© Felicia Duarte, Rachelle Hoffman 2018
Felicia Duarte and Rachelle HoffmanLearn Salesforce Lightninghttps://doi.org/10.1007/978-1-4842-2994-1_8

8. Data Management

Felicia Duarte1  and Rachelle Hoffman2
(1)
La Puente, California, USA
(2)
Sunland, California, USA
 
Salesforce offers an array of data management tools. Lightning Salesforce offers a Data Import Wizard that allows you to update existing records or create new records (Figure 8-1). The Data Import Wizard allows imports, updates, and inserts to be performed using comma-separated value (CSV) files , Outlook CSV, ACT! CSV, and Gmail CSV. Salesforce not only supplies an importing tool but also provides tools to help you export your data into CSV files , mass transfer records from one owner to another ...

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