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Data

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The number one question I hear when dealing with clients who want to add new data to Salesforce is, “How can I make sure I’m creating duplicate records?” There isn’t a perfect solution to the problem, but there is a pretty darn good one. Check out DemandTools.

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The Apex Data Loader is one of my stand-by’s. It’s a solid, no-frills workhorse that’s really good at the “E” and the “L” (exporting and importing). Check out this post to learn why.

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Whether you’re migrating from another database, or finally moving away from multiple spreadsheets to manage your data, there are a few principles you want to keep in mind, and some tools you can use in Excel or another spreadsheet program to achieve them. If your data has a separate Last Name column, and you have a single column in which couples’ names are together, you’ll want to separate them. Here is how.

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There are times, in the life of a database administrator, when you just have to go back to good ol’ Excel. Here are some Excel tricks.

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Data is a four letter word, but it doesn’t have to be a dirty one. Clean and complete data means trustworthy data, and trustworthy data is what will ensure user adoption at your organization.

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Understanding donors, constituents & volunteers and how to communicate with them is imperative to gaining attention in the nonprofit sector. Poor management of contact data can have dire consequences.

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As an application, Salesforce has a lot of breadth and depth to it. There are some areas, though, where enhancements make Salesforce even more easy to use, and Apsona for Salesforce endeavors to fill those gaps. Apsona is a browser-based application that creates a layer on top of Salesforce, and adds many features that make Salesforce more usable. Here are some examples of situations which are handled more easily with Apsona for Salesforce.

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The spring’12 release notes contain 181 pages of many new Salesforce features – but I am excited about one in particular, Analytics Edition. Furthermore, I am thrilled by Salesforce.com’s recent announcement that this awesome feature is going to be available at no additional cost for nonprofit and educational organizations!

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