You're reading from Hands-On Low-Code Application Development with Salesforce Build customized CRM applications that solve business challenges in just a few clicks

Product type Paperback

Published in Oct 2020

Publisher Packt

ISBN-13 9781800209770

Length 608 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Application Development

Author (1):

Enrico Murru

View More author details

Table of Contents (28) Chapters

Preface

1. Section 1: What Is Salesforce?

2. Chapter 1: A Brief Introduction to Salesforce FREE CHAPTER

3. Section 2: Data Modeling

4. Chapter 2: Building the Data Model

5. Chapter 3: Mastering Formulas

6. Chapter 4: Cleaning Data with Validation Rules

7. Chapter 5: Handling Dynamic Configuration

8. Chapter 6: Security First – The "Who Sees What" Paradigm

9. Section 3: Automation Tools

10. Chapter 7: Be a Workflow Champion

11. Chapter 8: Setting Up Approval Processes

12. Chapter 9: Process Builder – Workflow Evolution

13. Chapter 10: Designing Lightning Flows

14. Chapter 11: Interacting with Actions

15. Section 4: Composing the User Interface

16. Chapter 12: All about Layouts

17. Chapter 13: The Lightning App Builder

18. Chapter 14: Leveraging Customers and Partners Power with Communities

19. Section 5: Data Management

20. Chapter 15: Importing and Exporting Data Declaratively

21. Chapter 16: Learning about Data Reporting

22. Section 6: Ready to Release?

23. Chapter 17: The Sandbox Model

24. Chapter 18: Deploying Your Solution

25. Section 7: Before We Say Goodbye

26. Chapter 19: Salesforce Ohana – The Most Amazing Community Around

27. Other Books You May Enjoy

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Importing data into Salesforce

Data Lifecycle Management (DLM) is a hot topic when lighting up a new CRM implementation. How would you import the first records to make it fully operational from day one after go-live? How do you cleanse data if there is a bug in the automation you implemented (no human work is bug-free)? How do you cleanse data in the event of human errors?

And how would you extract data periodically to back up your records? How would you extract data to import it into another organization (org)?

The Salesforce platform provides a client application called Data Loader that can be used to do all sorts of massive CRUD (create-read-update-delete) operations on records, so you don't have to do them manually.

We'll talk about this great, useful, and well-known app that should always be in your toolbox in the last, dedicated section. In this and the next section, we'll talk about importing and exporting data from within the platform without using any...