Salesforce Data Migration - The Road Ahead....

Several times in your career you will face a situation wherein you will require to merge data of two salesforce org. Reasons could be any. However a clear plan on the course of action can save you from lots of future hassles and a successful implementation.

The first thing you can do is contact salesforce.com or your preferred consultant for a health check and analysis. You will also have to check to merge which org into which, for eg: which org has more user adoption, so all these analysis will help you in your strategy. Your company officials might push you for a speedy execution but you will have to explain them the pros and cons of an incorrect merger.

There are lots of things to consider Record types, Fields mapping, workflows, naming convention, duplicates etc.

Just being and Admin and having all the technical knowledge of Salesforce wouldn't suffice, you will have to talk to your employees, the actual salesforce users as their inputs will play a crucial role.

Consider some apps from Salesforce for data duplication prevention, an app may be to outline a flowchart or a project management app to give you clarity on the process. Plan this whole implementation in a project management software with clear milestones.

There can be other problems as handling CSV, Validation Rules, Salesforce system fields, which edition is in place? , API Limits etc

     Mind It : Data Integrity is very very Important!!!!!!!!!!!!!!!!!!!!!

Creating Dynamic Reports in Salesforce

I recently had a requirement where you need to call a report from a custom button and that report should show only those contacts which are related to that account on which Button is Clicked.

Its very easy to do actually once you know that it can be done. I created a custom button and passed in the Report Id but I wanted to be dynamic so I applied a Filter on Report where AccountId = Null or you can leave AccountId = "".

Now in custom button I gave merge field where ID of Report?Pv0 = {!Account.Id}. For eg: lets say the Report Id which we can copy from url is 00O30000005uGHT then we writte in the Button Code :

00O30000005uGHT?pv0={!Account.Id}

 

This PV0 is actually the Id of field Account Id used in Report. So now when you click this button, it will call the pre configured report with Account Name and Contact Name where a Filter has been applied of AccountId = null. So when we call this report it passes the AccountId and we see only that Account with its Contacts on Report. 

I will not attach the complete Screenshots just to let you try this on your own first. All The Best :)

Worlds No 1 in Cloud

Salesforce.com is a cloud computing and social enterprise software-as-a-service (SaaS) provider based in San Francisco. It was founded in March 1999, in part by former Oracle executive Marc Benioff.

Of its cloud platforms and applications, the company is best known for its Salesforce customer relationship management (CRM) product, which is composed of Sales Cloud, Service Cloud, Marketing Cloud, Force.com, Chatter and Work.com.  Sales Cloud manages contact information and integrates social media and real-time customer collaboration through Chatter. Service Cloud includes a call center-like case tracking feature and a social networking plug-in for conversation and analytics. Marketing Cloud offers Radian6, a social media monitoring and marketing application. Force.com, the company's platform-as-a-service (PaaS) product, allows software developers to create Salesforce.com add-on applications. Work.com offers Rypple, a social human resource (HR) performance management platform.

In addition to its products and platforms, Salesforce.com created AppExchange, a custom application building and sharing platform. The company also has consulting, deployment and training services.

Salesforce has also bought Heroku a Polyglot Platform for a huge amount. The best part about Salesforce is that it provides free developer Account and hence Salesforce Developers are increasing Day by Day.

So all those techies out there switch to Salesforce to survive in the Future.