What are Tags? Tags are words you can associate to records in Salesforce to facilitate search and categorization. Some people think of them as ticklers or “keywords” (a common feature in many SQL based CRMs). They allow Users to find records not by a particular field, but by a word or group of words. Tags…
There is always a client that pushes you to find solutions to problems you didn’t know existed. In this particular instance I had a customer that didn’t like the fact that Email Templates sent from Salesforce came across in email clients as fairly “skinny.” The body of the email was 550 pixels wide. With a…
Continuing our little blog series on how to learn the basics of the Salesforce Data Loader, let’s look at how to overwrite a field that currently has a value and insert a blank or null value. Or, said differently, we’re going to delete the value of a single field using the Data Loader on a…
In the life of being a Salesforce Administrator you’re going to need to recover and restore records that have been deleted – either by a User, yourself or another administrator. Deleted records go to your Recycle Bin. If you need to undelete a handful, it’s probably easy enough to do it manually from the Recycle…
Continuing our little series on Data Loader basics, let’s look at deleting records. The use cases are many. Maybe you performed an import incorrectly that you need to blow out, or free up some storage space in your org by purging some old junk records. You have the option of using the Mass Delete wizard…
I had someone hit our website the other day asking for “Cheap Salesforce Training Options.” Hmmm, that’s a curious request. After a quick email exchange I got a better handle on what “RJ” was looking for – training resources to become a Certified Salesforce Administrator without shelling out the $3,750 for the 5-day course from…
As we’ve covered in a previous blog post, the native mass transfer wizards for reassigning records to different users have their limitations. Changing record ownership is probably one of the more straightforward and simple tasks an Administrator can do using the Data Loader. Let’s take a look. Let’s assume you have a couple thousand Leads…
Inevitably as a Salesforce Administrator, you’ll be faced with the task of reassigning ownership of records in Salesforce. Typical use cases that force this to happen are: Turnover (or hopefully growth!) at your company Territory realignment or new markets added An acquisition or reorganization Further segmentation or consolidation of duties People get promoted to new…
As I’ve blogged before in my series about configuring Salesforce for usability, Image Formula Fields can be just the thing to make something pop on a page layout and let a user know at a glance if everything is looking good or if there is work to be done. Some of the images I use often…
Views are available on all tabs (e.g. Leads, Accounts, Contacts, Opportunities, Cases, etc) and are a great usability feature. They allow a user to apply a filter on that Tab to see a subset of records. For example, you can create a View to see: All “Open” Leads, created in the last 90 days, that…