Wednesday, April 23, 2014

How to Extract Salesforce Record Ids From a Hyperlink

I recently found myself viewing a Salesforce report with fields that I wanted to update. But, I needed the id to do that. Unfortunately, the report was a standard report (in this case: HTLM Email Status), so my customization options were limited.

So, I copied and pasted the report data into Excel.

I needed a way to extract all the hyperlinks from the text so I could get to the record IDs in order to update. I followed the directions here to create a macro that extracted the hyperlinks.

Here's how it all came together: 

1. Paste hyperlinked text into Excel. Add a column for Extracted URL.

2. Navigate to Visual Basic Editor.

3. Create a new Module.

4. Paste the following code into the module. (Get the code here.)

5. Run the code.

6. After the hyperlink has been extracted, pull out the record id with a formula.

7. Expand the formula for all rows.

And that's it!

So, if you ever find yourself struggling to update records when you don't have the id accessible, but do have the hyperlink, now you'll know what to do.

Tuesday, April 22, 2014

Sculpting a Plan to Improve Salesforce User Onboarding with the Help of ScreenSteps

Recently, I've mentioned being inspired by ScreenSteps' posts about improving live user training and documentation.

They have a great series geared toward Salesforce Admins.

Through those posts, I've realized that I haven't always been providing my users exactly what they need to be productive from day 1.

I've been using my Wipebook to jot down some ideas.

I mean, I've done training sessions and prepared tutorials... but are they really useful? Is the 90-minute recorded introduction that I send to new users giving them what they need to take action? I doubt it.

I want to improve our onboarding process and contribute to a culture of continual learning and excitement about technology at my company.

With some help from Jonathan of ScreenSteps, I'm developing a plan to help me accomplish that.

Changes are coming.

PS - If you are a Salesforce Admin and haven't signed up for their training tips via email, I totally recommend it. You can sign up here.

Tuesday, April 15, 2014

Brief Review: Wipebook

My Wipebook arrived today!

I first saw this handy reusable notebook on Kickstarter and blogged about it.

Here's a brief video review on my experience with it so far and how I plan to use it to replace all my paper notebooks.

PS - I haven't been compensated by Wipebook or anyone else for this post. I paid for it myself and wanted to share my experience.
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