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Book Overview & Buying
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Table Of Contents
Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition
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Salesforce provides data utilities that are available for the importing and exporting of data to and from Salesforce.
The Salesforce import wizard is an easy-to-use user interface, multi-step wizard for importing new Account, Contact, Lead, Custom Object, or Solution records into Salesforce.
The wizard can also be used for Account, Contact, Lead, Custom Object, or Solution updates based on a matching identifier.
Contact and Lead can be updated by matching the e-mail address and Custom Object or Solution may be updated based on custom object names, solution titles, Salesforce Id, or an external ID.
A comma separated value (CSV) file format is required when using the import wizard where import wizard imports are limited to 50,000 records per session.
Account and Contact import wizards have a built-in de-duplicating functionality. Account can be matched using the account name and account site. For contacts, de-duplicating matching can be carried...
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