Teach Yourself VISUALLY Salesforce.com, 2nd Edition

CHAPTER 8

Managing Your Data

Salesforce provides two main tools for importing, updating, transferring, and deleting data. The Import Wizard takes you through data management step by step. The Data Loader runs as a separate application on Windows machines. Both tools work with CSV (comma-separated values) files, which should begin with a row of column headers, and include one record per row in the rest of the file.

Import Leads

Import Contacts and Accounts

Using Mass Delete

Install the Data Loader

Import Records with the Data Loader

Update Records with the Data Loader

Delete Records with the Data Loader

Export Records with the Data Loader

Add ...