Upserting Data

I’ve been doing a lot of admin stuff this week and enjoying it! The most interesting thing I did was upsert data to a field that I created. To facilitate reporting for my client I created a picklist so that the Inside Sales Rep working on a Lead/Account/Opportunity can be associated with the record. The Field Sales Rep will be the owner of the record but Management still needs to know which records and which rep worked on it. There were over 2,000 records that had to be corrected.

To accomplish this I created a report with the relevant data, exported it, updated it in Excel, and then upserted it modify the records. The key was to use the Salesforce ID so that I could properly amend the correct record. Not a big deal and the solution is all over the web. But the key factor is that now I too can say that I did this.

The intent of the blog is to showcase what I’ve done and this is something that I did. It’s also something I can write about.

The Website is Up!!!

So my DIY website is up and running. It needs more work and I already found a few typos but it's a start.  I'll still post here for the blog, which links to the website (click here)

They’re Impressed by my Experience?

Over the past few weeks, I have gotten a lot of calls about potential positions based on my Linked In profile. I’ll be the first to admit that my profile is short on details about what I do. This is partly because I am too busy doing whatever it is I do to update it and partly a result of wanting to be able to include some meaning full accomplishments. Certainly, a few passwords resets a month is not that impressive.

On the off chance they are reading the blog, I have included a pie chart of the breakdown of my duties below. My main task it working in improving utilization (process improvements such as optimizing the mobile version, tracking data better, etc.) and providing insight into the sales process (reports, dashboards, marketing ROI, etc.). I have been providing training for new and existing users, both on-site and remotely. I also am assisting with an ERP integration by cleaning up page layouts and fields as well as general administrator duties, such as password resets, custom reports, etc. For completeness, I am working with ~35 users on an Enterprise Edition organization.