salesforce university working with data
DESCRIPTION
Presented at Salesforce University on July 24, 2013TRANSCRIPT
Working with Data
Agenda
• Why this topic?• Entering • Uploading • Cleaning • Prevention
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
Entering Data
• Validation rules• Workflows with field updates• Visual Flows• Batch data entry
Uploading Data
• Clean before you upload• Check for duplicates as you upload• Find the right tool for the job
Salesforce Tools
ETLs
• Apex Data Loader• DemandTools by CRMFusion• Apsona• DataLoader.io• Jitterbit Data Loader for Salesforce
Cleaning
• De-duping order• Rigid to loose• Parent objects then child objects
• Special considerations for Nonprofit Starter Pack 1X1
Other Tools
• Excel• Force.com Excel Connector
Prevention
• Stop duplicates before they start• Tools• DupeBlocker by CRMFusion• DupeCatcher by Symphonic Source• Unique Entry by RingLead