Best Practices

Moving House: Steps for a Successful Data Migration

It doesn't matter if8ixn547AT you have 100 records or 1 million records, the data import phase of a project can seem like a daunting task. It's kind of like moving a 5 bedroom house. There’s extracting the data from your old system, or gathering it from various places it may live. There’s prepping it for import by removing duplicates and making sure that email and phone number fields are formatted properly. And let's not forget figuring out what pieces of data you actually want to bring over into the new system. Once these steps are completed, along comes the biggest piece - actually importing the data. This is either done by someone within your organization or by an outside consultant. A variety of tools are used, some magic is performed and then you have a new system with data that looks familiar to you.

Gold TOP five. Computer generated image.

Top 5 Things to Prepare Before You Reach Out to a Salesforce Consulting Firm

There are some key items that need to be discussed during that first phone call to a consulting firm. It is encouraged you to prepare for these prior to that initial call, These key elements will allow a firm to make that first call incredibly productive and will help provide an overview of how efficiently Salesforce can be brought into your organization!

data dive

Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

Does the thought of migrating data make you want to run screaming? Is your organization using the NonProfit Starter Pack (NPSP)? Do you have data you need to migrate into Salesforce? Fear not System Administrator, the fabulous team over at the Salesforce Foundation has created a tool to help, the NPSP Data Importer tool. This tool is designed to allow you to migrate Contacts, Accounts and Opportunities to the NPSP. Let’s take a deep dive in to see how the tool works.

Diversity at Dreamforce – A Promising Start, But Challenges Remain

Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties. One of the highlights of this year’s conference was a focus on women in the technology industry, capping a major effort within Salesforce itself to recognize the company can do better to ensure more parity between the genders in terms of pay, promotion and overall job satisfaction. Similar efforts are underway in different parts of the technology sector, and within the Salesforce ecosystem as well (the Girly-Geeks, now known as Women in Tech, and Girl Force being two good examples of the latter). These efforts are definitely praiseworthy and in need of all of our support. There is another area of diversity, however, that also needs focus from all of us, on a global basis, and that is racial diversity.


Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record when those records are in a master-detail relationship. Want to see how many gifts a corporate partner has given in the last three years? Rollup summary! Want to see how many campaign members there are in a campaign? Rollup summary! Want to see how many times a Contact has been a part of a Campaign? Want to roll that information up to the Account level? Standard rollup summaries aren’t going to do you any good here. They depend on having master-detail relationships between objects, and those objects have lookup relationships instead. Uh-oh. Andrew Fawcett, CTO of FinancialForce.com, Salesforce MVP, and all-around superhero, created a fantastic package to handle situations just like these. Allow me to introduce you to the Declarative Lookup Rollup Summary Tool.

A Recap of Dreamforce 2015 – Day 1

Day one is coming to a wrap here at Dreamforce 2015, and what a day it has been! Many (including the Cloud for Good team) were up bright and early to try and beat the registration lines at 7 am, and sessions started quickly after with the first beginning at 8:00 am. Get our thoughts on the beginning of the best technology conference!