Everyone loves data, I am sure of it… The key difference though, is most people in their right mind, simply wouldn’t admit it. Data is useful, particularly in this day and age, in what is now commonly referred to as the Information
Maintaining a clean Salesforce org, doesn’t need to be a battle. Recently, I was watching a great webinar by Kelly & Leanne entitled ‘Cut that Clutter‘. And it got me thinking about how the problems faced by a cluttered
Simple put, GDPR is inescapable for those dealing with individuals within the EU. In the last post we took a look at what GDPR is and how to start preparing for it. Additionally, within the next month we also have Spring ’18 release
There has been a lot of attention surrounding GDPR. But what is it? Why does it matter? How will GDPR affect your Salesforce? What responsibilities do you have as a Salesforce Administrator? And what can you do to prepare? So many
Data is such a big focus for anyone working with a CRM, Salesforce is no exception. Previously we looked at migrating data into Salesforce. But what happens when you need to remove data? Cleaning a Salesforce org can present a few challenges.
One struggle every Salesforce admin faces, is how to get users inputting the right data. Free form text fields with no format or structure to them. And then trying to report on these fields becomes a nightmare! So how do you then make sure your
So we are almost ready to go. In this data migration series, we have already looked at how to migrate data and some tools to help with the migration. But now for the fun part, I want to share with you some data migration tips to help make your
Everyone loves data! In my last post I shared with you was some thoughts on how to make sure a data migration goes smoothly. There is a treasure trove of tools out there that can help you with any Salesforce Data Migration (more than I can put
There comes a time in every administrator’s life, where you might have to migrate data into Salesforce. Why is that important? Data is the core of any CRM platform and has the power to become a blocker for your customers and/or internal users!
Data security, sharing rules, org-wide defaults, role hierarchies – are all parts of a bigger puzzle, which can feel like a maze sometimes. It isn’t a sexy topic by any stretch of the imagination, yet defining a robust data security