5 Salesforce Settings to Configure Before a Data Migration Part 1 – Audit Fields
DATA MIGRATION & FLOW TUTORIALS 5 Salesforce Settings to Configure Before a Data Migration Part 1 – Audit Fields Salesforce Data Loading Data Migration March 26, 2024 Email Facebook LinkedIn Before you kick off your next data migration into Salesforce, there are 5 settings I always configure […]
How to Identify and Eliminate Duplicate Salesforce Data
DATA MIGRATION & FLOW TUTORIALS How to Identify and Eliminate Duplicate Salesforce Data Salesforce Data Loading Data Migration March 19, 2024 Email Facebook LinkedIn Whether you’re a Salesforce veteran or a newbie, there’s one challenge we’ve all faced: duplicate data. Not only can duplicates lead to inefficiencies […]
What is a Salesforce Data Migration?
DATA MIGRATION & FLOW TUTORIALS What is a Salesforce Data Migration? Salesforce Data Loading March 13, 2024 Email Facebook LinkedIn What is Salesforce Data Migration? Salesforce data migration is the process of moving data from one or more source systems into Salesforce. Ok! The question is answered, so we’re […]
Turn Off Salesforce Automation with an Easy Switch
DATA MIGRATION & FLOW TUTORIALS Turn Off Salesforce Automation with an Easy Switch Salesforce Data Loading How-to July 19, 2022 Email Facebook LinkedIn Are you a system administrator who needs to easily switch off automation for only you so that you can run data loads during business hours? Create […]
How to Locate Salesforce Object Record Type IDs
DATA MIGRATION & FLOW TUTORIALS How to Locate Salesforce Object Record Type IDs Salesforce Data Loader How-to May 18, 2022 Email Facebook LinkedIn 2 quick ways to locate a Salesforce object’s 18 digit record type IDs. Option 1: Manual copy/paste Option 2: Export a list of record types using Data Loader […]
Create Rollups on Lookup Records With a Flow and a Free App
DATA MIGRATION & FLOW TUTORIALS Create Rollups on Lookup Records With a Flow and a Free App Salesforce Flow July 5, 2022 Email Facebook LinkedIn Wouldn’t it be nice if Salesforce gave us the ability to create roll ups on records related by lookup? Why do master detail relationships get to have all […]
Salesforce Free Trial and Developer Org Sign Up Links
DATA MIGRATION & FLOW TUTORIALS Salesforce Free Trial and Developer Org Sign Up Links Salesforce July 5, 2022 Email Facebook LinkedIn When a new or prospective customer wants to try out Salesforce, they can choose an industry-specific template that comes with sample data. These are called “trial orgs” because they’re intended to be converted into […]
Super Easy Find and Replace for Salesforce Data Prep
DATA MIGRATION & FLOW TUTORIALS Super Easy Find and Replace for Salesforce Data Prep Data Loading Salesforce July 17, 2022 Email Facebook LinkedIn Use this quick Excel hack to speed up data prep. My real-world use case: client has 2 multi-select picklist fields that are being combined, then the values are being replaced […]
How to Use the Assignment Rule Setting in Salesforce Data Loader
DATA MIGRATION & FLOW TUTORIALS How to Use The Assignment Rule Setting in Salesforce Data Loader Data Loading Salesforce How-to Apr 27, 2022 Email Facebook LinkedIn Use the “Assignment Rule” setting in Data Loader to set the lead or case record owner on insert, update and upsert loads. Important! The assignment rule will […]
Get the Most from Data Loader’s “Batch Size” Setting
DATA MIGRATION & FLOW TUTORIALS Get the Most from Data Loader’s “Batch Size” Setting Data Loading Salesforce How-to Apr 10, 2022 Email Facebook LinkedIn What is the batch size setting in data loader? How can you use it to most effectively and efficiently load data? So many data loader settings, so little […]