Trusty Apex Dataloader

A client of mine in Education Services is uploading a large amount of data published by NYS Department of Education about some 7,000 schools & hierarchical entities related (Districts, Charter Schools, Charter Operators) in NY State.

A few more similarly granular objects to go…

The ETL professional in me likes large numbers. But the SF Admin in me is wondering about a performance hit. Also, hoping to upload this to an Enterprise org I have with Einstein Analytics licenses for the soothing transformations when selecting subsets of the data. Stay tuned.

Einstein Analytics Data Import

We still have a few more child objects off the account to go, and I’m wondering if this is a good case for using Big Objects or an external data source. Suggestions welcome!

#TaskRay in #Salesforce: I’m Loving IT

Favorite Project Management Tool

Project Management in TaskRay is simply too wonderful. It does take a little bit of time to configure properly. But it’s so sleek and aesthetically pleasing.

See this Gallery.

One of the great things about having non-profit clients is that the donates 10 free licenses, a donation the same size (if not the same $ value) as the Salesforce.org non-profit donation. So all your users get this very fancy tool, for free. Fun all around.

And Life Wouldn’t Be Complete and Easy without a Custom Action to Log Billable Time and Pre-Populate Fields for Minimal User Intervention

This is brief. Gotta get back to analyzing data flows. Two new clients this week.

They Weren’t Kidding about CPQ Quote Line Editing

I love function-specific trailhead/developer organizations – they make you feel like you’re standing on a promontory surveying immeasurable potential before you.

But I almost want to complain about this little throw-away of a white lie in the CPQ Trailhead:

The first time the page loads, it can take a few minutes. Subsequent page loads are faster.

Link

So far it’s been over ten minutes, in both Chrome and Firefox. With no state changes on the interface whatsoever to suggest to you what is going on.

The Offending Passage

Is almost inconsequential compared to the offending experience. I don’t know what to do.

The Interminable Wait

The Joys of Task Ray Project Management In Salesforce

Working with a new non-profit client, and just as it’s lovely that Salesforce.org will donate licenses to non-profits, Task-Ray — my favorite of the Project Management tools on Salesforce — has a 10 license donation program as well.

Here are some screenshots of this very sleek tool.