Megan Hagedorn No Comments

Microsoft Teams – User Feedback

Let’s be real–Microsoft Teams is still in its infancy. While a new release–with new features–arrives every few weeks, there is still a lot of room for improvement! (By the way, you can check recent release notes under Chat->T-Bot->Release Notes.) As you explore and use Teams, you may think of improvements or new feature ideas. It’s very easy to submit them, and you absolutely should! These ideas funnel back to the User Feedback website for Microsoft Teams. Not only can you submit ideas (or bugs, for that matter)–you can also stay up-to-date and vote on existing & popular ideas.

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Megan Hagedorn No Comments

Dynamics 365 – Mapping Fields

Mapping Fields can be a huge time-saver if you are frequently qualifying leads or creating new contacts from an account record, for example. When you map a field, it carries the data over from one record in an entity to another record in a different entity. I do suggest having both the Source & Target forms open so you can check your work–field names can be tricky!

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Corey Babka No Comments

Salesforce.com – Bulk download with Salesforce workbench

The Salesforce.com workbench is an amazingly useful tool when you want to deal with directly with the data on the backend.  This is like having SQL access to the backend database, something that many developers, data managers (importers), and administrators need to better understand the way the Salesforce.com database is setup on the backend. Read more

Corey Babka No Comments

Salesforce.com – Data Loader Functionality with Salesforce Workbench

Another function of the workbench is to do imports much like you would with Data Loader.  It’s a bit more “programmer friendly” than data loader (which is more “standard user” friendly) in my opinion, but nevertheless a keeper.

Go ahead and login to the workbench like before.  This time, go to the data menu though….  Here you can insert, update, upsert, or delete.  If not familiar with these, you may want to stop as you can do some serious damage to your database. Read more

Justin Hill No Comments

GoldMine : Filtering Pending and History

Did you know that you can filter and sort your History and Pending tabs like you would an Excel sheet?

First thing is to enable filtering within the tab. Right click and make sure that “Filter” is checked.

Now, use the drop down column headers with the tab to filter and sort;

You can always tell there is a Filter enabled by looking at the bottom strip of the tab, like this;

Be aware! The filter will persist, even through a restart of GoldMine! To release the filter, you must click the “X” on the left of the Filter notification. And don’t forget about that super-cool right-click | Output To…

Try it!