Posts by Carolina Moore

In the world of CRM the quality of your data rules. For Salesforce users, maintaining pristine data quality and integrity can mean the difference between a seamless workflow and a tangled mess of inaccuracies.  Data cleansing, while seemingly mundane, is an essential practice that every Salesforce admin needs to master consistently. But how to maintain…

  One crucial aspect of maximizing efficiency in the Salesforce environment is the ability to schedule data processes accurately and intuitively. There are many tools available for sales and marketing teams that schedule up tasks, events, and appointments in your Salesforce calendar. However, scheduling data processes often gets overlooked.  This blog post seeks to decipher…

Most Salesforce admins have come across the recurring problem of correctly linking one record to another via a Lookup or Master-detail relationship field when mass updating/creating data. Luckily for all admins that struggle with this, at Xappex we have found a solution that rescues them from the hell of matching records to the correct relationship. …