Free App – Phil’s Salesforce Tip of the Week #484

Phil's Salesforce Tip of the Week

Welcome to my Salesforce Tip of the Week #484


Tip 1 – Free App of the Week

Free App

Thanks Rhiannon for this review of the Free Salesforce Labs app called ‘CSV2’:

“This is an ideal alternative for data import and data loader if you are importing to a single object and don’t require advanced field mapping.

So long as the CSV has the field API names specified as the column headers you can drag and drop, and new records are created. Get the name wrong and an error message will briefly appear as a ‘toast’ popup. As an admin you can lock down to which objects items can be uploaded. The only limits are 10k records or a CSV file size of 2.5MB.

Beware – this doesn’t operate as an upsert, so you run the risk of duplicate records if this is not used properly, and the ‘drop files here’ space is on the small side.”


Tip 2 – Reading List

This is definitely not a ‘productivity book’, not a ‘how to do more stuff in less time’ book… It is a great read though! How should we spend our ‘approx 4000 weeks’ on this earth in the best way possible. Advice we all need, right? Take a look here. 


Tip 3 – Happy New Year!

Whatever you get up, I hope you have a safe an enjoyable NYE, and here is to an even safer New Year. Hold on, I feel I said that last year…

OK 2022 will be the good one! Happy New Year!

Final Tip Of The Week – Sign Up

Remember if you have enjoyed this Tip of the Week then sign up for the weekly Friday email, direct to your inbox here. And feel free to get in touch if you have any ideas for future Salesforce tips!

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