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Easily add records to Salesforce with Dataloader.io

Easily add records to Salesforce with Dataloader.io

  • June 18, 2015
  • Automation
  • 0 Comments

At 1771 Co in Minneapolis, we’re partial to a Salesforce dataloader known as dataloader.io.  Although they have an Enterprise version for a monthly fee, you can get the bulk of their functionality for free – and it beats the normal…

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Track number of views on a Salesforce record

  • May 29, 2015
  • Apex
  • 0 Comments

Recently, one of our Minneapolis Salesforce clients had the requirement to track how “popular” records were by looking at how many times users had accessed them via the Web UI.  At first we thought this might not be possible, especially…

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How to add your Logo to a Salesforce Community

  • May 28, 2015
  • Implementation
  • 0 Comments

When I was first asked to add a logo to a Salesforce community, I thought the task would probably take around an hour based on how easy it is to add a logo to the native Salesforce web interface. I…

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Why Personalized Salesforce Training can be Invaluable

  • May 27, 2015
  • Uncategorized
  • 0 Comments

Most users never learn the small details of the Salesforce environment. They are shown how to navigate and add details by another employee who wasn’t trained in either. This isn’t quite as bad as the phrase “the blind leading the…

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Keeping your Salesforce Environment Clean

  • May 26, 2015
  • Automation
  • 0 Comments

Although it seems to be a ubiquitous idea, keeping your Salesforce environment clean can be a lot more challenging than it sounds. Now, this post is focused on the configuration and development side of Salesforce, not data cleansing (that post…

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The Minneapolis Salesforce Market is Hot

  • May 22, 2015
  • Company News
  • 0 Comments

It seems like anywhere you do business in Minnesota these days, someone is using Salesforce. From the startups at Beta.mn, to the Fortune 500 companies that call Minneapolis home, to the one-man shop down the block. Salesforce is becoming a…

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The Top Five Live Chat Agents for Salesforce

  • March 9, 2015
  • Uncategorized
  • 0 Comments

As it’s often asked of us, we wanted to go through the top Live Chat apps on the AppExchange and pick our favorites.  We’ve done some in depth analysis of the best live chat agents for Salesforce below! LiveChat $16…

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How To: Fix your HTML Salesforce Sidebar Component

  • February 6, 2015
  • Apex
  • 0 Comments

Unfortunately for many users in the Salesforce ecosystem, Salesforce has decided to do away with their HTML salesforce sidebar component. This change will go into effect with the Summer 2015 release. However, there is a way to get around this…

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Drag and Drop Uploads for Salesforce

  • February 4, 2015
  • Products
  • 0 Comments

One of the top Salesforce IdeaExchange posts focuses on drag and drop uploads for Salesforce.  Drag and drop attachments for Salesforce are such a requested feature due to the current upload functionality.  Currently, it takes 6-7 clicks to upload one file…

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Delete a default record type from a Chatter profile

  • December 15, 2014
  • Implementation
  • 0 Comments

Here’s an interesting issue I stumbled upon recently: I was trying to delete a record type, but Salesforce noted this was the Default Record Type for a number of profiles in my org.  One by one I clicked into the…

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Recent Posts
  • Easily add records to Salesforce with Dataloader.io
  • Track number of views on a Salesforce record
  • How to add your Logo to a Salesforce Community
  • Why Personalized Salesforce Training can be Invaluable
  • Keeping your Salesforce Environment Clean
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  • Easily add records to Salesforce with Dataloader.io June 18, 2015
  • Track number of views on a Salesforce record May 29, 2015
  • How to add your Logo to a Salesforce Community May 28, 2015
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