Category: Salesforce

How I Became a Salesforce Business Analyst

How I Became a Salesforce Business Analyst

Well, this is my 4th “How I Became ...” article. Of all the articles I’ve written, these have been the most popular. Letting people know your path helps others envision how they can do it too, and that the course is NEVER perfect. It resonates. And I enjoy poking a bit of fun at myself … Continue reading How I Became a Salesforce Business Analyst

Loading Account Information in Salesforce with Data Import Wizard

Loading Account Information in Salesforce with Data Import Wizard

When dealing with a new installation of Salesforce, one of the first things needed is to load data from whatever sources into the new Salesforce Org. It is essential to consider which information needs to be loaded first.