Chapter 5. Managing Data in Salesforce CRM
In the previous chapter, we looked at the features that provide data access and security configuration by system administrators and discussed the four main levels where data access and security can be applied, namely: organization level, object level, field level, and finally, at the record level.
In this chapter, we will discuss the options for improving data quality using data validation rules and dependent fields. We will also outline the features and tools available within Salesforce CRM that allow you to import and export data into and out of the Salesforce system.
Finally, we will address a number of questions about the key features of Salesforce CRM administration in the area of data management.
The following topics will be covered in this chapter:
- Data quality
- Data validation rules
- Dependent picklists
- Data import and export utilities
- Data Import Wizard
- Individual import wizards
- Data Loader
- Data Loader and import wizards compared
- Best practice...
