Ongoing data-loading activities

Loading data is an essential part of getting your Salesforce Sales Cloud implementation up and running, but you may also find that you have an ongoing need to load data. Examples of this include loading Leads and Contacts captured from marketing activities, or adding or updating Account data from other internal or external sources.

If you are asked to load data on a regular basis, there are a few key questions you will want to ask to decide on the best approach. The first is as follows:

• The first and most important is, do we have permission to store this data?
• Then, we have the following practical questions:
• What is the volume of data?
• How regularly does this happen?
• Could this create duplicates?

This will allow you to ultimately answer the following two questions:

• What tools can we use?
• Who should do this?

Within Sales Cloud, you can give the Users permission to access the Data Import Wizard so they...