Data Import: Cleaning Up Your Import File

Data Import: Cleaning Up Your Import File

Data Import: Cleaning Up Your Import File

This short video walks yuo through how to clean up your import files in prepartion for getting your data into Salesforce. We'll walk you through both the how and the why of clean up, and how you can catch duplicates and match the data to the correct owner. And we provide information on how to keep your data clean, once its in Salesforce. links: Data Import playlist http://www.youtube.com/watch?v=UCTr84Y4f7M&list=PLnobS_RgN7JZaD_Fq8uh3b2AA8olsj1Qk&index=1 Help Topics Data validation rules: https://help.salesforce.com/apex/HTViewHelpDoc?id=fields_useful_field_validation_formulas.htm&language=en_US Picklists: https://help.salesforce.com/HTViewHelpDoc?id=updating_picklists.htm&language=en_US Lookup fields: https://help.salesforce.com/HTViewHelpDoc?id=search_lookupdialog.htm&language=en_US Workflow field updates: https://help.salesforce.com/HTViewHelpDoc?id=workflow_defining_field_updates.htm&language=en_US Formula fields: https://help.salesforce.com/apex/HTViewHelpDoc?id=useful_advanced_formulas.htm&language=en_US Record types: https://na1.salesforce.com/help/doc/en/salesforce_pagelayouts_cheatsheet.pdf page layouts: https://help.salesforce.com/HTViewHelpDoc?id=customize_recordtype.htm&language=en_US

By Vocalcom

E-mail Increasingly Important for Virtual Call Center Operations

E-mail is proving to be an important part of not just day-to-day tasks, but also virtual call center operations. Leveraging e-mail as a way to communicate, not just with personnel but also with customers, is a fantastic way to use 21st century communications. Through this practice, it’s possible to not only increase general customer interaction, but, perhaps more importantly, the...
View Full Article