Importing Attachments Using the Data Loader

One of a good and detailed blog on how you can mass import attachments using apex data loader to a Salesforce org.

https://www.shellblack.com/administration/import-attachments-using-the-data-loader/

Hope you guys find it helpful.

Conti: Drive your Team Productivity in salesforce through utility Mobile App

Continuing with my previous post about utility app which can help to increase the sales team productivity.

I found these two amazing apps, that are more flexible and can make the team more productive and efficient. These apps are again very easy to install and simple to use just like “Call Utils” app. Though “Call Utils” only works on contact level but these two below ones will work on both leads & contacts. Few details about these apps:

  1. Liid for CRM:With LiiD you can:
    • Automatically log calls and emails to Salesforce or Microsoft Dynamics CRM
    • Activate Caller ID for iOS and Android and identify who is calling
    • Execute daily tasks promptly with the built-in personal sales assistant
    • Save your meetings and add notes by speech-to-text
    • Scan business cards and instantly update client information
  2. ONDiGO:
    • Automatically save your calls, emails, and meetings to Salesforce or Microsoft Dynamics CRM
    • Automatically creates new CRM contacts & leads based on your email & calendar activity
    • Pipeline Reporting
    • Customer Sentiment/anomaly alerts

“Note that the above apps are paid apps. They give you 10-30 days free trials to play around and gain knowledge of the various functions.”

Drive your Team Productivity in salesforce through “Call Utils” Mobile App

Hi Guys –

This is my first blog after a long gap and today I will be talking about an interesting mobile app that I found while reviewing some apps for my sales team. This fantastic app created by Radek Baxa is very handy to log your calls in SFDC directly from your mobile.

The app name is “Call Utils“. Download Links are below:

  1. Appexchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EJH8WUAX
  2. Google Play: https://play.google.com/store/apps/details?id=com.callutils4sf.free&hl=en

This android application, if connected to the Salesforce API  automatically log your calls as a task in the activity history section directly from mobile in SFDC. You can get the details by following the above link.

Note that – There are two version of it. Above one is the free which only logs your calls. Other one is Pro has advanced features like Call recording and Speech to text API support.

Hope you will find this app very helpful in driving the productivity of your team.

 

Real Force Explorer – Salesforce Schema Explorer

Recently, I was looking for some application which can help me to explore and export the salesforce schema details. Found this awesome tool, “Real Force Explorer”.  A very nice tool to explore your salesforce metadata and relationships. You can also execute SQL queries to view data. But this is not all – in fact there are lot more features that you can explore with this amazing tool.  Follow the below links to download and for more information about the features:

https://bitbucket.org/realforceexplorer/real-force-explorer/wiki/Home

https://wordpress.com/read/post/id/54161085/33

Hope you like it!

FileExporter

FileExporter is a free utility which the enables the Salesforce administrator to export documents (Attachments, Content or Documents) in their original formats (pdf, xls, doc, jpg, etc) at any time, on demand.

After downloading it from appexchange and extracting the contents on your local drive. You simply have to double click “+FileExporter” file to open the application in a command line.

Snapshot:

FileExporter

Requirements to use this utility:

  1. Windows XP and above
  2. Apex Data Loader 17
  3. You must have “API Enabled” on your salesforce user account.

Detailed information: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003Iz0jEAC

How it works?: Follow this link (post by Bulkified)

Default “Send Notification Email” to true on Activities

Some time back I was working on a simple request where my user asked me create some tasks for few users.  This was a very simple request but when I was done creating these tasks through data loader.  My user requested for an additional requirement.  She wanted to send the email notification to inform the users that they have been assigned a task(s).  Now this was a bit challenge for me at the first time as tasks were already created in SFDC and as of now we cannot send mass notification on activities to users when already created in SFDC.

But then I remembered, one trick (actually not a trick but a salesforce setting) that did the work.

With the help of this option one can change the default setting for the Send Notification Email checkbox for Tasks.  This option is known as “Make this the default setting.”.  This default setting will apply to all Task creation/edit pages under all objects and related lists throughout the application, and can be changed back the next time a non-default value is selected.  For example, if you select “false” as the default, the next time you select “true” for the checkbox, you should be prompted with the “make this default setting” option again to make the “true” value the default if desired.

To activate it, one can follow the below steps:

  1. Go to the Home Tab (OR you can open any existing tasks and Click “Edit”, skip step 2 and start with step 3)
  2. Click the New button under My Tasks.
  3. Click the “Send Notification Email” checkbox to either add or remove the check.
  4. Click on the “Make this the default setting.” checkbox, that appears under “Send Notification Email“, to insert a check.
  5. Save Task

check

Now, when you edit/create any task OR Mass Edit/Insert activities (Tasks), email notification will be send to the owner of that task(s).

Note that: In case you don’t want to send email notifications on the tasks any more, just follow the steps above and Uncheck “Send Notification Email“,  and then click on “Make this the default setting.” checkbox. This will make sure the “Send Notification Email” is unchecked by default and users are not receiving any email notifications anymore.

New Picture

NOTE: This default setting will apply to all Task creation/edit pages for all objects and related lists throughout the salesforce instance, but can be changed back the next time a non-default value is selected.  For example, if you select “false” as the default, the next time you select “true” for the checkbox, you should be prompted with the “make this default setting” option again to make the “true” value the default if desired.

Enjoy!!

Salesforce Applications – increase your productivity!!!

Hello Everyone, today I’m listing few salesforce applications that I normally used in my day-to-day work. (Note that: these applications are available on Salesforce marketplace – Appexchange.  I don’t personally promote them.  I’m just another happy user who is using these to increase his work efficiency :-))

  1. Field Dependency Finder ( https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5ekWEAR ) My personal favourite – this application will help you to check the dependencies of the custom field(s)
  1. Metadata Glimpser: Org to Org Metadata Viewer: ( https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5HSYEA3 ) With the help of Metadata Glimpser, you can easily see the differences between two salesforce orgs including apex classes, trigger, vf pages etc.
  1. Perm Comparator: (https://perm-comparator.herokuapp.com/ ) Another great tool and favourite of mine – This tool (By John Brock) provides a graphical interface for comparing users, profiles, and permission sets. Just sign in with your production org or sand sandbox org credentials and start comparisons. Superb way to check redundant permissions.
  1. User Field History Tracking: ( https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4Dz0EAF ) Another favorite of mine – With this application I can easily track field history on user object.
  1. Synoptic View: ( https://appexchange.salesforce.com/listingDetail?listingId=a0N30000007pryBEAQ ) With Synoptic View – one can get a graphical view of account hierarchy and contact org chart.
  1. Object Converter-3.0: ( https://appexchange.salesforce.com/apex/listingDetail?listingId=a0N30000003JeOiEAK ) You can convert any standard or custom object to one or more standard or custom objects with a single click of button or link using Object Converter.
  1. Layout Page: ( https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wZkUEAU ) Another great one!!! You can easily convert any salesforce page layout whether a standard or custom into a Visualforce page in just three steps.

Hope these applications help you guys to manage your salesforce in a better way, just the way they have helped me.