Book Image

Salesforce Platform App Builder Certification Handbook

By : Siddhesh Kabe
Book Image

Salesforce Platform App Builder Certification Handbook

By: Siddhesh Kabe

Overview of this book

The Salesforce Certified Platform App Builder exam is for individuals who want to demonstrate their skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of Force.com. This book will build a strong foundation in Force.com to prepare you for the platform app builder certification exam. It will guide you through designing the interface while introducing the Lightning Process Builder. Next, we will implement business logic using various point and click features of Force.com. We will learn to manage data and create reports and dashboards. We will then learn to administer the force.com application by configuring the object-level, field-level, and record-level security. By the end of this book, you will be completely equipped to take the Platform App Builder certification exam.
Table of Contents (17 chapters)
Salesforce Platform App Builder Certification Handbook
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
Index

Using the Data Import Wizard


Once you have created an export file and cleaned up the data for import, follow these steps to import data using the Data Import Wizard:

  1. To start the wizard, perform the following steps:

    • From Setup, go to Administration Setup | Data Management | Data Import Wizard.

    • Click on Launch Wizard!

  2. Choose the data that you want to import from the following:

    • We can import accounts, contacts, leads, and solutions from the Standard Object tab and other objects from the Custom Objects tab.

    • Next, we need to specify whether we want to add new records, update existing records, or add and update records simultaneously.

    • Specify matching and other criteria. We will be matching records using their Salesforce ID.

    • In the last section, we will specify the file that contains the data.

    • Choose the character encoding method for your file. Most users will not need to change their character encoding.

    • Click on Next.

  3. On the next screen, we are going to map the data fields to the Salesforce data fields...