Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Just a preview! But, I am very excited for the latest release! Here is a link!
Month Two is finally in the books. And I must say, we are moving along with great speed. To give a recap of month one, we dropped Force.com, and purchased Salesforce Enterprise Org with Pardot. Now, we still have the agents running full speed in the Force.com platform and plan to transition them to the Salesforce Enterprise org very soon. Which brings me to month two- setting the ground work for the new org.
Setting up a new org takes a lot of time and planning. Here are the steps I’ve taken so far to create our new org.
Step I: Set up Your Organization
Before getting started with the configuration, you need to set up your organization within Salesforce. Edit and complete your Companies Information.
Step II: Set up your Domain
Salesforce uses domains to deliver content. Go to: Setup – My Domain to configure your domain for your organization.
Step III: Set Up Roles
Role Hierarchy lets use create share settings and levels of access dependent on company role. For now, I wanted to keep it simple roles for our company as I know I can go back and change this later on.
Step IV: Set Up Profiles
Profile is a group of permissions and settings that define a user or group of users. I started by creating an admin and standard user profile for each division within our company. Again, I know later on I can add or make changes where necessary. For now, I have a good grasp of the basic foundation for each profile.
Step V: Define Standard and Custom Objects
This is my current project, defining standard and custom objects. The hardest part of this part of the project is making sure we are gathering what we need from the org, but not replicating the old org in the org. My goal is to make this new org more efficient, and with that only bring over the fields we need.
This is it for month two! As we continue to grow the new org, I will keep my blog updated.
Please provide your comments on your project planning on how you developed your Salesforce environment.
How do you prepare for data migrations? My preparation always starts with a lot of coffee and acknowledgement for long nights. I am currently in the midst of migrating from our Force.com platform to the Salesforce Enterprise Org. We have so much data that has to be migrated, and I am prepared for some long hours (with fresh brewed coffee). But with the right tools, this might not be as bad as it has always sound.
For the longest time, I have always heard migrating data is a headache. And some of this is true, migrating data is a lot of work. Preparation and execution on mapping and vision are essential. However, there are so many great tools out there now in the year 2017 that really the headache of migrating data really isn’t that bad.
Lucky for you, I have actually downloaded the following tools and migrated with each tool, to create a list of my favorite migration tools.
1. dataloader.io by Mulesoft
dataloader.io by Mulesoftis an amazing data loading tool that allows Salesforce users to import, export, and delete an unlimited amount of data in Salesforce for free. This extremely user friendly tool works for the admin that has just a portion of data to migrate, as well as for the extreme, complex data migrations. As one of my favorite tools, I highly recommend using this tool.
Jitterbit was recommended to me from a fellow developer at a local company. This tool is wizard-based, and easily used with click configuration. Like other tools, it is very easy to update, upsert, query, delete and bulk load. Also, extremely easy to automate and schedule operations.
3. Data Import Wizard
Data Import Wizard is the native tool used within Salesforce. For smaller migrations, this is an easy tool that doesn’t require you downloading any other tools. Most blogs that I have read say to migrate your data in smaller operations; which would make this tool the most valuable and easily available.
Excel-Connector is a tool that was made for complex excel sheets. For those who have multiple excel sheets, this is an excellent tool to use. Did I mention it is free?
Skyvia is the tool I recommend for those who are migrating from another CRM. It is such a complex migration when you export from a CRM, and then export the data to an excel just to import into Salesforce. What I like about Skyvia is that you can use this tool to migrate from other CRM and Account platforms. Skyvia works to migrate data from Microsoft Dynamics CRM, SugarCRM, and Zoho CRM. Skyvia also works for Accounting platforms: Quickbooks and FreshBooks.
Thank you for reading my blog. Please feel free to comment your favorite Migration Tools.
Whether you are just getting started or an experienced user, Trailhead is the best tool to use for learning about Salesforce. Trailhead consists of modules, which are broken up into units. To finish a unit, you must complete the quiz or challenge. Quizzes are multiple choice, and challenges test your skills by allowing you to work within a development org. Once you complete the unit, you get points. Once you complete the module, you receive a badge. The best part about Trailhead is that it’s a game! You want to receive as many as you can to move up in the ranks.
Modules are also coordinated into Trails. Each trail is a group of modules that cover a certain topic. Here are some Trails I recommend for starting out in Salesforce:
Wow, what a start to a new position. Within thirty days, we have doubled our user count, added a Salesforce Enterprise Org, added Pardot, and left a Force.com platform that had extremely low user adoption.
I have been so thankful with the support of being able to change the whole environment within such a short amount of time. That’s where this blog comes into the equation.
I want to document my experience as a Salesforce Admin. The projects that are going to happen over the next 12 months are robust and complex. We are centering our organization around Salesforce; and with that said, there will be a lot of work flows and complex use cases. Let me bring you up to speed on what has happened thus far.
Coming in to the position, I knew that this was going to be a huge position. The current platform is Force.com, and REthink CRM is the product that is being used. Sadly, adoption is very low. And of course, the real main platform being used is paper and Excel. My job is to grow adoption into Salesforce, and create a platform that has all our users working through Salesforce.
So, what did we do? We dropped Force.com. For those who don’t know what Force.com is, it is a limited platform that provides limited functionality of Salesforce. Sure, there is a lot of use to it. But for our complex workflows, we needed the full Salesforce Enterprise Platform. So, again, we dropped Force.com, and purchased Salesforce Enterprise Org with Pardot. This brings me to today. In one month of hire, we have made this decision and now the project of migration and process Automation begins across the enterprise.
I look forward to sharing more. Let me know your thoughts! I would like to hear from Salesforce Admins out there who are on the same journey as me!