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

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7 Ways to Optimize Email Customer Service

No matter how many channels we communicate on these days, email still holds a prime spot in both our personal and professional lives. For this reason, it also remains an ideal customer service channel as it enables brands to neatly summarize information and engage in a friendly and personalized exchange with customers. While social media and messaging apps provide the...
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