How to Bulk Edit Records in Salesforce (2026 Guide)
Step-by-step methods for bulk editing in Salesforce Lightning, inline list view editing, Mass Update, Data Loader, and Flow. Includes when bulk edit is grayed out.
Salesforce
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How to Create a Dashboard in Salesforce (2026 Guide)
Step-by-step instructions for building dashboards in Salesforce Lightning Experience, components, dynamic dashboards, filters, scheduled refresh, and folder sharing.
How to Create a Report in Salesforce (2026 Guide)
Build reports in Salesforce Lightning. Choose a report type, add columns, filters, and groupings, then schedule email delivery to your team.
How to Export Data From Salesforce (2026 Guide)
Four ways to export data from Salesforce, Data Export Service, exporting reports, Data Loader, and SOQL queries via Workbench. Limits and edition gating included.
How to Import Contacts Into Salesforce (2026 Guide)
Import contacts into Salesforce with the Data Import Wizard (up to 50k records) or Data Loader for larger sets. Covers CSV prep and field mapping.
How to Merge Leads in Salesforce (2026 Guide)
Step-by-step instructions for merging duplicate leads in Salesforce Lightning Experience, using duplicate rules, choosing a master record, and what data carries over.
How to Connect Salesforce to an AI Agent
Connect Salesforce to your Carly AI agent in one click. Automate contact creation, opportunity updates, pipeline queries, and cross-tool workflows — by email or chat.