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

What is Cloud Computing?

To the everyday person, the notions of working efficiently and being up in the clouds are usually considered contradictory; however, this is no longer the case with the performance benefits of cloud computing. Staying current with the most innovative and transformative services, Vocalcom has partnered with Salesforce, a trusted leader in cloud computing and customer relationship management. Enhanced with the...
View Full Article
Questions?
We can help.