Category Archives: Data

Creating an Import File for Accounts and Contacts – August 06, 2011 – By far, Accounts and Contacts are the most popular set of records to be imported into Salesforce.com when you "move ... Read Post →

How to Export All Your Data: Data Export – March 03, 2011 – A concern I hear when moving into the cloud is "what if I want to make a change later to another CRM, how do I get ... Read Post →

Accounts & Contacts: Identifying Duplicate Records – September 27, 2010 – I recently needed to identify duplicate Contact records in a Salesforce.com org that contained over 40K Contacts. ... Read Post →

Leads: Merging Duplicate Records – September 27, 2010 – In our never ending quest to reduce duplicate records in Salesforce, before you convert a Lead into a Contact, as a ... Read Post →

Accounts & Contacts: Merging Duplicate Records – September 04, 2010 – If you have ever seen me train new Users on how to work with Salesforce.com you'll hear me say at least a half ... Read Post →

Jigsaw – June 29, 2010 – Salesforce acquired Jigsaw on May 10, 2010. So what does the Jigsaw acquisition mean to users of ... Read Post →

Storage – June 22, 2010 – In Saleforce.com you have two types of storage – File and Data. File storage includes attachments, items you’ve ... Read Post →

Putting a Value on Your Legacy Data – June 21, 2010 – When you really dig in you'll be shocked to discover all the places customer data resides - ACT! and Goldmine ... Read Post →