Florencia Mouriz

Experience

Florencia Mouriz is a professional with over two years of experience at Xappex, where she has performed as a Technical Support Agent and Coordinator, and Technical Writer. In this role, Florencia provides support to customers while creating educational content and tutorials that guide users through the implementation of Xappex tools with Salesforce. Her contributions seek to enhance customer understanding and optimize the use of these tools.

Before joining Xappex, Florencia gained valuable experience participating in diverse projects for other companies, where she worked as a Salesforce Administrator and implemented Vlocity solutions. She has an extensive background in Salesforce ecosystems and is determined to deliver impactful results for our company.

Based in Tandil, Bs As, Argentina

To learn more about Florencia’s experience and connect with her, visit her LinkedIn profile

Education

Trailhead by Salesforce – https://trailblazer.me/id/mmouriz

Egg Education – Front End Developer

Universidad Tecnológica Nacional – Agile Testing with Tools

Academia QA – Basic Software Testing

Socials

Florencia Mouriz Posts

How to export a Salesforce report to Google Sheets

By Florencia Mouriz / February 6, 2024

Salesforce is the backbone of many sales and marketing operations, revered for its robust CRM capabilities. Yet, despite its strengths, Salesforce administrators and developers often find its native reporting tools hard to understand, making Salesforce reporting a specialty of its own. Other limitations can include data caps, lack of collaborative capabilities, and restrictive automation options.…

Mass Delete Salesforce Records like a pro: Your shortcut to admin success!

By Florencia Mouriz / January 4, 2024

Salesforce administrators often find themselves needing to mass delete a large volume of records as part of their routine data cleanup tasks to keep their Salesforce environment clutter-free. It also helps maintain data accuracy and promotes better system performance by removing outdated or unused records. These tasks can be time-consuming and draining if done manually,…

Your Guide to Salesforce Duplicate Management

By Florencia Mouriz / December 23, 2023

Managing duplicate records is essential if you use Salesforce—as an administrator, salesperson, or IT team member. Duplicate data creates confusion, slows workflows, and undermines trust in your CRM. Most duplicates stem from manual errors, flawed integrations, or team restructuring. Left unresolved, they waste time and complicate processes. This guide explains how to find, merge, and…

How to export Salesforce reports to Excel

By Florencia Mouriz / December 7, 2023

Salesforce is a powerful CRM, but has its limitations when it comes to building reports and tracking historical data. This is why countless Salesforce admins turn to Excel as their primary tool for report presentation and editing as well as for optimizing data management. Excel provides numerous benefits for data organization, validation, and analysis, and…

How to Mass Update Records in Salesforce – a complete guide

By Florencia Mouriz / December 7, 2023

Salesforce is a great platform that covers a huge array of corporate processes and provides a great user interface to enter or modify data, but only one record at a time. If you are working with tens, hundreds, or even hundreds of thousands of records – you’ll need to learn how to mass update Salesforce…

Salesforce Data Loader – From Setup to Automation

By Florencia Mouriz / December 7, 2023

Salesforce Data Loader is a widely used tool for mass exports, inserts, updates, and upserts. Many Salesforce admins use it daily for basic data management tasks, even though it comes with some limitations. This article gives a clear overview of Data Loader, its advantages and drawbacks, and explains best practices for its use. It also…