Friday, April 29, 2011

A Quick Fix to Prevent Getting P.O.’d - #DataQuality @Salesforce

As a Salesforce admin, I am fairly attentive to data quality.

It seems that inconsistencies and typos abound in address-related information.

So, I have a few automated tricks up my sleeve to keep our data clean.

The Problem

According to the USPS address standards, the proper abbreviation for post office box is:

PO BOX ####

Many users when entering these types of addresses, type “P.O.” This is unnecessary.

To help enforce consistent standards, I have set up a workflow rule that does the following:

  • (Account: Billing Street CONTAINS P.O.,P. O.,p.o.) OR (Account: Shipping Street CONTAINS P.O.,P. O.,p.o.)

I have two field updates connected with the rule. They are:

  1. SUBSTITUTE( BillingStreet , "P.O.", "PO")
  2. SUBSTITUTE( ShippingStreet , "P.O.", "PO")

I have created another rule to process Contact addresses in the same way.

The nice thing about using a workflow rule with a field update is that the user doesn’t have to take any action. The data is tidied up without either of us having to lift a finger.

Yay.

Update (as of 4.29.2011)

@eliz_beth had a question about how to include if the street address has “A.P.O” in it as well. I haven’t run across this in my org, but I think the following modification would work.

Step One: Update the Workflow Rule criteria. Including “A.P.O” is a bit redundant, since it would find it using “P.O.” as well. But, I figured I would include it anyway.

2011-04-29_095757

Step Two: Update each of your field updates (for BillingStreet and ShippingStreet) to include the following logic.

2011-04-29_100204

Since the IF statement first evaluates whether the BillingStreet contains “A.P.O”, it should perform correctly by replacing “A.P.O” with “APO”. If the string does not contain “A.P.O.”, only then will it proceed to the next criteria. If it contains “P.O”, it will replace it with “PO”. This prevents it from updating “A.P.O” to “A.PO”.

I haven’t tested this, but I’m pretty sure it will work as expected. :) (famous last words)

Thursday, April 28, 2011

Rather Geeky Gets (Sorta) Fit: Starting Over

Back in February, I was on a mission to slim down and shape up.

I stuck faithfully to the Couch25k program for five weeks, until I started getting shin splints. At that point, I became a bit disheartened.

Weeks have gone by and I haven’t done much to get back on track. I feel overwhelmed at the prospect of starting over, and so I’ve been a bit stuck.

But, I’m trying to make better choices. This last week, I cooked almost every night for my stepdad and I – fennel pork chops with wild rice, pork tenderloin, potatoes and yams, chicken tacos with homemade pico de gallo.

I ran up and down some stairs in my neighborhood and did a bit of jogging this week.

photo(1)

The iPhone’s multi-tasking functionality is useful – allowing me to track my distance and listen to music (and occasionally browse Facebook on walking breaks) at the same time.

I’m no where near where I want to be… but I’m on the right track.

Apps That I’m Using:

A number of readers have recommended other activity-tracking apps. I’m sticking with RunKeeper for the time being, but I’m always open to suggestions.

A Simple Fix: How Changing a User’s Password While I Was OOO Earned Me an All Caps Email (@Salesforce #HappyAdmin)

Yesterday, I was out of the office (OOO) and one of my users was having problems logging in. I have him juggling logins for our production org and sandbox so that he can do testing, so I completely understood his confusion.

I used the handy SMAC (Salesforce Mobile Administration Console) app on my iPhone to quickly reset his password and send him a confirmation email.

It took around 5 seconds.

This is what I got in return.

2011-04-28_094353

The red capitalized text of this brief email made me smile. Firstly, because I know that he did it on purpose (and not just because he’s one of those people that always types in all caps) and secondly, because it was such a simple fix.

I do love simple fixes.

The SMAC app is handy for Salesforce admins. It doesn’t do a lot of things, but what it does do is pretty useful. It’s free, so there’s no harm in testing it out.

Additional Resources

Jenna Baze is a rather geeky girl with average social skills and an affinity for: all things Google, Remember the Milk, Salesforce.com, Inbox Zero, Etsy, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

Monday, April 18, 2011

Including Google Chat in a @FogBugz Case

I often use the standard ‘Reply’ functionality to respond to coworkers that have logged a case in FogBugz. Sometimes though, I just can’t seem to get my point across.

A chat bridges the gap between an email and a phone call or in-person visit.

Since my company uses Google Apps for the Enterprise, I quickly chatted my coworker to inform him of the status of an urgent case.

I decided to copy and paste the chat so that I could retain the history of my communication related to the case.

It worked! And it even pasted nicely with the avatars and formatting. Awesome!

image

What I have enabled:

  • I have currently enabled html formatting for my FogBugz case, which is why I can paste the formatted text and avatars here.
  • I have also enabled the Picture in Chat lab for Gmail.

Additional Resources

Jenna Baze is a rather geeky girl with average social skills and an affinity for: all things Google, Remember the Milk, Salesforce.com, Inbox Zero, Etsy, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

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