Bringing Data into Sales Cloud

You’ve designed a system that meets the requirements and completed the build. However, to bring the system to life, it needs data. It is commonly accepted that any CRM or database-powered system is only as good as the data in it. What data, how much of it, and how to go about it are the next big decisions.

This chapter gives you the understanding and tools you need to identify, plan, and execute loading data into Sales Cloud Objects. We’ll start by learning how to decide what data to load, which is informed by the requirements and limited by the sources available. We’ll explore the tools that are available and consider their key attributes in order to make a selection. We’ll then go on to learn about the data-loading process and what should be included in a plan to load legacy data into Sales Cloud Objects.

We’re going to cover the following main topics in this chapter:

• Identifying data to load
• Selecting...