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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Importing and exporting data

In this section of the book, we will learn how to export and import data to Salesforce and recognize the tools and features that support these activities. As you know, all software revolves around data. Of course, features are also important, but ultimately, data and records are the keys to success for companies using Salesforce. Therefore, mastering how to deal with data is crucial for every Salesforce Administrator, as “Data is like garbage. You’d better know what you are going to do with it before you collect it.

Exporting and importing Salesforce data

Before we delve into importing data into Salesforce, we’ll address the export options. Often, the data you import into Salesforce is data you’ve previously exported and updated with additional information. For this reason, let’s start by learning how to export data. Later, we will proceed to learn how to import it. There are several options available for...

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