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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook Build, configure, and customize Salesforce CRM and mobile solutions

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Product type Paperback
Published in Apr 2019
Publisher Packt
ISBN-13 9781789619782
Length 782 pages
Edition 5th Edition
Languages
Concepts
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Authors (2):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
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Toc

Table of Contents (19) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CRM FREE CHAPTER
2. Setting Up Salesforce CRM and the Company Profile 3. Managing Users and Controlling System Access 4. Configuring Objects and Apps 5. Section 2: Managing Data in Salesforce
6. Securing Access to Data and Data Validation 7. Managing Data in Salesforce CRM 8. Generating Data Analytics with Reports and Dashboards 9. Section 3: Business Processes, Cloud Development, and Lightning Experience
10. Implementing Business Processes in Salesforce CRM 11. Core Business Functionality in Salesforce CRM 12. Extending and Enhancing Salesforce CRM 13. Administrating the Mobile Features of Salesforce CRM 14. Lightning Experience 15. Einstein Analytics 16. Section 4: Salesforce CRM Certification
17. Studying for the Certified Administrator Exam 18. Other Books You May Enjoy

An overview of data import and export utilities

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

The third-party data tools are not provided by Salesforce; therefore, we will not be covering them in this book. However, you can find information about these tools via AppExchange, a website that's provided by Salesforce that allows organizations to select additional apps to extend Salesforce CRM. AppExchange is covered in detail in Chapter 9, Extending and Enhancing Salesforce CRM, and can be accessed at https://appexchange.salesforce.com.

Looking at the available Salesforce-provided facilities for importing and exporting data, we have...

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