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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