Update Contact Address When Source = Cvent

Today we are going to create a process that updates the Contact Mailing Address when getting an event registration from Cvent (Event Management Software).

Salesforce Process Automation Tool: Process Builder.

Two things to have in consideration:
1. Street 2 is being captured in a Custom Contact field.
2. Mailing Address (Data Type = address) is a Compound Field.

What is a Compound Field?

Compound fields group together multiple elements of primitive data types, such as numbers or strings, to represent complex data types, such as a location or an address. Compound fields are an abstraction that can simplify application code that handles the values, leading to more concise, understandable code.

Mailing Address is a compound of the following fields: Mailing City, Mailing Country, Mailing Geocode Accuracy, Mailing Latitude, Mailing Longitude, Mailing State/Province, Mailing Street, Mailing Zip/Postal Code.

Steps

  1. Create a Contact Custom Field called “Mailing Street 2”.
  2. Map Cvent “Street 2” Contact field to Salesforce “Mailing Street 2” Contact field.
  3. Create a Process in Process Builder.
    OBJECT
  4. Choose Object: Contact
    NODE
  5. Specify When to Start the Process: when a record is created or edited
  6. Define Criteria for this Action Group: Name your Criteria.
  7. We are going to define two conditions:
    a) Is “Mailing Street 2” different than NULL?
    b) Does “Mailing Street” contain “”Mailing Street 2”?
  8. Customize the logic: 1 AND NOT 2. Please note the “NOT 2″. We are going to update “Mailing Street” only if it is not already part of “Mailing Street”. We need to check on this to avoid concatenating “Mailing Street 2” to “Mailing Street” indefinitely when editing the address/record.
    IMMEDIATE ACTIONS
  9. Name your action.
  10. Record: Contact
  11. Criteria for Updating Records: No criteria—just update the records!
  12. Set new field values for the records you update
  13. Update Mailing Street by using the following formula:
    [Contact].MailingStreet &
    SUBSTITUTE($Label.New_Line, “-“,””)&
    [Contact].MailingStreet_2__c
  14. If you are wondering about this line of code: “SUBSTITUTE($Label.New_Line, “-“,””)&”, please refer to this blog. It explains how to add a line break between “Mailing Street” and “Mailing Street 2”. There’s a known issue with the BR() function, so don’t even try it. It would be a waste of time. I know! It’s a pain.

That’s it! I hope this was helpful to you. Let me know if you have any comments.

BONUS
If you get ever get this error: “The filter logic references an undefined filter”.
It means that you need to reference to all of your conditions when customizing the logic.

PD: I dedicate this blog post to my 7 year old daughter who is always reminding me and encouraging me to update my blog. ❤️

Nested VLOOKUPs for Salesforce Admins

I recently needed to check if an email address existed in one of the three Contact Email fields and return the Record ID. How did I do it? I used Excel Nested VLOOKUPS, also called Chained VLOOKUPs in order to find/compare the values and return the Record ID that I needed.

Scenario
As you can see in the image, I had four columns with email addresses.

1st Column: The List of email addresses that needed to be looked for. (The source of this list was an External Platform that we use for Marketing Purposes)
2nd Column: Email
3rd Column: Email 2
4rd Column: Email 3

Generic Formula
=IFERROR(VLOOKUP 1, IFERROR(VLOOKUP 2, VLOOKUP 3))

My Formula
=IFERROR(VLOOKUP(A2,$E$2:$H$4,4,FALSE),IFERROR(VLOOKUP(A2,$F$2:$H$4,3,FALSE),VLOOKUP(A2,$G$2:$H$4,2,FALSE)))

Explanation
The reason why I used nested VLOOKUPS is because we need to sweep column by column and return the record ID if the value is found.

Have in mind
VLOOKUP
returns the #N/A error when it fails to find the lookup value in the given table. IFERROR returns an specified value if #N/A error was returned.

This is how my formula works
The first VLOOKUP runs. If it finds the value, it returns the Record ID, if it fails, it returns #N/A error and checks in the next Column. If it finds the value, it returns the Record ID, if it fails, it returns #N/A error and checks in the next Column. If it finds the value, it returns the Record ID, if it fails, it returns #N/A error.
At the end I got the Record ID that I needed to perform my update.

I hope you found this helpful. I know, managing data can drain your time but sometimes you’ve gotta do what you’ve gotta do.

Have a nice week!

Do you need to “map” a Lead Custom Field to a Standard Contact Field during conversion?

Not possible! in Salesforce, by concept you can only map Standard Fields to Standard Fields and Custom Fields to Custom Fields but what’s your way around? If you run into this requirement this is how you could do it.

Create a Process that Updates a Field when Converting a Lead into a Contact in Process Builder. Something like this:

Object*: Lead
Start the process*: when a record is created or edited

Node: Name you Node
Criteria for Executing Actions*: Conditions are met
Set Conditions: [Lead]. IsConverted Equals Boolean True
Conditions: All of the conditions are met (AND)

Immediate Actions
Action Name: Name your Action
Record*: [Lead].Converted Contact ID
Criteria for Updating Records*: No criteria—just update the records!

Set new field values for the records you update
Mobile Phone Field Reference [Lead].Home_Phone__cc

Very straightforward. The only tricky part is knowing which field value to update when setting new field values for the records you update. Process Builder shows the Field Labels and not the API field names which can be a little confusing but I recommend checking the SOAP API Developer Guide for those purposes.

Preparing for Your Salesforce Admin Certification

I wanted to share with you a list of things that helped me prepare for my Salesforce Admin Certification.  

  1. I registered for the Salesforce Trailhead Virtual Bootcamp for Administrators course through Career Circle. It’s a prescriptive, expert-led training program that fast tracks you to the Salesforce Certified Administrator certification. This is where I got introduced to Trailhead and where my adventure with Salesforce began.
  2. I continued reading on Trailhead as much as I could after the course. I completed the “Build Your Admin Career on Salesforce” Trailmix by Salesforce Trailhead.
  3. I completed all the Admin and App Builder Supersets. Five Super-badges in total. I think you would be fine completing just the Admin superset (Three Superbadges) before your exam but it never hurts to learn more. I highly recommend working on Trailhead Projects and Superbadges. Hands on experience is crucial to your success. 
  4. I watched all of the Trailhead Live videos under the title “Preparing for Your Admin Certification”. All of the instructors do an amazing job at explaining the concepts and giving you tips for the exam. My favorite instructors are: @Caitlin Nguyen and @Mari Greenberg. Their teaching method is very clear and on point.
  5. I watched the “Who Sees What” series on Salesforce Help instead of watching it on YouTube just because it’s in order! Watching it chronologically makes a huge difference when learning about the layers of “Security”. I understood it in one shot.
  6. I went through each section and bullet point of the exam content and read the technical documentation of each topic under Salesforce Help. This is the link: https://help.salesforce.com/home Trailhead is the fun way to learn. There’s no doubt about that especially when you see confetti falling all over you. But if you like to read just the technical documentation go to the link I mentioned above. The amount of information can be overwhelming but I promise it will be very useful to you not only for the exam but for when you work as a Salesforce Admin.
  7. I attended the WEBINAR: Preparation for Your Administrator Certification (CDW-101) offered by Salesforce. You are not allowed to record it so I made sure to take lots of notes. I heard @KevinCorcoran’s presentation and I really liked it. The examples, questions and scenarios that he presented were comparable to the exam questions. He does a very good job of explaining the best answer.

After doing all of those things I got a great understanding of the concepts as a whole and gained experience with the platform. I knew I was not missing pockets of information here and there and felt confident on the day of the exam. I’m not going to lie, I was a bit nervous but I passed! It’s a big accomplishment!

On to the next one: Platform App Builder

I hope you find this information helpful and that you pass as well. Good luck! Shout me out when you do. I would be happy to celebrate your success!

Breaking into Tech

My family and close friends know my story very well but I wanted to put it in writing hoping that it encourages other moms to upscaling into tech, upskilling and reskilling. 

A few days ago I was asked to put together a short bio (my success story) and this is what I came up with:

Gaby has a Bachelor of Science (BS), Computer Software Engineering degree with experience as a Web Developer and Support Manager. She is currently re-entering the tech world (after taking a career break to raise her children and dabble as an artist) with the support of the partnership between Salesforce and CareerCircle which is designed to bring Trailhead training to new Trailblazers all across the United States. 

She successfully got certified as a Salesforce Administrator and reached Ranger Ranking during the midst of the COVID-19 pandemic. She is currently supporting a Blockchain and Digital Assets start-up by implementing Salesforce, managing the CRM, and training their users on the platform.

Gaby has recently started a blog named “The Creative Trailblazer – Trying to find Work-Life Balance” which can be found at the following link: thecreativetrailblazer.com She will be writing about two topics that she is passionate about, Salesforce and Art. 

Yes, that is my story summed up in a few lines. I’m in the midst of a transition in my life and I’m working hard to make it work and have a great start. I work and learn new skills every day. The same way as my daughter practices for a gymnastics competition or the guitar, or as my youngest daughter practices violin. Every day is about hard work, dedication and determination. 

Let’s rewind and go back to the moment when I decided that it was time for me to return to my career. I taught my kids how to fly so now it’s my turn to fly higher along with my husband and our two girls. I never stopped flying. I was just devoted to motherhood, bonding with my daughters, painting, creating, traveling and doing many other fun things that life has to offer. 

Ok, so what now? I’m free as a bird with a degree under my belt. After a deep introspective analysis of myself I decided to do what I know and what I like. Restarting my career in technology was the path.  Probably one of the hardest industries to restart a career. After some research, I came across a few good options of which Salesforce was the one that resonated the most with me. Why? Because of their culture and Trailhead

Salesforce builds its culture around the spirit of Ohana, which means “family” in Hawaiian. Their values consist of Trust, Customer Success, Innovation, Giving Back, Equality, Wellness, Transparency and Fun .

“Trailhead is a learning experience platform — a library of educational content that you can access whenever you like. You can choose from various topics to learn new skills at your own pace. Salesforce continually adds content to Trailhead so there’s always something new to learn. Trailhead helps you gain new skills and hone existing ones. Trailhead is gamified with assessments that demonstrate your skills and badges and points that illustrate your progress.” Trailhead is the fun way to learn. That’s all you need to know for now.

Being certified is the quasi ultimate goal of the continuous Training and Learning process. Once certified, you can start thinking about applying for jobs and being more noticeable in this huge spectrum of talented professionals. 

I’m not going to lie, it’s not an easy path. I’m talking about everything that involves returning to work. Making up your mind, studying, passing the exams, applying for jobs, going through rejection, reset and continue. Breaking into technology, as a professional  that’s been out of work for years, is hard and even harder if you factor in the unemployment crisis that COVID-19 has caused. Simply getting any job, much less your dream job, is the hardest part. But that’s why I am writing this blog. Because returning to work is a process. I want to make this blog part of my process. So if you like, tag along and see what the future holds for me. 

Let’s start with Personal Branding as apparently that’s what I need to focus on. I grew up in a culture where kids/students and future professionals were motivated or taught to sell themselves by putting their best foot forward. I’m not saying it’s still like that in my home country but that’s what it was like growing up. Being modest and humble was what I was taught. Throughout out the years, I’ve learned that it’s Ok to brag about your own accomplishments and successes . It helps get you to the place where you will feel successful and thrive as the valuable person/professional that you are. One thing that comes to my mind at this point is “Capitalism” as not only are products marketable but professionals are as well. 

So this is my contribution into creating my personal branding today. Most of all, this is the first step to breaking into technology, making a difference in my life, restarting my career, getting inspired and hopefully inspiring others. Until next time…