by Mike Walsh | Nov 4, 2016 | Blog, Salesforce-Apps-AppExchange
Working with data can be a tricky business requiring multiple tools and tedious hours of work. Say you have a group of team members who don’t (and shouldn’t) have access to Salesforce, but need to work with a list of customers and keep that list up to date. You’ll need Reports to export the data, you’ll send it out to your team, you’ll collect their updates and carefully merge their changes, convert to CSV and update Salesforce using the Data Loader. Wouldn’t it be nice if this could all be done automatically on one platform with your team working collaboratively? It can with G-Connector for Salesforce!
Save big on Salesforce licenses by providing your users with real-time view into Salesforce data by scheduling automatic refreshes of the previously pulled data and sharing the spreadsheet. You will also save a lot of time by doing Salesforce data loads, queries, mass updates and insert not from Salesforce, but directly from your Google Spreadsheets.
This awesome app had my office buzzing. Download this free Google Chrome extension and start saving time today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Dec 4, 2015 | Salesforce Tips
Importing data into Salesforce gets easier every day. There’s tons of tools and tutorials to get you through the process. If the native Import Wizard or dataloader.io will do the trick, then you’ve got perfect platform-agnostic utilities to get your data in the system. But if you have specific needs which require Salesforce’s Dataloader desktop application, or if you’re simply more comfortable with that tool, you’re stuck working exclusively on PCs. There’s a Mac tool called LexiLoader available, but being a 3rd party application, there are some limitations, and it’s not supported by Salesforce. Well, dear Mac user, I’ve got good news for you! Salesforce has released a Mac version of the Dataloader!
Released with Summer ’15, the new Mac Dataloader tool is easy to download and use. As with the PC version, in Salesforce, go to Setup -> Data Management -> Data Loader, then simply click “Download the Data Loader for Mac”. The application will download pretty quickly, and you’ll be up and running in that familiar interface in no time flat! Check out the release notes for all the details, and congrats Mac users on this exciting development!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
