Exporting Data from Salesforce Data from salesforce. And so the most obvious tool to use for this would be the data loader, which I have opened here. And I wanted to show you specifically these two buttons which are Export and Export All. So we previously clicked on the Export button to export some data out of salesforce using the data loader. And that was on the lecture related to importing data. We use an export as our starting point pointer template and then did some data manipulation in our…

Importing Data – Which Tool is Best? So we spent quite a bit of time with the data loader now. And so I want to talk about other data import tools and data manipulation tools that are available to you in Salesforce. And so I’ve searched for the word data here and I’m on the Data loader page where we looked at previously for downloading the different links so that we can install the data loader. But in addition to that, we’ve got options for data export, which has to…

Considerations When Changing a Field’s Type Let’s chat for a few moments about considerations when changing custom field types. This is going to be more of a conceptual talk than a demo and that’s because you need to understand some underlying concepts around implications and what might happen inadvertently when you change a custom field type. And so what I mean by that is that we’re talking about changing the type of field a custom field is. And so in this example, I’m on the Campaign Object and I’m in…

Creating an Encrypted Field So let’s now create an encrypted field. And so I’m on the Contacts tab and the All Contacts list view. And so we’ve been dealing with some contacts previously and if we look at for instance, this contact name Arthur Song, who’s with United Oil and Gas Corp. For instance. And so this is just a typical contact record. And we’ve got our Related list here with our Related have with the News feature and then as well as some of the related lists for opportunities,…

Creating a Lookup Relationship So now we’re going to create a Lookup field, sometimes called a Lookup Relationship, and it’s where you relate one record to another across different objects at Salesforce. And so I’m on a case for this example and I pulled one up from the Cases tab and you notice over here on the right are the details of this case. And these are some of the standard fields that come by default with a case record. And so I want to add a Lookup field to…

Creating a Picklist Field So now it’s time to create a picklist field. And I’m on a campaign for an example and this is just one of the example campaigns that come in your free Salesforce developer account. One thing I want to highlight is these campaign samples that Salesforce provides have just got to be updated. This one is named with the date range of November 12 through 23rd of 2001. And so I’m going to edit this quickly and bring this into a more current status and click…

Creating a Geolocation Field So now we’re going to create a geolocation field. I’m in the object manager under the campaign standard object and then going to the fields and relationships. We have our different fields that are either standard or we’ve created. And I’m going to click the new button and select Geolocation under the data type. One of the newer options available for the past couple of years, I guess now is this geolocation option and a geolocation field. You may not be familiar with this. This has…

What are the changes for PRINCE2 2017 One of the questions I’m often asked is why is it that the first two versions were called Prince and Prince Two, but the new versions called Prince 2017 and not Prince Three? So I will answer that one first. In the 1980s, a department of the UK government called the Central Computer and Telecommunications Agency CCTA adopted an existing project management method called Prompt Two, which stood for Project Resource Organization Management Planning Techniques. CCTA made a lot of changes and improvements…

The PRINCE2 Glossary I like reading books, but I got tired of reading little kids books, and I wanted to start reading big people books. But when I started reading them, one of the first things I realized was that they had a lot of words I didn’t understand. So I guessed what they might mean, but I couldn’t make sense of parts of the book. So then I got into the habit of keeping a dictionary nearby, and each time I came across word that I didn’t understand, I…

Recertification changes for PRINCE2 2017 With Prince Two 2009 version, practitioners needed to pass a reregistration exam every three to five years to obtain their certification. But with the Prince 2217 Practitioner Certification, it’s valid for just three years. There will be no more reregistration exams for either Prince Two 2009 or Prince 2217, which begs question how do you keep your certification current? To refresh your certification, you will need to report 20 CPD points per year over three year cycle. A CPD is a continuing professional development point…