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...