SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
The number one question I hear when dealing with clients who want to add new data to Salesforce is, “How can I make sure I’m creating duplicate records?” There isn’t a perfect solution to the problem, but there is a pretty darn good one. Check out DemandTools.
Whether you’re migrating from another database, or finally moving away from multiple spreadsheets to manage your data, there are a few principles you want to keep in mind, and some tools you can use in Excel or another spreadsheet program to achieve them. If your data has a separate Last Name column, and you have a single column in which couples’ names are together, you’ll want to separate them. Here is how.
A few months ago I spent some time reflecting on the projects we have done over the last few years migrating our nonprofit clients to
