salesforce university working with data

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Presented at Salesforce University on July 24, 2013

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Page 1: Salesforce university   Working with Data
Page 2: Salesforce university   Working with Data

Working with Data

Page 3: Salesforce university   Working with Data

It’s all about your mission.

www.cloud4good.com

Paige Van RiperCloud [email protected]

Page 4: Salesforce university   Working with Data
Page 5: Salesforce university   Working with Data

Agenda

• Why this topic?• Entering • Uploading • Cleaning • Prevention

Page 6: Salesforce university   Working with Data

Why this topic?

• It’s a “data”base – data is core• Everything else you do as admin cannot overcome

bad/dirty data• There is help

Page 7: Salesforce university   Working with Data

Entering Data

• Validation rules• Workflows with field updates• Visual Flows• Batch data entry

Page 8: Salesforce university   Working with Data

Uploading Data

• Clean before you upload• Check for duplicates as you upload• Find the right tool for the job

Page 9: Salesforce university   Working with Data

Salesforce Tools

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ETLs

• Apex Data Loader• DemandTools by CRMFusion• Apsona• DataLoader.io• Jitterbit Data Loader for Salesforce

Page 11: Salesforce university   Working with Data

Cleaning

• De-duping order• Rigid to loose• Parent objects then child objects

• Special considerations for Nonprofit Starter Pack 1X1

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Other Tools

• Excel• Force.com Excel Connector

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Prevention

• Stop duplicates before they start• Tools• DupeBlocker by CRMFusion• DupeCatcher by Symphonic Source• Unique Entry by RingLead

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Paige Van Riper

Cloud4good.com

[email protected]