877.703.4488 info@cloudmybiz.com
App of the Week – GridBuddy brings Excel simplicity to Salesforce

App of the Week – GridBuddy brings Excel simplicity to Salesforce

GridBuddy

Your company has just released a new pricing structure and you’ve got a lot of updates to make to your Products and Pricebooks in Salesforce, you just got off a marathon of phone calls with clients and have a lot of address changes to note, or maybe you’re a system admin working on your monthly data cleaning process. Whatever your scenario, if you’ve got to make a lot of changes to records in Salesforce, you better brew an extra pot of coffee, because you’ll have to wait for a lot of page loads to go into and out of every record. You may have learned this lesson already and just opt to export everything, make your changes in Excel, and import everything back into Salesforce later. But if you’ve got an amazing system like Salesforce, why should you have to use Excel to mass update your data!? There has to be an easier solution! And there is – it’s called GridBuddy by AppBuddy.

Managing related records in Salesforce takes too many clicks and page loads. Until now! With GridBuddy, you can manage your Salesforce data in single-page, report-like list views.

It’s seriously simple and super cool. One of our favorites. Watch the video below and check out GridBuddy today!

App of the Week – Capitalize on clean data with Auto Capitalize for Salesforce

App of the Week – Capitalize on clean data with Auto Capitalize for Salesforce

Auto Capitalize for Salesforce

As I’ve mentioned in the past, no one likes data migration. It’s slow, it’s frustrating, and it’ll turn your hair white. But much of the pain is descended from another frustrating area – data entry. When it’s done right, data entry can prove to be the sweet old grandparent who raised a flock of good records that turned out right even after they moved out. When it’s done wrong, it’s the evil stepmother bent on taking away your happy mail merges. Clean data makes everything to follow a lot easier. Capitalization is a frequent area of trouble in both data entry and migration. Incorrect capitalization looks bad on reports and in emails to clients, and is especially sloppy in mailings. And no matter how many times you tell your team to do it right, it always somehow winds up wrong. Don’t worry, there’s a brand new app for that! Auto Capitalize Your Data will keep everything neat and clean.

There are cases where Data Entry person enters data without taking care of capitalization of fields. e.g. Name fields should automatically be camel capital – Acme Solutions.

This tool allows to automate the capitalization once you define the rules.

Check out Auto Capitalize Your Data and make your data look clean today!

Tip of the Week – Taming the nightmare of data migration

Tip of the Week – Taming the nightmare of data migration

Data Migration

Data migration is a nightmare. There, I said it. It’s a nightmare for everyone. Big lists of data require scrubbing from the users who entered it, from management determining what is important and what can be tossed aside, and from your system administrator to ensure consistency. If you’ve been working with your old database for a long time, this process can take weeks or more. Turning years of jumbled data into a pristine list of records ready for import takes a lot of hard work. Can’t this process be any easier? How do you turn the nightmare into a manageable process?

I have bad news and I have good news. The bad news is that there’s no quick fix to data migration. I don’t have a magic wand to wave and make all the columns line up and duplicates disappear and state names all using standard USPS conventions. The good news, though, is that Excel is your friend. Using the sorting feature can help you break the data down into manageable chunks, VLookup (a personal favorite) can quickly replace values, and there’s a nifty tool that even lets you highlight duplicates. There are tons of tips and tricks that can help you clean up your data and the team at Cloud for Good has done a stellar job compiling some of the best ones. Check out their post Preparing for Your Data Import: Some Useful Excel Tips and Tricks. Happy scrubbing!

-Jared and the Salesforce Guys