name Badges for Events from your Salesforce Data? This Tutorial walks through how to build the report in Salesforce, Export and save the report to Excel, and use this data to build Mail Merge Labels in Word for no additional cost. ​

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Manage Recently Viewed List Columns and Search Layouts

In this video, we’ll show you how to customise Recently Viewed list view columns and Search Layouts to help with focussing on data that's important to your team. ​

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