Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

An overview of data import and export utilities


Salesforce provides data utilities that are available for the import and export of data to and from Salesforce. There are also a wide variety of third-party tools that allow data to be imported and exported from Salesforce and use the publicly available Salesforce APIs to provide data integration.

The third-party data import and export tools are not supported by Salesforce; therefore, we will not be covering these in this book but you can find information about them on the Internet.

Looking at the available Salesforce supported facilities to import and export data, we have the following specific options:

  1. Data Import Wizard

  2. Individual Import Wizards:

    • Import Accounts/Contacts

    • Import Leads

    • Import Solutions

    • Import Custom Objects

  3. Data Loader

Data Import Wizard

The Data Import Wizard opens in a full browser window and provides a unified interface that lets you import data for a number of standard Salesforce objects, including Account, Contact,...