I have been working on different Salesforce data migration projects and I have noticed although I have checked the European Date Format box in Data Loader, Lexi Loader or Jitterbit the dates come through as one day behind when I upload them to Salesforce.
I have a suspicious this might be due to my location being in Sydney, Australia and Salesforce servers in the US. Hence the the time difference is affecting the data upload.
The solution that I found was to add the timezone to the dates in my CSV file before uploading them to Salesforce.
For example if your date is 7/05/2013, add T18:00:00.000Z after your date so it reads 07/05/2013T18:00:00.000Z.
This post explains how to use the Salesforce.com Web-to-Lead form when you are using NFP Starter Pack.
Surely you have seen the recommendations from Salesforce Foundation that you should not activate Person Accounts if you are using NFP Starter Pack (NPSP) for your Accounts and Contacts.
By default all Contacts stored in Salesforce.com need to be associated to an Account to be viewable by other users. This model is not applicable to many Contacts (supporters) in non-profit organisations. Salesforce NPSP has a solution for this model. To read more about the solutions click here.
Assuming you are using the 1×1 account model provided by NPSP you will not be able to use the out of the box Web-to-Lead form. This is because you will need to tweak the code to make the Account associated with the Contact consistent with the 1×1 account model that you have setup in NPSP. This way you will John Smith as the Account associated to John Smith contact record when you convert qualified leads in Salesforce.com.
var input = document.getElementById('company');
if(input.value.length == 0)
input.value = "self";
You will then need to alter your form tag and add the onsubmit=”check()” so your <form> tag will look like this:
<form action="https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8" method="POST" onsubmit="check()">
To read more about Salesforce Foundation and the Apps that your organisation can benefit from click here.
If you are trying to run XAMPP Apache Server on your Mac and keep getting an error message about Web Sharing is on and you need to turn it off, try the steps below:
- Run System Preferences
- Click Sharing
- Make sure that Internet Sharing is not selected
If you have followed the above steps and you still keep getting the same error message, try the steps below:
- Run Terminal
- and run this command: sudo launchctl unload -w /System/Library/LaunchDaemons/org.apache.httpd.plist
Go back to your XAMPP control and try to start your Apache, MySQL, and FTP.
As you know with Import Wizard you can import Address Line 1, Address Line 2 and Address Line 3 separately.
However if you are using Jitterbit you will not be given the option for those three fields separately, so to be able to upload your address fields into Salesforce using these tools you will need to combine your address lines into one field before you commence the process.
To do so, you need to create a new column in your CSV file and then use the following formula to combine the address lines:
= CONCATENATE (A1, CHAR(10), A2, CHAR(10), A3)
Where A1 is the cell that holds Address Line 1, A2 is the cell that holds Address Line 2, and A3 is the cell that holds Address line 3.
Data Loader or Jitterbit will convert CHAR(10) into carriage return during the import process.
As we know each Record ID represents a unique record within Salesforce.com instance. There are two versions of every Record ID in salesforce.com:
- 15 digit case-sensitive version which is referenced in the user interface
- 18 digit case-insensitive version which is referenced through the API
The last 3 digits of the 18 digit ID is a checksum of the capitalisation of the first 15 characters, this ID length was created as a workaround to legacy system which were not compatible with case-sensitive IDs. The API will accept the 15 digit Id as input but will always return the 18 digit Id.
On the other hand if you have the 18 digit IDs and you would like to get the 15 digit Salesforce IDs, you can create a new column and use the following formula to remove the last 3 characters and get to the 15 digit IDs:
= LEFT( A1, LEN( A1 ) – 3 )
Where A1 is the column and cell that holds the 18 digit ID.
In Salesforce, leads are individuals who are interested in your products or services. This is a very useful functionality for nonprofit organisations. You can easily create a webform in Salesforce and embed it into your website to capture leads in Salesforce. Qualified leads will be converted to Accounts, Contacts and Opportunities in Salesforce.
To give you an idea of how this can be used for a nonprofit organisations, let’s say you would like to capture interests from those people who are keen to know about your bequests programs. You can start the process by creating a specific campaign in Salesforce called “Bequests”, then the Web-to-Lead form can be linked to this campaign which means you can easily run reports and track each bequest at any stage.
To start with this functionality you will need to follow 3 key steps:
- Enable the Web-to-Lead functionality in Salesforce
- Create a web form in Salesforce and embed it in your organisation website which will be the landing page for links that users click
- Add campaign tracking to your web forms so your marketing team can see the source of inbound leads
Depending on the setup of the Web-to-Lead functionality in your Salesforce instance, users who fill in the form online can receive an acknowledgement email. You can capture up to 500 inquiries per day from Salesforce Web-to-Lead form.
The process of creating a Web-to-Lead is very simple, but here are few tips:
- Make sure that you tweak the Web-to-Lead form follows the same look and feel of the rest of your website
- Unnecessary bells and whistles will be distracting to your website visitors
- Avoid using too many fields on your forms and use ask for the information that you will actually use
A favorite icon (favicon) is the small graphic displayed next to the URL in the browser. Favicons do not help your site search engine ranking but they make your site stand out from others.
Favicons need to be created as 16×16 pixel images and saved with .ico extension.
You can create favicons using any graphic application that will allow you saving of .ico files. You can also create your favicons using online services such as Faviconer.
Installing a Favicon in WordPress
If there is already an old favicon.ico file in your current theme’s main folder, delete it using FTP Clients.
- With an FTP Client, upload the new favicon.ico file into your current theme’s main folder.
- Upload another copy of your favicon.ico file to the main directory of your site (ie. http://example.com/favicon.ico). This will display the favicon in your subscribers’ feedreaders.
In order for your favicon to show up in browsers, you will need to edit your page header and add the following code below the <head>HTML tag.
<link rel="shortcut icon" href="<?php bloginfo('stylesheet_directory'); ?>/favicon.ico" />