The scenario described in our previous blog post on analyzing data during a migration tells a very realistic story of a user just trying to get her job done while challenged with capturing required information for management. There was no malice or ill-conceived attempt to sabotage the company’s data, but nevertheless the data that resulted from…
Data migrations are a necessary part of transitioning from your current system to the Salesforce platform. Because of this, there is a strong case to be made for tools that can easily move data from your current system to Salesforce with a simple click of a button. However, this dream of a single click migration…
There is always a client that pushes you to find solutions to problems you didn’t know existed. In this particular instance I had a customer that didn’t like the fact that Email Templates sent from Salesforce came across in email clients as fairly “skinny.” The body of the email was 550 pixels wide. With a…
Continuing our little blog series on how to learn the basics of the Salesforce Data Loader, let’s look at how to overwrite a field that currently has a value and insert a blank or null value. Or, said differently, we’re going to delete the value of a single field using the Data Loader on a…
In the life of being a Salesforce Administrator you’re going to need to recover and restore records that have been deleted – either by a User, yourself or another administrator. Deleted records go to your Recycle Bin. If you need to undelete a handful, it’s probably easy enough to do it manually from the Recycle…
Continuing our little series on Data Loader basics, let’s look at deleting records. The use cases are many. Maybe you performed an import incorrectly that you need to blow out, or free up some storage space in your org by purging some old junk records. You have the option of using the Mass Delete wizard…
As we’ve covered in a previous blog post, the native mass transfer wizards for reassigning records to different users have their limitations. Changing record ownership is probably one of the more straightforward and simple tasks an Administrator can do using the Data Loader. Let’s take a look. Let’s assume you have a couple thousand Leads…
When you look at the comparison chart for the different editions available for the Sales Cloud, you see an interesting set of features called “Enterprise Analytics” which lists the following: Enterprise Reporting What-if Modeling Advanced Filters What the heck does that mean? This all goes back to the Spring ’12 release of Salesforce which included a…
Importing legacy data into Salesforce is something we deal with almost on a daily basis. Since 70% of our business comes from clients that are “moving in” to Salesforce for the first time, we get asked quite a bit about best practices on how to tackle old data. First thing to know – just because you can import…
Any good Admin from time to time has to roll-up their sleeves and do some work with the Apex Data Loader (or LexiLoader if you’re using a Mac). It’s the “go to” data utility for mass uploading, updating and deleting records – but did you know you can also use it to mass upload attachments?…