The Data Import Wizard is a Salesforce tool that allows you to easily import data from external sources into your Salesforce org. It is accessible from the Setup menu in Salesforce. In this article, I will demonstrate how to use the Data Import Wizard to import data in Salesforce. I have a CSV file with … Read more
Salesforce Data Loader is a desktop client application that allows users to insert, update, delete, and export large amounts of data in Salesforce. It is a free tool provided by Salesforce and can be used by any Salesforce user with appropriate permissions. In this article, I will demonstrate how to use Data Loader to import … Read more
Salesforce Data Loader is a tool that allows users to import, export, and delete data in Salesforce. It can be installed on your computer and can be used to perform bulk data operations. With Data Loader, users can extract data from Salesforce, manipulate it in a third-party application, and then load the modified data back … Read more
Workbench is an online tool for managing Salesforce data that allows you to easily import data from external sources into your Salesforce org. It is a web-based tool available for use at no cost. In this article, I will demonstrate how to use Workbench to import data in Salesforce. I have a CSV file with … Read more
When Salesforce professionals talk about “clicks not code”, they are referring to the idea that users can configure and customize Salesforce without writing any code. This means that users can use Salesforce’s point-and-click tools to create custom fields, workflows, reports, and dashboards, among other features, without having to write any code. What is ‘Click Not … Read more
Salesforce buttons are an effective way to enable users to get from a place inside Salesforce to another place in Salesforce, or to an external location. Though buttons can be used to take the end user to a URL of your choice, Visualforce element, or OnClick javascript – URL buttons are the most common use … Read more
If you want to create a new Salesforce List there are two main ways you can accomplish this. You can clone an existing list, if there is a list that already exists that you could easily adjust slightly to meet your needs. Or you can create a new salesforce list from scratch which will start … Read more
Data Loader makes it quick and easy to export data directly from Salesforce, without needing to navigate reports or exports from inside the Salesforce platform. To export data from Salesforce with Data Loader you will need to have Data Loader installed on your computer. When exporting data with Data Loader, Data Loader provides you with … Read more
As a Salesforce Administrator, I was faced with the need to provide end users with the ability to edit certain fields on an Object. On the one hand, it was very simple. They had the permissions and access to navigate to the Object that needed updating, find the fields that needed updating, edit the fields, … Read more
If you have added a new field to a Salesforce Object and then tried to create or edit a Report to include that field, you may not have been able to find it in the list of available fields. If so, read the simple steps below where I demonstrate how to get a new Salesforce … Read more