Showing posts with label Salesforce tools. Show all posts
Showing posts with label Salesforce tools. Show all posts

Friday, March 29, 2013

Dataloader.io

Dataloader in the Cloud

Are you a Salesforce.com Administrator? Do you use Linux or Mac? Are you frustrated with the options to use for Dataloader? Setting up WINE or using Lexiloader can sometimes can be frustrating because it was not made by Salesforce. Well kiss goodbye to your frustrations. 




Introducing Dataloader.io, dataloader.io is a tool that works 100% in the cloud, so irrespective of your operating system it just works. You can now do everything that DataLoader can do and more. Dataloader.io allows you to Save upserts and queries for later use. It also keeps a history of what you have done so you can refer back to it, in the event that something goes wrong.

  • Tired of scrolling through the list of Objects in your organization to find the right one? Dataloader.io has a simple search field to find it fast.
  • Tired of looking for the right field for data mapping? Dataloader.io has a searchbox for that too.
    • Not only that but if your fields in your CSV are close matches Dataloader.io will do a simple automapping for you.
    • Dataloader.io is great for mapping lookups for matching values. You can use the lookup field and access almost any field on the parent object to use as a match. This is GREAT! It means that you don't have to rely on Account Id's or things that might not make sense for the match. 
  • Best of all Dataloader.io makes it simple and easy to use.
This is just a short blurb, but I love this tool and I use it all the time.

Watch the video if you are still not convinced:


Friday, December 23, 2011

Salesforce Tools for Mac OS-X Mass Update Anything

Mass Update Anything


One tool that I have found, I cannot live without is Mass update anything. It is available on both Mac and Windows, although they are slightly different on each operating system. Mass update anything is a very simple app that allows you to specify criteria to pull down and update through the API. This is very nice for anyone without a lot of coding experience and just needs to make quick updates to a lot of records.

Here is a link to the force.com page.  Here are a few screenshots of the tool on OS-X.

Query Builder allows you to  select the object and dependencies that you want to select the information you want to update. This will format the query for you, so you don't need to know or understand SOQL to create it.

Friday, November 4, 2011

Salesforce Tools for Mac OS-X Lexi Loader

As most of the products made for Salesforce.com are designed with Windows users in mind, if you use a mac you may feel like you are getting the short end of the stick sometimes. I know that I did at first. There were cool things like the data loader, the excel connector and the outlook connector; that just didn't exist on the mac. Well here are a few of the tools that I have found that help those Mac users out there feel like we aren't all alone. I will highlight several tools over the next handful of posts that I make to the blog. 

Just to point out the great work that has been done. These tools are mostly if not all developed by our friend Simon Fell. Check out his site Pocket Soap.

The first tool that is essential for all administrators is the Data Loader. Unfortunately Salesforce has not yet implemented a Data Loader for Mac users. At the current pace, I have my doubts that this will ever happen, but if you do get a chance vote up this idea on the idea exchange. The solution was provided by Simon Fell.

Lexi Loader
Lexi loader is a great tool designed specifically for the mac. It does everything that the data loader can do. That is, Inserts, Updates, Upserts, Deletes,  and Exports. Overall a great alternative to trying to run Data Loader in a VM.

This tool follows almost exactly the same format and setup that the Data Loader does. The only real difference that I have been able to find between the two is the distinction for Hard Deletes that is made within the Data Loader. I don't often use Lexi Loader for deletes so I am not sure at this time how Lexi Loader preforms deletes. Enjoy this great tool!