Transcript
Enable the User Experience with Data Discover best practices to import clean data, create valuable reports and validate the
solution with your business users
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Your Getting Started journey
Discover best practices to enable the user experience with data including:
• Understanding key considerations when importing and managing your data
• Developing valuable reports and dashboards
• Validating Salesforce effectively with your users
Obtain tips to prepare, import, and manage your data
What is the complexity of the data
you are importing into salesforce?
Poll
Key Considerations When Importing and Managing Your Data
Importing your data: Overview
List your data sources and the names of the fields in which data is stored
Analyze and identify any potential problems with your data
Resolve issues and cleanse the data prior to import into salesforce
Data Import Video Series
Outlook
ACT
Legacy CRM
Gmail
Excel
Export File
Preparing your data for import
Import data in phases based upon what needs to be ready on your Go Live date.
1 Import Accounts
and Contacts
2 Import Open
Leads, Opportunities
and Cases
3 Import closed
records needed for reporting
purposes
4 Archive data
which will not be imported
Test! Test! Test!
Data Import Video Series
Examine your import Examine your data prior to import and correct errors
Data Import Video Series
Prepare for Import and Data Import Tools
Prepare your import file Prepare your files to facilitate the import process.
Checklist:
1. Use Salesforce field names
2. Include the record owner ID
3. Populate required fields
4. Use valid picklist values
5. Include an import batch field
6. Add Created By and Created Date fields
7. Include legacy system data ID
‘Deciding On A Method For Importing Data’ Article
Prepare Salesforce for the import
Checklist:
1. Identify required fields
2. Create custom fields
3. Add valid picklist values
4. Add a field for legacy system data ID
5. Open Created By and Created Date fields
6. Use formula fields when possible
Prepare your files to migrate from your source files
‘Deciding On A Method For Importing Data’ Article
Use the Data Import Wizard when:
• You are loading fewer than 50,000 records
• The object you need to import is supported
by the Data Import Wizard
• You want to prevent duplicates for Accounts,
Contacts, Leads
Data Import Video Series
Data Import Wizard
Data Loader
Use Data Loader* when:
• You need to import 50,000 to 5,000,000
records
• You need to load into an object that is not
supported by the import wizards
• You want to schedule regular data loads
• You want to export your data for backup
purposes
*Available for Enterprise, Unlimited, Developer, and Database.com
Editions. Can be provisioned temporarily for Professional Edition
for initial data import.
Data Import Video Series
‘Deciding On A Method For Importing Data’ Article
Getting Started Workbook
Identify Data and Prepare Your Data for Import
Key Considerations Actions Resources
Data Analysis
What data is appropriate to
migrate to Salesforce? What
are the sources of my data?
Determine the data for import and its source.
(Consider objects that are relevant and clean
as well as the length of time you want to cover.)
Best Practice:
Manage Data Effectively
See Import Data
Data Preparation
How clean is my data? Are there
duplicate names, companies,
and so on that I need to merge?
To create your data import template, export field
name columns from Salesforce. (There’s no need
to change column headers if you’re using ACT,
Outlook, GoldMine, or Palm Desktop.)
Include the record owner ID.
Populate required fields.
Use valid picklist values (such as Not Started, In
Review, and Complete).
Best Practice:
Manage Data Effectively
See Import Data
Help Articles:
• Preparing Your Data for Import
• Create Export Files for Import Wizards
• How do I use an External ID to import related records?
Getting Started Workbook
Clean your data
Import using the Data Import Wizard
Data Import Wizard demo
Enforce data quality through
Salesforce configuration:
Establish required fields
Create default picklist values
Use data validation rules
Create a data management
strategy:
Train your users to input quality data
Use naming conventions
Use address conventions
Prevent duplicates
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Best Practices: Good data management
‘Validation Rules’ Article
Install the Data Quality dashboards Monitor data quality with dashboards
Salesforce Data Quality Dashboards from the AppExchange
Data Archive:
• Data you will not migrate
• Storage plan for import files
• Data you will archive in Salesforce
Data Back Up:
• Weekly Data Export Service Included
with Enterprise Edition and above
• Export data using Salesforce Reports
• Data back up options available on
the AppExchange
Best Practice: Archive and back up
‘Exporting Backup Data’ Article
Special edition demo
Available in:
• Professional
• Enterprise
• Performance
• Unlimited
• Developer Editions
Duplicate management is available for Accounts,
Contacts, Leads, and custom objects.
Duplicate Management
Developing Valuable Reports and Dashboards
Better Insights Actionable Data Better Decisions
Reporting as a monitoring and decision making tool
Standard Reports:
• Out-of-the-box reports
• Stored in standard folders
• Can be customized
• Cannot be deleted from the standard
report folders
Custom Reports:
• Can be built from scratch
• Can be created from standard reports
• Must be saved in a custom, personal,
or unfiled folder
• Can be overwritten or deleted
Reports are lists or summaries that allow you to aggregate and analyze your data in different ways.
Use prebuilt reports
Analyze Data using Reports and Dashboards Journey
Use prebuilt dashboards
Prebuilt, best practice Reports and Dashboards
Completely customizable
Dashboards for Executives, Managers, Reps
Example dashboards include:
• Sales
• Marketing
• Service Rule of Thumb: In general, if you can see the data, you can report on it.
Salesforce CRM Dashboards from the AppExchange
Best practices for analytics development
Make the data relevant to the audience: Think about the audience for the dashboard or report.
Group data logically, use space wisely: A well-designed dashboard or report will ensure that data is displayed in logical groups. Present only the most important data.
Worksheet: Decide what reports you need
Reports that Match My Business Goals
My Prioritized Business Goals Standard Reports to Measure My Goals
Identify top performers
Better visibility into pipeline
Increased closed rates
Relevant reports for top management
Get credit for work
Sales by Rep
Opportunity Pipeline
Closed Opportunities
Closed Opportunities, Opportunity Sources, Opportunity Stage Duration, Quarterly Forecast Summary, Opportunity Pipeline Trend
Sales by Rep, Quota vs. Actual
Know why key deals are lost
Easy access to collateral
Accomplish administrative tasks more easily
Stuck opportunities
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Getting Started Workbook
Recap What you learned:
Key considerations when importing and managing your data
How reporting is a monitoring and decision making tool
Where to access prebuilt reports and dashboards
Next steps What you should do next
Download Getting Started Workbook
Import your data
Enforce good data through required fields, validation
rules, and formulas
Ask questions in Success – Getting Started
Continue with the Getting Started Series to learn how to
engage and motivate your users
Resource links
Getting Started AppExchange Help & Training
Resources Videos
Trailhead
Modules
Success Journey Hub
Getting Started
Workbook
Analyze Data using
Reports and
Dashboards Journey
Salesforce Data
Quality Dashboards
Salesforce CRM
Dashboards
Preparing Your Data
for Import
Deciding on A Method
for Importing Data
Exporting
Backup Data
Validation Rules
Example Validation
Rules
Reports and
Dashboards
Quickstart
Data Import Video
Series
Data Management
Lightning Reports
and Dashboards
Success – Getting Started: A user’s guide
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