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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Data management operations


Until now, we have discussed various configuration features available in Salesforce. As soon as you are done with building a data model and the related development, the next task is to migrate data from the legacy system to Salesforce or to mass update data in Salesforce. There are various data management operations possible with data management tools as follows:

  • Insert: This operation is used when you want to create new records for standard or custom objects of your organization. For example, you can use this feature to create an account in Salesforce.

  • Update: This operation is used when you want to update an existing record in Salesforce, for example, if you want to update the account type for an existing account.

  • Export: Salesforce provides various ways to export your data. By using this operation, you can download all the data of the organization for backup purposes or some other reason. You can also use this operation to get reference IDs of particular records...

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