Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

An overview of data import and export utilities


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

The third-party data import and export tools are not provided by Salesforce; therefore, we will not be covering these in this book. However, you can locate and find information about these tools via the AppExchange, a website provided by Salesforce that enables organizations to select additional apps to extend Salesforce CRM. The AppExchange is covered in detail in Chapter 9, Extending and Enhancing Salesforce CRM, and can be accessed at the web URL: https://appexchange.salesforce.com.

Looking at the available Salesforce-provided facilities for importing and exporting data, we have the following specific options:

  • Data Import Wizard

  • Individual import wizards...