Salesforce university Working with Data

Working with Data

It’s all about your mission.

www.cloud4good.com

Paige Van RiperCloud [email protected]

Agenda

• Why this topic?• Entering • Uploading • Cleaning • Prevention

Why this topic?

• It’s a “data”base – data is core• Everything else you do as admin cannot overcome

bad/dirty data• There is help

Entering Data

• Validation rules• Workflows with field updates• Visual Flows• Batch data entry

Uploading Data

• Clean before you upload• Check for duplicates as you upload• Find the right tool for the job

Salesforce Tools

ETLs

• Apex Data Loader• DemandTools by CRMFusion• Apsona• DataLoader.io• Jitterbit Data Loader for Salesforce

Cleaning

• De-duping order• Rigid to loose• Parent objects then child objects

• Special considerations for Nonprofit Starter Pack 1X1

Other Tools

• Excel• Force.com Excel Connector

Prevention

• Stop duplicates before they start• Tools• DupeBlocker by CRMFusion• DupeCatcher by Symphonic Source• Unique Entry by RingLead

Paige Van Riper

Cloud4good.com

[email protected]