About
Meet Your Expert Learn Salesforce for Someone who’s been there For over 20 years, Elise Pottinger has helped Salesforce professionals solve complex challenges, with a passion for making data migrations practical, approachable, and repeatable. Today, she brings that real-world experience into every Salesforce Masterclass lesson. I Need My Migration Done Have Elise handle it I […]
Salesforce User Insertion: 7 Steps to Load Users with Data Loader
Salesforce User Insertion: How to Load Users with Data Loader The Salesforce User Insertion process is an important early step in a Salesforce data migration. Creating users before loading other records makes it easier to build a user map that connects historical record owners to their new Salesforce owners. It also helps preserve important audit […]
7 Powerful Steps to Load Salesforce Products with Data Loader
How to Load Salesforce Products, Price Books & Price Book Entries with Data Loader Load Salesforce Products with Data Loader and learn how to bulk insert Products, Price Books, and Price Book Entries into Salesforce—even when multi-currency is enabled. In this step-by-step tutorial, you’ll learn how these Salesforce objects work together and how to prepare […]
5 Easy Steps to Mass Deactivate Salesforce Flows & Validation Rules
How to Mass Deactivate Salesforce Flows & Validation Rules with Config Switch When you need to mass deactivate Salesforce Flows during a data migration, ensuring a smooth and successful data load is paramount. 🚀 However, active validation rules and automation can often stand in the way, causing your data loads to fail. ⚠️ While bypasses […]
Bypass Salesforce Flows
How to Bypass Salesforce Flows Using Custom Permissions Bypass Salesforce Flows during a data migration without deactivating your automation. When you’re importing records into Salesforce, record-triggered Flows can run automatically and perform actions that may not be appropriate for your migration data. In this tutorial, you’ll learn how to create a permission-based Flow bypass using […]
Salesforce Validation Rule Bypass: 4 Powerful Steps for Smoother Data Migration
Salesforce Validation Rule Bypass: 4 Powerful Steps for Smoother Data Migration Migrating data into a new Salesforce org can be more complicated than simply importing a spreadsheet. When legacy records don’t meet the requirements of the new org, Salesforce validation rules can prevent those records from being loaded and cause frustrating validation rule errors. This […]
Salesforce formula to show the 18 digit case sensitive record Id
🚀 How to Get the 18-Digit Salesforce ID for Excel? If you’ve ever exported a Salesforce report into Excel and had your VLOOKUP or XLOOKUP formulas return the wrong results (or no results at all), the culprit might not be your formula — it might be your Salesforce ID. Getting the 18-digit Salesforce ID into […]
Salesforce Flow Date Formatting: 5 Easy Ways to Format Dates as Text
🚀 Salesforce Flow Date Formatting: 5 Easy Ways to Format Dates as Text When building a Salesforce Flow, you may eventually need to take a Date value and place it inside a Text field. For example, you might want to include an Opportunity’s Close Date in its Opportunity Name. The problem is that simply inserting […]
Salesforce TurboKit
🚀 Salesforce TurboKit: How to Install & See Field API Names If you work with Salesforce data, data migrations, or Data Loader, knowing the Field API Names behind your Salesforce fields is essential. 🔍 Salesforce TurboKit is a free Chrome extension that makes it easier to access Salesforce field information directly while you’re working in […]
Salesforce Converted Lead Migration: 5 Key Steps to Preserve Data
Salesforce Lead Data Migration: How to Migrate Converted Leads Salesforce Lead Data Migration requires careful planning when you’re moving Leads that already contain converted Lead information. This can be a tricky part of the migration because Salesforce handles converted Leads differently from standard Lead records. If you want your reports and dashboards to continue working […]