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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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Toc

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

Data Loader


Data Loader is a client application available from Salesforce, which provides the facilities to bulk import and export data. Using Data Loader, you can create, edit, and delete Salesforce records for both standard and custom objects. Data Loader is supported for Windows XP, Windows 7, and Mac OS X.

The Data Loader client application must first be installed onto your local machine. The installation files can be obtained by navigating to Setup | Data Management | Data Loader.

Within the Data Loader installation files download screen, you can choose the appropriate installation download link for your operating system using either Download Data Loader for Windows or Download Data Loader for Mac, as shown in the following screenshot:

Data Loader can create, edit, or delete records for both standard and custom objects in Salesforce CRM. When importing data, Data Loader loads data from (CSV) files (or from a database connection). When exporting data, Data Loader exports records into...

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