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salesforce tips Archives - 501Partners LLC

Play in the Sandbox for (Salesforce) Safety

By | CRM & Salesforce, Data Management

USE A SANDBOX TO AVOID COSTLY MISTAKES

Did you ever have one of those moments where you wished that your life had an “Undo” button?  Of course you did! Maybe it was when you did something stupid, or when you crumpled a fender trying to squeeze into a parking place. Clients often assume that Salesforce has one too, and they blunder ahead without fear. The bad news is that Salesforce does NOT have an Undo button. Why not? As an online platform, it really can’t: once a command is sent to the server in Seattle or Atlanta or Kuala Lumpur, one cannot retrieve it.

However, Salesforce does have something that’s just as good as an Undo button: it’s called a Sandbox. A Sandbox allows you to test out changes to your Salesforce without affecting your data. Once you get the Sandbox working, you can reproduce it in your organization’s Salesforce account (called Production) and Voila! You’ve created your own Salesforce Undo button.

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Four Salesforce Mantras to Live By

By | Data Management, Operations and Development

Now that spring has (almost) sprung in Boston, it’s time to look back at the first half of 2015! Have you stuck to any of those New Year’s resolutions you so faithfully made? Per usual, mine involved more exercise and perhaps some mediation in my daily routine. Unfortunately, I’ve come up a little short for my personal goals (hey, it’s only May), but luckily, here at 501Partners, we’re right on track. We’ve been flexing our Salesforce muscles in Bootcamp trainings and, as part of our Bootcamp 101 session, we’ve been focusing on a few Salesforce mantras to live by. So take a deep breath and repeat after me:

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