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

Best practices for mass data updating


When carrying out any kind of mass data update or deletion in Salesforce CRM, you should ensure that the data to be changed is correct, of course, but you should also consider applying the best practices discussed in the upcoming sections:

Tip

Back up your data

Back up your data before performing a mass update or delete it by either requesting a data export or exporting your own report of the data.

Always include both the Date/Time Stamp and Created by Alias criteria in your mass delete to ensure that you are only deleting your imports and no one else's data.