Dedupe.io is an open-source Python library designed to help with finding fuzzy matches among large datasets. This type of library can be a godsend to any Salesforce admin or developer who is dealing with a large number of records and trying to dedupe them. The cool thing about dedupe.io is that while it utilizes machine … Continue reading Dedupe.io and Salesforce
Admin Life
How To: Get a full list of ListViews
ListViews are probably one of the most ubiquitous forms of losing track of what you have already made in Salesforce. I cannot tell you the number of times I have tried looking through ListViews on an object to see if the desired outcome had already been created. In other instances, ListViews can seem to come … Continue reading How To: Get a full list of ListViews
Using PostgreSQL to Dedupe Salesforce Records
Have you ever looked at the accounts or contacts in Salesforce and said to yourself, "there are so many duplicates to clean up"? Duplicate rules have only been native to Salesforce since sometime in 2015 and that means there is a good chance that you have some unclean data in your system. Salesforce does provide … Continue reading Using PostgreSQL to Dedupe Salesforce Records
Trailmixes
Not that long ago, Salesforce Trailhead released Trailmixes, a wonderful addition to the Trailhead setup! Trailmixes allows you to create customized trails based on your needs and requirements. When I think of Trailmixes, with it now being available for many months, I think of it two-fold. The first is the ability to create customized plans … Continue reading Trailmixes
Happy Holidays!
To close the year off I wanted to call out the top 3 posts from 2016 and let you know that I will be taking a few weeks off, but will be back in January! Passing Salesforce CPQ + Study Guide How I became a Certified Salesforce Admin Mass Report Mover I hope you have … Continue reading Happy Holidays!
Kickstart your Lightning Experience with the Lightning Accelerator
The Lightning Experience Accelerator is one of the many accelerators offered by Salesforce. This particular one is designed for any company looking to get started using Lightning within their organization. It is quite ideal especially for those who have had limited Lightning exposure or knowledge. The Accelerator follows a similar pattern to many of the … Continue reading Kickstart your Lightning Experience with the Lightning Accelerator
Review: Apex Academy Part 2
I am finally back with part 2 of my review of David Liu's Apex Academy. I had to take some time off before completing it due to other Salesforce items becoming a higher priority on my to-do list (see What I learned merging 2 Instances if you would like to know more). The second course is … Continue reading Review: Apex Academy Part 2
What I learned from merging SFDC Orgs
I recently took on a project to merge a foreign separate instance of Salesforce into our main instance of Salesforce. The timeline was extremely tight and short, with very little wiggle room - I am talking about 4 weeks from when the instance would be shutting down for good. The first step of getting our … Continue reading What I learned from merging SFDC Orgs
Mass Report Mover
Have you ever needed to be able to move hundreds, if not thousands of reports in Salesforce? Well, I recently needed to move over 10K reports and since Salesforce has not provided a solution for this yet, I came up with a tool that allows such movement. Business Case I was recently inspecting one of … Continue reading Mass Report Mover
Trailhead Tracker
This post is a long time coming and I don't mean because I am 2 months behind the release (plus some additional time due to Trailhead Tracker being buggy). Back when I started as an admin I was tasked with figuring out how to provide a Salesforce 101 training to my end users. I was … Continue reading Trailhead Tracker
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