by Henry Abenaim | 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
by Henry Abenaim | Jun 12, 2015 | Salesforce Tips
Your Salesforce org is awesome, your team is always updating records, your data is clean and orderly, and you couldn’t be happier. That’s great news! But let’s face it, sometimes mistakes are made. All it takes to wreak havoc on your awesome org is a hasty data import, a glitch in an otherwise flawless integration, or a new team member who maybe didn’t get the training time they deserved. You can’t make your team (or software) infallible, but you don’t need to lose sleep over it. Setting up a regular backup of your production data is simple and will let you sleep easy.
Scheduling a regular data export is a breeze. Simply go to Setup -> Data Management -> Data Export, and click Schedule Export. Pick your settings, choose a day each week when the export should happen, and click Save. You’ll get an email each week when your data is ready to download, and if that terrifying mistake is ever made, you can always get your data back to where it was no more than one week before. Now go setup your monthly backup and treat yourself to a peaceful nap.
-Jared and the Salesforce Guys
by Henry Abenaim | 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!
by Henry Abenaim | Nov 14, 2014 | Blog, Salesforce-Apps-AppExchange
If you’ve been reading our blog for a while, you know that there are ways to make Salesforce work with your electronic fax solution, most notably by sending faxes using simple Workflow Rules. This is a great first step to automating what used to be a frustrating and time-consuming process, but it can only take you so far. Presumably you’re going to get faxes back from your customers and you’ll have to process those, upload them to Salesforce, and link them to the correct record, wasting valuable time on what should be an easy process. Enter RS Fax with an awesome solution!
RS Fax is the first Salesforce App to integrate eFax, the most popular electronic fax solution with Salesforce to provide you basic sending and receiving of faxes from inside Salesforce to complete automation to send documents and receive them using barcode identification feature.
Don’t waste any more time. Check out RS Fax and integrate Salesforce with eFax today!
by Henry Abenaim | Apr 4, 2014 | Blog, Salesforce-Apps-AppExchange
If you’re an admin, or even a time-crunched developer, the idea of integration probably sets your head spinning. APIs are hard to master and getting two systems to talk to each other just right can be a nightmare. If you’re a clicker and not a coder, the farthest you probably thought you’d ever go with integration is setting up Salesforce-to-Salesforce. But what if I told you that you could integrate Salesforce Chatter with your Facebook page, Twitter, Instagram, your blog, Reddit, and more with just a couple clicks? You’d probably think I’ve had a few too many long nights chasing down a rogue null pointer exception. You’d be wrong. IFTTT has your back, and the possibilities are nearly endless!
IFTTT (If This Then That) is a service that lets you create powerful connections with one simple statement. Channels are the basic building blocks of IFTTT. Each Channel has its own Triggers and Actions. The this part of a Recipe is a Trigger. Some example Triggers are “I’m tagged in a photo on Facebook” or “I check in on Foursquare.” The that part of a Recipe is an Action. Some example Actions are “send me a text message” or “create a status message on Facebook.”
IFTTT is a free service. Sign up today and check it out! If you need some ideas for how to leverage IFTTT with Salesforce, Salesforce Hacker Adam Torman has a great write-up on his blog here.
