For Administrators

  • done and dusted
    August 2, 2016

    Done and Dusted: 5 Things About Data Cleaning You Probably Didn’t Know

    One of the most important parts about a migration into Salesforce is getting legacy data into the system. Unfortunately, this process can become one of the lengthiest and most dangerous parts of an implementation. The reason for this is generally that an implementation specialist has to become intimately aware of the many corners of the l

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  • dataloader tools_OpFocus
    July 26, 2016

    Comparing 5 Salesforce Data Loader Tools

    Welcome back!  This is the second blog in an evolving series around Salesforce.com data loader tools. In case you missed it, please checkout my first blog "5 Best Practices for Salesforce.com Apex Data Loader". Salesforce data-loading tools have been around for a while and there’s a lot to chose from these days. How do you make

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  • breakup
    July 1, 2016

    Breaking up with TLS 1.0, and How to Handle it

    In order to maintain security standards, Salesforce will be breaking up with (i.e. disabling) the TLS 1.0 encryption protocol from being used, and will only allow TLS 1.1 and/or 1.2. Any experienced admin knows that it’s best to review your system earlier rather than later and, while this change won't be official until 2017, it’s recommen

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  • December 3, 2015

    3 Steps to Master XML Migrations

    Every once in a while, a non-standard data migration can come down the pipeline and absorb a few days work. If this has happened to you, you know how crucial formatting and primary keys are a successful migration. Recently, my team and I tackled an XML file migration that was not only large, but lacked primary keys to link up each of the s

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  • November 24, 2015

    5 Best Practices for Salesforce.com Apex Data Loader

    The Salesforce.com Apex Data Loader is one of the more powerful tools to interface with the Salesforce.com platform. In the right hands it makes our jobs easier and quicker. In the wrong hands it can have major consequences—severely impacting data quality and potentially damaging brand reputation. If your company uses Data Loader on a r

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  • November 17, 2015

    Getting Started with Salesforce Data Deduplication

    Ask any System Administrator: data maintenance is one of their biggest ongoing challenges to manage. How do you maintain data quality for thousands of records on a monthly, daily and hourly basis? The answer: use business rules, best practices and to help win the war against duplicate data. Below are 3 ways to get started with data dedup

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  • June 1, 2015

    Salesforce Duplicate Management Has Arrived

    The long awaited release of Salesforce Duplicate Management arrived with the Spring ’15 release. Users will no longer have to download an app from the app exchange to prevent users from creating duplicates in the system. Below is a basic idea of how the new feature works and some gotcha’s. How to Set up Duplicate Management 1) Create

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  • May 11, 2015

    “Corrupt” import file for your Salesforce Data Load?

    If you have ever gotten a CSV file to import from someone, then you've probably run into issues with “corrupt” files. Either you have “gibberish” characters in the data, or the file won’t load at all. And you probably have had to fix the data by importing and exporting it with various tools, or doing mass find-and-replace exerc

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  • Demystifying SeeAllData in Unit Tests
    April 7, 2015

    Demystifying SeeAllData in Unit Tests

    Writing Unit Tests is a responsibility we as developers should not take lightly. It is our duty to not only ensure pure code coverage, but also to ensure that our code does what we intend it to do! One way of making sure our unit tests are solid and reproducible is by not relying on data in an organization. This gets you into trouble – we’

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  • Where Did My Salesforce Activities Go?
    July 30, 2014

    Where Did My Salesforce Activities Go?

    Did you know: Salesforce automatically "archives" Tasks after 365 days? I recently encountered this phenomenon a few weeks ago when a client asked me to help reduce the number of Tasks in their instance to comply with Salesforce Data Storage limits. Setup > Data Management > Storage Usage was telling me there were over 2 million Tasks

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