Tag Archives: Databases

The Quick & Easy Way to Manage Duplicates in Salesforce

If you’re a new Salesforce org, or one with a tight budget, make sure you know about duplicate record sets.

Duplicate record sets are a Salesforce feature/object that can detect duplicate records in your instance. They’ll appear as flags on individual records, and can also be included in reports.

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What to Know When You’re Implementing a New Tech System

If you’ve noticed I’ve been MIA the past 2 weeks…here’s the scoop.

I am neck-deep in a system migration right now, thanks to the shutdown of our online ticketing system. (If the phrase “Desk to Service Cloud” means anything to you, reach out. You’re likely a Salesforce admin doing the same thing, so we can commiserate together! 😅)

Anyways.

Any database manager will tell you that when it comes to implementing a new system, seamless-ness is next to godliness . If no one complains on launch day, then you knocked it out of the park. That’s my goal.

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Stay Out of Excel Hell: 7 Tips for Working with Spreadsheets

Anyone who regularly works with spreadsheets knows the anguish of screwing up said spreadsheets.

It usually goes like this. You’re powering through – filtering, sorting, formulating – until you notice that one row of data looks off. After frantically checking a few more rows, it hits you. Something went wrong in your manipulations, and now you need to start from scratch.

Maybe.

Spreadsheets are great, but they have also destroyed many a nonprofit worker’s day. Fortunately, we can do things to reduce the chance of this happening…and keep calm when it inevitably does.

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