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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

An overview of data import and export utilities


Salesforce provides data utilities, which are available to import and export data to and from Salesforce. There is also a wide variety of third-party tools that allow data to be imported to and exported from Salesforce and use the publicly available Salesforce APIs to provide the data integration.

The third-party data import and export tools are not provided by Salesforce; therefore, we will not be covering these in this book. However, you can locate and find information about these tools via the AppExchange, a website provided by Salesforce that enables organizations to select additional apps to extend Salesforce CRM. The AppExchange is covered in detail in Chapter 9, Extending and Enhancing Salesforce CRM, and can be accessed at the web URL: https://appexchange.salesforce.com.

Looking at the available Salesforce-provided facilities for importing and exporting data, we have the following specific options:

  • Data Import Wizard

  • Individual import wizards...

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