08000 433 006 james@cloud-genius.com

Moving your Salesforce Org – Covered (with ETL)!

Moving your information from one Salesforce Org to another is not a common event, but when it is needed, it is vital to the working of your company.

It is a bit like moving home and just as terrifying. (You cannot fully understand this until you have had your removal company playing ‘catch’ with your valuable items.)

Recently, Cloud Genius had to move a lot of data, stored in various Salesforce Orgs and other places and amalgamate it into our own copy of Salesforce. Fortunately, JD has a lot of experience with ETL – Extract Transform Load. Within a day, all our data was correctly marshalled into the new Org. Contacts linked up with the corrects Accounts, with the correct Opportunities, with the correct Campaigns, etc.

From that point it was back to business as usual (but with better data).

So, we have all the framework set up. If you ever need this done, call us!


Salesforce Connect for Office – the missing bits

Salesforce Connect for Office is a brilliant utility that allows you to import information directly from your Salesforce Org into either Word (for mail merge) or Excel for data manipulation.

It has recently been updated to version

If you are using Office 2007, then the installation works faultlessly. However, if you are using Microsoft Office 2010 or later the requisite template files do not get installed. Just to give you a bit of help, I have zipped them up into a zip file

Just put the files into STARTUP (for the Word templates) and XLSTART (for the Excel templates) in your c:\Program Files\Microsoft Office\Office 14 or c:\Program Files (x86)\Microsoft Office\Office 14 folder. (The folder will be different for Office 2013. I have been unable to test it.)

When you run Word or Excel, you will get a security warning. Just click to allow and you will be able to import Salesforce data directly into the application. Enjoy!

(Due to the security model of Office, you will always get a warning when you run Word or Excel.)

WordPress update now! (and how we can help)

Exactly a week ago, 6 August 2014, the WordPress update 3.9.2 was released. This was to fix a number of security vulnerabilities that affected WordPress, as well as other content management systems.

If you have earlier versions of WordPress on any of your websites, you should update immediately.

How about having someone look after the plug-in and WordPress updates for your website, without you having to worry?

If you are operating an e-commerce website, or other websites with frequent updates, it would make sense to have a daily back-up. (In case your site is accidentally/maliciously damaged or your website hosting fails.)

We can offer both of these services.


If you apply for any of these services before the end of August 2014, we will give you £5 off your monthly bill.

Cloud Genius helps Eventbrite with security flaw

You could say that it has been a good week, but that would be a lie. It has been a fantastic week! Bear with me… I will get to that security flaw.

I have to start with Salesforce – Cloud Genius Ltd now has registered partner status. This will let us give you even better service and give you sneak peeks at new features. It will also enhance our ability to offer training environments.

As you may have read before, we have been developing an Eventbrite -> Salesforce connector. Why? when there are others? Well this one has features that are unavailable in the others (and unlikely to be, because of their nature) and ours does not have the usage/limit costs associated with the others. We have finally come up with a name for the product (Event Bridge) and are in the process of developing a website that will tell you all about its features, pricing and why you could really do with using it. We are also in the process of re-vamping the CG website. (Yes, I know it is looking ‘tired’, but if you go to an electrician’s home and turn on the light the kettle boils.)

In the process of developing Event Bridge we discovered a subtle security flaw in Eventbrite. Talk about rapid reaction – within hours they had deployed a fix. I always say that you can just a company not in the good times, but in the bad. On that score, Eventbrite has certainly come up trumps. Even better, Cloud Genius will now appear on their security Hall of Fame… so we managed to help make the internet a safer place. (I always like it when a small company in Wales helps out a multi-national.)

So, that’s it for this week. Just off to get my super-hero uniform re-tailored.