O'Reilly logo

Salesforce.com For Dummies, 5th Edition by Matt Kaufman, Liz Kao, Tom Wong

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 22

Migrating and Maintaining Your Data

In This Chapter

arrow Understanding your migration options

arrow Executing your migration plan

arrow Organizing your data

arrow Getting help

If you’re a system administrator, often your greatest headache isn’t configuring or customizing the system but 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. If you’re not diligent, you can find yourself in the same mess that drove you to Salesforce in the first place.

If data maintenance is giving you nightmares, use the data management tools in Salesforce to easily import leads, accounts, and contacts. If you have in-house expertise or engage a Salesforce partner, you can migrate other critical data (such as opportunities, cases, and activities) by using proven third-party tools. When your data is stored in Salesforce, you can rely ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required