Chapter 21
Managing Data
IN THIS CHAPTER
Understanding your migration options
Executing your migration plan
Organizing your data
Using the right tools to migrate data
Getting help
If you’re a system administrator, often your greatest headache isn’t configuring or customizing the system but is instead getting your data in and maintaining it so that it’s useful. Nothing hurts a rollout more than complaints from users that their data isn’t in Salesforce, that information is duplicated in several records, or even worse, that the information is wrong. Your end-user adoption suffers if you don’t maintain your records after the rollout. The data upkeep sins of preceding generations compound in your Salesforce instance to result in a poor user experience for the current wave of users. Salesforce has been around a long time. Users today who are just starting with Salesforce instances may not know that those instances have been around for many years. Then they think Salesforce is a bad product ...
Get Salesforce For Dummies, 8th Edition now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
