Blog
Practical guides on working with Salesforce data: exporting to a spreadsheet, editing in bulk, keeping a CRM clean, and using a private AI that never leaves your machine.
- Data quality
How to bulk reassign Salesforce record owners
Four ways to reassign Salesforce record owners in bulk, Mass Transfer Records, Data Loader, Flow, and a Manage tool, plus the sharing and notification gotchas to watch.
3 October 2026
- Private AI
GDPR, AI, and customer data: a guide for UK sales teams
How UK GDPR applies when you use AI with customer data in your CRM: lawful basis, processors, international transfers, and why on-device processing simplifies it.
3 October 2026
- Data quality
How to clean up Salesforce data (a step-by-step checklist)
A practical checklist for cleaning up Salesforce: find and merge duplicates, fix picklist inconsistencies, fill missing fields, reassign orphaned records, and clear stale deals.
3 October 2026
- Private AI
Is it safe to put your CRM data into AI?
The real risks of using AI with CRM data, where your data goes, who can see it, whether it trains the model, and how on-device AI changes the picture.
3 October 2026
- Private AI
On-device vs cloud AI for sales teams
The difference between on-device and cloud AI for sales: privacy, data location, capability, cost, offline use, and which fits CRM data work.
3 October 2026
- Private AI
Private AI for Salesforce: enrich and query your data without it leaving your machine
What a private, on-device AI for Salesforce actually does, answer questions about your data, enrich records, draft outreach, and why running it locally keeps your CRM data private.
3 October 2026
- Data quality
Salesforce data quality: a practical cleanup playbook
Why Salesforce data goes stale, what good data quality looks like, and a step-by-step playbook to audit, standardise, fix in bulk, and keep a CRM clean.
3 October 2026
- Data quality
How to find and merge duplicate records in Salesforce
Use Salesforce duplicate management to prevent, find, and merge duplicate Accounts, Contacts, and Leads, plus how to handle duplicates in bulk.
3 October 2026
- Export to Excel
How to edit Salesforce records in Excel and sync changes back
Export your Salesforce records to Excel, edit them like any spreadsheet, and sync the changes back with a field-by-field diff preview, no CSV mapping, no surprises.
2 October 2026
- Export to Excel
How to export Salesforce contacts to Excel
Three ways to export Salesforce contacts to Excel, a contacts report, Data Loader, or a spreadsheet tool, and how to edit them and sync the changes back.
2 October 2026
- Export to Excel
How to export a Salesforce report to Excel
Step by step: export a Salesforce report to Excel as a formatted file or raw details, the difference between the two, and how to edit the data and push it back.
2 October 2026
- Export to Excel
How to export Salesforce to Excel (and sync changes back safely)
The built-in ways to export Salesforce data to Excel, reports, Data Loader, and the Data Export Service, plus how to edit the data and push your changes back with a diff preview.
2 October 2026
- Salesforce Data Loader
How to install and use Salesforce Data Loader (step by step)
A step-by-step guide to downloading, installing, and running Salesforce Data Loader on Windows and macOS, plus a faster option for everyday edits.
2 October 2026
- Salesforce Data Loader
Salesforce Data Loader alternatives: 5 ways to move your data
Data Loader is not the only way to import, export, or bulk-edit Salesforce records. Here are the main alternatives, from the Data Import Wizard to spreadsheet tools, and when each one fits.
2 October 2026
- Salesforce Data Loader
Salesforce Data Loader: the complete guide (and when a spreadsheet is faster)
What Salesforce Data Loader is, what it does well, where it slows non-admins down, and the alternatives, including editing your records in a spreadsheet with a safe diff preview.
2 October 2026
- Salesforce Data Loader
Salesforce Data Loader vs Data Import Wizard: which should you use?
The practical differences between Salesforce Data Loader and the Data Import Wizard: record limits, objects, exports, deletes, and when a spreadsheet beats both.
2 October 2026