Get ready for MassChange 1.8
Wednesday, October 25, 2006
If you are a DemandTools user and make use of MassChange you'll be very happy with the new MassChange that will be available when the Winter '07 release of Salesforce is rolled out.
Because we now have table joins in salesforce your going to see some significant changes to MassChange that make use of this new functionality:
You'll see:
- Display any field value and any field value from the parent object (i.e. show opportunity name and account name.
- Base your object selection on parent objects (i.e. Select all Contacts where the MailingAddress is blank AND the Account BillingAddress is NOT blank
- Change data based on fields or parent fields (i.e. Change the Contact MailingAddress to the Account BillingAddress
- Update all contacts and change their OwnerID to match the Contacts Account OwnerID
- Update all Accounts and update the field "OpCount" to be the number of opportunities belonging to the Account
- Update Custom Objects with values from their Parent Object
posted by Glenn Wilson @ 11:57 AM,
Vote to get access to reports in the API
Wednesday, October 18, 2006
Visit the link http://ideas.salesforce.com/article/show/23850 and make sure you vote to get access to salesforce reports via the API. If this is added to salesforce you would have automatic access to you reports (delete, rename, etc) via MassEffect and MassChange.
This would also permit us to create a "Report Managment" tool within the DemandTools to help customers with hundreds of reports to better manage and control them.
Make sure you have as many people in your organization vote for this feature.
posted by Glenn Wilson @ 11:57 AM,
Excel - How to split a Full name into First and Last
Tuesday, October 03, 2006
So you are staring at some excel data you want to bring into salesforce.com and all you have is a single field with first and last name in one. Salesforce wont import it that way (and split it that is) so what to do. Split it Excel here is the formula for the first name split and the last name split:
First: =LEFT(A2,FIND(" ",A2)-1)
Last : =RIGHT(A2,LEN(A2) - FIND(" ",A2))
Assuming cell: A2 has your full name in it: Voila ... Anyone seen anything better? Steve? I know you must!!
Mark
posted by Mark Esdale @ 7:15 PM,
