Book Image

Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Data management operations


Until now, we have discussed various configuration features available in Salesforce. As soon as you are done with building a data model and the related development, the next task is to migrate data from the legacy system to Salesforce or to mass update data in Salesforce. There are various data management operations possible with data management tools as follows:

  • Insert: This operation is used when you want to create new records for standard or custom objects of your organization. For example, you can use this feature to create an account in Salesforce.

  • Update: This operation is used when you want to update an existing record in Salesforce, for example, if you want to update the account type for an existing account.

  • Export: Salesforce provides various ways to export your data. By using this operation, you can download all the data of the organization for backup purposes or some other reason. You can also use this operation to get reference IDs of particular records...