Phil's Salesforce Tip of the Week

Command Line Data Loader – Phil’s Salesforce Tip of the Week #450

Tip 1 – Command Line 

(2 words that can strike fear into ‘non-developers’) Thank you to our Lead Developer Simon for sharing a use of the Command Line that many probably do not know about…

“Did you know that DataLoader can be launched from the command line? Setup can be fiddly, but once working this can be a robust solution for getting data in and out of Salesforce. Run a command after exporting data from databases, run a scheduled job to ensure Salesforce data is ready for work, or leave a shortcut to a batch file on the desktop of a User who needs to import data occasionally. See this for more info”.

Here is some further information from the Data Loader guide

When running Data Loader in batch mode from the command line, several operations are supported. An operation represents the flow of data between Salesforce and an external data source, such as a CSV file or database. You can use the following operations. Enter values in the process.operation parameter in lowercase

Operation Description
extract Uses the Salesforce Object Query Language to export a set of records from Salesforce. The exported data is written to a data source. Soft-deleted records are not included.
extract all Uses SOQL to export a set of records from Salesforce, including existing and soft-deleted records. The exported data is written to a data source.
insert Loads data from a data source into Salesforce as new records.
update Loads data from a data source into Salesforce, and updates existing records with matching ID fields.
upsert Loads data from a data source into Salesforce. Existing records with a matching custom external ID field are updated. Records without matches are inserted as new records.
delete Loads data from a data source into Salesforce, and deletes existing records with matching ID fields. Deleted records are moved to the Recycle Bin.
hard delete Loads data from a data source into Salesforce, and deletes existing records with matching ID fields without first storing them in the Recycle Bin.

Tip 2 – Help when you can

I know there are a lot of important causes vying for our attention. We at Cloud Galacticos wanted to show our support for our friends and colleagues in India, but were unsure of how to do so. Just in case anyone is looking, we found the DEC a reliable and trustworthy place to donate.

Final Tip – Sign up

Remember if you have enjoyed this week’s tip then sign up for the weekly email, direct to your inbox here!

Phil's Salesforce Tip of the Week

NonProfit Summit and Developer Survey – Phil’s Salesforce Tip of the Week #436

NonProfit Summit

As NonProfit Dreamin comes to an end today, the next big NonProfit (virtual) event is now open for registration. It will kick off on April 21st in 4 different regional timeslots (and April 22nd in APAC). Register here. As well as speaker sessions and breakouts, there will be a special guesy Dr. Jane Goodall, UN Messenger of Peace, conservationist, and champion of human rights

 

Here is the full breakdown of times/dates:

  • United Kingdom: 1:00 – 4:30 p.m. BST / 13:00 – 16:30 BST
  • Europe: 2:00 – 5:30 p.m. CET / 14:00 – 17:30 CET
  • Americas: 8:00 a.m. – 2:00 p.m. PT / 08:00 – 14:00 PT
  • APAC: Thursday, April 22, 12 p.m. AEST

Share your thoughts

The annual Salesforce Developer Survey is now live, so you can share your feedback with Salesforce. Visit the survey here, and here are some highlights of the 2020 survey. The survey opens midnight on January 27, 2021 and closes at midnight Pacific Time on March 7, 2021

Are you ready?

As Salesforce releases get bigger and bigger, so do the release notes, and the release readiness webinars. Here is a link to them all for Spring ‘21, starting today with the Developer and Admin preview sessions. See below for the dates (I told you there was a lot!):

January 29
Developer Preview Live
Admin Preview Live

February 1
Sales Cloud
Tableau CRM

February 2
Service Cloud
Salesforce Field Service

February 3
Salesforce Flow
Work.com

February 4
Experience Cloud
Commerce Cloud

February 5
Marketing Cloud
Pardot

(Join in live and get your questions answered via social networks with the hashtag #salesforcelive. )
Phil's Salesforce Tip of the Week

#383 Kiwi Dreaming and Salesforce .Org

Kiwi Dreaming

Tip 1 – Kiwi Dreaming

The latest of the Dreamin’/Dreaming events has been announced, this time in Auckland New Zealand. The event is planned for 7th May, further info and pre-registration can be viewed here. I do love New Zealand!!

Pro Bono!

Tip 2 – Pro Bono

Thank you to Salesforce.Org for holding a great Non-Profit/Higher Ed event in Manchester this week. Some great resources including this link where .Org users can reach out for free help (and you can email direct at probono@salesforce.com).

fallbackcg

Bikes In Need – Pledge 1% Update

Bikes in Need is a social enterprise in York, UK, founded by one of our Project Managers, Emma Frost. As part of our Pledge 1% commitment we made a donation in 2019 to the Bikes in Need project to pay for 10 bikes, lights and locks to be given to people in need.

About Bikes in Need

I started Bikes in Need in 2016, donating our first bike to a refugee from Syria, and have been gifting bikes ever since

It is a life-changing event when a person in real need is given a bike. Now, they can travel for work, travel to appointments without using expensive public transport, travel to cheaper supermarkets / shops etc. Additionally, a bike also encourages exercise, is great for a person’s mental health, and widens the world available to them. When you have very little, a bike is freedom.

Bikes in Need has been gifting bikes to refugees, homeless people living in hostels and anyone who has a genuine need in the city of York. Every bike we donate was either donated or abandoned, and is given with lights and locks.

Cloud Galacticos Donation

The Cloud Galacticos donation of 10 bikes, lights and locks went to:

  • 2 pool bikes that are in use at a homeless hostel in York
  • A 17 year old boy living in supported housing
  • A female, a 17 year old boy and a 12 year old girl asylum seekers from Sri Lanka
  • A 15 year old girl living in care
  • A 16 year old boy and a female, both refugees from Syria
  • A 15 year old boy who was unaccompanied minor from Eritrea

The picture below is of the last bike, delivered to Miki from Eritrea. He completed an amazing feat to make it here and has such a tragic story, but he is so pleased to have his bike. We’ve been told by his foster carers that it has already had a hugely positive effect on his mental health.

Miki from Eritrea

If you would like to find out more about Bikes In Need please visit our website.

Phil's Salesforce Tip of the Week

#362 Mobile v Full Site, Non Profit Success Pack Trailhead and Book Recommendations

Mobile web or full site?

Tip 1 – Travelling with my new iPad Pro

My kids took ownership of my iPad some years ago, but now I have the new iPad Pro (and they are banned from this one!). While I was trying to set up the Friday blog, I realised I couldn’t do it because even if I logged in via the browser it showed me the mobile version rather than the full site. If you don’t remember how to switch, you will also appreciate this handy bit of info!

NPSP into Trailhead Playground
Non Profit Success Pack Trailhead Badge

Tip 2 – NPSP into Trailhead

We work with lots of Non-Profit organisations, and whether you end up using the Non Profit Success Pack or not it is useful to be able to play around with it. So this new Trailhead Project will help out.

Trailblazer!

Tip 3 – What an ‘actual’ book!?

Apparently this new book will be available from Amazon on 15th October, but what other Salesforce related books have you been reading? It’s time to start adding the reading list back into this Blog so we can all read some actual books (ok kindle if you insist…but I prefer the real version!). Send me your suggestions and favourites and i’ll share a post or 2 next month.

Phil's Salesforce Tip of the Week

Phil’s Salesforce Tips – A Special Week #150th Edition

To celebrate my 150th consecutive week, I reached out to fellow members of the Salesforce community, to ask what Tips they would like to share. And I am excited to share these with you all today! Here are 10 GuestBloggers, and a special 11th guest, who has influenced me over my years as a Salesforce blogger. Thank you to you all for contributing, and reading, here’s to another 150!

Tip #1 Sarah Burton (Clear Channel UK) – “Salesforce Administrator of 5 years experience but still learning every day”

It’s ok to say No*

Admins need to ensure that we question ideas and processes that we get asked to implement. There are 3 questions I ask – ‘What’s in it for the users?’, ‘Is it Simple?’ and ‘Does it stick to the original Vision?’

*as long as you back it up with a good reason!

Tip #2 Tracey Morris (Jisc) – “Awesome Admin for UK wide non-profit digital technology in education & research charity”

As a busy Admin I have to prioritise what I’m doing – be it training, support or development (or all 3 at once) – so having a process in place where users can make change requests without interrupting me is a no-brainer. The user is happy because they’re being listened to and I’m happy because I can look at their requests when it’s convenient for me.

Tip #3 Naveen Gabrani (Astrea IT Services) – “Salesforce architect responsible for mapping business problems on Salesforce”

Focus on actionables after Dreamforce. Keep a notebook or a smartphone handy at the event. As you attend a session or a keynote, or meet a vendor at the cloud expo, make a quick note of anything you like, a useful tip for the users, an app you need to try out, a technology you need to build expertise on. After you are back follow up on these items. Give a presentation to the management or the users on interesting things you learnt. To get best returns on the investment you have made at Dreamforce, the most important time is the month after the Dreamforce.

Tip #4 Laura Guenther (Apttus) – “Certified Admin at Apttus”

Be smart about solving problems – utilize the Success Community:
Browse the Success Community for Answers, if you can’t find exactly what you’re looking for, post your own question. More than likely, someone out there, somewhere, has had the same issue as you and has solved it. You will get a response in less time than it will take you to troubleshoot. Be sure to join groups to participate in discussions and gain access to additional resources. You’ll save yourself a lot of headaches and precious time.

Tip #5  Rachel Natik (Cloud 4 Good) – “Cloud Consultant at Cloud 4 Good, 3X Certified”

Try this free App called ‘List Browse‘. I haven’t come across another app that does this functionality. You can select records in a list view, click browse and you can go through them one by one (and edit them!).

Tip #6 Selina Suarez (New Leaders) – “2015 Awesome Admin Award Winner at the Salesforce World Tour, New York City”

When starting a new project, prior to formal Salesforce Requirements gathering, ideally your first conversations should revolve around business process and not technology. Take the time to find out what people actually do on a day to day basis. Observe and ask questions.  This is your opportunity to uncover opportunities to offer solutions perfectly matched to the client’s needs.

Tip #7 Simon Edwards (Color Consultancy) – “Playing around with all things Salesforce since 2006”

If you are like me, and end up with lots of similar long report names this little ‘undocumented feature’ will allow you to display the report name on 2 separate lines when viewing the report. Just add a colon (e.g. Accounts: Most Recent) to your report name! Many thanks to Scott Hemmeter for this great trick.

Tip #8 Randi Thompson (Apex Revenue Technologies) – “Solo Admin using Enterprise Sales & Service Clouds for 60 users”

I love the capability to create custom URL buttons. Even though Process Builder and Publisher Actions have made a lot strides, there are still many instances (especially on the Task object) where a custom URL button is invaluable.

Tip #9 Steve Williams (BigKite Consulting) – “Salesforce Admin gone Consulting”

When dealing with a request for a new email notification respond by asking your user what immediate action the email will trigger. If they cannot think of one they will likely be better served by a Report or Dashboard. That way you have saved then from having to delete an unnecessary email and provided a way for them to access the information when they are ready to do something with it.

Tip #10 Mike Arthur (RiverUsk) – “Certified Admin, Consultant, Developer in Edinburgh”

I recently had a situation where a Visualforce page was exactly what was needed to solve a requirement.  Except I had never written any code in Salesforce and Cobol wouldn’t cut it.  I had heard of Trailhead, Salesforce’s free, online learning resource, and it helped me learn the skills to build my page!  The topics range from basic to advanced, including ‘Reports and Dashboards’, ‘Chatter Basics’, ‘Data Security’, ‘Apex Triggers’, ‘Visualforce Basics’, ‘Change Management’ and many more. Modules typically take 20-30 minutes to complete. Head on over and get learning!

And finally, a bonus ‘Tip’ from Salesforce Admin Evangelist…THE ButtonClick Admin…Mike Gerholdt 

My advice for being a great Salesforce Admin- don’t  overindulge on tips and tricks. It’s like having cake for breakfast, sure it sounds good- and probably fixes your hunger problem- but it’s not sustainable. Great leaders, philosophers, and visionaries didn’t change the world on a trick they learned. They did it by mastering their craft, by learning habits, applying those habits, and sometimes failing. You can’t be afraid to try something new and fail. Failure is how we learn and how we grow. Don’t be afraid to do the work- it’s easy to just ask for help right away, but try a few solutions first, see what works, and go from there.

 

Thanks to our friends at Apttus !

Phil's Salesforce Tip of the Week

Phil’s 100th Salesforce Tip of the week

Phil’s Salesforce.com Tip of the Week

This week is my 100th ‘Tip of the Week’ post, and for week #100 I wanted to reach out to the Salesforce community for their thoughts and ideas on what their Tip of the Week would be. So here is a ‘longer than usual’ set of Tips from 11 special guests.

Everyone who has attended Dreamforce or the Salesforce1 World Tour knows that Peter Coffee starts off these events, and so to kick things off…

Tip #1 Peter Coffee (VP for Strategic Research, Salesforce.com) 

“Don’t let “the cloud” be positioned in people’s minds as “that which replaces everything else.” Rather, position cloud as the new nervous system: an added “innovation layer” that lets everything else, especially legacy systems of record, become more valuable. Make silo’d information more useful in more ways, without compromising security, and introduce mobility and collaboration as platform services rather than costly new projects. This makes cloud a win-win for every constituency in the organization.”

Tip #2 Mike Gerholdt (Salesforce Admin Evangelist, and Button Click Admin hero)

“Find and join a user group near you and make friends in social. It’s easy to feel like you are on an island, but there are a lot of incredibly helpful people at user groups and on Twitter, LinkedIn, etc. that like to solve problems. It’s a great way for you to see new features, and hear about problems that admins are solving, as well as helping others learn the platform.”

Tip #3 SteveMo (The legend of the Answers forum with over 33,000 Answers)

“The Pitfalls of Notes & Attachments – Notes&Attachments are like the Panda bear of SFDC (an Evolutionary Dead End) You can’t access them with an out of the box Report, Formula, Workflow, etc, they also can’t be uploaded via Salesforce1. A lot of SFDC Admins get rid of them and hide/remove the Notes&Attachments section from the page layouts and replace them with Custom Fields, Custom Objects, or use Chatter and Files instead.”

Tip #4 Bill Greenhaw (MVP and Sacramento User Group Leader)

“Going to Dreamforce ’14? You should take a look the wide range of DF14 specific Community Groups. There is even a Salesforce Success Community to help lose a few pounds or get a little more active before the huge event, join the DF ’14 Health and Weight Loss Challenge to challenge yourself and motivate others to get healthier leading up to Dreamforce.”

Tip #5 Eric Dreshfield (MVP and Southern Indiana User Group Leader)

“Tip for surviving your first Dreamforce – My number 1 tip for Dreamforce attendees is  NETWORK!! Talk to people, don’t be scared…talk to everyone you can. The person on your right when waiting in line to go into a session, the person sitting to your left once you get inside a session. When you go to breakfast or lunch (the one that’s included with your conference pass) pick a table with a few people and ask to join them…then introduce yourself. If you are shy, quiet or not very outgoing, take the high-tech approach to meeting people: hang out at the charging stations, or even at an outlet on a wall in the hallways with a surge strip to charge your tablet…share your power. One surge strip = five instant connections / friends!”

Tip #6 Jeff May (MVP, and top community contributor)

“How to troubleshoot a formula field formula:
Formula fields can sometimes be tricky.  Create a tabular report and add the formula field, as well as each of the fields referenced in your formula field.  You can create additional formula fields to specific values like #UserRole.Name.  Run the report to see which data combinations work, and which ones cause problems.”

Tip #7 Jen Nelson ( MVP and Chicago Suburban User Group Leader)

“My Tip is to let Admins know that they can add extra branding to their Salesforce.com Org by creating a Custom App that includes their own Company’s Logo. For further info take a look here ”

Tip #8 Caroline Renard (MVP, and Technology Interpreter for Arts Groups)

“The big news from the Salesforce Foundation is the release of the new version of the NonProfit Starter Pack. Any nonprofit/charity that signs up for a Salesforce trial from this week will get the new version, and existing customers can get details about upgrading from the Power of Us HUB. NPSP3 comes with lots of new features and fixes: there is a new Household Account model option, clever customizations around household naming and noting affiliations, and tools to manage seasonal addresses, amongst many other things. The installation process has been simplified, with one download now instead of six! My colleague Judi Sohn has more details here.”

Tip #9 Deepa Patel (MVP, and San Jose User Group Leader)

“Three tips for DF14. Invest is a good backup battery charger, wear comfortable shoes, sign up for HOTS!”

Tip #10 Jason Atwood (MVP, and Podcaster)

“My tip is an old school configuration one, which is to standardize the page layouts for all objects so that certain fields are in the same sections and locations. For example, while Salesforce sometimes puts “System Information” in its own section at the bottom of a page, when I customize an org I do this on every page layout on every object. The reason is that studies have shown that good user interface design includes consistent placement of the same functions, as the brain actually memorizes the hand eye coordination from tasks to task. So, putting this into practice in SFDC helps lower the learning curve, increase adoption and cut down on support calls.”

Tip #11 And last but not least, a word from Parker Harris – Salesforce.com Co-Founder 

“Make sure to take advantage of our IdeaExchange. We started the IdeaExchange to create a community where customers can suggest new product features and connect with product managers, developers, partners, other users and admins. Our team monitors the site and keeps the community updated on which ideas have been chosen and when they’ll arrive. You have a voice and we want to hear it. Visit ideas.salesforce.com and let us know what you think!”

Thank you

A huge thank you to everyone who reads my blog, you keep me motivated to dig for news, and to try new Apps and Salesforce functionality!
And massive thanks to all my Guest Bloggers this week, it is amazing that this community will pull together for each other, you guys are all officially #AWESOME!