by Mike Walsh | Feb 17, 2017 | Blog, Salesforce-Apps-AppExchange
Frustrated by a long and tedious process of converting data and custom objects from your leads into Accounts, Contact and Opportunities? Doing all the conversion by hand can take time, or possibly require a developer to do some customized work. That is exactly what Custom Object Lead Conversion can help you avoid. The app provides a trigger that maps a custom object to the Account, Contact and Opportunity automatically, upon the Lead Conversion
Convert custom objects to Account, Contact and Opportunity during Lead Conversion as well as modifying object and field labels to meet your needs
Check out the app on the AppExchange here!
-Ryan 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.
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.
by Mike Walsh | Jul 24, 2015 | Salesforce Tips
There are a number of circumstances where deleting all records under an object can be crucial to your business’s success. Have you been finalizing Production testing on a custom integration? Have you completed the test phase for a new process and are ready to roll it out? Have you decided to migrate records from a legacy Object before repurposing it? You don’t want to delete the object, just the hundreds, thousands, or millions of records associated. If you’re already in tears thinking about the time it will take to use the data loader to remove these records, then dry your eyes and keep reading!
Salesforce allows you to truncate any custom object. Truncation in Salesforce deletes all records associated to a custom object while preserving all associated metadata – fields, lookups, formulas, workflows, validations, sharing settings, list views, etc. In just a few minutes, you can clear out all junk or legacy data and get your team up and running in a shiny new object! Truncating isn’t the solution for every situation, and I recommend you check out Salesforce Help to decide if it’s the right solution for you. Good luck on all your exciting summer builds!
-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.
by Mike Walsh | May 8, 2015 | Salesforce Tips
Data migration is almost always a nightmare. There are so many things to keep in mind when you’re going through the process, whether it’s moving records from an external system into Salesforce, or just moving data from one set of fields or objects in Salesforce to another. One of the biggest challenges comes when you’re trying to link associated records. VLookup in Excel is a fantastic tool, but it can sometimes fall short if you have a high volume of data. It tends to ignore case, and with the case sensitive Salesforce IDs, this can go from nightmare to full-on crisis. What can you do to avoid this problem before it becomes an issue? You should use Salesforce’s ID18!
You may not know this, but every record in Salesforce actually has two IDs. There’s the standard 15 character ID you see every time you navigate to a record, and then there’s the hidden 18 character case insensitive ID. When doing data migration, it is always a good idea to have both on hand. If you’re exporting a bunch of records to VLookup in Excel, export both. And if you’re importing a bunch of records and want to keep the legacy ID in case of problems in the future, add a field for Legacy ID15 and Legacy ID18. This way, you’ll always have the tools you need on hand.
-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.
by Mike Walsh | Feb 20, 2015 | Blog, Salesforce-Apps-AppExchange
Moving bulk data into and out of Salesforce is always a nightmare. There’s no easy way to do data migration, and even bulk updates can be a headache. But over the years, a number of tools have emerged to help you out. There’s the classic dataloader app, but it requires downloading software (read: involving IT), the interface is a bit clunky, and there’s a significant learning curve involved in making it work just right. Salesforce is always improving on their native import wizard, but it has some limitations. And no matter the tool you use, if you need to schedule imports, you’re talking some hefty .NET development. You need a tool that’s easy to learn, easy to use, doesn’t involve any downloads, and is ready to take you to the next level. In short, you need dataloader.io.
Dataloader.io is simple, free, no download required app for Salesforce. 100% cloud solution to quickly import, export and delete data in Salesforce.com.
Using dataloader.io is as simple as logging in to Salesforce, dragging and dropping a couple files, and mapping a few fields. Even scheduling future runs is a cinch. It will tame the nightmare and get the data migration job done faster than you ever thought possible!
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.
