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

Data Loader


Data Loader is a client application available from Salesforce, which provides the facilities to bulk import and export data. Using Data Loader, you can create, edit, and delete Salesforce records for both standard and custom objects. Data Loader is supported for Windows XP, Windows 7, and Mac OS X.

The Data Loader client application must first be installed onto your local machine. The installation files can be obtained by navigating to Setup | Data Management | Data Loader.

Within the Data Loader installation files download screen, you can choose the appropriate installation download link for your operating system using either Download Data Loader for Windows or Download Data Loader for Mac, as shown in the following screenshot:

Data Loader can create, edit, or delete records for both standard and custom objects in Salesforce CRM. When importing data, Data Loader loads data from (CSV) files (or from a database connection). When exporting data, Data Loader exports records into...