Data Management for Salesforce Administrators
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Data Basics
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Avoiding Duplicate Records - Merging Contacts and Organizations
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The hazards of deleting data
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Simple Data Updates using Views
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Importing Data
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Updating Data
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Advanced Data Management Tools for HandsOn Connect
- Advanced Data Management Tools - overview
- Turning a list of new contacts into a team and signing them up administratively. (Batch creation 101)
- (Advanced) Batch Creating Team Members
- Batch Creating Connections
- Batch Moving or Copying of Connections from an Occurrence
- Adding occurrence connections to a campaign
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Other Examples of updating record
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(Advanced) Using the Apex Data Loader
- Getting Started with the Apex Data Loader
- Exporting Records using the Apex Data Loader
- Importing Occurrences via the Data Loader
- Batch updating Opportunity Approval and Volunteer Leader Approval Managers using the Apex Data Loader
- Importing Notes to Organization and Contact Records using the Apex Data Loader
- Uploading Users into HandsOn Connect Using the Apex Data Loader
- Bulk Uploading Connections with the Apex Data Loader
- Importing Volunteer Opportunities via the Data Loader
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(Advanced) Data Management