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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

An overview of data import and export utilities


Salesforce provides data utilities that are available for the import and export of data to and from Salesforce. There are also a wide variety of third-party tools that allow data to be imported and exported from Salesforce and use the publicly available Salesforce APIs to provide data integration.

The third-party data import and export tools are not supported by Salesforce; therefore, we will not be covering these in this book but you can find information about them on the Internet.

Looking at the available Salesforce supported facilities to import and export data, we have the following specific options:

  1. Data Import Wizard

  2. Individual Import Wizards:

    • Import Accounts/Contacts

    • Import Leads

    • Import Solutions

    • Import Custom Objects

  3. Data Loader

Data Import Wizard

The Data Import Wizard opens in a full browser window and provides a unified interface that lets you import data for a number of standard Salesforce objects, including Account, Contact,...

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